TL;DR
- Idea: Solayer is a hardware-accelerated Layer 2 protocol with a modular AI engine integrated on Base, offering 1M+ TPS and near-zero latency via InfiniSVM architecture.
- Catalyst: Coinbase listing on September 11, 2025; rising TVL and growing institutional partnerships.
- Risks: Early-stage project with complex hardware requirements; high FDV relative to market cap; competition from established L2s and Solana restaking alternatives.
- Score: 7.00/ 10
Coin
- Name/ Ticker: Solayer (LAYER)
- Segment: Layer 2/ AI infrastructure
- Status: active
- Price: $0.506500
Key Metrics
- Market Cap: $143 672 173
- FDV: $506 560 000
- Circulating Supply: 283 620 402
- Total Supply: 999 990 000
Sources
Technology
- USP: InfiniSVM hardware-accelerated SVM offloads blockchain components to programmable chips for ultrahigh throughput and low latency
- Core Technology: InfiniSVM architecture leveraging SDN, RDMA, programmable hardware (InfiniBand), and hybrid PoA-PoS consensus to achieve >1M TPS and 100 Gbps bandwidth
Roadmap
- 2024-05-15: Stage 1 Release – Restaking Protocol Launch
- 2025-01-06: Roadmap Published – InfiniSVM Architecture Introduced
- 2025-02-18: sUSD Stablecoin Launch
- 2025-08-27: sBridge Interoperability Solution Launch
- 2025-11-01: InfiniSVM Mainnet Activation (planned)
Team & Investors
Team
- Co-Founder & Lead Engineer — Jason Li: Co-founder of MPCVault; dual CS & Business degrees from UC Berkeley
- Co-Founder & Head of Product — Rachel Chu: Product lead at SushiSwap; expertise in DeFi product strategy
- Co-Founder & CEO — Martin Palazov: Venture builder; co-founder of MetaQuants; degrees from HSG & Bocconi
- Head of Product — Joshua Sum: Product leadership at multiple blockchain startups
Investors
- Polychain Capital — Seed • 2024-08-27
- Big Brain Holdings — Seed • 2024-08-27
- Hack VC — Seed • 2024-08-27
- Nomad Capital — Seed • 2024-08-27
- Binance Labs — Strategic • 2024-08-07
Total funding: $12.00M
Tokenomics
- Utility: Governance, restaking security service, transaction fee payment, staking yield
- Next Unlock: (0.00% of circulating)
Pros & Cons
Strengths
- Hardware-accelerated blockchain enabling >1M TPS
- InfiniSVM ensures millisecond-level transaction latency
- Native restaking protocol enhances Solana security
- Built-in yield-bearing assets (sSOL, sUSD)
- Institutional backing and Coinbase listing
- Strong TVL of ~$109 M
- Hybrid PoA-PoS consensus for security and scalability
Weaknesses
- High FDV relative to market cap indicates dilution risk
- Complex hardware requirements may impact decentralization
- Competition from established L2 solutions
- Token unlock schedule undisclosed
- Reliance on Solana network stability
Market Signals (7d)
- TVL trend: slight dec
- CEX volume trend: increasing
- Active addresses trend: stable
Price Scenarios (target: 2026-03-18)
- Bear: $0.250000 — 50% decline from current price
- Base: $0.510000 — flat price based on current market conditions
- Bull: $1.010000 — 2x growth assumption driven by institutional adoption and network expansion
How to Buy & Store
CEX
- Coinbase
- Binance
- Kraken
- Bybit
- OKX
DEX
- Uniswap
- Raydium
- Jupiter
- Serum
- Atrix
Storage
- Ledger Nano S
- Trezor Model T
- Phantom Wallet
- Solflare Wallet
- MetaMask
Verdict
Solayer’s unique hardware-accelerated approach and integrated AI engine position it as a promising L2 scaling solution, backed by strong early funding and institutional interest. However, its complexity, dilution risk, and competitive landscape warrant caution.
Official Links
Source: Coin Research (internal)
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