In the Web3 ecosystem, Solana's development is often troubled by 'uncertainty' — technology is prone to failure during peak loads, assets can deviate from pegging due to volatility, and users are prone to churn in bear markets. Most projects can only chase short-term growth, while Solayer positions itself with 'ballast stone' as the core, using InfiniSVM to solidify the technical fault tolerance baseline, relying on sSOL+sUSD to maintain asset risk resistance, and stabilizing the user base with the Emerald Card. This not only solidifies the foundation with $350 million TVL and over 104,500 users but also enables the Solana ecosystem to maintain resilient growth amidst fluctuations through its ability to stabilize the entire ecosystem.
1. InfiniSVM: Technical fault tolerance ballast, a 'stabilizer' in extreme scenarios.
Solana's technical architecture often faces the risk of 'computing paralysis and data loss' in extreme scenarios such as traffic peaks and data attacks. Solayer's InfiniSVM does not simply pursue performance parameters but, like a 'ballast stone', ensures stable operation of technology in extreme scenarios through hardware-level fault tolerance design:
For traffic peak scenarios, InfiniSVM has developed a 'dynamic computing power redundancy mechanism' — when on-chain transactions surge by 3 times (such as during NFT minting peaks), the system automatically activates a backup FPGA cluster, increasing the computing power redundancy to 50%. Tests have shown that even when the TPS on the Solana mainnet reaches 15,000 (1.5 times the usual), InfiniSVM can still maintain a delay of 0.8-1.2 milliseconds, with a transaction success rate of 99.9%, and no transactions failed due to insufficient computing power.
For data security scenarios, it builds a 'hardware-level data fault tolerance system' — each piece of on-chain data is backed up into 3 distributed copies through FPGA chips. Even if one node is attacked, the data can still be quickly restored through the other two copies, enhancing DDoS attack resistance to T-level (capable of withstanding traffic attacks of 100 Gbps per second). A Web3 gaming project that was connected once faced a traffic attack, and InfiniSVM completed data recovery in just 0.5 seconds, with zero data loss for users.
This kind of 'technical fault tolerance' has been validated: the current InfiniSVM testnet has run continuously for 180 days, with a technical failure rate of only 0.1% in extreme scenarios, which is a 95% reduction compared to the average failure rate of the Solana mainnet (2.3%), truly transforming Solana's technical architecture from 'easily fragile' to 'resistant to turbulence'.
2. sSOL+sUSD: Asset risk resistance ballast, a 'stabilizer' in market fluctuations.
Fluctuations in the crypto market often lead to on-chain assets 'de-anchoring, bank runs' — liquid staking tokens can easily deviate from their pegged price, and stablecoins may face redemption crises. Solayer's sSOL+sUSD acts like a 'ballast stone', safeguarding asset risk resistance through multiple guarantees:
For sSOL, it designs a 'dynamic anchoring correction mechanism' — when the price of SOL fluctuates by more than 10% in a single day, the system automatically starts arbitrage bots and adjusts reserves, keeping the anchoring deviation rate of sSOL and SOL within 0.5%. In the extreme situation of SOL plummeting 20% in a single day in March 2025, the anchoring deviation of sSOL was only 0.3%, with no users suffering losses due to anchoring deviation, achieving a 100% redemption success rate.
For sUSD, it strengthens 'excess reserves and tiered redemption' — in addition to 100% U.S. Treasury bond reserves, an additional 15% liquidity reserve (approximately $4.65 million) is retained to respond to sudden redemption demands. When the daily redemption amount exceeds $5 million, tiered redemption is automatically initiated (prioritizing small users, with large users paid out over 3 days) to avoid run risks. As of August 2025, sUSD has never experienced redemption delays, and even during the brief unpegging period of USDC, sUSD maintained a 1:1 peg, with a user confidence index of 98%.
This kind of 'asset risk resistance' makes ecosystem funds more stable: the TVL of re-staked sSOL only dropped by 8% during the bear market (far below the industry average drop of 25%), while sUSD's TVL actually grew by 12%, becoming the core choice of 'risk-resistant assets' in the Solana ecosystem.
3. Emerald Card: A user retention anchor against churn, a 'customer retention anchor' in bear markets.
The crypto bear market often leads to users 'leaving the market and lying flat' — reduced trading, sluggish consumption, and a sharp decline in ecological participation. Solayer's Emerald Card, like a 'ballast stone', stabilizes the user base through 'practical functions + bear market incentives', avoiding large-scale loss of ecological users:
First, there is 'practical guarantee in bear markets': when the crypto market is sluggish, users can transfer idle SOL to the Emerald Card and realize 'crypto into practical value' through global merchant consumption (such as cross-border shopping and offline dining), without waiting for recovery on exchanges. During the 30% price drop of SOL in Q2 2025, the monthly total spending on the Emerald Card only decreased by 5%, far below the industry average drop of 20%.
Secondly, there are 'bear market exclusive incentives': when the market is sluggish, the proportion of cashback from consumption increases from '1 dollar returns 0.01 LAYER' to 0.015 LAYER, and 'spending over a certain amount gives sSOL experience tokens' (up to 5 tokens, enjoying 14 days of returns) is introduced. A user who spends $2,000 a month actually earns 15 LAYER + 5 sSOL experience tokens during the bear market, with a comprehensive return that is 30% higher than during the bull market.
Finally, the 'User Mutual Aid Community': Building Emerald user mutual aid groups where users can share consumption discount information and staking strategies. High-quality contributors can earn $LAYER rewards. During the bear market, the community's monthly active users exceeded 12,000, and the proportion of users recommending new users actually increased from 35% to 42%, creating a unique phenomenon of 'no churn in bear markets, but instead attracting new customers'.
This kind of 'user churn resistance' capability solidifies the ecological user base: during the bear market in Q2 2025, Solayer's user retention rate reached 82%, far exceeding the average retention level of 60% for Web3 infrastructure, with 70% of Emerald Card users stating that 'due to practical functions and incentives, they would not leave even in a poor market'.
Summary: The ability to stabilize the user base determines long-term value, and the undervalued potential awaits realization.
Solayer's core competitiveness lies in the fact that it is not a 'short-term growth point' for the Solana ecosystem, but a 'infrastructure ballast stone' — InfiniSVM stabilizes technology in extreme scenarios, sSOL+sUSD stabilizes assets amid market fluctuations, and the Emerald Card stabilizes users in bear markets. The synergy of these three provides the Solana ecosystem with long-term resilience to 'risk resistance and volatility', which is the most scarce value in Web3 infrastructure.
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, with a market cap/TVL ratio (0.37-0.45) significantly lower than the average level of Web3 infrastructure (0.6-0.8), and backed by top-tier capital such as Polychain Capital and Binance Labs. As InfiniSVM's mainnet achieves over 1 million TPS, further validating its asset risk resistance and user stability capabilities, Solayer's 'ballast stone value' will continue to stand out, and its current undervaluation may gradually realize long-term potential as the market returns to rationality.
