Latest Solayer (LAYER) News Update

Deep Dive

1. @CoinbaseMarkets: LAYER Spot Trading Goes Live bullish

"Spot trading for Solayer (LAYER) will go live on 11 September 2025" – confirming institutional access via Coinbase Advanced and International Exchange.
– @CoinbaseMarkets (1.46M followers · 3470 tweets · 10 Sept 2025 16:32 UTC)
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What this means: Bullish for LAYER because exchange listings typically improve liquidity and visibility, though current turnover of 0.22 suggests thin order books.

2. @Alexsorange1: Descending Channel Test neutral

"Testing support at $0.5260... upward breakout 🚀 opens path to $0.60" – notes decreasing volume during consolidation.
– @Alexsorange1 (1,560 followers · 30 Aug 2025 10:40 UTC · 2,496 media posts)
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What this means: Neutral until price sustains above $0.5450 resistance; 14% weekly drop aligns with bearish technical structure.

3. Bitrue Analysis: Post-Crash Trust Deficit bearish

"LAYER crashed 45% in May 2025 amid token unlock fears... lack of team communication eroded confidence" – references 13% supply unlock.
– Bitrue (7 May 2025 09:26 UTC)
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What this means: Bearish overhang persists – 36.4% 60-day drop shows lasting impact, though current $52.5M market cap suggests most risk priced in.

Conclusion

The consensus on LAYER is mixed – bullish infrastructure developments (Coinbase listing, InfiniSVM Devnet) counterbalance bearish tokenomics and technical weakness. Watch the $0.526–0.545 range: A weekly close above could signal trend reversal, while breakdown may retest May 2025 lows.

Deep Dive

1. InfiniSVM Mainnet Launch (10 December 2025)

Overview:
InfiniSVM, Solayer’s hardware-accelerated blockchain, aims to achieve 300,000+ TPS with sub-second finality. It extends Solana’s execution environment, enabling high-frequency trading and institutional finance applications. The Mainnet Alpha launched with three flagship products: Spout (tokenized equities), DoxX Exchange (hybrid CLOB/AMM), and buff.trade (AI-driven trading strategies).

What this means:
This is bullish for LAYER as InfiniSVM’s adoption could increase demand for staking and gas fees (if implemented). Risks include technical delays and competition from other high-throughput chains like Solana itself.

2. Emerald Card Travel Ecosystem Expansion (H2 2025)

Overview:
Building on the success of Solayer Travel (hotel bookings), the team plans to add global flights, e-SIM data packs, and airport lounge access. The Emerald Card, a crypto Visa card, will serve as the gateway, leveraging USDC for payments and rewards.

What this means:
This is neutral-to-bullish, as real-world utility could drive user adoption. However, regulatory hurdles for cross-border crypto payments and reliance on Visa’s infrastructure pose execution risks.

3. sBridge Cross-Chain Integration (2025)

Overview:
sBridge connects Solana, InfiniSVM, and other SVM chains without Ethereum-like intermediaries. It uses hardware-optimized ED25519 signatures for atomic cross-chain swaps, aiming to reduce fragmentation in the Solana ecosystem.

What this means:
This is bullish if liquidity follows, as seamless interoperability could attract developers. Bearish if security vulnerabilities emerge in early implementations.

Conclusion

Solayer’s roadmap balances technical ambition (InfiniSVM) with user-facing products (Emerald Card) and ecosystem glue (sBridge). While its hardware-driven scaling narrative is compelling, success hinges on avoiding dilution from Solana’s own upgrades. How will LAYER’s tokenomics adapt if InfiniSVM primarily uses SOL for gas?

Deep Dive

1. Mainnet Alpha Launch (10 December 2025)

Overview:
Solayer launched its hardware-accelerated Mainnet Alpha, achieving 300,000 TPS with sub-second finality. The network supports high-frequency trading and real-world asset (RWA) tokenization via applications like Spout (equity settlement) and DoxX Exchange (institutional-grade DEX). Built as a Solana extension, it uses SOL for gas and allows seamless asset bridging.

