Solayer (LAYER) Price Prediction

Deep Dive

1. InfiniSVM Mainnet Launch (Bullish Impact)

Overview:
Solayer’s InfiniSVM upgrade targets 1 million TPS via hardware-accelerated execution layers, aiming to solve Solana’s congestion issues. The devnet already processes 100k+ TPS, with mainnet expected by late 2025.

What this means:
Success could position LAYER as Solana’s scaling backbone, driving demand for its governance token. However, delays or technical flaws may trigger skepticism, given its -62% YTD price decline.

2. Token Unlock Schedule (Bearish Impact)

Overview:
Only 21% of LAYER’s 1B supply circulates. Major unlocks include:
- Core contributors (17.11%): 1-year cliff, unlocks begin Q1 2026.
- Investors (16.66%): 1-year cliff, unlocks from Q2 2026.

Past unlocks (e.g., May 2025’s 13% release) correlated with a 45% price crash (Bitrue).

What this means:
Selling pressure from early backers could suppress prices until 2026. Monitor exchange inflows post-unlocks via Solscan.

3. Solana Ecosystem Competition (Mixed Impact)

Overview:
sBridge’s August 2025 launch improved cross-chain liquidity with Solana, but rivals like Eclipse and Neon EVM are competing for SVM developer mindshare.

What this means:
LAYER’s success hinges on InfiniSVM adoption for high-frequency trading apps. If dApp activity on Solayer grows (TVL, transaction counts), it could offset macro headwinds.

Conclusion

LAYER’s price trajectory depends on InfiniSVM’s technical execution and whether unlocks are absorbed by demand from restaking (via sSOL/sUSD integrations). The token’s 90-day -33% drop reflects skepticism, but a successful mainnet could reset narratives.

Key question: Will Q4’s InfiniSVM activation drive measurable on-chain activity, or will dilution from unlocks dominate?