In the Web3 ecosystem, most projects are 'single-point breakthroughs', while Solayer, with its positioning as a 'hub-type infrastructure', links the performance, assets, and users of the Solana ecosystem—it breaks through the scenario ceiling with InfiniSVM, activates two types of funds with sSOL + sUSD, and sediments daily users through the Emerald Card. It not only establishes a solid foothold with $350 million TVL and over 104,500 users, but also addresses core pain points within the ecosystem of 'scenario disconnection, sleeping funds, and user loss', becoming a key force in activating Solana's trillion-dollar potential.
1. Performance Hub: InfiniSVM breaks scenario barriers, enabling high-value demands to land.
Solana's current performance of 10,000 TPS, while sufficient to meet basic transfer and DeFi needs, struggles to support high-frequency quantification and real-time cross-chain settlement scenarios—Solayer's InfiniSVM is not merely about 'increasing TPS', but about building a 'performance hub' with hardware acceleration, breaking the technical barriers between scenarios:
Its core advantage lies in the dual capability of 'hardware offloading + cross-scenario adaptation': By utilizing InfiniBand (100 Gbps bandwidth) and RDMA technology, core modules such as transaction verification and data transmission are 'offloaded' to FPGA chips, with measured latency compressed to 0.8 milliseconds; then, relying on a multi-execution cluster architecture, exclusive computing power channels are allocated for different scenarios—such as using a 'low-latency cluster' for high-frequency trading and a 'high-concurrency cluster' for cross-chain settlement, avoiding competition for computing power between scenarios.
This 'hub-like' performance design has already realized actual value: For high-frequency quantitative institutions, the cross-chain arbitrage 'market capture window' has shrunk from 10 seconds to 1 millisecond due to near-zero latency, with returns improved by 20% compared to centralized exchanges, and currently, three quantitative institutions have begun testing; for DeFi protocols, after integrating InfiniSVM, the response time for clearing cross-chain pledged assets has reduced from 2 seconds to 0.3 seconds, with the bad debt rate decreasing by 92%, and over 20 Solana DeFi protocols are advancing formal integration. The existence of InfiniSVM has upgraded Solana from 'basic infrastructure' to a 'high-value scenario bearing platform.'
2. Asset Hub: sSOL + sUSD link in both directions, activating sleeping capital pools.
There are two major 'sleeping capital pools' in the Solana ecosystem: one is the 700 million SOL locked in staking, and the other is the low-risk idle funds of traditional institutions—Solayer builds an 'asset hub' with sSOL + sUSD, allowing both types of funds to flow in both directions and nourish the ecosystem.
For retail pledging assets, sSOL achieves 'locking assets into liquidity': Users can pledge SOL or mSOL, stSOL to obtain sSOL, which is pegged 1:1, retaining a 6.5% base staking yield while also being able to provide liquidity on Jupiter and use it for collateral borrowing on Solend. Currently, the re-staked TVL of sSOL reaches $186 million, and the liquidity pool scale on Jupiter has surpassed $52 million, equivalent to injecting $186 million of 'live funds' into Solana DeFi.
For institutional low-risk funds, sUSD provides a 'compliance entry': 100% backed by U.S. short-term treasury bonds, with a 4% APY far exceeding traditional money market funds (0.2%-0.5%), and users can query the treasury bond holding proof in real-time, completely eliminating 'explosion concerns'. As of August 2025, the sUSD TVL reached $31 million, with 23% coming from traditional asset management institutions, these funds participate in DeFi lending and liquidity mining through sUSD, becoming 'long-term stable funds' in the ecosystem.
More critically is 'asset interconnectivity': Users can use sSOL to borrow sUSD, and then use sUSD to consume or purchase other assets, forming a funding cycle of 'staking-borrowing-consuming-reinvesting', increasing the capital utilization rate within the ecosystem by 3 times, completely breaking the divide between 'staked assets and active funds'.
3. User Hub: Emerald Card moves from 'customer acquisition' to 'retention', accumulating daily users.
The common dilemma for Web3 projects is 'users come but do not stay'—Solayer's Emerald Card builds a 'user hub' with 'utility + incentives', bringing new users to the Solana ecosystem and transforming them into high-frequency users.
Its core breakthrough lies in 'barrier-free experience + instant feedback': Users can transfer SOL, sSOL, or sUSD to the Emerald Card and spend at over 40 million Visa/Mastercard merchants worldwide, without needing to learn blockchain operations, with settlements completed in real-time by InfiniSVM, averaging 1.2 seconds with a 99.9% success rate, providing an experience indistinguishable from traditional credit cards; what further retains users is the 'earn while you spend' mechanism—earning 0.01 $LAYER for every $1 spent, automatically credited within 10 seconds, available for direct trading or staking.
Data confirms its 'user hub' value: Over 23,000 Emerald Card applications, an 88% activation rate, with 70% of users spending more than 5 times a month, of which 30% are 'new users' who are first-time crypto users. After familiarizing themselves with crypto through the card, over 40% further participate in sSOL staking or DeFi mining, achieving a transition from daily consumption to deep participation in the ecosystem. The Emerald Card is no longer just a payment tool, but the 'user entry and sedimentation tool' of the Solana ecosystem.
Summary: The hub value is highlighted, and the potential of the value gap awaits release.
Solayer's core competitiveness lies in that it is not an isolated technology or product, but the 'infrastructure hub' of the Solana ecosystem—InfiniSVM connects different high-value scenarios, sSOL + sUSD connects two types of sleeping funds, and the Emerald Card connects new users with deep participation in the ecosystem, forming a positive cycle of 'scenarios attracting funds, funds attracting users, and users nourishing scenarios'.
Currently, the price of $LAYER is in the range of $0.55-$0.62, down 75% from the historical high of $2.55, but the ecosystem's TVL has reached $350 million, and the market cap/TVL ratio (0.37-0.45) is far below the average level of Web3 infrastructure (0.6-0.8), with backing from top-tier capitals like Polychain Capital and Binance Labs. As the InfiniSVM mainnet with over 1 million TPS is implemented and cross-chain expansion into the Ethereum ecosystem occurs, the 'hub value' of Solayer will be further amplified, and its current value gap may gradually be realized with the synergistic effects of the ecosystem.@Solayer #BuiltOnSolayer $LAYER
