Web3 never lacks 'technical stories', but lacks projects that 'turn stories into reality'—Solayer is that tough character that 'lets results speak for themselves'. It relies on InfiniSVM hardware acceleration to pull blockchain performance from 'sufficient' to 'excess'; it turns crypto from 'numbers in exchanges' into 'money that can be spent globally' with the Emerald Card; and it brings the 'safe and stable yield' of traditional finance into Web3 with sUSD. Now, with $350 million TVL, over 104,500 users, and nearly $31 million in sUSD as a base, $LAYER has dropped 75% from its peak—this 'discrepancy between value and price' is being targeted by more and more funds, and a rebound is only a matter of time.
1. InfiniSVM: Hardware breaks through the performance cage, 1 million TPS is not just 'PPT data'.
The 'performance anxiety' of traditional blockchains is essentially a 'knot that software cannot untie': Ethereum has been sharding for years, yet TPS still struggles to break a hundred; Solana relies on PoH to reach 10,000 TPS, but when faced with 'Double 11 level' payments or high-frequency trading, it still 'lags into PPT', with Gas fees soaring to dozens of dollars. However, Solayer's InfiniSVM has directly overturned this ceiling with a 'hardware revolution'.
Its core logic is 'delegate complex tasks to specialized hardware': on one hand, using InfiniBand (infinite bandwidth) and RDMA (Remote Direct Memory Access) technology, it offloads energy-intensive tasks like transaction verification and data transmission from ordinary servers to programmable chips (like FPGAs). Data does not need to be forwarded through layers of the operating system but runs directly at high speed between hardware, achieving near-zero latency—traditional blockchain confirmation times of 1-3 seconds are compressed here to 'the blink of an eye' (millisecond level), making it thousands of times faster than bank cross-border payments. On the other hand, using a 'multi-execution cluster architecture', it distributes non-conflicting transactions from different users to multiple clusters for parallel processing; for example, the SOL transfer of A, the sUSD exchange of B, and the NFT transaction of C can all be completed simultaneously, completely breaking through the 'single-chain serial' limitations, aiming for 1 million+ TPS and 100Gbps bandwidth, which is 100 times the current performance of Solana.
This is not a 'digital game', but an 'experience that users can feel': in the future, doing DeFi in the Solayer ecosystem will not require staring anxiously at the 'pending' interface; grabbing popular NFTs will not fear 'quick fingers failing due to congestion'; even transferring $10 of SOL to a friend can be 'instant, with zero fees'—blockchain can finally operate like WeChat Pay, 'use it and go'.
2. Hardware Layer 1 pioneer: the 'only solution' for DeFi scalability and institutional entry.
Why is Solayer called the 'pioneer of hardware-accelerated Layer 1'? It's not because it was the first to create hardware, but because it just happens to solve the industry's 'two major difficulties', becoming a 'game changer'.
For DeFi, 'scalability' has always been a dead end: either sacrificing decentralization for speed (like on-chain derivatives of centralized exchanges), or sacrificing speed for decentralization (like lending protocols on Ethereum). Solayer's 'shared validator network' directly breaks the deadlock: dApps do not need to spend millions to build their own validator nodes; they can connect and use the performance of InfiniSVM + the security of Solana. More considerate is the 'inherent AVS mechanism'—users staking $LAYER or sSOL can gain transaction priority; the more you stake, the faster the transaction confirmation, ensuring both efficiency and fairness. For example, after collaborating with Jupiter (the largest AMM on Solana), sUSD users providing liquidity on Jupiter can transact three times faster than ordinary users, attracting a large influx of funds; currently, the re-staking TVL related to sSOL has reached $186 million.
