Haotian | CryptoInsight
Haotian | CryptoInsight|Jun 29, 2025 11:47
Looking back at what @ solayer_1abs has been doing in the past six months, it seems quite scattered at first glance, from hardware acceleration chains to liquidity staking to real income stablecoins, and then to on chain debit cards. It seems like they are trying to build a "unified financial infrastructure" and no longer have the purity of the high-performance layer 1 they used to have. How should we view it? Simply put, Solayer's strategy is clear: instead of making a single breakthrough, he lays out a full stack product line and directly heads towards the Solana ecosystem's "financial operating system" to achieve a closed loop from underlying technology to end consumption. The four product lines of sSOL liquidity staking, sUSD revenue stablecoin, InfiniSVM high-performance TPS chain, and Emerald debit card may seem like they can't be beaten up, but they cover the entire chain from Infra layout, asset appreciation to payment and consumption. 1) Interestingly, the design of sUSD is based on the real yield stablecoin of short-term US bonds, with a 4% T-bill yield directly invested in the seven inch flat stablecoin of USDC. I have also written articles before to share the vast market space for revenue stablecoins. sUSD , The TVL reaching $32M in just three months also indirectly supports this judgment. The idea of packaging traditional financial fixed income products as on chain native assets can bring real and sustainable sources of income to the Crypto world, which is in line with the current market needs of the TradiFi+DeFi integration stage. 2) The claimed performance breakthrough of 1 million+TPS may sound a bit intimidating at first, but it is not limited to numbers. Behind this, the hardware acceleration+SVM compatible infiniSVM extension solution is very useful for the future "super chain" visual sense. I have repeatedly emphasized this point in my previous writing. Although the Solana mainnet's TPS of around 4000 is sufficient for most application scenarios, if it serves future high-frequency DeFi interactions, professional on chain games, high-frequency arbitrage MEVs, instant payments, and other latency sensitive scenarios, infiniSVM's ultimate pursuit of performance comes in handy, similar to Sonic SVM's approach when specializing in gaming scenarios. But whether the basic Infra has excessive or insufficient performance needs to wait for further market validation, requiring sufficient developers and various high-frequency application scenarios to be implemented. 3) The design of sSOL is also quite good, with the clever feature being the establishment of a dual benefit mechanism of pledge and re pledge. After users pledge SOL to obtain sSOL, these sSOLs will also be automatically restaked into the InfiniSVM network to provide security verification services, forming a synergistic effect of SOL native revenue and Solarer ecological incentives. In fact, the design of this stacked revenue effect will be very lucrative, with only 300000 users and over $500 million in TVL, providing good DeFi composability for sSOL. 4) The concept of "on chain debit card" is not particularly new, but the differentiation of Emerald card lies in its deep integration of Solayer's own interest bearing assets, which means that users can still maintain their original income experience during the consumption process. Imagine a user putting their funds in sUSD to earn interest, and directly swiping their card when they need to make a purchase, creating a feeling of "making money while spending money". The entire process assets are traceable on the chain, and the returns continue to accumulate. Moreover, Emerald card has basic features such as coverage in over 100 countries, ATM withdrawal support, and compatibility with Apple/Google Pay, which will result in a faster penetration rate. Watching more and more bloggers sharing their debit card usage experience is an example. above. Overall, Solayer has adopted a four in one full stack strategic product line development, attempting to create a closed-loop financial consumption ecosystem. Compared to a simple high-performance public chain narrative, the positioning of this financial operating system has indeed increased a lot of imagination space. Anyway, InfiniSVM is the core mainline of Solayer's development. Only when the ecosystem of this hardware acceleration chain is truly activated can other already laid out product lines obtain corresponding synergistic gain effects.
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