Solayer's move is bold enough, directly throwing the hardware-accelerated InfiniSVM technology into the Layer 1 track like a nuclear bomb. With a million TPS and infinite scalability, this data would make the TradFi circles tremble — after all, Visa's global peak processing capacity is only 65,000 transactions per second, and Solayer has directly broken through the ceiling. They dare to play this way because they are confident; 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 is equivalent to opening a VIP channel for hedge funds.

The design of the Emerald card has truly transformed on-chain earnings into something extraordinary. This gadget 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 cracking the traditional credit card points system into real cash. Even more fascinating is the re-staking logic behind it, where users can use sSOL as liquidity fuel, feeding it to trading 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 Solayer capturing a 30% share represents a significant business opportunity.
The value capture design of $LAYER is quite clever. The staking module takes a cut + liquidity pool fee sharing + AVS service fees, creating a three-layer revenue model that directly locks the token into the value transmission chain. Especially, the potential of infiniSVM in the AI trading space has not been fully released - just think about high-frequency strategies that can run thousands of on-chain liquidations per second; this efficiency is enough to upend traditional dark pools. Currently, the valuation given by the secondary market is still too conservative. Once institutions realize that this is a SOL ecosystem option with hardware accelerators, the liquidity premium should become apparent.

{future}(LAYERUSDT)