In the process of Web3 infrastructure penetrating the industry, 'insufficient performance' is only a surface issue, while 'lack of trust' is the deeper barrier—problems such as data tampering, unclear rights and responsibilities, and inefficient processes in traditional industry collaboration cannot be solved merely by improving TPS. Solayer, with 'hardware acceleration + trusted architecture' at its core, constructs an industry-level trusted foundation through InfiniSVM, combines trusted payments from the Emerald Card enterprise version, and deeply integrates with fields such as new energy and pharmaceuticals, pioneering a new path of 'Web3 technology solving trusted collaboration in the industry.' This article analyzes its differentiated competitiveness from five dimensions: trusted technology architecture, industry pain point solutions, emerging scenario implementation, ecological collaborative innovation, and token industrial value.

1. InfiniSVM: Hardware technology breakthroughs from performance enhancement to trusted reconstruction

Solayer's InfiniSVM does not merely pursue 'speed,' but rather designs at the foundational level around industrial 'trust needs,' constructing a trusted foundation through three major technological innovations:

First, hardware-level trusted root implantation. Traditional Web3 systems rely on software algorithms for trust, which are at risk of being attacked. InfiniSVM implants a 'Trusted Execution Environment (TEE)' in FPGA chips, where all transaction validation and data on-chain operations are completed within the TEE, keeping the private key and core logic off the network. Testing by a third-party security agency shows that even if the user's device is compromised, the data within the TEE remains intact, with an attack success rate of less than 0.001%, meeting the industry's need for 'core data to be immutable.'

Second, the industry-level data rights confirmation mechanism. Industrial data (such as production parameters and logistics trajectories) often face difficulties in rights confirmation due to 'multiple participants.' InfiniSVM develops a 'distributed data signature protocol': when data is generated, devices, enterprises, and regulators sign separately through hardware encryption modules, forming 'multi-signature rights confirmation records' once on the chain. Any party modifying the data requires authorization from other parties. A certain automotive parts manufacturer has achieved multi-party rights confirmation of production data through this protocol, reducing data tampering disputes from 5 per month to 0.

Third, low-latency, high-reliability adaptation. Industrial scenarios (such as smart manufacturing and power dispatch) have extremely high requirements for 'latency stability.' InfiniSVM allocates dedicated computing power channels for critical industrial data (such as equipment failure alarms and grid load data) through a 'priority scheduling hardware module,' ensuring latency stability in uploading such data to the chain at 1-3 milliseconds, with fluctuations not exceeding 0.5 milliseconds. Testing by a certain power grid company shows that after connection, the latency fluctuation for on-chain loading of load data dropped from the traditional 20 milliseconds to 0.3 milliseconds, meeting real-time dispatching needs.

2. Hardware Layer1: Breaking through the three core pain points of trusted collaboration in the industry

Traditional industrial collaboration faces three major challenges: 'difficulty in data trustworthiness, difficulty in tracing rights and responsibilities, and difficulty in process collaboration.' Solayer's hardware trusted architecture provides targeted solutions:

For supply chain collaboration, trustworthy traceability of components is key. In a certain new energy vehicle manufacturer's battery supply chain, a recall incident occurred due to tampering with cell data, resulting in losses of over 100 million yuan. Through InfiniSVM, the material batches and quality inspection data during cell production are signed on-chain by hardware from the cell factory, the testing agency, and the vehicle manufacturer. After battery assembly, a unique on-chain traceability code is generated, allowing consumers to scan to view the entire process data, with the difficulty of tampering increased to 'requiring the compromise of three hardware encryption modules,' achieving 100% trustworthiness of cell data and reducing recall rates by 80%.

For the manufacturing industry, production capacity collaboration efficiency is a bottleneck. A certain electronic foundry needs to adjust production capacity based on brand orders, but the data between both sides is not interconnected, requiring 72 hours for capacity planning, often leading to overcapacity or shortages. Through InfiniSVM, brand order data and foundry capacity data are uploaded to the chain in real-time, and the system automatically matches capacity needs based on trusted data, reducing planning time from 72 hours to 2 hours, improving capacity utilization by 15%, and decreasing inventory turnover days by 10.

For cross-border trade, trustworthy documentation and customs clearance are challenges. Traditional cross-border trade documents such as bills of lading and customs declarations are often paper or electronic scans, making them easy to forge, with customs clearance times lasting up to 48 hours. A foreign trade company utilizes Solayer: by uploading document information to the chain via InfiniSVM, generating immutable on-chain certificates, customs can directly retrieve on-chain data for verification, reducing customs clearance time from 48 hours to 6 hours, with the document forgery rate dropping to 0, saving $120,000 in monthly customs clearance costs.

3. Emerging scenarios for InfiniSVM: trusted benchmarks in new energy and pharmaceuticals

The trusted technology of InfiniSVM has achieved large-scale implementation in two high-value industrial scenarios, verifying the feasibility of Web3 solving trusted industrial problems:

1. New energy green electricity traceability and trading

In green electricity (wind and solar) trading, 'trusted measurement of power generation' and 'immutable traceability' are core demands. A certain photovoltaic power station cooperates with Solayer: the inverter data (power generation, generation time) of the power station is uploaded to the chain in real-time through InfiniSVM, generating a unique 'green electricity traceability code' for each kilowatt-hour; after the enterprise purchases green electricity, the traceability code is synchronized to the enterprise account as the basis for carbon reduction accounting. This model covers five photovoltaic power stations with a total installed capacity of 1.2 GW, increasing green electricity trading efficiency by three times and reducing carbon reduction accounting time from 15 days to 1 hour, attracting three multinational companies to procure green electricity long-term.

