Value Capturer of the Modular World
If Ethereum has built the prototype of modularity through Rollups, the future blockchain landscape will be an ecosystem of multiple modular combinations. In this system, the execution layer is the part that directly supports applications and user interactions, and it is also the part where value capture is most easily achieved. Solayer is precisely targeting this value gap.
In a modular system, the settlement layer and DA layer are often more like underlying public utilities; although indispensable, their value capture capability is limited. The execution layer, on the other hand, directly serves applications and can form stable value accumulation through methods such as Gas, transaction fees, and MEV capture. As a high-performance execution layer, Solayer naturally possesses strong value-bearing capacity.
More importantly, Solayer's architectural design allows it to serve multiple ecosystems simultaneously. This means it is not an appendage to a single chain, but can act as a cross-ecosystem execution engine in a multi-chain environment. This positioning enables Solayer's value capture ability to not be limited to a single ecosystem, but to grow exponentially with the expansion of the entire modular trend.
From an investment and strategic perspective, the significance of Solayer lies in its potential to become the core profit center of the modular world. As more and more applications require high-performance execution layers, Solayer's usage and value capture ability will continue to increase. This will not only bring ecological effects but also form a strong network moat.
Therefore, Solayer is not merely a technical optimization project, but a long-term value capturer in the future modular landscape.
