In the competition of the Web3 ecosystem, most projects focus on 'single-point optimization,' but find it difficult to break the disconnection between 'technology-assets-consumption.' Solayer, with 'full-chain connectivity' as its core positioning, strengthens performance foundations using InfiniSVM, connects asset circulation through sSOL+sUSD, and reaches the end of consumption via the Emerald Card. It not only builds a solid ecosystem with $350 million TVL and over 104,500 users but also positions itself as a 'conduit,' transforming the Solana ecosystem from 'fragmented scenarios' to 'full-domain collaboration,' becoming a key force in activating a trillion-dollar value.

1. Performance Foundation: InfiniSVM breaks through high-value scenario limits.

Solana's current performance of 10,000 TPS can meet basic needs but hits a wall in 'large-scale interactive scenarios'—for instance, real-time trading of Web3 game items and high-frequency clearing of cross-chain assets. These scenarios have high demands for latency and concurrency, which is precisely the breakthrough point of Solayer InfiniSVM. It does not simply 'stack TPS' but customizes performance solutions for scenarios through hardware acceleration:

Relying on InfiniBand (100Gbps bandwidth) and RDMA technology, InfiniSVM offloads transaction verification and data transmission to FPGA chips, with actual measured latency reduced to 0.8 milliseconds, a thousand times faster than Solana's mainnet; it also allocates exclusive computing power for different scenarios through a 'multi-execution cluster' architecture—'low-latency clusters' for game scenarios ensure item transactions are confirmed in seconds, while 'high-concurrency clusters' handle tens of thousands of clearing requests for cross-chain scenarios, avoiding lag caused by competition for computing power.

This 'scenario-based performance' has already shown results: a Solana game studio plans to migrate its economic system to InfiniSVM, solving the previous issue where 100,000 players trading items simultaneously would crash the system, which can now be easily handled through a hardware cluster; after three cross-chain clearing agencies joined testing, the clearing response time was reduced from 2 seconds to 0.3 seconds, and the bad debt rate decreased by 92%. The existence of InfiniSVM allows Solana to upgrade from a 'basic service layer' to a 'high-value scenario-bearing platform.'

2. Asset Connectivity: sSOL+sUSD activates the full chain of capital circulation.

The Solana ecosystem has two types of 'sleeping funds': one is 7 billion SOL staked and losing liquidity, and the other is traditional low-risk funds that institutions dare not enter. Solayer uses sSOL+sUSD to build an 'asset conduit,' forming a closed loop of 'staking-lending-consumption-yield,' completely energizing the ecosystem:

For retail investors' staked assets, sSOL realizes 'locking assets into liquid funds'—users staking SOL or mSOL, stSOL can receive sSOL pegged at 1:1, earning a 6.5% basic staking yield while also providing liquidity on Jupiter (current sSOL/USDC pool size $52 million) and collateral lending on Solend; they can also borrow sUSD through sSOL staking, forming the first step of the 'staking-lending' cycle.

For institutional funds, sUSD provides a 'compliance entry'—100% backed by U.S. short-term treasury bonds, with a 4% APY far exceeding that of money market funds. Users can check treasury holdings in real time, eliminating 'explosion concerns.' As of August 2025, sUSD TVL has reached $31 million, with 23% coming from traditional asset management institutions. These funds participate in DeFi mining through sUSD, and the earnings can be exchanged for $LAYER for restaking, completing the 'yield-reinvestment' cycle.

The linkage of two types of assets allows capital to 'circulate without idleness' within the ecosystem: users borrow sUSD with sSOL for consumption, and the $LAYER earned from consumption is restaked to enhance yields, increasing capital utilization by three times and completely breaking the divide between 'staked assets and active funds.'

3. Consumer Reach: The Emerald Card connects ecological end-users.

One of the pain points of the Web3 ecosystem is that 'users only trade on-chain and do not use it in daily life.' Solayer's Emerald Card, with 'barrier-free experience + instant incentives,' extends ecological reach to the end of consumption, turning 'occasional users' into 'long-term participants':

Its core advantage lies in 'full-chain fluency'—users can transfer SOL, sSOL, or sUSD to the card and spend at over 40 million Visa/Mastercard merchants globally without needing to understand blockchain: InfiniSVM real-time completes 'crypto → fiat' exchange settlement, taking an average of 1.2 seconds with a success rate of 99.9%, and updates the exchange rate 100 times per second during cross-border consumption, with an error rate of <0.01%, preventing users from being harmed by exchange rate fluctuations.

The more critical 'consumption incentives' help retain users: for every $1 spent, 0.01 LAYER is returned, automatically credited within 10 seconds, with no expiration limit. Based on the current LAYER price, a user spending $1,500 per month could earn an additional $9-12 each month; if it returns to the historical high of $2.55, monthly rewards could reach $38. This 'earn more the more you use' design results in an 88% activation rate for the Emerald Card, with 70% of users spending more than 5 times a month, and 30% of new users further participating in sSOL staking, achieving a conversion from 'consumption to deep binding with the ecosystem.'

Summary: Full-chain connectivity shows value, and the potential of the value gap is yet to be released.

Solayer's core competitiveness lies in the fact that it is not an isolated technology or product, but a 'value conduit' of the Solana ecosystem's 'performance-assets-consumption'—InfiniSVM breaks through scenario limits, attracting high-value demand; sSOL+sUSD revitalizes capital circulation, feeding back the vitality of the scenario; and the Emerald Card reaches the end of consumption, accumulating long-term users. The three interact to form a positive cycle of 'scenarios attracting funds, funds attracting users, and users strengthening the ecosystem.'

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 ecological TVL has reached $350 million. The market value/TVL ratio (0.37-0.45) is far below the average level of Web3 infrastructure (0.6-0.8), and is backed by top capital such as Polychain Capital and Binance Labs. With the implementation of InfiniSVM mainnet with over 1 million TPS and cross-chain expansion to the Ethereum ecosystem, Solayer's 'full-chain value' will be further amplified. Its current value gap may gradually realize with ecological synergy effects.