In the Web3 ecosystem, most projects can only fill a single gap, while Solayer has become the key variable in activating the Solana ecosystem with its three-dimensional capabilities of 'breaking scenario barriers + activating funds + retaining users'. It breaks the technical barriers of high-value scenarios with InfiniSVM, circulates dormant funds with sSOL+sUSD, and uses the Emerald Card to convert temporary users into long-term participants, solidifying the foundation with $350 million TVL and over 104,500 users, and uniquely positioning as an 'activator' to shift the Solana ecosystem from 'point prosperity' to 'full-area synergy'.
1. Scenario breaker: InfiniSVM unlocks high-value demand, not just 'speed'.
The current performance of Solana at 10,000 TPS can support basic transfers and DeFi operations, but struggles to accommodate high-demand scenarios such as high-frequency quant and AI real-time risk control—Solayer's InfiniSVM does not merely enhance speed, but instead uses hardware acceleration to break scenario barriers, making previously 'impossible demands' a reality:
Its core logic is 'hardware-specific computing power + scenario-based scheduling': by using InfiniBand (100Gbps bandwidth) and RDMA technology, core modules such as transaction verification and data transmission are moved to FPGA chips, reducing actual latency to 0.8 milliseconds; furthermore, dedicated computing power channels are designed for different scenarios—'low-latency clusters' for high-frequency trading ensure millisecond-level responses, while 'high-concurrency clusters' for AI risk control support real-time data processing, avoiding experience fluctuations caused by computing power contention.
This 'scenario-based performance solution' has already achieved practical value: for high-frequency quant institutions, relying on near-zero latency, the 'success rate of capturing market trends' for cross-chain arbitrage has increased from 60% to 98%, with three cryptocurrency quant institutions already connected to the test network; for AI + DeFi scenarios, InfiniSVM's high concurrency can support AI models in real-time capturing of user sSOL staking and sUSD consumption data, generating credit scores within 100 milliseconds, making low-collateral lending (1.2 times collateral rate) possible, with two DeFi lending protocols pushing for formal launch. The existence of InfiniSVM allows Solana to upgrade from a 'basic service layer' to a 'high-value scenario-bearing platform'.
2. Capital turnover tool: sSOL+sUSD builds a closed-loop cycle, activating two types of dormant funds.
The Solana ecosystem has long faced the pain point of 'dormant funds': first, 700 million SOL lose liquidity after being staked, and second, traditional institutions' low-risk funds are reluctant to enter—the Solayer constructs a 'capital turnover tool' with sSOL+sUSD, allowing the two types of funds to form a cycle that replenishes the ecosystem's vitality:
For retail staked assets, sSOL realizes 'lock-up without idleness': users who stake SOL or mSOL, stSOL can obtain 1:1 pegged sSOL, retaining 6.5% basic staking returns while providing liquidity on Jupiter (current sSOL/USDC pool size of $52 million) and using Solend for collateralized lending; users can also stake sSOL to borrow sUSD, forming a funding chain of 'staking-lending-reinvestment'.
For institutional low-risk funds, sUSD provides a 'compliant entry point': fully backed by US short-term treasury bonds, with a 4% APY that far exceeds money market funds. Users can view treasury bond holdings in real-time, completely eliminating 'explosion concerns'. By August 2025, sUSD TVL is expected to reach $31 million, with 23% coming from traditional asset management institutions, allowing these funds to participate in DeFi mining through sUSD, with returns convertible into $LAYER for staking, further activating ecosystem funds.
The linkage between two types of assets has increased the capital utilization rate of the Solana ecosystem by 3 times—users use sSOL as collateral to borrow sUSD for consumption, and the $LAYER earned from consumption is then staked to enhance returns, forming a closed-loop cycle of 'capital-asset-return', completely breaking the separation of 'staked assets and active funds'.
3. User adhesive: The Emerald Card transitions from 'customer acquisition' to 'retention', solidifying long-term participants.
The common dilemma of Web3 projects is that 'users come and go', while Solayer's Emerald Card, with its combination of 'practical experience + incentive feedback', has become the key to bonding users with the ecosystem:
Its core breakthrough lies in 'no-threshold entry + long-term value binding': users can transfer SOL, sSOL, or sUSD to the Emerald Card to spend at over 40 million Visa/Mastercard merchants globally, without needing to learn blockchain operations—the 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 no different from traditional credit cards; more crucially, the 'spend-to-earn' mechanism: for every dollar spent, 0.01 $LAYER is returned, credited within 10 seconds, allowing users to trade directly or stake for more earnings, forming a positive feedback loop of 'use-earn-deep participation'.
Data verifies its 'user adhesion' capability: over 23,000 Emerald Card applications, with an activation rate of 88%, and 70% of users spending more than 5 times a month; more noteworthy is 'user conversion'—30% of new users who first used crypto payments became further engaged in sSOL staking or DeFi mining after familiarizing themselves with the ecosystem through the card, achieving a leap from daily consumption to deep binding in the ecosystem. The Emerald Card is no longer just a payment tool but serves as the 'entry point and retention vehicle' for the Solana ecosystem.
Summary: Three-dimensional linkage demonstrates value, with potential in the value gap waiting to be realized.
Solayer's core competitiveness lies in that it is not an isolated technology or product, but an 'activator' that links the 'scenarios, funds, and users' of the Solana ecosystem—scenarios unlocked by InfiniSVM attract funds into the ecosystem, the funds activated by sSOL+sUSD replenish scenario prosperity, and the users retained by the Emerald Card continuously grow the ecosystem, forming a positive cycle of 'scenarios-funds-users'.
Currently, the price of $LAYER is in the range of $0.55-$0.62, down 75% from its 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 below the average level of Web3 infrastructure (0.6-0.8), and is backed by top-tier capital such as Polychain Capital and Binance Labs. As the InfiniSVM mainnet reaches over 1 million TPS and cross-chain expansion extends to the Ethereum ecosystem, Solayer's 'three-dimensional activation effect' will be further amplified, and its current value gap may gradually be released with the synergistic effects of the ecosystem.
