In the Web3 ecosystem, Solana often lacks a 'core anchor point' for its development—high-value scenarios struggle to materialize due to unstable performance, different funds hesitate to enter due to difficulty in balancing risk and returns, and users are prone to churn due to a lack of sense of belonging. Most projects can only partially fill these gaps, whereas Solayer focuses on 'value anchoring' as its core, using InfiniSVM to anchor the technical baseline for high-value scenarios, relying on sSOL+sUSD to anchor the safe return balance for different funds, and utilizing the Emerald Card to anchor users' sense of belonging in the ecosystem. Not only does it establish a solid foundation with a TVL of $350 million and over 104,500 users, but it also transitions the Solana ecosystem from 'fragmented development' to 'stable growth' through 'anchor point support.'
1. InfiniSVM: Anchoring the technical baseline for high-value scenarios, not just about performance improvement.
High-value scenarios in Solana (such as real-time on-chain Web3 social interactions and high-frequency trading for RWA) often struggle to scale due to 'performance fluctuations,' whereas Solayer's InfiniSVM is not merely pursuing TPS figures but is anchoring an 'unbreakable technical baseline' for these scenarios—using hardware acceleration to ensure that latency, stability, and compatibility consistently meet standards.
Leveraging InfiniBand (100Gbps bandwidth) and RDMA technology, InfiniSVM anchors transaction delays at 0.8-1.2 milliseconds, with fluctuations not exceeding 0.3 milliseconds, thoroughly addressing the pain point of 'peak period delay surges'; for Web3 social scenarios, it customizes 'message on-chain dedicated clusters,' ensuring that when 100,000 users send on-chain updates simultaneously, the message confirmation success rate is anchored above 99.8%. After integration with a certain decentralized social project, user retention increased by 40% due to 'no message loss and real-time visibility'; for RWA scenarios, it develops a 'price synchronization module,' anchoring the price update delay for tokenized assets like gold and crude oil within 100 milliseconds, with a data error rate of <0.01%. After integration with a certain precious metals trading platform, trading slippage dropped from 3% to 0.5%, and monthly trading volume increased by 250%.
This 'technical baseline anchoring' gives high-value scenarios the confidence to materialize—currently, 12 projects focusing on high-value scenarios have integrated with InfiniSVM for testing, reducing the average scenario realization cycle from 3 months to 1 month, and the technical failure rate from 5% to 0.2%, truly transforming Solana's performance advantage from 'possibility' to 'certainty.'
2. sSOL+sUSD: Anchoring safe return balance for different funds, breaking the dilemma of choice.
Funds in the Solana ecosystem often find themselves in a 'dilemma'—retail investors want to stake SOL for earnings but fear locking up their assets, while institutions want to enter but worry about uncontrollable risks. Solayer anchors 'precise safe return balance points' for both types of funds with sSOL+sUSD, eliminating the need to make a 'choose one' decision.
For retail funds, sSOL anchors 'dual guarantees of liquidity and yield'—users stake SOL or mSOL, stSOL to obtain sSOL, which anchors a basic staking yield of 6.5% (synchronized with SOL staking yield) while also anchoring liquidity for 'anytime trading and collateral.' Currently, sSOL's re-staking TVL reaches $186 million, with a liquidity pool of $52 million on Jupiter, allowing retail investors to no longer compromise between 'returns' and 'liquidity.'
For institutional funds, sUSD anchors 'compliance safety and stable return balance'—100% backed by short-term U.S. Treasury bonds, anchoring 'zero explosion risk' through real-time verifiable holdings, while also anchoring annual returns at 4%, far exceeding traditional money market funds (0.2%-0.5%). As of August 2025, out of $31 million in sUSD TVL, 23% comes from traditional asset management institutions, allowing these funds to no longer hesitate between 'safety' and 'returns.'
More importantly, the 'dual asset mutual anchoring': sSOL stakers can collateralize to borrow sUSD, with the borrowing interest rate anchored at 5% (1.5 percentage points lower than traditional DeFi), while sUSD holders can lend to sSOL users, additionally anchoring a 5% annual yield, creating a balanced ecosystem where 'retail investors earn dual returns and institutions earn stable returns,' tripling capital utilization.
3. Emerald Card: Anchoring users' sense of belonging in the ecosystem, transcending mere utility.
Most crypto payment cards can only meet 'spending' needs, and users leave once they finish using them, lacking a sense of belonging. Solayer's Emerald Card transforms users from 'ecological passersby' to 'belonging members' through 'experience anchoring + rights anchoring.'
First, anchoring user entry through 'no-threshold experience'—users can transfer SOL, sSOL, or sUSD to the card and spend at over 40 million merchants globally. InfiniSVM anchors settlement delays within 1.2 seconds, with a success rate anchored at 99.9%, and the cross-border consumption exchange rate error at <0.01%, providing an experience indistinguishable from traditional credit cards. Among 23,000 applicants, 88% chose to activate the card, and 70% spent more than five times a month.
Next, anchoring user retention through 'tiered rights'—based on sSOL staking amount and consumption amount, users' rights are anchored into three tiers: the basic tier enjoys '1 dollar back for 0.01 $LAYER,' while the advanced tier additionally enjoys priority limits for sUSD financial management ($5,000 per month), and the high-tier can participate in ecosystem governance voting and priority subscription for new projects. Data shows that the monthly retention rate for high-tier users is 92%, far exceeding the 65% level of basic users, and 40% of high-tier users actively share ecosystem benefits, attracting new users.
This sense of belonging anchored by 'experience makes users willing to come, and rights make users reluctant to leave' makes the Emerald Card no longer just a payment tool—30% of card users will further stake sSOL, becoming deep participants in the ecosystem, truly achieving the leap from 'consumption users to ecosystem members.'
Summary: Anchor point support determines the stability of the ecosystem, and the potential in the lowland awaits realization.
Solayer's core competitiveness lies in the fact that it is not a 'supplement' to the Solana ecosystem but an 'anchor point of value'—InfiniSVM anchors the technical baseline for high-value scenarios, sSOL+sUSD anchors safe return balances for different funds, and the Emerald Card anchors users' sense of belonging in the ecosystem, together supporting the stable growth of the Solana ecosystem.
Currently, the $LAYER price 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, with a market cap/TVL ratio (0.37-0.45) far below the average level of Web3 infrastructure (0.6-0.8), backed by top ventures like Polychain Capital and Binance Labs. As InfiniSVM's mainnet achieves over 1 million TPS and cross-chain expansion into the Ethereum ecosystem, Solayer's 'anchor point value' will be further solidified, and its current value lowland may gradually be realized with the improvement of ecosystem stability.