The difference between hyperliquid and berachain isn’t that one had no vc and the other did It’s that one had $80M in fees to buyback with and the other didn’t With hype they launched their token after having pmf and earning huge revenues. The bet is those revs will continue. With bera the token is the launch (it’s an L1)… the bet is that they will succeed and will find pmf in the future Sadly huge swaths of TVL from sleepy capital aren’t a major success metric anymore… but they are a competitive advantage For bera to win they now need: - real users with money to come play by wanting to buy ecosystem tokens - to leverage all that pre deposit tvl to bring active farmers (if you’re into defi farming and aren’t on bera rn… you’re missing some of the best yields in the space) - some of these funds that were happy to buy vesting bags just a few days ago at multi b fdv to come scoop liquid ones IMO running this stuff up is more important than releasing POL bribes. First they should get users to understand the 500% apr in bera/weth LP before adding more layers to the ponzi. Odd to say but our take is berachain is being underfarmed as there’s almost too much at once. We’ve been buying here and moving more funds to the chain as it really is a printer for those that want to do the work Note: dcf cap seeded berachain

GM, On a separate note, we are excited to officially welcome @EledraNguyen to our Chads Council as a key leader of the sqrDAO ecosystem, including @sqrfund_ai. He will work together with our core team and partners to bring onboard the next generation of Web3 builders from Vietnam to the global stage. LFBuidl!

Blast with a Bear on it will launch on Feb 10th at 4 PM UTC on @KodiakFi 10% of the total supply will be allocated to BLAST S1 farmers who jeeted 100%. Claimable 48h after TGE. The airdrop checker is now live: Let the flippening begin 🐻🎯

I have never been more bullish on a chain than @berachain, it is my HIGHEST conviction for the cycle right now. Here are 4 reasons why 👇 The Berachain ecosystem 300+ applications, catering for the left curves, the right curves and the mid curves. From complex DeFi, NFTs, Gaming, Consumer apps, AI and more - Berachain has it all. 3 years of building lets you develop quite a sophisticated ecosystem and the chain with a bear on it has just that. The total number of things to do on Berachain is higher than that of any other chain that's come out in recent times bar the likes of Solana and Ethereum mainnet. Here are just some of what the @berachain ecosystem offers: Trade derivatives on @ivx_fi Vape away with @puffpaw_xyz Leverage loop with @origami_fi, borrow with @Dolomite_io. @beraborrow and more! (Theres tons of them!) The latest generation of consumer facing applications with @PulseNoLimits, @playonjoy, @playwithOU, @grandconquest and @stablehold Memes with @KodiakFi / @memeswapfi Let the pros handle your wealth with @NAVFinance_ and @D2_Finance Swap with the likes of @0xoogabooga and @KodiakFi Play adventure games with @BeratoneGame Yeet in Ponzis like @eatsleepyeet NFTfi your Bera NFTs with @goldilocksmoney Use AI powered applications - @beradottv. @WeberaFinance, @Alterim_ai, @tierra_io and the @baosdotfun eco Social apps like @deek_network and @HoneyChatApp Yield with the BERA/BGT derivatives - @InfraredFinance @VaseFinance @bgtmarket @SmileeFinance @0xBeraPaw Ape the latest launches on @ramen_finance Plus the big boys are joining @pendle_fi @Lombard_Finance @SolvProtocol @Stake_Stone @ether_fi and @ethena_labs Enjoy some of the strongest communities in the space via the @0xhoneyjar. @Bera_Land. @cave_off And finally some of the best infrastructure powering it through the likes of @EnsoBuild, @gundotfun and @ConcreteXYZ These are just a few of the many novel, new and innovative applications for you to use. I will never forget a favourite saying from @deepname99 - It is the total number of 'things to do' that give ecosystems value and Berachain is bang on here. The $BERA token design Berachain have a duel token consensus mechanic with both $BERA and $BGT playing a critical role in block rewards and incentives. Without boring you, validators and their block production is based on the amount of $BERA staked, reward emissions are based on the $BGT delegated. What this means to me (correct me if I'm wrong): - Validators will want to constantly bid $BERA to remain within the active set and to increase their rewards (remember, they ned a minimum of 250k BERA which is $2m worth at these prices and can have a max of 10m BERA, $80m worth at these prices for the max amount of rewards through block production. - As the validator set continues to expand, the on going bid for $BERA continues The layer 1 premium continues to exist: - Validator bond - It's 'cultural' money - It's a used as collateral - The gas token - $BERA is used for DEX pairs - NFTs are priced in $BERA - Tons will end up getting locked up in memes / you bid for them with $BERA For comp references of other L1 chains (circulating MC) ETH - $328b SOL - $93b ADA - $26b TRON - $20b AVAX - $10b SUI - $10b TON - $9b HBAR - $9b HYPE - $8b NEAR - $4b APT - $3b ICP - $3b SONIC - $1.5b SEI - $1b BERA - $0.8b The effect of POL innovation Many new chains in the space have technological innovations - the likes of time to finality, TPS and specific improvements on infrastructure. This is great and I think why some of the newer generation 3 and generation 4 chains that are coming out will be fantastic. Having said this, not many Layer 1 chains focus on economics and it's here where @berachain truly shines. POL enables a connection between validators, ecosystem applications and the apps themselves. With the vast majority of BGT block rewards (80%+) heading directly into ecosystem applications, users can participate in application activity and earn additional incentives they would not earn otherwise. This create a perpetual flywheel with: Higher ecosystem rewards -> Attracts more users -> Generates more revenue -> Applications can bribe more -> higher ecosystem rewards In the coming weeks, this flywheel is going to come to life and benefit many of the apps listed above. It's one of the best things that make Berachain stand out from other general purpose L1's today. The future of a chain like this already look promising and bright. Now that the chain is live, it's the time for execution and bringing this all value to everyone. Time will tell and I look forward to reflecting on this post in the coming months are things develop further.

