If Solayer's restaking model solves the issue of capital efficiency, then the InfiniSVM architecture behind it represents performance and the imagination of the future.
1. Technical Highlights
InfiniSVM is based on hardware acceleration and high-performance networking technologies, such as RDMA and Infiniband. This combination allows Solayer's chain to have:
Million-level TPS (transactions per second)
100Gbps bandwidth
Millisecond finality
In the blockchain world, this means almost 'surreal' speed. Traditional Layer 1 networks struggle to support high-frequency trading, while InfiniSVM makes it possible for the Solana ecosystem to break limits for the first time.
2. Expansion of Application Scenarios
High-frequency trading DeFi: Real-time order matching and settlement are no longer a dream.
Blockchain games and social applications: Users can experience a smoothness close to Web2.
On-chain payments: Truly achieving the experience of 'swiping and instant arrival.'
3. Investment Logic
From an investment perspective, InfiniSVM is not just a technical showcase. It truly determines whether Solayer can become an 'infrastructure-level' project. If performance cannot be realized, no matter how grand the imagination of restaking is, it will still be limited.
But once successful, it will become an accelerator for the Solana ecosystem. At that time, the value capture of $LAYER will not only come from restaking but also from the prosperity of the entire on-chain application.
4. Risk Considerations
Of course, the difficulty of implementing the technology is extremely high; achieving a million TPS is not something that can be done overnight. Investors need to observe the team's delivery capability and the participation of ecosystem developers.
InfiniSVM is Solayer's underlying ambition. For investors, it is a potential 'valuation multiplier.' I will continue to monitor its progress, as this is crucial for determining Solayer's long-term value.
