Deep Dive
1. InfiniSVM Mainnet Launch (Bullish Impact)
Overview:
Solayer’s InfiniSVM aims to process 1 million TPS via hardware-accelerated Solana Virtual Machine (SVM), targeting institutional DeFi and real-time applications. The devnet has already hit 250k TPS in tests (Solayer Foundation). Mainnet is slated for late 2025, with partnerships like Visa-backed Emerald Card expanding use cases.
What this means:
Successful execution could attract high-frequency trading protocols and enterprise users, increasing demand for LAYER as a gas/utility token. Historically, scalability breakthroughs (e.g., Solana’s 65k TPS) correlate with multi-month price rallies if adoption follows.
2. Token Unlock Schedule (Bearish Impact)
Overview:
Only 31.25% of LAYER’s 1B max supply is circulating. Vesting accelerates in 2026:
- Core team (17.11%): 1-year cliff, then 3-year linear release.
- Investors (16.66%): 1-year cliff, 2-year linear release.
- Community incentives: 6-month linear unlocks (Tokenomics).
What this means:
Unlocks could add sell pressure equivalent to ~$12.8M monthly (at $0.20/LAYER), outpacing current $8.2M daily volume. Similar unlocks in May 2025 triggered a 45% price drop (Bitrue).
3. Post-Upbit Hack Liquidity Risks (Mixed Impact)
Overview:
Upbit froze $8.18M LAYER after a Nov 2025 hack, delaying deposit/withdrawal resumptions until security audits conclude (CCN). South Korea accounts for ~5% of global crypto liquidity.
What this means:
Short-term, frozen assets and reduced Korean trading access may suppress price. Long-term, successful recovery efforts could restore confidence, especially if Solayer integrates with more compliant exchanges like Coinbase (added in Sept 2025).
Conclusion
Solayer’s price trajectory hinges on balancing InfiniSVM’s adoption against unlock-driven dilution and post-hack regulatory scrutiny. Traders should monitor mainnet rollout progress, unlock-related selling volume, and exchange relisting timelines.
Key question: Will InfiniSVM’s throughput gains attract enough demand to offset vesting sell pressure by Q1 2026?