🚀【Solana ecosystem re-staking leader! How does Solayer (LAYER) leverage million TPS to tap into the trillion market?】🚀
While everyone is still debating whether EigenLayer can support the Ethereum ecosystem, this project, led by Polychain with a valuation of 430 million USD, is building a 'hardware-level acceleration' re-staking empire on Solana — the test network has achieved 200,000 TPS, aiming for a million-level throughput!
"Staking SOL annualized only 5%? Assets idle and cannot be reused? High-performance DApps are limited by mainnet bottlenecks?"
—— These common pain points of Solana ecosystem users are being redefined by a protocol that has broken through 350 million USD in TVL. Even more shocking is that it has received investments from top institutions such as Solana co-founder Anatoly and Binance Labs, yet its token LAYER's circulating market value is less than 1% of its ecological value!
1. Hardcore Innovation: Why is Solayer referred to as 'Solana's EigenLayer++'?
(Think from a different role: What if you are a Solana validator node...)
Under the traditional staking model, while you maintain network security, you:
Staking revenue is fixed and lacks overlay effects
Cannot provide additional security services for ecological DApps
Idle GPU computing power cannot generate additional income
—— Capital inefficiency is the biggest pain point!
Solayer breaks the deadlock with 're-staking + hardware acceleration' dual engines:
Endogenous AVS mechanism: Allows stakers to convert SOL or LST (like jitoSOL) into sSOL and delegate to DApps for validation services, earning multiple revenues
InfiniSVM architecture: Integrates RDMA (Remote Direct Memory Access) and InfiniBand technology to achieve sub-microsecond latency between nodes and 100Gbps bandwidth, with throughput reaching a million TPS
Software Defined Networking (SDN): Achieve dynamic traffic scheduling and load balancing through the separation of control plane and data plane
💡 Insight from the small to the big:
While other re-staking protocols are still engaged in the ETH ecosystem, Solayer, with its native Solana genes and hardware-level optimization, has increased consensus efficiency tenfold while reducing computing costs by 50%. This strategy of 'deeply binding the underlying + crushing performance' makes it almost invincible in the L1 re-staking track!
2. Token Economics: The triple flywheel behind the 21% low circulation
Token Name: $LAYER (issued based on Solana)
Key Data:
Total supply: 1 billion pieces (no inflation)
Initial circulation only 21% (210 million pieces), team and investor token lock-up period lasts for 4 years
Binance HODLer airdrop accounts for 3% (30 million pieces), community and ecosystem distribution accounts for 51.23% (one of the highest community ratios in history)
Value Capture Mechanism:
1️⃣ Staking revenue flywheel
Validator nodes must stake LAYER to participate in InfiniSVM network maintenance
Users earn through sSOL delegation sharing AVS service revenue (annualized base yield 32% + AVS overlay yield)
2️⃣ Governance premium effect
The holders' votes decide key parameters such as AVS access and fee distribution
Future protocol fees may be charged for using the InfiniSVM network
3️⃣ Ecological feedback effect
The foundation retains 15% of tokens for developer funding
More DApp integration → more validation demand → higher node income → more LAYER staking
🚨 Surprise Egg:
Airdrop accounts for 12% (partially distributed), but over 80% of top Solana DApps have not yet integrated AVS (currently only in the testing phase). The demand explosion after the mainnet launch will trigger extreme deflation!
3. Risks and Opportunities: Why is this moment a critical layout period?
**⚠️ Risks to be wary of**
Technical verification risk: The million TPS target relies on hardware acceleration, actual implementation may face delays
2026 unlocking wave: Investor token unlock may cause phase pressure
Competitive shadow war: EigenLayer has announced multi-chain expansion, which may directly compete with the Solana ecosystem
🚀 Explosion Catalyst
InfiniSVM mainnet launch: The test network has processed 200,000 TPS, the mainnet in Q4 will support the first batch of AVS
RWA integration breakthrough: sUSD stablecoin is supported by US Treasury yields and may become the preferred stablecoin in the Solana ecosystem
Airdrop expectations continue: The first batch of airdrops only releases part, the remainder will be distributed to AVS participants and developers
Conclusion: The ultimate bet in the re-staking track
When the market is obsessed with the airdrop expectations of EigenLayer, what may truly change the industry landscape is the underlying performance disruptor. The frightening aspect of Solayer is that it boosts re-staking efficiency by an order of magnitude with 'hardware acceleration + native integration', providing chain-level performance improvements for Solana ecosystem DApps — this empowering mindset, rather than simple replication, is the core of capturing ecological value in the long run!
Soul-searching question in the comments👇
Do you favor the 're-staking + hardware acceleration' model or the 'pure software optimization' model?
If Solayer captures 50% of the Solana re-staking demand, should LAYER's market cap benchmark against EigenLayer or Solana?
（Likes over 500 unlock (LAYER node revenue calculation and AVS participation guide)）
🛎️ Tracking Channel
Official website: https://solayer.org
Twitter: @undefined labs (official information release)
Airdrop query: https://claim.solayer.org (check eligibility)
