Why large funds are focusing on Solayer
Recently, while observing on-chain capital flows, I have noticed a clear trend:
More and more large funds are quietly positioning themselves in Solayer.
This is not a coincidence, but driven by logic.
1. Deterministic cash flow
• sUSD backed by US Treasury interest, providing stable returns;
• Real source of income, making institutional capital more at ease;
• Compared to DeFi protocols that often face liquidation, certainty is the biggest selling point.
2. Higher capital efficiency
• sSOL layered with restaking rewards, multiple earnings from one asset;
• This is extremely attractive for large funds pursuing maximum capital utilization;
• They are not chasing short-term stimulation, but rather a steady increase in the yield curve.
3. Liquidity and sense of security
• sBridge cross-chain instant arrival, seamless fund entry and exit;
• No liquidity pool model, avoiding single point risks of hacker attacks;
• Large funds can be dispatched at any time, making them more willing to enter the market.
4. Long-term strategic value
• The Solana restaking track is almost blank;
• Solayer has the opportunity to become an ecological leader, benchmarking EigenLayer;
• Large funds are positioning themselves in advance, which is a typical "get on the bus first and wait for the story" approach.
Summary
Large funds are focusing on Solayer, not because of short-term speculation, but because it meets all the conditions of certainty + efficiency + security + long-term narrative.
When whales enter the market and small investors hesitate, they can only miss the dividends.