Solayer's market value has increased 5 times in six months! $LAYER has become a core asset in Solana's infrastructure in the eyes of institutions.
📊 Binance listing skyrocketed by 230%, market value surpassed $400 million.
Since $LAYER was listed on Binance in February 2025, its price peaked at $2, soaring 230% from its issuance price, with a single-day trading volume exceeding $100 million, making it the brightest new star in the Solana ecosystem. Although subsequently affected by the market correction, the price retreated to $1.2, but on-chain data shows that the top 100 addresses hold 45% of the tokens, and 70% of the tokens are locked, indicating a highly concentrated distribution and long-term optimism.
🔍 Golden window period of low market value and high growth.
Currently, the circulating market value of $LAYER is only $400 million, far below its technical value. Compared to similar projects like EigenLayer (valued at $8 billion), there is more than tenfold growth potential for its market value. Institutional models suggest that if the InfiniSVM mainnet processes 1 billion transactions daily (currently 240 million), the market value will surpass $2 billion, corresponding to a price of $20. Entering now is akin to buying Bitcoin at $1,000, seizing the opportunity of original shares in Web3 infrastructure.
💡 Technology-driven value reassessment logic.
Solayer's proof network has processed over 5 million ZK proofs on the testnet, supporting 35 protocols and 1,700 projects, with total financing exceeding $4 billion. Its technological advantages directly translate into commercial value, with an annual recurring revenue (ARR) of $2.5 million, growing at a rate of 20% per month. With the introduction of the xLAYER cross-chain governance mechanism on the InfiniSVM mainnet, institutions predict its ARR will exceed $10 million within 12 months, corresponding to a PS ratio below 10, making it highly cost-effective for investors.
📈 Price forecast and risk warning.
In the short term, $LAYER may retreat to $0.8 due to market fluctuations, but is bullish in the medium to long term. Analysts generally believe its reasonable valuation range is $1.8-$2.5, corresponding to a market value of $1.8 billion-$2.5 billion. The risk points lie in the speed of technological implementation and market competition, but Solayer, leveraging the first-mover advantage of InfiniSVM, has established an insurmountable technological barrier.
