The closed loop of 'Yield → Stablecoin → Re-staking' ties high TPS with sustainable cash flow, which is the intuitive value of Solayer. Users get predictable settlement currency, while the protocol uses re-staked yields to reinvest in the payment network; the more it's used, the stronger the network becomes.
LSTs (like mSOL/JitoSOL) enter the re-staking layer to participate in AVS/MEV profit sharing; the generated sUSD serves as a settlement currency for DApps and merchants, with transparent reserves and settlement rules maintaining the peg; execution and acceleration of the network reduce latency to seconds, accommodating high-frequency trading and gaming; risk control thresholds and automatic deceleration maintain stability during congestion.
Evaluate five things: sUSD minting/redeeming and reserve coverage ratio (peg stability), payment settlement latency and reconciliation error rate (usability), AVS yield and transit time (cash flow), sUSD depth and discount (liquidity), level of decentralization of nodes and AVS (security). Stability at both ends ensures the closed loop runs for a long time.
Recommendations: Set automated rules for 'peg deviation threshold - liquidation action - recovery time limit'; provide merchants with settlement delay budgets and reconciliation exception handling processes; regularly disclose AVS yield and risk events to reduce uncertainty premiums. #Builtonsolayer @Solayer $LAYER