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Encrypted KOL: Solayer is currently or may be a value depression in the encryption market

Encrypted KOL: Solayer is currently or may be a value depression in the encryption market

Bitget2025/02/06 12:33

The encrypted KOL Ice Frog (@Ice_Frog666666) posted on social media that the market regards Solayer as "Solana re-staking", but it is actually a "high-throughput infrastructure". At present, most people only see that Solayer is the re-staking protocol of the Solana ecosystem, but they ignore the long-term strategy of Solayer Chain. The Solayer Chain will achieve hardware acceleration, dynamic sharding and hybrid consensus. Once the market realizes its true potential, its valuation may undergo significant changes. Solayer is not EigenLayer 2.0, but a combination of Arbitrum, EigenLayer and Berachain in the Solana ecosystem.

Institutional and market attention: Top investment institutions such as Polychain, Solana CEO Anatoly and Polygon co-founder Sandeep have already invested in Solayer, but market sentiment remains low. Although understated yet powerful, institutions have placed their bets on it while markets are still lagging behind.
Valuation difference: The valuation of Solayer is much lower than similar projects. EigenLayer FDV $6 billion USD; Berachain estimated at $5 billion USD; whereas off-market price for Solyer currently stands at $700 million USD Market Cap. If Solyer were merely a re-staking protocol then its TVL could reach over 1 billion in future with independent public chain value for Solyer Chain which has been overlooked by markets who haven't realized that Solyer might be next Eigenlayer or even stronger.
Future growth logic: The ultimate trump card lies within Solyer Chain which when launched in 2025 means it won't be limited to just being part of solana rather become an independent high throughput public chain.

Currently,Solayer might be undervalued gem within crypto markets with TVL far below similar projects where real value hasn't been reassessed by markets yet.Institutions have already placed their bets but market sentiment hasn't caught up yet. Solayer Chain is not "Solana's re-staking tool", but a "blockchain throughput revolution". It may become the expansion king of the Solana ecosystem in the future, or even become an independent Layer1, attracting institutions and high-frequency traders. It's not that EigenLayer and Berachain are unaffordable, it's just that Solayer offers better value for money.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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