I. Core Value and Innovation of the Project
Technical Innovation
Solayer, as the re-staking network of the Solana ecosystem, pioneered the InfiniSVM hardware acceleration architecture, achieving millions of TPS and near-zero latency through SDN, RDMA, and InfiniBand technologies, breaking the software scaling limits, aiming to become the next-generation high-performance blockchain infrastructure.
Differentiated Advantages
Three Core Product Lines:
Restaking Protocol: Supports re-staking of SOL and liquid staking tokens to earn sSOL rewards.
sUSD Stablecoin: Yield-bearing stablecoin backed by U.S. Treasury bonds, expected APY close to 4%.
InfiniSVM Blockchain: Launching a high-performance chain with millions of TPS and 100Gbps bandwidth in 2025.
Market Positioning
Governance driven by LAYER tokens, focusing on infinitely scalable SVM and decentralized technology to address blockchain hardware bottlenecks.
II. Market Performance and Financing Situation
Current Data
Price: $0.6161 (as of August 2025)
24-hour Trading Volume: $18.66-32.01M (liquid market)
Market Cap: $174.75M (#258, medium-sized project)
Circulation: 283.62M LAYER (28.4% of total supply)
Historical Performance: Down about 80% from ATH, with rebound potential.
Ecological Data
Over 295,000 unique wallet deposits, TVL exceeding $500 million.
sUSD stablecoin TVL nearly $31 million.
Capital Support
In August 2023, secured $12 million in seed funding, with investors including Polychain Capital, Binance Labs, and Solana founder Anatoly Yakovenko.
Genesis airdrop allocation of 12% of tokens to early adopters and partners.
III. Price Forecast and Investment Outlook
Short-term Forecast (2025)
Conservative Target: $3.54 (+227.24%, June 15)
Optimistic Target: Testing $6.50 in Q4, quarterly average price rising from $1.09 to $5.20.
Medium to Long-term Forecast (2026-2030)
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IV. Technical Architecture and Competitive Advantages
InfiniSVM Technology Breakthrough
Performance: 1M+ TPS, 100Gbps bandwidth, sub-second confirmation.
Security: Authority proof + proof of stake hybrid mechanism, node data real-time alignment.
Application Scenarios: High-frequency dApps (trading, gaming, payments).
2025 Roadmap
Launch Solayer Chain to achieve millions of TPS and near-instant confirmation.
Expand cross-chain capabilities (collaboration with Wormhole, Mayan).
V. Risk Assessment and Response Strategies
Core Risks
Competitive Pressure: Facing competition from mature re-staking protocols like EigenLayer.
Technical Execution: High complexity of InfiniSVM implementation.
Regulatory Uncertainty: Re-staking and stablecoin business face compliance risks.
Token Unlocking: Future supply increase may trigger selling pressure.
Response Strategy
Focus on technical milestones (e.g., Solayer Chain launch).
Monitor ecological cooperation progress (Wormhole, Mayan cross-chain integration).
Build positions in batches and set stop-loss levels (e.g., $0.45).
VI. Investment Recommendations and Comprehensive Ratings
Investment Rating: Strong Buy
Core Logic
Technological Leadership: InfiniSVM hardware acceleration defines industry benchmarks.
Strong Ecology: TVL exceeds $500 million, large user base.
Revenue Diversification: Triple value capture from re-staking, stablecoins, and infrastructure services.
Strategy Recommendations
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Key Price Levels
Buy Range: $0.50-0.70
Short-term Resistance: $1.50-2.00
Long-term Target: $10.00-15.00
Summary: Solayer, with hardware acceleration technology, ecological scale, and top institutional support, has become a core asset of the Solana ecosystem infrastructure. Despite facing competition and technical challenges, its long-term growth potential is significant, making it suitable as a core holding in the blockchain hardware innovation space.
