Solayer's move is bold, directly throwing out the hardware-accelerated InfiniSVM technology like a nuclear bomb into the Layer 1 track. With a million-level TPS and unlimited scalability, this data would make traditional finance shudder—after all, Visa's global peak processing capacity is only 65,000 transactions per second, and Solayer has directly broken through the ceiling. They have the confidence to play this way because the team understands that the biggest concern for institutional funds entering the market is performance bottlenecks. Now, by using hardware solutions to push latency to the limit, it's like opening a VIP channel for hedge funds.
The design of the Emerald card has taken on-chain earnings to a new level. This thing is directly linked to the payment layer of infiniSVM, allowing users to receive 1-3% of their spending amount back in $LAYER in real-time while grabbing a coffee, effectively turning the traditional credit card points system into real cash. Even more impressive is the re-staking logic behind it, where users can use sSOL as liquidity fuel, feeding it to transaction fee pools like Kamino, while also renting bandwidth to ecological dApps, easily achieving double-digit annualized returns. Currently, the LST track on Solana is locked with $2.6 billion worth of SOL, and if Solayer captures 30% of that share, it's a big business.
The value capture design of $LAYER is quite clever. The staking module's cut + liquidity pool fee sharing + AVS service fee creates a three-layer revenue model that directly ties the token to the value transmission chain. Especially since the potential of infiniSVM in the AI trading track has not been fully unleashed—imagine high-frequency strategies running thousands of on-chain liquidations per second; this efficiency is enough to overturn traditional dark pools. Right now, the valuation given by the secondary market is still too conservative. Once institutions realize this is a SOL ecosystem option with a hardware accelerator, the liquidity premium should become apparent.
@solayer_labs #BuiltonSolayer $LAYER
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