Latest Solayer (LAYER) News Update

Deep Dive

1. Binance-Backed TVL Surge (7 September 2025)

Overview:
Solayer’s Total Value Locked (TVL) surpassed $150M, driven by its restaking protocol and Binance Labs’ strategic investment. The protocol now ranks 13th in Solana’s ecosystem, with 70,000+ unique deposit addresses.

What this means:
This signals growing institutional and retail confidence in Solayer’s restaking infrastructure. However, the TVL growth hasn’t translated to price gains yet, with LAYER down 82% from its all-time high.

(CoinMarketCap Community)

2. 1M TPS Ambitions (16 August 2025)

Overview:
Solayer’s devnet hit 100,000 TPS using FPGA hardware acceleration and a decentralized validator set. The roadmap targets 1M TPS by 2028, emphasizing cross-chain liquidity via sBridge and MEV resistance.

What this means:
This positions Solayer as a potential Solana competitor, but adoption hinges on migrating developers and proving decentralization. The token’s utility (gas fees, governance) could benefit long-term if scalability claims hold.

(Binance News)

3. Token Unlock Pressure (11 August 2025)

Overview:
27.2M LAYER ($17.3M) entered circulation on 11 August, part of scheduled unlocks totaling 210M tokens (21% of supply) in 2025.

What this means:
Unlocks risk oversupply amid weak demand: LAYER’s price fell 19% in 60 days. Traders monitor exchange inflows for signs of sell pressure, with $0.526 acting as critical support.

(Coinpedia)

Conclusion

Solayer balances technical ambition with token economics challenges. While its infrastructure gains traction, unlock schedules and market sentiment remain headwinds. Will developer adoption outpace dilution, or will supply dynamics cap upside?

Deep Dive

1. @Alexsorange1: Descending Channel Hints at Breakout bullish

“#LAYER/USDT testing $0.526 support – breakout above $0.545 could trigger rally to $0.60”
– @Alexsorange1 (12.3K followers · 58K impressions · 2025-08-30 10:40 UTC)
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What this means: This is bullish for LAYER because descending channels often precede reversals when paired with decreasing volume. A close above $0.545 (7% upside from current $0.533) could attract momentum traders.

2. @solayer_labs: InfiniSVM Devnet Hits 250K TPS bullish

“Hardware-accelerated blockchain achieves sub-second finality, SVM compatibility” Source
– Protocol update (2025-05-21) driving 60% price surge post-launch
What this means: This is bullish for LAYER as high-throughput infrastructure could attract DeFi builders, though adoption timelines remain uncertain. The 90-day price drop (-30.71%) suggests markets priced this in early.

3. @DropSniperX3: Restaking Rewards Early Solana Adopters bullish

“$LAYER airdrop recipients saw $3 peaks – now positioning for Solana’s DeFi growth”
– @DropSniperX3 (8.7K followers · 124K impressions · 2025-08-19 20:36 UTC)
View original post
What this means: This is bullish for LAYER as restaking narratives gain traction, but the token’s -51.42% yearly drop shows skepticism about replicating prior highs.

4. Bitrue Analysis: Unlock Fears Triggered May 2025 Crash bearish

“13% supply unlock + leveraged shorts caused 45% plunge from $3.41” Source
– 27M tokens entered circulation on 2025-05-11 amid low liquidity
What this means: This is bearish for LAYER as only 28.4% of the 1B total supply circulates today, leaving future unlock risks. The 30-day volume/MCap ratio of 12.3% signals shallow markets.

Conclusion

The consensus on LAYER is mixed, balancing Solana-aligned infrastructure potential against vesting schedule risks. Builders praise its restaking utility and InfiniSVM’s technical edge, while traders remain wary of unlocks and thin order books. Watch the $0.545 resistance level – a sustained breach could test the 200-day moving average ($0.61), but failure may revisit May’s capitulation zone ($1.20).

Deep Dive

1. InfiniSVM Mainnet Launch (Q4 2025)

Overview:
InfiniSVM aims to process 1 million transactions per second via FPGA hardware acceleration, building on its devnet launch in May 2025 (Binance News). The mainnet will introduce decentralized validator clusters and atomic cross-chain swaps with Solana, targeting institutional DeFi and high-frequency trading use cases.

What this means:
This is bullish for LAYER because InfiniSVM could position Solayer as a leader in scalable blockchain infrastructure, potentially attracting developers migrating from Solana. Risks include technical delays in hardware optimization and validator decentralization.

2. Emerald Card Expansion (H2 2025)

Overview:
Solayer plans to expand its Emerald Card (a crypto Visa card) to include flight bookings, e-SIM data packs, and enterprise expense management tools, per its July 2025 travel platform launch (CoinMarketCap).

What this means:
This is neutral-to-bullish as real-world adoption of Emerald Card could drive demand for LAYER’s USDC-based payment rails. However, competition with traditional fintech platforms like Revolut poses adoption risks.

3. sBridge Cross-Chain Upgrades (2025)

Overview:
sBridge’s “dynamic finality” upgrade aims to enable 1-second cross-chain settlements, starting with Binance Smart Chain integration (Solayer Foundation).

What this means:
This is bullish because seamless liquidity flows between Solana, Solayer, and Binance ecosystems could reduce fragmentation and boost LAYER’s utility as a gas token. Execution risks include maintaining security with threshold signature schemes.

Conclusion

Solayer’s roadmap prioritizes infrastructure scalability (InfiniSVM) and real-world utility (Emerald Card, sBridge) to cement its role in Solana’s ecosystem. While technical milestones could drive long-term value, success hinges on user adoption and avoiding dilution from upcoming token unlocks.

Will InfiniSVM’s hardware-driven scalability outpace competitors like Monad or Sei v2? Monitor mainnet performance metrics post-launch.

Deep Dive

1. InfiniSVM Devnet Launch (May 2025)

Overview:
InfiniSVM is Solayer’s hardware-accelerated execution layer designed for ultra-high throughput (1M+ TPS) and sub-second finality. It maintains Solana Virtual Machine (SVM) compatibility, allowing developers to migrate dApps with minimal code changes.

What this means:
This is bullish for LAYER because it positions Solayer as a leader in blockchain scalability, potentially attracting high-frequency trading and enterprise use cases. The hardware acceleration reduces latency, improving user experience for decentralized applications.

(Source)

2. SIP-1 Governance Implementation (August 2025)

Overview:
Solayer Improvement Proposal 1 (SIP-1) introduced a deflationary staking model, starting with 8% annual inflation, decreasing by 15% yearly until stabilizing at 2%.

What this means:
This is neutral for LAYER in the short term, balancing incentives for validators with long-term supply control. Reduced inflation over time could enhance token scarcity if adoption grows.

(Source)

3. SPL Token Deployment Guide (July 2025)

Overview:
Solayer released a step-by-step guide for deploying SPL tokens on its Devnet, emphasizing compatibility with Solana tools like Anchor and Web3.js.

What this means:
This is bullish for LAYER as it lowers barriers for developers, encouraging ecosystem expansion. Simplified onboarding could drive demand for LAYER as a gas token and governance asset.

(Source)

Conclusion

Solayer’s codebase updates reflect a dual focus on cutting-edge scalability (InfiniSVM) and ecosystem growth (developer tools). The SIP-1 implementation adds structured tokenomics to align long-term incentives. With these upgrades, can Solayer attract enough developers and validators to realize its 1M TPS vision?