The Solayer system has indeed pushed blockchain performance and application scenarios forward significantly. Their InfiniSVM architecture, through hardware acceleration, has raised TPS to the million level, with latency reduced to milliseconds—this is no longer just 'sufficient', but truly capable of supporting high-frequency trading and real-time AI computation, which are extremely sensitive to performance.
Cross-border payments are a very direct example. Traditional systems for cross-border transfers can take several days, with high fees and opaque processes. Solayer leverages the underlying capabilities of InfiniSVM, combined with its own launched Emerald Card, to enable instant crypto payments. Every time a user makes a transaction, not only is it confirmed in seconds, but they can also receive -7/ rewards in real time. This 'spend-and-earn' model integrates payment and incentives, effectively reconstructing the value logic of consumer behavior.
Looking deeper, Solayer has also made numerous innovations in security and capital efficiency. Their launched sSOL is not just a liquid staking certificate, but more importantly, it extends the security of staked assets across the entire ecosystem—such as Oracles and cross-chain bridges, these decentralized services. Users stake SOL to receive sSOL, retaining basic yields while also earning additional income through restaking, while providing a secure underlying for applications within the ecosystem. This 'one coin for multiple uses' mechanism significantly improves capital utilization efficiency.
Their newly launched sUSD, as the first yield-bearing stablecoin on Solana, is backed by US Treasury yields, itself having an annualized return of 4-5%. More importantly, sUSD can also participate in restaking, effectively amplifying the yield potential of the stablecoin. This combination of 'stable asset + yield enhancement' is likely to become the foundational module for future DeFi user asset allocation.
For creators, Solayer also provides a different infrastructure. CreatorPad turns the act of creation into a verifiable on-chain record, where content is no longer just 'viewed', but can form verifiable on-chain assets. Leaderboards and transparent distribution mechanisms attempt to allocate traffic and revenue more fairly to quality creators. In the long run, this may form an enhanced loop of 'creation-exposure-revenue-recreation'.
From market performance, $L-21/ has indeed seen a rebound. The price has strong buying support around $0.50, with a 24-hour increase of 5.3% and a 30-day cumulative increase of nearly 24%. Although there is still significant space to the historical high of $3.39, the trend of bottom recovery is quite obvious. The current market cap is around $150 million, and given their existing technological framework and ecological layout, this valuation still has good imaginative space.
It is especially noteworthy that Solayer has not confined itself to a single function or vertical scenario. From underlying hardware acceleration, middleware-level staking and security, to application-level payments and creator tools, they are actually building a high-performance, full-stack Web3 infrastructure. This positioning allows them to potentially capture value across multiple domains—whether finance, consumption, or the content industry.
Overall, Solayer is not simply repeating existing blockchain narratives, but is advancing simultaneously on performance, capital efficiency, and application experience. This approach provides new possibilities for both developers and users. From an investment perspective, such a full-stack + high-performance underlying project often finds it easier to gain sustained premiums throughout cycles.
-32/ -34/ -36/