Let's talk about the recent strong performance of LAYER @ solayer_1abs in the secondary market. Why is the InfiniSVM technology roadmap particularly attracting attention? What are the characteristics of hardware accelerated SVM expansion solutions? And how will the Solana scaling ecosystem industry landscape break through after hardware acceleration? Next, let's talk about my forward-looking observation: 1) Unlike the previous horizontal scaling route dominated by Ethereum, the Solayer team presented a completely different scaling approach in the infiniSVM white paper: to deeply optimize SVM through hardware acceleration and create a million level TPS blockchain network, essentially through a deep integration of hardware and software scaling solution. If we look back at the entire history of blockchain expansion, the earliest idea of on chain expansion was to achieve it through parameter adjustment (larger blocks, shorter block generation time), but this approach easily touches upon the impossible triangle dilemma of blockchain; The subsequent expansion strategy of Layer2 is a horizontal expansion, with the core purpose of diverting transactions through Layer2 (state channels, sidechains, Rollup, etc.), which undoubtedly sacrifices some global atomicity; The hardware acceleration route explored by InfiniSVM is a new route that upgrades the concept of scalability, while maintaining a single global state, to break through performance bottlenecks with specialized hardware; Simply put, the scalability of InfiniSVM does not lie in simply optimizing algorithms, but in reconstructing the SVM execution environment through microservice architecture and hardware acceleration, relying on dedicated hardware to complete some key tasks, and then achieving atomicity and consistency in the global state under high load conditions. 2) Following this line of thought, many friends may wonder why Solana's SVM execution environment requires hardware acceleration? From the data provided by the Solayer white paper, it can be seen that the current Solana verification nodes require CPUs above 3.1GHz, 500GB+high-speed memory, and 2.5TB+high-throughput NVMe storage. Even with such high configurations, CPU utilization is only about 30% under high loads, and P2P communication is approaching the 1Gbps bandwidth limit of consumer networks. The problem is, since the CPU is running low, why do we need stronger hardware? This actually exposes that Solana's current performance bottleneck lies in other aspects beyond CPU computing power, such as microservice processing architecture, which can isolate different processing aspects and match more suitable hardware resources; A dedicated accelerator that can assign specific tasks such as partial signatures to dedicated hardware, etc. You see, InfiniSVM is not simply upgrading hardware, but redesigning the entire execution environment and providing more specialized hardware optimization solutions for each bottleneck link. For example, to improve workshop production efficiency, it is necessary to restructure the software and hardware of the entire production line, rather than simply increasing the number of processing personnel; 3) So, what are the features of InfiniSVM's hardware acceleration solution worth sharing? 1. Distributed microservice processing architecture. Previously, Solana's single transaction processing flow could be decomposed into multiple extended processing steps such as signature verification, deduplication, scheduling, and storage. However, InfiniSVM's architecture allows each step to independently process each step, avoiding the big problem of "one step lagging and waiting for the entire line"; 2. The intelligent trading scheduling system, originally Solana had to queue up for processing when reading and writing transactions belonging to the same account, but InfiniSVM has achieved that even under the same account, operations can not interfere with each other, greatly improving its parallel processing capability. Simply put, it further enhances the ability for refined management; 3. RDMA low latency communication technology requires at least necessary steps such as packaging, delivery, and unpacking for normal communication between nodes. However, RDMA can directly transfer data from one node to the memory of another node, achieving a breakthrough in communication technology from milliseconds to microseconds and significantly reducing state access conflicts; 4. Distributed intelligent storage network, if a single account takes over its account data, Solana used to be limited by 10MB, but InfiniSVM adopts a distributed cloud storage solution, allowing data to be dispersed across different nodes and marked as fast lanes, slow lanes, etc. This not only breaks through capacity limitations but also optimizes data access speed. 4) After explaining the issue of the technological upgrade route, there must have been many voices of 'what's the use'. Overall, with the support of hardware acceleration, Solana's competitive advantage in layer 1 competition can be further enhanced. Moreover, compared to Ethereum Layer2, which requires application data support in the ecosystem to demonstrate scalability achievements, this performance breakthrough of implementing a million level TPS with hardware may only require access to a very few vertical scenarios to directly prove it, and the implementation path is shorter; Taking @ jito-usol as an example, the ecological niche value of Solana MEV infrastructure in transaction ranking optimization, MEV extraction, validator returns, and other aspects can be explored. If it cannot be self proven before the Solana MEME craze, Jito, an optimized trading system, has become an indispensable part after the MEME craze of the past year. In fact, Solayer's current technology is also similar. Its upgrade method, which enables transactions to perform better in the system, is not clearly reflected solely in financial trading scenarios. However, if we think about the large-scale implementation of PayFi in the future, in order to enable Solana to perfectly carry high throughput and low latency payment settlement infrastructure functions, the performance of TPS will be clearly perceived. In addition, there are DePIN ecosystems, complex blockchain games, AI agent application scenarios, and so on. Anyway, taking a step ahead to define the value of a technical Infra project is easier to see than just looking at it from the perspective of whether it is currently a utility.