What this means:
This is bullish for LAYER as it positions Solayer as a performance leader for enterprise-grade DeFi. The SVM compatibility lowers developer migration barriers, potentially accelerating ecosystem growth. However, adoption depends on attracting institutional users in a competitive market.
(CoinMarketCap)

2. Upbit Freezes $8.18M LAYER Post-Hack (27 November 2025)

Overview:
South Korea’s largest exchange, Upbit, froze $8.18M in LAYER tokens after a $36M Solana-chain hack. The breach involved unauthorized withdrawals of SOL, LAYER, and other assets. Upbit moved remaining funds to cold storage and is collaborating with projects to track stolen assets.

What this means:
This is bearish short-term due to liquidity constraints and reputational risk, but the swift freeze demonstrates proactive security coordination. Long-term, regulatory scrutiny on exchanges could rise, impacting LAYER’s accessibility if compliance costs spike.
(Bitcoinist)

3. $10.5M Token Sale Highlighted in 2025 Recap (27 December 2025)

Overview:
Solayer’s $10.5M token sale ranked 7th among 2025’s largest raises, per CryptoRank data. The project trailed infrastructure heavyweights like Pump.fun ($600M) and Trump-backed World Liberty Financial ($550M), but outperformed AI and privacy-focused rivals.

What this means:
This is neutral. While the raise underscores investor confidence in Solayer’s restaking and scalability narrative, LAYER’s current price ($0.166) sits 84% below its all-time high, reflecting broader market pressures and token unlocks.
(CryptoPotato)

Conclusion

Solayer balances breakthrough tech (Mainnet Alpha) with operational risks (exchange vulnerabilities), while its 2025 fundraising highlights lingering investor interest. Will institutional adoption of its high-speed infrastructure offset lingering bearish market sentiment? Monitor SOL bridge activity and exchange relisting progress for clues.

Deep Dive

1. Mainnet Alpha Launch (10 December 2025)

Overview: Solayer launched its InfiniSVM Mainnet Alpha, achieving 300,000 transactions per second (TPS) with sub-second finality. The upgrade uses hardware clusters and InfiniBand/RDMA protocols to eliminate bottlenecks.

The architecture enables transaction streaming for high-frequency trading and institutional use cases. Developers can deploy existing Solana apps without code changes, leveraging SVM compatibility.

What this means: This is bullish for LAYER because it positions Solayer as a high-performance extension of Solana, attracting developers building real-time financial applications. Users benefit from near-instant settlements and institutional-grade infrastructure.
(Source)

2. InfiniSVM Devnet Release (22 May 2025)

Overview: The InfiniSVM Devnet debuted as a hardware-accelerated blockchain, targeting 1M TPS. It features multi-cluster execution layers and SVM compatibility for seamless migration of Solana apps.

Benchmarks showed sustained 250k TPS, with tools like Solana CLI and Anchor requiring minimal adjustments. A native DEX was integrated for testing token swaps.

What this means: This is neutral-to-bullish for LAYER, as it demonstrated technical viability but remains in development. The upgrade lays groundwork for scalable DeFi and institutional adoption, though Mainnet delivery was key for validation.
(Source)

3. Architectural Upgrades (2025)

Overview: Solayer’s 2025 codebase introduced FPGA-based hardware acceleration for state reads and signature checks, plus a "mega-sequencer" for fair transaction ordering. The sBridge enables 1-second cross-chain settlements with Solana.

These changes aim to reduce MEV risks, lower latency, and aggregate liquidity across chains.

What this means: This is bullish for LAYER because it improves user experience (lower fees, faster trades) and interoperability. The focus on fairness and scalability could attract developers frustrated by Solana’s congestion.
(Source)

Conclusion

Solayer’s codebase evolution centers on becoming Solana’s ultra-scalable execution layer, blending hardware acceleration with cross-chain liquidity tools. While recent Mainnet progress validates its technical roadmap, adoption depends on attracting high-value applications. Will InfiniSVM’s performance advantages translate into measurable ecosystem growth in 2026?