Latest Solayer (LAYER) News Update

Deep Dive

1. Major Token Unlock (9 February 2026)

Overview: A weekly market recap highlighted an upcoming major token unlock for LAYER, involving 9.89% of its total supply. Such events often increase the circulating supply, which can lead to selling pressure if large holders decide to liquidate their newly unlocked tokens.

What this means: This is a bearish near-term catalyst for LAYER because it directly increases the sellable token supply during a period of broader market fear. The price has declined significantly over the past 90 days (-63.07%), and this unlock could exacerbate that trend if not absorbed by new demand. (Millionero)

2. $35M Ecosystem Fund Launch (20 January 2026)

Overview: Solayer Labs and the Solayer Foundation launched a $35 million ecosystem fund to support early- and growth-stage projects building on its high-performance infiniSVM network. The fund prioritizes applications in real-time DeFi, payments, AI, and tokenization that have clear revenue models.

What this means: This is a bullish long-term development for LAYER because it provides capital to attract developers and build utility on its network. A thriving ecosystem can increase demand for the native token through staking, governance, and gas fees, creating a foundation for sustainable growth beyond speculative trading. (CoinDesk)

Conclusion

Solayer is navigating a tension between immediate tokenomics pressure and a strategic push for future utility. Will the growth driven by its new ecosystem fund ultimately outweigh the selling pressure from unlocks?

Deep Dive

1. @solayer_labs: Launching a $35M Ecosystem Fund bullish

"Solayer unveiled a $35 million ecosystem fund to back blockchain applications built on its infiniSVM network, targeting projects that require real-time execution and can generate sustainable revenue." – @solayer_labs (178.6K followers · 2026-01-20 17:00 UTC) View original post What this means: This is bullish for LAYER because it directly funds new projects on its network, aiming to increase utility, transaction volume, and long-term demand for the token.

2. @Alexsorange1: Technical Analysis for LAYER/USDT mixed

"The price is holding in a descending channel 📉, testing the support zone of $0.5260... Key resistance is $0.5450. An upward breakout 🚀 will open the way to $0.56–0.60." – @Alexsorange1 (1.5K followers · 2025-08-30 10:40 UTC) View original post What this means: This presents a mixed, watchful stance. The descending pattern is bearish, but a defined resistance level at $0.545 gives traders a clear metric for a potential trend reversal.

3. Bitrue: Analyzing the May 2025 Crash bearish

"Solayer’s LAYER token crashed by over 45%... A key trigger was anxiety over a scheduled token unlock... raising fears of increased selling pressure." – Bitrue (2025-05-07 09:26 UTC) View original post What this means: This is bearish for LAYER as it highlights persistent investor concerns over tokenomics, supply inflation from unlocks, and a historical loss of trust that continues to weigh on sentiment.

Conclusion

The consensus on LAYER is mixed, caught between a forward-looking vision of becoming Solana's high-speed execution layer and the harsh reality of a -87% price drop over the past year. While the new ecosystem fund aims to build fundamental value, the community remains wary of past volatility and supply pressures. Watch for concrete progress from the $35M fund's first grant recipients as a signal of real adoption.

Deep Dive

1. Deploy $35M Ecosystem Fund (2026)

Overview: Solayer Labs and the Solayer Foundation launched a $35 million capital pool (Solayer) to fund early and growth-stage teams building on its InfiniSVM network. The fund explicitly targets projects with sustainable revenue models in high-throughput sectors like real-time DeFi, payments, AI systems, and tokenized real-world assets (e.g., U.S. Treasuries). Deployment is ongoing as of January 2026.

What this means: This is bullish for LAYER because direct investment in ecosystem applications can drive network usage, increase transaction volume, and create new demand for the token. The focus on revenue-generating projects aims to build a more durable and utility-driven economy around Solayer.

