Our Vision For Infinity: The Holy Grail of Solana Yield

There are many different kinds of yield, but the kind we’re most interested in is real, productive yield: yield that consistently delivers real value to the world.

SOL yield began as an inflationary mechanism (and still is, on paper), but as Solana has progressed in its journey to become the world’s decentralized Nasdaq, yield has become increasingly tied to real economic activity across the network. Fees from network activity now flow to validators and delegators, rewarding those who secure the network and reinject value back into the ecosystem.

With real, productive yield flowing through the network, the question becomes how to capture and amplify it most effectively. The answer is the “holy grail” of SOL yield.

In recent weeks, we’ve considered what a SOL yield holy grail would actually look like and narrowed it down to four primary components:

Frictionless

Instant deposits and withdrawals, with zero deposit or near-zero withdrawal fees.

Continuous

Smooth increase over time, rather than highly spiky/discrete.

Consistent

Yield is stable and predictable, rather than highly volatile.

Simple

UX complexities should be fully abstracted away.

So, how do today’s main options measure up?

We can think of native staking as “SOL yield V1”:

• Frictionless:

  ❌ 2-day withdrawal lockup. 

  ❌ Must wait up to 2 days for first yield.

  ✅ No withdrawal fee 

• Continuous:

  ❌ Yields every 2 days.

• Consistent:

  ❌ Staking rewards are volatile.

• Simple:

  ❌ Stake accounts are a pain, with poor wallet support and merge/split nonsense

Building on the foundation of native staking, liquid staking is “SOL yield V2.” It has been a major step forward for yield-earning in the ecosystem, making it more accessible, liquid, and composable.

We recognize more than anyone the incredible value of LSTs. We wrote the original Solana SPL stake pool program alongside Solana Labs and have continued to work over the years to upgrade the Solana SPL stake pool program. Through our Staking-as-a-Service offering, we’ve helped our LST partners earn over $5 million in revenue and secure close to $3 billion in stake across our ecosystem.

Still, we recognize that there are natural limitations to the LST model.

• Frictionless:

  ✅ Instant withdrawals 

  ✅ Start earning yield immediately

  ❌ 10 bps withdrawal fee.

• Continuous:

  ❌ Yields every 2 days.

• Inconsistent:

  ❌ Staking rewards are volatile.

• Simple:

  ❌ When swapping for an LST in Jupiter, it’s not clear that money is being lost initially via fees.

  ❌ It’s difficult to check how much money has been earned over time.

Infinity (’INF’) is our flagship product at Sanctum, which you can think of as an LST of LSTs. It’s an actively managed basket of the best LSTs on Solana that trims the losers and earns boosted yields for holders when it facilitates LST swaps: the primary reason for its initial design.

→ Learn how INF facilitates trades and captures fees

Due to its unique design, INF has proven itself to be the BEST place to grow SOL on Solana, outperforming mSOL and JitoSOL by approximately 20% over the past two quarters. Outside of performance benefits, the best part of INF’s design is that it’s positive-sum for already-existing and future LSTs. For Sanctum LST partners like Jupiter and MoonPay, INF is how we ensure there’s enough SOL liquidity available for their LSTs each epoch. Without INF, our partners would need to heavily spend to either manage or bootstrap their own onchain SOL liquidity pools. Our goal with INF is not to take market share from our LST partners, but to grow INF big enough that there is enough SOL Liquidity inside each epoch to provide liquidity to all the LSTs on Solana.

→ Learn more about INF supporting Solana LSTs

As we’ve continued to develop INF, INF has gotten better and better for our holders and partners, producing better APYs and providing more on-chain liquidity to our partners and users when needed. On our path to making INF the best place to grow SOL, we’ve identified a number of upgrades we can make to INF to make it better for our partners, holders, and bring it closer to the Holy Grail of SOL staking. Some of these upgrades are currently in the works and we’re excited to share them when closer to release. We’re expecting some of them to come online in Q4 25 and Q1 of 26. In the meantime, here’s our endgame vision for INF:

• Frictionless

  ✅ Instant withdrawals.

  ✅ No warmup period: first yields in an hour.

  ✅ Minimal withdrawal fee. 

• Continuous:

  ✅ Hourly distributions.

• Consistent:

  ✅ Smoothed staking and trading rewards, so that APY is less spiky from one epoch to the next.

• Simple:

  ✅ Users simply deposit SOL and earn more SOL every hour, with updates displayed in real time in the UI.

Infinity’s current state presents the best opportunity for us to move fast and make the necessary changes needed to realize our vision for the ultimate real-yield SOL yield vehicle. When we’re satisfied with INF, it’ll be:

• Distinguished from other LSTs by intra-epoch yield distributions.
• Providing deep liquidity for our partners and the broader Solana Ecosystem.
• Earning maximal APY for its holders.
• have smoother yields to make sure the big volatile spikes up are spread out over more epochs; thereby making its headline APY more consistently higher for longer

As Solana’s economy scales worldwide, INF could become the de facto home for maximizing real, productive yield on Solana. There’s a long journey ahead, but each coming upgrade will bring us closer to our vision.