北极以北

The Solana ecosystem is known for its high throughput and low costs, but with the surge in on-chain applications, scalability and shared security bottlenecks have become increasingly prominent. @Solayer stands out with its innovative design of InfiniSVM, integrating hardware acceleration and protocol reconstruction, aiming to achieve the ultimate performance of over 1 million TPS and injecting infinite possibilities into the Solana ecosystem. This article will delve into Solayer's vision, technological breakthroughs, and product matrix, exploring how it reshapes on-chain finance and infrastructure.
### InfiniSVM: A Dual Leap in Performance and Security
Solayer's InfiniSVM is its core innovation, aimed at breaking through the existing performance bottlenecks of SVM (Solana Virtual Machine) through hardware acceleration and protocol optimization. The white paper proposes that InfiniSVM will support over 1 million TPS while maintaining compatibility with SVM, ensuring seamless migration for developers. This not only addresses scalability issues within the Solana ecosystem but also enhances the protocol's security through the acquisition of Web3 security company Fuzzland. The introduction of hardware acceleration technology significantly reduces latency during high-concurrency transactions, providing a solid foundation for scenarios like DeFi, NFTs, and on-chain payments.

A few days ago, Big Pie shared the resistance level of the daily EMA50 (85600) with everyone in the group (not shared in the square). Currently, it appears that it has been rejected after three touches. This week, there will be a pullback, and there are two positions to pay attention to: 81600 and 75200. These are two important support levels. Additionally, there is a large amount of short liquidation near 91000, but it seems that the volume is not sufficient at the moment. The main force may pretend to be weak first, pulling back to 81600 or deeper to 75200 (considering the trade war and uncertainty with old Trump). Personally, I tend to seek support near 81600 and then aim for liquidation at the 91000 position. This week, this path will almost be completed. This sharing is just my personal opinion and should not serve as a reference for contract players (a needle can take everything), while in the spot market, adjustments can be made to supplement or reduce holdings in altcoins according to the trends of Big Pie, and then assess based on sentiment and the broader environment.

The main determining factor for whether there will be an interest rate cut in June is whether the economy is in recession. The CPI data for April and May, along with the GDP and unemployment rate data at the end of this month, will play a decisive role in the interest rate cut in June. Of course, just because there is an interest rate cut in June does not mean it is a major positive. Many friends believe that once the interest rate is cut, the cryptocurrency market will take off. This can only be described as speculative anticipation because the Federal Reserve will not cut rates prematurely if the economy is not in recession. It can only be said that speculation around interest rate cuts will bring some liquidity, and the market will rebound, but once it settles, it indicates that many large funds will choose to seek safety due to future economic recession, leading to a depletion of market liquidity, especially in the U.S. stock market. Therefore, it is important to understand the essence of the interest rate cut and to prepare and plan in advance. The trade war artificially intervenes to create 'economic recession,' and the rebound in inflation is actually a game with the Federal Reserve, which means that the risks in the market are exposed due to human intervention, forcing the Federal Reserve to cut interest rates. Thus, the difficulty of this bull market will increase. The cryptocurrency market differs from the U.S. stock market in that the cryptocurrency market, due to Web3 innovation, technological updates, and narrative transformation, can change very quickly. The growth environment for new projects accelerates, promoting the growth of good projects while also hastening the demise of 'poor-quality' projects. In contrast, the U.S. stock market is mainly focused on a few leading companies, where apart from the macro environment, technical overlays and company data affect stock price fluctuations. In the cryptocurrency market, new projects either take off or go to zero. Therefore, selective investment is very important for this round of the cryptocurrency market bull run. I personally prefer to refer to this bull market as a 'selective bull market.'