For institutions, the core of 'not daring to enter the market' is 'fear of instability, fear of non-compliance'. Solayer just happens to hit the 'safety point' for institutions: the hardware-level stability of InfiniSVM makes transaction latency and processing capacity predictable, meeting institutions' requirements for 'system reliability'; sUSD (the stablecoin in cooperation with OpenEden) is even more powerful, 100% backed by short-term US Treasury bonds, with a 4% annualized yield (APY) higher than that of money market funds, and real-time access to Treasury bond holding proofs, posing no risks of 'algorithm collapse' or 'partial reserves'. Currently, the TVL of sUSD has surpassed $31 million, and it is still increasing by 15% weekly, which is a signal of traditional asset management institutions 'voting with their feet'.
3. InfiniSVM application scenarios: high-frequency trading, AI risk control, full coverage of Web3 games
High performance without practical application is just 'technical show'—Solayer has long stuffed the capabilities of InfiniSVM into three 'money-making, usable' scenarios.
The first is high-frequency quantitative trading. For quantitative institutions, 'latency = loss': the 1-3 second confirmation time of traditional blockchains renders strategies like 'cross-chain arbitrage' and 'instantaneous market capture' completely ineffective, which is why many quantitative funds crowd into centralized exchanges. But the zero-latency + high throughput of InfiniSVM makes decentralized quant trading possible: AI models read market data from Solayer, Solana, and BNB Chain in real time, issue trading instructions in milliseconds, and InfiniSVM processes multiple transactions in parallel, even allowing 'this side Solayer confirms the transaction, and that side BNB Chain completes the asset transfer', with arbitrage profits 20% higher than centralized exchanges. Currently, three crypto quantitative institutions have accessed the testnet, and the actual results far exceed expectations.
The second is AI + DeFi risk control. Currently, DeFi lending is basically 'over-collateralized' (for example, pledging $150 of SOL to borrow $100 of stablecoins), and the core issue is 'unable to evaluate credit in real-time'—on-chain data is scattered and processed slowly, making it impossible for AI models to calculate users' credit scores. However, the high concurrency of InfiniSVM allows AI to capture users' sSOL staking amounts, sUSD holding times, and Emerald Card spending records in real time, calculating 'Solayer credit scores' within 100 milliseconds. Users with high credit scores can enjoy 'low-collateral loans' (pledging $120 to borrow $100), or even borrow up to $500 without collateral, transforming DeFi from a 'rich man's game' into a financial tool that 'ordinary people can also use'. Currently, two DeFi lending protocols are testing this feature, which will be officially usable in Q4 of this year.
The third is large-scale Web3 games. Currently, when Web3 games heat up, they tend to lag; for instance, if 100,000 players simultaneously trade items in a popular chain game, the chain directly collapses. But with InfiniSVM's 1 million+ TPS, it can support 'every item transaction being recorded on-chain in real time': players buying equipment and selling pets can be confirmed in seconds, ensuring asset ownership without affecting the gaming experience. Currently, one Solana ecosystem game studio plans to migrate its game economic system to InfiniSVM, expected to launch early next year.
4. Emerald Card: Global crypto spending + instant earning of $LAYER, digital assets are 'alive'.
The biggest pain point in crypto is 'on-chain assets are unusable'—if you have $1000 of SOL and want to buy coffee or book a hotel abroad, you first need to sell it on an exchange for fiat, withdraw it to your bank card, and then convert it to local currency, a process that takes 1-2 days and incurs multiple fees. But Solayer's Emerald Card turns this 'troublesome matter' into 'just swipe once'.
Its usage is no different from that of a regular credit card: in the Solayer wallet, transferring SOL or sUSD to the Emerald Card account allows you to get a physical or virtual card, which can be used at all merchants supporting Visa/Mastercard globally. For example, if you are traveling in Europe and buy bread in Paris using the Emerald Card, InfiniSVM will complete the 'SOL → Euro' conversion and settlement in real time in less than 1 second, and you won't have to worry about 'blockchain, transfers'—the experience is just like swiping a regular credit card. But the key difference is 'the assets belong to you'—the money in the Emerald Card is always in your Solayer wallet and will not be frozen or misappropriated by third-party institutions, making it much safer than traditional payment cards.