2. Advance InfiniSVM Mainnet (2026)

Overview: The core technical roadmap centers on InfiniSVM, a hardware-accelerated, Solana Virtual Machine (SVM)-compatible Layer 1 blockchain. Following its Devnet launch in May 2025, the focus is on progressing the mainnet (Solayer). The goal is to achieve extreme scalability, targeting over 1 million transactions per second (TPS) with sub-second finality, building on a benchmark of over 330,000 TPS already demonstrated.

What this means: This is neutral-to-bullish for LAYER. Successful scaling would position Solayer as a premier high-performance chain, potentially attracting developers and users from competing ecosystems. However, the timeline and technical execution carry inherent risk, and market adoption is not guaranteed even with superior technology.

3. Expand LAYER Token Utility (Future)

Overview: According to the project's token design, LAYER's utility is set to expand beyond its current governance role (Solayer Foundation). Planned future utilities include serving as the gas token for transactions on the Solayer network and enabling holders to participate in Proof-of-Stake consensus to earn block rewards, though these are noted as being "subject to design change."

What this means: This is bullish for LAYER because introducing core network utilities like gas fees and staking would significantly increase its fundamental demand and incentivize long-term holding. This evolution is critical for transitioning LAYER from a governance token to a productive asset within its own economy.

Conclusion

Solayer's trajectory is shifting from building ultra-fast infrastructure to actively cultivating its application ecosystem, with a $35 million fund serving as the immediate catalyst. The long-term vision hinges on InfiniSVM's technical delivery and the successful expansion of LAYER's economic utility. Will the focus on revenue-generating, real-time applications be enough to drive sustainable adoption against fierce Layer 1 competition?

Deep Dive

1. Raydium SDK Fork Update (10 February 2026)

Overview: This update ensures Solayer's forked version of the Raydium SDK stays current with the original project. It helps developers building on Solayer seamlessly access the latest decentralized exchange (DEX) functionalities and optimizations.

The Raydium SDK is a crucial tool for creating trading interfaces and integrating liquidity. By actively maintaining this fork, the Solayer team reduces friction for developers migrating from Solana, as they can use familiar tools. The commit on February 10, 2026, shows ongoing maintenance to sync with upstream changes.

What this means: This is bullish for LAYER because it lowers the barrier for developers to build DeFi applications on Solayer. Smoother developer experience can lead to faster ecosystem growth and more utility for the LAYER token.

(Solayer Labs)

2. Documentation Overhaul (9 February 2026)

Overview: The project's documentation repository received updates, likely refining guides for the InfiniSVM network. Clear documentation is essential for attracting and supporting developers.

Well-maintained docs explain how to deploy smart contracts, interact with the network, and use Solayer's unique features like its high-speed bridge. This work, reflected in the February 9, 2026 commit, signals a focus on improving the developer journey post-Devnet launch.

What this means: This is neutral-to-bullish for LAYER. It doesn't change the protocol's rules but makes the network more accessible. Better documentation can accelerate developer adoption, which is critical for long-term value.

(Solayer Labs)

3. InfiniSVM Devnet Launch (21 May 2025)

Overview: This was the major public release of Solayer's core technology: a hardware-accelerated Layer 1 blockchain compatible with Solana. It allows developers to test applications in a live environment.

The InfiniSVM Devnet is designed for extreme performance, claiming over 1 million transactions per second (TPS) potential. Its launch provided the foundational codebase for the network, enabling features like sub-second finality and a native DEX for testing. This represents the most significant single update to Solayer's executable code.

What this means: This was extremely bullish for LAYER as it transitioned the project from concept to a testable, high-performance network. It demonstrated technical capability, which is a fundamental driver for investor and developer confidence.

(Kanalcoin)

Conclusion

Solayer's latest codebase developments show a maturing project focused on refining developer infrastructure and supporting its flagship InfiniSVM network. The trajectory points towards easier building and scalable performance. Will the upcoming mainnet release catalyze the next wave of ecosystem activity?