Latest Solayer (LAYER) News Update

Deep Dive

1. Mainnet Alpha Launch (10 December 2025)

Overview:
Solayer launched its InfiniSVM Mainnet Alpha at Solana Breakpoint Abu Dhabi, achieving 300,000 TPS with sub-second finality. The hardware-accelerated blockchain supports Solana-native apps for high-frequency trading and tokenized equities, with flagship projects like Spout (equity tokenization) and DoxX Exchange (dual-engine DEX) debuting.

What this means:
Bullish for LAYER’s utility as Solayer expands Solana’s ecosystem into institutional use cases. SVM compatibility allows seamless app migration, potentially attracting developers and liquidity. However, adoption depends on proving reliability under real-world loads.
(CoinMarketCap)

2. Upbit Hack Fallout (27 November 2025)

Overview:
A $36M hack of Upbit’s Solana hot wallet led to the freezing of 12B won ($8.18M) in LAYER tokens. The breach disrupted arbitrage, causing LAYER to trade at a 95% premium on Upbit temporarily.

What this means:
Bearish short-term due to liquidity fears and exchange security concerns. However, rapid on-chain freezing demonstrated ecosystem coordination. Long-term impact may hinge on Upbit’s recovery – the exchange handles ~5% of global crypto volume.
(Bitcoinist)

3. Top 2025 Fundraise (27 December 2025)

Overview:
Solayer ranked #7 in 2025’s largest token raises with $10.5M, trailing infrastructure projects like Pump.fun ($600M) and Trump-backed World Liberty Financial ($550M).

What this means:
Neutral – while the raise underscores investor confidence in Solayer’s tech, its valuation lags behind competitors. The project must now convert capital into developer traction, especially after a May 2025 token crash (-45% post-unlock).
(CryptoPotato)

Conclusion

Solayer balances breakthrough tech (InfiniSVM) with market headwinds (exchange hacks, token volatility). With Bitcoin Season dominating crypto sentiment (CMC Altcoin Season Index: 21/100), can LAYER’s institutional pivot offset lingering security concerns? Watch developer activity and exchange relisting progress post-Upbit reboot.

Deep Dive

1. @CoinbaseMarkets: Exchange listing boosts visibility 🚀 bullish

"Spot trading for LAYER-USD pair launches Sept 11 if liquidity conditions met"
– @CoinbaseMarkets (1.46M followers · 3470 tweets · 2025-09-10 16:32 UTC)
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What this means: Bullish for LAYER because top-tier exchange listings typically improve liquidity and institutional access – critical for a token down 58% over 90 days.

2. @Alexsorange1: Technical setup hints at rebound 📈 mixed

"Testing $0.526 support in descending channel – breakout above $0.545 could target $0.60"
– @Alexsorange1 (1,560 followers · 4,633 tweets · 2025-08-30 10:40 UTC)
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What this means: Neutral-to-bullish as descending channels often precede reversals, but LAYER needs to hold key support amid -27% 60D returns.

3. @hongchen1476842: Ecosystem growth vs unlock risks ⚖️ mixed

"TVL surpassed $150M with 70K+ depositors post-Binance Labs investment"
– @hongchen1476842 (25,049 followers · 9,066 tweets · 2025-09-07 05:06 UTC)
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What this means: Mixed sentiment – while TVL growth signals adoption, circulating supply remains at 31% with 210M tokens still locked per Bitrue analysis.

Conclusion

The consensus on LAYER is mixed – bullish momentum from exchange listings and Solana-based restaking innovations clashes with PTSD from May 2025’s -45% crash. Watch the $0.526 support level and September 11 Coinbase liquidity metrics to gauge whether this is a dead cat bounce or legitimate reversal.

Deep Dive

1. Mainnet Alpha Launch (10 December 2025)

Overview: Solayer launched its InfiniSVM Mainnet Alpha, a hardware-accelerated blockchain optimized for high-frequency trading and institutional use cases.
The network uses FPGA chips and RDMA networking to process 300,000 transactions per second (TPS) with sub-second finality. Three flagship apps debuted: Spout (tokenized equities), DoxX Exchange (dual-engine DEX), and buff.trade (AI-driven trading).
What this means: This is bullish for LAYER because it positions Solayer as a high-performance extension of Solana, attracting developers needing low-latency execution for DeFi and real-world assets. (Source)

2. sBridge Integration (27 August 2025)

Overview: sBridge launched as a cross-chain bridge optimized for Solana Virtual Machine (SVM) chains, eliminating reliance on Ethereum-based bridges.
It uses native PDA proofs and ED25519 signatures to enable real-time liquidity transfers between Solana and InfiniSVM.
What this means: This is neutral-to-bullish for LAYER as it enhances interoperability but depends on adoption. Faster cross-chain swaps could attract developers building multi-chain dApps. (Source)

3. InfiniSVM Devnet (21 May 2025)

Overview: The InfiniSVM Devnet debuted as a hardware-accelerated blockchain compatible with Solana’s SVM, allowing developers to deploy existing Solana apps with minimal changes.
Early benchmarks showed 250,000 TPS, with a roadmap targeting 1 million TPS via FPGA-optimized execution clusters.
What this means: This is bullish for LAYER because it demonstrates Solayer’s technical edge in scalability, a critical factor for DeFi and gaming apps requiring high throughput. (Source)

Conclusion

Solayer’s codebase updates emphasize scalability (InfiniSVM), interoperability (sBridge), and real-world utility (Mainnet apps). These advancements align with its goal to become a high-performance execution layer for Web3. With LAYER’s price down 58% over 90 days (as of 2 Jan 2026), will developer adoption outpace market skepticism?

Deep Dive

1. InfiniSVM Mainnet Expansion (Q1 2026)

Overview: Following the December 2025 Mainnet Alpha launch, Solayer aims to optimize InfiniSVM’s hardware-accelerated architecture for enterprise-grade adoption. Benchmarks already show 300k TPS with sub-second finality (CoinMarketCap). The focus shifts to refining cross-chain liquidity via sBridge and onboarding high-frequency trading platforms.

What this means: Bullish for LAYER as InfiniSVM’s success could position Solayer as Solana’s performance layer, attracting capital inflows. Risks include technical hurdles in maintaining decentralization while scaling.

2. Emerald Card Ecosystem Growth (2026)

Overview: After launching USDC-powered hotel bookings in 2025, Solayer plans to expand its Emerald Card into flights, eSIM data packs, and luxury travel services by late 2026 (Coingape). Enterprise features like virtual sub-cards aim to capture corporate travel budgets.

What this means: Neutral-to-bullish – real-world adoption could stabilize LAYER demand, but competition with traditional fintech (e.g., Brex) poses execution risks.

3. LAYER Utility Expansion (2026)

Overview: LAYER currently governs protocol upgrades and grants. Roadmap plans (per Solayer Foundation) include making it the gas token for InfiniSVM and enabling staking for network security – pending governance votes like August 2025’s SIP-1 inflation model approval.

What this means: Bullish if implemented, as burning gas fees and staking rewards could reduce circulating supply. However, delayed timelines or voter apathy might dampen impact.

Conclusion

Solayer’s 2026 trajectory hinges on balancing technical ambition (InfiniSVM scaling) with ecosystem growth (Emerald Card) while avoiding the tokenomics pitfalls seen in its May 2025 crash. With Bitcoin dominance at 58.96% and altcoin sentiment muted, can LAYER’s real-world integrations defy broader market trends? Monitor governance participation and InfiniSVM’s developer adoption for signals.