🔎 Coin Research — Semantic Layer (42) — 02 November 2025

TL;DR

• Idea: Programmable transaction execution layer enabling dApps to control transaction sequencing, internalize MEV, and scale throughput independently of base chains.
• Catalyst: Binance Alpha listing and airdrop on 2025-10-27; $5M Series A led by Greenfield Capital on 2025-10-31.
• Risks: Very early stage with limited adoption and liquidity; execution risk in novel MEV infrastructure; competitive Layer 2 ecosystem; regulatory uncertainty.
• Score: 7.00/ 10

Coin

• Name/ Ticker: Semantic Layer (42)
• Segment: AI infrastructure
• Status: active
• Price: $0.126705

Key Metrics

• Market Cap: $18 773 408
• FDV: $126 700 000
• Circulating Supply: 148 166 667
• Total Supply: 1 000 000 000

Sources

1. https://coinmarketcap.com/currencies/semantic-layer/
2. https://www.coingecko.com/en/coins/semantic-layer/usd

Technology

• USP: Application-Controlled Execution (ACE) that lets dApps determine transaction ordering and internalize MEV value.
• Core Technology: Off-chain batching with verifiable aggregation and sequencing rules; custom execution policies; co-processor integration for external data.

Roadmap

• 2024-10-08: Seed funding round completed
• 2025-02-01: Testnet launch planned
• 2025-10-27: Token airdrop and Binance Alpha listing
• 2025-10-31: Series A funding round closed

Team & Investors

Team

• Co-Founder & CTO — Daniel Tong: Co-founder of Semantic Layer; Audit Lead at Verilog
• Co-Founder & COO — Dex Chen: Co-founder of Semantic Layer; Business Development Lead at Verilog
• Community Manager — :

Investors

• Figment Capital — seed • 2024-10-08
• Hack VC — seed • 2024-10-08
• Robot Ventures — seed • 2024-10-08
• Bankless Ventures — seed • 2024-10-08
• Fenbushi Capital — seed • 2024-10-08
• Anagram — seed • 2024-10-08
• Perridon Ventures — seed • 2024-10-08
• Greenfield Capital — Series A • 2025-10-31 • $5.00M

Total funding: $8.00M

Tokenomics

• Utility: Used for protocol fees, governance, and MEV auction participation.
• Next Unlock: (0.00% of circulating)

Pros & Cons

Strengths

• First mover in programmable MEV execution layer
• Backed by respected investors
• Low market cap with high upside
• Binance Alpha listing provides liquidity
• Strong technical team

Weaknesses

• Nascent adoption and integration risk
• Low on-chain liquidity and volume
• Competition from established L2 rollups
• Regulatory uncertainty for MEV solutions
• Dependence on dApp integration for traction

Price Scenarios (target: 2026-05-02)

• Bear: $0.080000 — 50% decline from current price assuming low adoption
• Base: $0.150000 — Projected based on moderate adoption and CMC AI forecasts
• Bull: $0.300000 — Assumes strong dApp adoption and significant MEV revenue capture

How to Buy & Store

CEX

• Binance Alpha
• MEXC Innovation Zone
• Ourbit
• BingX
• OKX

DEX

• PancakeSwap (BSC)
• Ourbit Dex
• Uniswap V4
• 0x Protocol
• SushiSwap

Storage

• MetaMask
• Trust Wallet
• Ledger
• Trezor
• WalletConnect

Verdict

Semantic Layer presents a compelling first-mover advantage in on-chain MEV execution, but execution and adoption risks remain significant.

Official Links

• GitHub
• Messari