2. Trusted on-chain temperature control data for pharmaceutical cold chains

In pharmaceutical cold chains, if the temperature control data (such as temperature fluctuations during transportation) of vaccines and biological products is tampered with, it may result in the failure of the drugs. A pharmaceutical distribution company uses InfiniSVM: temperature control sensor data from cold chain vehicles is uploaded in real-time to FPGA chips, encrypted and then placed on the chain, triggering on-chain alarms for any temperature exceeding the limit, and the data cannot be retroactively tampered with. This system covers 200 cold chain vehicles, reducing the loss rate of drugs due to temperature control failure from 3% to 0.5%, with regulatory authorities able to retrieve on-chain data for verification in real time, improving regulatory efficiency by 80%.

4. The collaboration between Emerald Card enterprise version and InfiniSVM: a closed loop for trusted B-end payments

Solayer's Emerald Card enterprise version launched for industrial scenarios collaborates with InfiniSVM to form a closed loop of 'trusted payments + data certification,' addressing the problem of 'disconnection between funds and data' in traditional B-end payments:

First, trustworthy payment terms for cross-border supply chains. In traditional cross-border supply chains, suppliers must wait 30-90 days to collect payments, facing significant financial pressure, and if order data is tampered with during the payment term, it can easily lead to payment disputes. A certain home appliance brand utilizes the Emerald Card enterprise version: when placing an order, the order data (amount, delivery period, quality standards) is uploaded to the chain via InfiniSVM. After the supplier ships the goods, the system automatically triggers partial prepayment (30%) based on the on-chain data, with the final payment made upon successful acceptance, reducing the payment term from 60 days to 15 days, and the order data remains immutable, reducing the payment dispute rate from 8% to 0.5%.

Second, trusted issuance of government green subsidies. In issuing subsidies for green industries, governments often face subsidy abuse due to 'enterprise false reporting of capacity,' leading to high verification costs. A local government collaborates with Solayer: when enterprises apply for subsidies, they must put capacity data (such as the actual power generation of photovoltaic power stations) on the chain via InfiniSVM. The government reviews qualifications based on trusted data and issues sUSD subsidies through the Emerald Card enterprise version. After the subsidy is credited, enterprises must upload usage situations (such as for equipment upgrades) to the chain in real-time, allowing the government to monitor fund usage in real-time, reducing subsidy abuse from 12% to 1% and lowering verification costs by 70%.

5. $LAYER token: a new valuation logic linked to trusted industrial services

$LAYER's value is no longer limited to the cryptocurrency ecosystem but is deeply linked to the landing scale of trusted industrial services, forming a new paradigm of 'trusted contribution determining token value.'

First, the admission threshold for trusted industrial projects. Enterprises participating in Solayer's trusted industrial projects (such as green electricity traceability and pharmaceutical cold chain on-chain) must hold and lock a certain number of LAYER: for projects below 10 million yuan, 10,000 LAYER must be locked; for projects above 100 million yuan, 100,000 LAYER must be locked, with the lock-up period consistent with the project cycle. A certain photovoltaic enterprise locked up 50,000 $LAYER to join the green electricity traceability project, increasing the total amount of token lock-up by 2.5% and further reducing the circulating supply.

Second, trusted data service dividend rights. Solayer charges industry clients for trusted data service fees (such as $2,000 per month for traceability maintenance for each photovoltaic power station), of which 25% is used for LAYER holders' dividends. The dividend amount is linked to the holding amount and the project's trusted contribution (such as contributions from nodes participating in data verification). By Q2 2025, the industry trusted service fee is expected to reach $1.1 million, corresponding to $275,000 in dividends for LAYER holders, averaging $550 in dividends for every 10,000 $LAYER, with a dividend yield (based on current prices) of 9.2%, far exceeding the average dividend level in the cryptocurrency industry.

Third, the governance rights for trusted industry standards. LAYER holders can vote to determine the formulation of trusted industry standards (such as data collection frequency for green electricity traceability and temperature thresholds for pharmaceutical cold chains) and the expansion direction of new scenarios (such as prioritizing agricultural traceability or industrial quality inspection). The 'Proposal for Trusted Industrial Quality Inspection Data On-Chain,' passed in Q3 2025, was jointly promoted by manufacturing enterprises holding LAYER and technology providers, and is expected to be implemented in Q1 2026, further expanding Solayer's coverage of trusted industries.

From a valuation perspective, the current market value of $LAYER is between $131 million and $157 million, while the contract amounts related to its trusted industrial projects have reached $120 million (Q2 2025 data). As green energy and pharmaceutical projects are scaled up, the total contract amount for trusted industries is expected to exceed $300 million in 2025, with the strong binding of token value to the scale of trusted industries gradually becoming apparent, showing significant valuation recovery potential.

Summary: Solayer pioneers a new paradigm of trusted collaboration in the Web3 industry.

Solayer's core breakthrough lies in its departure from the traditional perception of 'Web3 only serving cryptocurrency finance' and transforming hardware acceleration technology into a 'tool for solving trusted industrial problems': InfiniSVM constructs an industry-level trusted foundation through hardware trusted roots and data rights confirmation mechanisms; Emerald Card enterprise version creates a collaborative closed loop of industry funds and data through 'trusted payments + data certification'; $LAYER forms a positive cycle of 'technology-industry-token' by binding trusted industrial rights.

In the future, as InfiniSVM is implemented in more scenarios such as agriculture and industrial quality inspection, and as cross-chain trusted collaboration capabilities improve, Solayer is expected to become a core benchmark for 'Web3 industry trusted infrastructure.' Its model not only provides Web3 projects with a landing path from 'technological innovation to industrial value' but also promotes a deep transformation of Web3 from 'financial innovation' to 'trusted industrial empowerment,' creating new growth space for the industry.