Dominate Solana Staking

Marinade's path to becoming the category killer

What Marinade Becomes

  1. Best yield on Solana for investors and degens — Junior Yield Products
  2. A guarantor of stake revenue, keeper of network fairness — PSR-as-a-Service
  3. Defunct stake sink — Validators as Marketers
  4. Stake yield innovator — Virtual Validator

How to Accomplish It

  1. Provide bottom-capped yield product for investors
  2. Provide high-leverage yield product for degens
  3. Provide protected staker yield for everybody
  4. Provide validator seal of excellence all will envy
  5. Allow instant re-delegation through virtual validator infrastructure
  6. Convert validators into Marinade's marketers to tap into stake flows
2027 Growth Targets
Current TVL 10.4M SOL
Target TVL 30M SOL
Growth required +19.6M SOL
Projected P&L +5,611 SOL/yr
Core Thesis
1. Build for the bulk market
Position for explosive market growth. During bull cycles, capital flows rapidly into where it can 1000x — Marinade captures disproportionate share by removing friction and enabling fast TVL deployment into high-APY opportunities.

2. Validators → APY → TVL → Profits
Marinade builds what validators cannot: infrastructure only possible at the stake pool layer, while preserving their independence and strengthening network decentralization.

Path to 30M SOL

Junior Yield Products +3M SOL +2,880 SOL/yr Q2 2026
PSR-as-a-Service ~5M SOL +481 SOL/yr Q3 2026
Validators as Marketers ~1.5M SOL +2,250 SOL/yr Q4 2026
Virtual Validator APY boost 50-100 bps Q4 2026
Total impact +9.5M SOL +5,611 SOL/yr 2027
+481 SOL/yr Q3 ACTIVE
~5M SOL
TVL (est)

PSR-as-a-Service

PSR IQ (Index of Quality) certifies validator quality. FREE downtime and rug protection funded by bond yield.

  • Target: Top 40 validators (>200k stake, <50% Marinade exposure)
  • Bond yield (5% APY) funds all payouts, self-sustaining
  • IQ dashboard with quality scoring drives transparency
View Details →
+2,250 SOL/yr Q4 RESEARCH
~1.5M SOL
TVL (12mo churn)

Validators as Marinade Marketers

Exit-to-earn for dying validators. Capture 10% of validator churn (7-8 validators/year × 200k SOL). Validators shutting down redirect delegators to Marinade, earn passive referral income forever.

  • Target 7-8 shutting-down validators/year (10% of 72 annual exits)
  • Validator earns 300 SOL/yr passive per 200k SOL referred
  • Marinade nets 2,250 SOL/yr after 50% referral revenue share
View Details →
+2,880 SOL/yr Q2 ACTIVE
9M SOL
TVL (+50%, 360k jr)

Junior Yield Products

Split Marinade yield into guaranteed floor (senior) + leveraged alpha (junior). SAM pool projected to grow 50% (6M → 9M) via institutional inflow and marketing — Marinade beats competitors reliably on yield.

  • Senior: 96% of pool (8.64M SOL) @ SSI+0.6% floor (~7.6%)
  • Junior: 4% of pool (360k SOL) @ -100% to +43% leveraged yield
  • Revenue: 20% fee on junior outperformance above senior floor
View Details →
50-100 bps boost Q4 RESEARCH
N/A
TVL impact

Virtual Validator

Anza vote account sharing enables validator rotation with rewards continuity. Expand validator capacity without infrastructure cost.

  • Vote account sharing for seamless validator rotation
  • Enables capacity expansion without new infrastructure
  • Spec complete, hackathon-ready implementation
View Details →
ARM 5
N/A
TVL impact

Validator Revenue Insurance ⏸️ PAUSED

LPs insure validator MEV revenue for 10% fee. Validators get predictable income, LPs get convex upside from network activity spikes.

  • MEV: 56% of validator revenue, 98% of variance
  • Validator pays 1 SOL/epoch for 80% floor guarantee
  • Market: 478 validators >100k SOL, $7M/yr addressable
View Details →