When we discuss Solayer, many people still focus on restaking and sSOL. But in my opinion, its potential goes far beyond that. In the future, cross-chain and RWA (real-world assets) may become the true breakthrough direction for Solayer.
1. Why is cross-chain needed?
The liquidity of funds should not be limited to a single public chain.
Ethereum's EigenLayer has opened the door, but its performance is limited; Solana's high-performance advantage, once combined with cross-chain, will attract more external funds.
If sSOL can be used across chains, it will become a multi-ecosystem universal asset like stETH.
2. The intersection of RWA
The sUSD launched by Solayer is a typical RWA application—a stablecoin supported by U.S. Treasury yields. This makes it not only a stable asset on-chain but also a payment tool that can "carry interest".
In the future, Solayer could continue to explore more RWA assets, such as:
Financial notes
Real estate trusts
Corporate bonds
3. Investment logic
Fund efficiency: Cross-chain expansion allows sSOL to transform from an internal asset of Solana to a cross-ecosystem collateral.
Real value: RWA products (like sUSD) allow Solayer's story to extend beyond the chain and into traditional finance.
Market positioning: If EigenLayer is the security layer on Ethereum, Solayer has the opportunity to become the financial hub integrating Solana + RWA.
4. Risk considerations
Cross-chain security remains the biggest challenge in the entire industry.
RWA projects are generally subject to strict regulation and require careful observation of compliance pathways.
Conclusion
The future of Solayer may not just be a narrative for Solana but could be a hub across chains and financial systems. The valuation space of $LAYER may also be magnified as a result.
