Solayer (LAYER) Price Prediction

Deep Dive

1. InfiniSVM Progress (Bullish Impact)

Overview:
Solayer’s hardware-accelerated InfiniSVM aims for 1M+ transactions/second, with devnet benchmarks already hitting 250K TPS. Integration with Solana’s ecosystem and Visa-powered Emerald Card (launched July 2025) could drive real-world usage.

What this means:
Successful adoption would position LAYER as critical infrastructure for high-frequency DeFi/AI apps. Historical precedent: May 2025’s InfiniSVM devnet launch triggered a 60% price spike (Binance News).

2. Token Unlock Schedule (Bearish Impact)

Overview:
31.2% of tokens (312M LAYER) currently circulate. Investors (16.66% supply) face cliff unlocks starting February 2026, while team/advisors (17.11%) begin vesting in 2026. Near-term, $21M community incentives unlock monthly through 2025.

What this means:
Past unlocks correlate with volatility – a May 2025 unlock preceded a 45% crash (Bitrue). Sustained selling could test the $0.184 Fibonacci support.

3. Exchange Vulnerabilities (Mixed Impact)

Overview:
Upbit’s Nov 2025 hack froze $8.18M LAYER, disrupting 5% of global liquidity. While resolved, the incident exposed reliance on centralized exchanges – 70% of LAYER’s 2025 volume came from Upbit/Binance.

What this means:
Recovery hinges on diversifying liquidity. Bullish if DeFi integrations (e.g., Kamino, Jito) grow; bearish if trust in CEX listings erodes.

Conclusion

LAYER’s trajectory depends on balancing tech execution against tokenomics headwinds. Infrastructure milestones could offset bearish supply dynamics, but the 200-day EMA ($0.523) remains a distant resistance. Watch InfiniSVM’s mainnet adoption rate and CEX volume recovery post-Upbit – will Solayer’s throughput edge out its vesting overhang?