In the competition of public chains, staking is two sides of the same coin: one side is capital efficiency, representing whether funds can be maximally utilized; the other side is network security, meaning whether the blockchain can operate stably. In the past, Solana performed remarkably in the staking field, maintaining a staking rate of over 65% for a long time, with data even at one point surpassing most mainstream public chains. However, this 'high participation rate' has also brought about new contradictions: a large amount of assets are firmly locked, user returns are singular, capital utilization is insufficient, and there is a lack of closer linkage between applications within the ecosystem and staking. In other words, Solana's staking has entered a 'bottleneck period'.
The emergence of @Solayer is precisely to solve this problem. It transforms users' $SOL and LSTs from 'static yield' to 'dynamic capital' through the method of 'Restaking + Liquidity Restaking (LRT)'. In the Solayer model, users can not only obtain traditional staking rewards but also re-stake their assets into AVS (Active Validation Service) or other applications to further gain additional returns. More importantly, the assets still retain liquidity and can continue to enter DeFi or other scenarios. This means that safety, efficiency, and returns are rebalanced: re-staking provides security guarantees at the network and application layer, liquidity release enhances capital efficiency, and dual rewards make user returns more attractive.
From a data perspective, the opportunity space is quite considerable. By the end of 2024, the TVL of the Solana ecosystem is expected to be around $8–10 billion, but a significant portion of the funds still remains in 'single staking' status. Compared to Ethereum, Solana's LST penetration rate is relatively low, at only about 25%. If in the future, even just 10% of the staked assets are activated through Solayer, it means that tens of billions of dollars will enter an efficient utilization cycle, and this portion of funds will completely come from the release of the 'stock market', rather than relying on external new funds.
In the long term, the design of Solayer goes far beyond just a yield tool; it actually builds a 'yield layer + security layer' for Solana. The yield layer allows users to obtain additional rewards based on the existing foundation, while the security layer enhances the security of the network and applications through re-staking. Ultimately, user returns, ecosystem security, and public chain development will form a positive cycle. With the addition of more AVS and applications, Solayer is expected to become the 'driving engine' of Solana's staking ecosystem, promoting both capital efficiency and ecosystem robustness.
Conclusion: Staking should not just be an old model of 'locking assets for interest'. Solayer is truly integrating capital efficiency with network security, opening a new growth path for Solana. For users, this means higher returns and more flexible capital utilization; for the ecosystem, this means stronger security and faster scalability. This is a staking revolution that is evident from the data and cannot be ignored.