What drives users crazy is the Emerald Rewards program: for every dollar you spend, you earn 0.01 $LAYER, and the rewards are automatically transferred to your wallet within 10 seconds after the transaction is completed, without waiting or reaching a minimum amount. You can directly sell it on Binance for cash, or continue to stake for profits. For example, if you spend $2000 a month with the Emerald Card, at the current price of 0.6, you can earn an additional $12 a month; if LAYER rises to $5, the monthly reward would be $100—this is not a 'small discount', but a long-term incentive of 'the more you use, the more you earn'. There are already over 20,000 users who have applied for the Emerald Card, with an activation rate of 85%; many users say, 'I only take this card when I go out now.'
5. Card and chip binding: Without InfiniSVM, there is no 'seamless payment experience'.
Many people ask: 'Other blockchains also have payment cards, why can only the Emerald Card achieve “no lag, instant rewards”?' The answer lies in the 'deep binding of Emerald Card and InfiniSVM'—without the support of hardware performance, all 'smooth experiences' are just empty talk.
The issue with traditional crypto payment cards is essentially 'performance not keeping up with demand': when you swipe your card, you first have to convert crypto to fiat on-chain, then transfer the money to the payment gateway, and finally complete the settlement, going through several steps. If the blockchain lags, you may face 'card swipe failure' or 'money deducted but not received by the merchant'; distributing rewards is even more troublesome, as you have to wait for the payment platform to tally all transactions before issuing rewards in bulk, which often takes 3-7 days.
But the Emerald Card, relying on InfiniSVM, achieves 'synchronization of payment + rewards': first, real-time settlement—your payment instructions are sent directly to the dedicated processing cluster of InfiniSVM without queuing with other transactions, completing the entire process of 'asset locking → conversion → payment' in milliseconds, ensuring that it will never fail; second, synchronized rewards—while InfiniSVM processes payments, it will automatically trigger the 'reward smart contract', calculating the number of $LAYER based on spending amounts, and directly transferring it to your wallet through the hardware-accelerated channel without waiting; third, resistance to concurrency—even if 100,000 users swipe the Emerald Card simultaneously, InfiniSVM's 1 million+ TPS can easily handle it without lag. This combination of 'chip (InfiniSVM) + card (Emerald)' is a core barrier that other purely software-based blockchain projects cannot replicate.
In summary: Solayer is not a 'dark horse'; it is a 'certainty opportunity' for Web3 finance.
From the performance breakthrough of InfiniSVM, to the practical application of the Emerald Card, to the compliant access of sUSD, every step taken by Solayer addresses the 'most genuine pain points' of Web3—it does not rely on 'metaverse' or 'Web3 social' abstract concepts for hype, but rather solidly builds 'financial infrastructure', transforming blockchain from a 'niche technology' into a tool that 'ordinary people can use, dare to use, and love to use'.
The current price of $LAYER is between $0.55 and $0.62, having dropped 75% from its high of $2.55 in March 2025, but its fundamentals are getting stronger: TVL has risen from $120 million at the beginning of the year to $350 million, users have increased from 30,000 to 104,500, and institutional collaborations have grown from 0 to 5 (including 2 traditional asset management institutions). This 'price drop, value increase' divergence is a typical feature of 'value depression'.
Next, with the landing of the InfiniSVM 1 million TPS mainnet, the coverage of the Emerald Card to more countries, and cross-chain expansion to the Ethereum ecosystem, the ecological value of Solayer will further explode. By then, looking at the price of $LAYER, the current $0.6 may just be 'the starting point at the foot of the mountain'. For users and investors, positioning in Solayer now is not a gamble on 'technical concepts', but a grasp of the 'certainty opportunity for Web3 finance to land'—after all, there are very few projects in Web3 that can simultaneously solve the three major challenges of performance, compliance, and practical application.
