In the re-staking track, will Solayer become the leader?
In the Ethereum ecosystem, EigenLayer has firmly occupied the leading position in re-staking.
So the question arises: can Solayer replicate this position in the Solana ecosystem?
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1. From the product perspective
• sSOL: allows LSTs to not just "lie flat", but to earn an additional layer of revenue;
• sUSD: combines stablecoins and U.S. Treasury interest, enhancing ecosystem stability;
• sBridge: cross-chain efficiency is extremely high, ensuring liquidity;
• Card Points: directly integrated into real consumption scenarios, enhancing user stickiness.
This is a complete closed loop, not a single-point product.
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2. From the data perspective
• TVL breaks 100 million USD, with increased capital recognition;
• LAYER market capitalization breaks 100 million, with trading volume stabilizing at the tens of millions USD level;
• User numbers continue to grow, significantly lowering the entry barrier for newcomers.
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3. From the track landscape perspective
• The Solana ecosystem still lacks a leading re-staking project;
• Solayer is currently almost the only project capable of accommodating 57 million LST liquidity;
• This means its growth potential is more concentrated than Ethereum's.
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My judgment
Solayer becoming the leading re-staking project in Solana is not a "possibility", but rather highly probable.
The model has been validated by EigenLayer, and Solayer just needs to ride the wave.
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Summary
In the re-staking track, Solayer is expected to take the leading position.
It not only fills the gap in Solana but also makes the ecosystem closed loop more complete.
Next, capital and users will vote with their feet.
