Setting sights on Solayer, it’s not just about moving "LST staking" to Solana. 🧐
It reuses the "security budget" of SOL/LST to feed AVS (oracles, sorters, availability layers, etc.). ⚙️
I care about three things: how to stack yields, how to dismantle risks, and how to turn liquidity.
Three yield paths: base staking yield + MEV sharing + AVS task fees. 💰
Three layers of risk: base chain penalties, LST synthetic errors, AVS operational mistakes; layer-wise accounting, don’t mix it all into a pot of porridge. 🧯
Solana's parallel execution + local fee market ⇒ AVS is more "high-frequency and low-latency".
Solayer equals making computing power scheduling into a "financial contract". #BuiltonSolayerLAYER
The real moat isn’t about "whether or not to restake", but about:
penalty transparency, task market depth, liquidity management of redemption channels. 🔍
I will focus on four indicators: number of covered AVS, depth of LST pools, penalty triggers/compensation SLA, redemption wait time. 📊
Gameplay suggestions: beginners go directly SOL→Solayer, advanced users spread mSOL/JitoSOL into positions.
Experts pick long-tail AVS with high risk/reward ratios, small positions to test the waters. 🧗
Don’t overlook governance: who can get on the AVS whitelist, how weights are distributed, and emergency shutdown processes need to be clearly defined. 🗝️
If the flywheel spins up: LST demand ↑ → AVS security ↑ → task fees ↑ → restaking yields ↑,
Solana’s security budget becomes "financialized". 🔄
Solayer is not about earning interest once, but about turning "security" into orchestrated cash flow. 🧠💵@Solayer $LAYER