In the Web3 ecosystem, most projects can only address a single pain point, while Solayer adopts a triple role of 'performance empowerment + asset interaction + user conversion' to become a 'value amplifier' for the Solana ecosystem. It leverages InfiniSVM to elevate Solana's performance from 'sufficient' to 'excessive', uses sSOL+sUSD to make dormant assets 'liquid', and employs the Emerald Card to retain on-chain users, solidifying the ecosystem with a TVL of $350 million and over 104,500 users, while opening up growth space for the Solana ecosystem with a differentiated 'multiplier logic'.
1. Performance multiplier: InfiniSVM breaks the ceiling, enabling high-value scenarios to materialize.
Solana's current performance of 10,000 TPS, while better than Ethereum, struggles to support high-frequency quantitative trading and large-scale cross-chain clearing—this is precisely the entry point for Solayer. InfiniSVM does not merely improve TPS but enhances Solana's ecological value through hardware acceleration.
Its core logic is a combination of 'hardware offloading + parallel scheduling': using InfiniBand (100 Gbps bandwidth) and RDMA technology, transaction verification and data transmission modules are transferred to FPGA chips to avoid system losses in general-purpose servers, achieving a measured transaction latency of 0.8 milliseconds. Additionally, through 'multiple execution clusters', different types of transactions (such as SOL transfers and sUSD exchanges) are allocated to independent clusters for parallel processing. The test network has stably achieved over 500,000 TPS, with a goal of over 1 million TPS.
The practical value of this performance breakthrough is reflected in scenario implementation: for high-frequency quantitative institutions, the 'window capture rate' for cross-chain arbitrage has increased from 60% to 98% due to near-zero latency, with yields 20% higher than centralized exchanges; for DeFi protocols, after integrating InfiniSVM, the response time for cross-chain clearing has reduced from 2 seconds to 0.3 seconds, with bad debt rates decreasing by 92%. Currently, three quantitative institutions and over 20 DeFi protocols have accessed testing, truly enabling Solana to undertake traditional financial-level transactions without performance bottlenecks limiting ecological value.
2. Asset multiplier: sSOL+sUSD interaction activates two types of dormant funds.
There are two types of 'sleeping assets' in the Solana ecosystem: one is the 7 billion SOL staked and locked, and the other is low-risk funds from traditional institutions. Solayer uses sSOL and sUSD to form an 'asset multiplier', allowing these two types of funds to flow and nourish the ecosystem.
For retail staked assets, sSOL achieves 'staking without idleness': users can stake SOL or mSOL, stSOL, and receive sSOL pegged 1:1, retaining a 6.5% base staking yield while also providing liquidity on Jupiter or engaging in collateralized lending on Solend. Currently, sSOL's re-staking TVL has reached $186 million, with a liquidity pool size of $52 million on Jupiter and an average daily trading volume of $3 million, effectively injecting $186 million of incremental liquidity into Solana DeFi.
For institutional low-risk funds, sUSD provides an entry point of 'compliance + yield': fully backed by US short-term treasury bonds, with a 4% APY far exceeding that of money market funds. Users can check their treasury bond holdings in real time, completely alleviating 'default concerns'. As of August 2025, sUSD's TVL is $31 million, with 23% coming from traditional asset management institutions. These funds participate in DeFi lending and liquidity mining through sUSD, becoming 'long-term active water' for the Solana ecosystem.
More critically, the interaction between the two asset types: users can use sSOL as collateral to borrow sUSD and then use sUSD for consumption or investment, forming a closed-loop of 'staking-lending-consumption', increasing the utilization rate of funds in the ecosystem by three times.
3. User multiplier: The Emerald Card converts users from 'on-chain' to 'daily'.
One of the pain points for Web3 projects is 'users come but don't stay'. Solayer's Emerald Card, with a combination of 'utility + incentive', becomes the 'user multiplier' for the Solana ecosystem, converting on-chain users into high-frequency daily users.
Its core experience breakthrough lies in 'seamless usage + instant feedback': users can consume at over 40 million Visa/Mastercard merchants worldwide by transferring SOL, sSOL, or sUSD to the Emerald Card, without needing to learn blockchain operations. Settlement is completed in real time by InfiniSVM, taking an average of 1.2 seconds with a success rate of 99.9%, providing an experience comparable to traditional credit cards. The 'earn while you spend' mechanism—earning 0.01 $LAYER for every dollar spent, credited within 10 seconds—keeps users engaged.
Data confirms its user conversion ability: over 23,000 applications for the Emerald Card, with an activation rate of 88%. 70% of users spend more than 5 times a month, with 30% being 'new users' who are using crypto payments for the first time. Based on the current $LAYER price, a user spending $1,500 a month earns an extra $9-12 monthly, making it a 'more cost-effective' design that transforms users from 'occasional use' to 'daily use', bringing a steady influx of new users to the Solana ecosystem.
Summary: The multiplier effect takes shape, and the value gap awaits exploration.
The 'value multiplier' logic of Solayer essentially forms a positive cycle of 'performance, assets, and users' within the Solana ecosystem: the performance multiplier of InfiniSVM supports more high-value scenarios; the asset multiplier of sSOL+sUSD activates dormant funds; the user multiplier from the Emerald Card brings in a steady influx of new users—this interaction means that Solana's ecological value is no longer just an accumulation of individual segments but rather a multiplicative growth.
Currently, the price of $LAYER is between $0.55 and $0.62, down 75% from the historical high of $2.55, but the ecosystem's TVL has reached $350 million, with a market cap/TVL ratio (0.37-0.45) far lower than the average level of Web3 infrastructure (0.6-0.8), and backed by top-tier capital such as Polychain and Binance Labs. As the performance of InfiniSVM mainnet materializes and cross-chain expansion reaches Ethereum, Solayer's 'multiplier effect' will further amplify, and its current value gap may gradually realize with ecosystem growth.
