At the beginning of the new year, major projects are intensively launching tokens, airdrops are a tragedy, and the opening price reaches a peak. Two facts are clearly felt: project landscapes are getting smaller; and the difficulty of earning tokens is increasing.

In comparison, @solayer_labs has a decent layout, at least not disappointing the earliest stakers. I stored several 10 Sol accounts the moment Binance officially announced the investment (because you need to store 10S to generate a permanent invitation code), and due to frequent withdrawals and deposits with the hype of meme coins, I ultimately earned several hundred coins from a single account, plus SOL has risen, making this wave quite comfortable.

In addition to early stakers, the following two groups also win effortlessly:

① BNB holders

Solayer has allocated 3% of the total token supply to Binance HODLers, making large holders comfortable, benefiting from both the BNB price increase and getting $LAYER for free.

Many group friends previously held BNB but did not receive airdrops. A unified reply: Hold BNB to subscribe for coin earning platforms' fixed/regular products to automatically qualify for HODLer airdrops, with additional rewards from Launchpool and Megadrop.

If you don't know how to operate, just click the link: https://www.binance.com/zh-CN/bnb

② Public offering participants

Although Solayer's public offering on BUIDLpad was full of twists and turns, the result is good, at least many real users have tasted the sweetness: FDV is only 350 million, 100% unlocked at TGE, with a maximum opening price of 4 times, and now it's still over 2 times.

It is commendable that Solayer empowers early users in the subscription rules, showing the official's attention to the community, much stronger than some projects that only shout 'Community First'.

Of course, there were also some FUD voices when Solayer opened airdrop queries, mainly focused on the low yield of large stakes in the later stages. This is not difficult to understand; the project needs to take care of early supporters, and if everyone could mimic the aggressive money-grabbing tactics, early users would inevitably rise up against it.

Finally, I want to talk about the coin price.

Solayer launched most of the top exchanges all at once during TGE, proving their capability. Although the coin price is not spectacular, it is still commendable given the current market conditions.

I personally feel that the market values Solayer based on staking logic. In fact, they have already crossed into the SVM track, which is a very popular narrative this year and has yet to explode.

Referencing the 2025 roadmap, Solayer will launch the SVM blockchain InfiniSVM, enhancing Solana network performance and scalability through hardware acceleration and unlimited scalability architecture, while introducing native yield assets such as sSOL and sUSD, allowing users to stake, re-stake, and spend through on-chain applications.

Simply put, Solayer aims to compete with a bunch of star projects in the SVM track. Compared to other contenders, Solayer was the first to TGE and won a good reputation, still holding $300 million TVL after the token launch, having an advantage in assets, not to mention the support from top institutions like Binance, Polychain, and Hack VC.

Due to my optimism about the SVM track, I have hardly sold my $LAYER, just waiting for their SVM chain to go live + on-chain mining, hoping to reach the other side this time.

As I analyzed earlier, in the SVM track, the ones defeating you may not necessarily be your peers, but possibly cross-industry competitors. Solayer is a typical cross-industry player, and despite the recent poor market environment, the overall performance of TGE is still decent.

If the full score is 100, I would give them 70, and the remaining score depends on their future performance in the SVM track.