Latest Solayer (LAYER) News Update

Deep Dive

1. Upbit Deletes Deposit Addresses Post-Hack (5 December 2025)

Overview:
South Korea’s largest crypto exchange, Upbit, deleted all user deposit addresses after a November 27 hack exposed vulnerabilities in its hot-wallet infrastructure. Users must generate new addresses for deposits, with old addresses now invalid. The exchange froze $8.18M in LAYER tokens on-chain and moved remaining assets to cold storage.

What this means:
This is neutral for LAYER in the short term. While the freeze limits immediate sell pressure, the hack’s broader market impact and Upbit’s dominance (~5% of global liquidity) could weigh on investor sentiment. However, proactive asset recovery efforts and enhanced security protocols may mitigate long-term risks. (CCN)

2. $36M Upbit Hack Impacts LAYER Tokens (27 November 2025)

Overview:
A breach of Upbit’s Solana hot wallet led to the theft of $36M in assets, including LAYER. Upbit suspended deposits/withdrawals, froze 12B KRW ($8.18M) of LAYER on-chain, and pledged to cover losses internally. The hack occurred ahead of Upbit’s parent company’s $10.3B merger with Naver Financial.

What this means:
This is bearish for LAYER due to short-term liquidity concerns and reputational risks tied to exchange security. However, the incident highlights LAYER’s growing adoption (targeted in high-value hacks) and Upbit’s commitment to user protection, which could stabilize confidence post-recovery. (Bitcoinist)

Conclusion

Solayer faces mixed signals: security concerns from the Upbit hack contrast with its growing prominence in institutional portfolios. While frozen tokens prevent immediate sell-offs, the breach underscores systemic risks in centralized exchanges. Will Solayer’s modular infrastructure developments (like InfiniSVM) offset short-term turbulence as markets digest these events?

Deep Dive

1. @Alexsorange1: Descending channel hints at 20% upside bullish

“#LAYER/USDT testing $0.526 support. Break above $0.545 could target $0.60”
– @Alexsorange1 (1.5K followers · 4.2K impressions · 30 Aug 2025 10:40 UTC)
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What this means: This is bullish for LAYER because descending channel breakouts often precede short-term rallies, especially with exchange listings amplifying visibility. The $0.545 resistance aligns with LAYER’s 50-day moving average.

2. Coinbase Markets: Institutional gateway goes live neutral

“LAYER-USD trading pair launching 11 Sept”
– @CoinbaseMarkets (1.4M followers · 3.3K impressions · 10 Sept 2025 16:32 UTC)
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What this means: Neutral catalyst – while listings improve liquidity, LAYER’s 90-day -62% drop suggests traders may “sell the news.” Monitor spot market depth post-launch.

3. Bitrue: Unlock anxiety lingers bearish

“May’s 45% crash tied to 13% supply unlock”
– Bitrue (7 May 2025 article)
What this means: Bearish structural risk – with only 31% of 1B LAYER circulating, future unlocks could repeat May’s selloff. Next major unlock scheduled for Q1 2026 per tokenomics.

Conclusion

The consensus on LAYER is mixed, torn between Solana’s restaking potential and PTSD from supply shocks. While InfiniSVM’s tech milestones (1M TPS devnet) and Coinbase’s backing offer fundamental anchors, the token’s -81% annualized return demands caution. Watch September 11 Coinbase volume data – sustained buys above $0.55 could signal renewed conviction, while rejection there may confirm bear market structure.

Deep Dive

1. Demo Day for InfiniSVM Builders (12 December 2025)

Overview: The inaugural Solayer Accel cohort will showcase eight projects at Breakpoint in Abu Dhabi. These teams—focused on DeFi, consumer apps, payments, and AI—built on InfiniSVM’s hardware-accelerated blockchain, which targets 1M+ TPS (Solayer Accel blog).
What this means: Bullish for LAYER, as live demos could attract developer interest and partnerships. However, adoption depends on real-world use cases post-event.

2. Emerald Card Ecosystem Expansion (H2 2025)

Overview: Solayer Travel, currently offering hotel bookings via USDC, will expand to include global flights, e-SIM data packs, and airport lounge access (Solayer Travel update).
What this means: Neutral-to-bullish. Wider utility for Emerald Card could boost USDC adoption on Solana, but success hinges on user adoption beyond crypto-native audiences.

3. InfiniSVM Mainnet Launch (2026)

Overview: After the Devnet’s May 2025 launch, the Mainnet aims to deliver 1M TPS via FPGA-accelerated hardware, targeting institutional DeFi and real-time applications (InfiniSVM Devnet launch).
What this means: Bullish long-term. Mainnet success could position Solayer as a Solana scalability layer, but hardware dependencies risk centralization critiques.

4. sBridge Cross-Chain Upgrades (2026)

Overview: sBridge, launched in August 2025, will expand SVM-native interoperability, enabling atomic swaps between Solana and InfiniSVM chains (sBridge announcement).
What this means: Bullish for liquidity flow but contingent on SVM ecosystem growth. Competing bridges (e.g., Wormhole) may limit upside.

Conclusion

Solayer’s roadmap balances immediate ecosystem growth (Demo Day, Emerald Card) with long-term infrastructure scaling (InfiniSVM, sBridge). The project’s success hinges on converting technical milestones into user adoption—can InfiniSVM attract developers beyond Solana’s existing base? Monitor Mainnet progress and Emerald Card usage metrics for directional cues.

Deep Dive

1. InfiniSVM Devnet Launch (21 May 2025)

Overview: Solayer launched its hardware-accelerated InfiniSVM Devnet, targeting over 1 million transactions per second (TPS) with sub-second finality. The architecture uses FPGA chips for faster state reads and pessimistic concurrency control to minimize rollbacks.

This upgrade allows developers to deploy Solana Virtual Machine (SVM)-compatible dApps with minimal code changes while achieving Web2-like speeds. Benchmark tests showed sustained throughput exceeding 250,000 TPS, with scalability improvements ongoing.

What this means: This is bullish for LAYER because it positions Solayer as a high-performance Layer 1 contender, potentially attracting developers needing low-latency solutions for DeFi or gaming. The 60% price surge post-launch reflects market optimism about its technical edge.
(Source)

2. sBridge Deployment (27 August 2025)

Overview: Solayer introduced sBridge, a cross-chain bridge optimized for SVM chains like Solana and InfiniSVM. It uses Program Derived Address (PDA) proofs and ED25519 signatures to enable sub-1-second settlements without Ethereum Virtual Machine (EVM) intermediaries.

The bridge eliminates conversion layers between SVM chains, allowing real-time liquidity transfers. Early integration partners include Sonic and SOON.

What this means: This is neutral-to-bullish for LAYER as it enhances interoperability within the Solana ecosystem but faces competition from existing bridges. Reduced fragmentation could increase utility for LAYER as a liquidity hub token.
(Source)

3. RPC V2 Implementation (26 November 2025)

Overview: The team released an upgraded RPC (Remote Procedure Call) protocol for InfiniSVM nodes, improving data synchronization and reducing latency for decentralized verification.

This update supports Solayer’s split architecture, where a mega-sequencer handles block production while validators independently verify transactions.

What this means: This is bullish for LAYER because it strengthens network decentralization without sacrificing speed—a critical balance for institutional adoption. Developers gain more reliable infrastructure for building scalable dApps.
(Source)

Conclusion

Solayer’s codebase updates emphasize performance (InfiniSVM), interoperability (sBridge), and decentralized verification (RPC V2), aligning with its vision to become Web3’s “execution layer.” While these upgrades could drive long-term adoption, how effectively will Solayer compete against established Layer 1 chains in attracting developers?