Ooga Booga 🐻⛓️ I've sported avatars of lads, sloths 🦥, penguins🐧 , and now I'm rocking the bear 🐻. The chain is still fake tho 😂. I first learned about @berachain and Proof of Liquidity back in 2022 from an Onchain Wizard's blog post and have been following the project ever since. Today I'm absolutely thrilled to announce that I've offcially joined the Berachain ambassador program! Again, thanks @ellaqiang9 @leslienomad for this incredible opportunity. Berachain launch is closer than you think. With Q5 just around the corner, my excitement grows daily. You might not notice but I've actually been a long-time supporter and advocate for Berachain and its projects. For instance, in a recent tweet, I shared my view on the 2 things that will be happening on Berachain's mainnet launch day  I believe having both robust liquidity and usable applications from the start will truly set Berachain apart from other emerging chains. As a member of the @sqrDAO core team, I've also had the privilege of supporting @Berally_io, a prominent Berachain project, from its earliest stages  Witnessing both the chain and the project develop from the groundup and now become the talk-of-the-town chain and the #1 Berachain-based socialfi trading project respectively has been a true honor. A significant portion of my followers are from Vietnam, so my team at @xomnft_ and I have been actively educating the Vietnamese crypto community about Berachain. We've been consistently sharing Berachain content on our X page and within our XomNFT community. Our first-ever Berachain post, back in November 2022 when we were still a fledgling NFT brand, featured Bong Bears NFTs as a successful NFT case  . Now, as the #1 NFT community in Vietnam and an active NFT collector in the space, we continue to champion Berachain. You can check out some of our recent posts that got applauded by the community 1. Airdrop farming on Berachain:  2. On pre-deposit vault on @Stake_stone:  3. Why we’re bullish on Berachain airdrop:  As a Berachain ambassador, XomNFT and I will continue to share our Berachain-related activities and contribute to the ecosystem. Feel free to give my channels and XomNFT’s channels below a follow, I believe you won’t feel bear anymore but full of hoorey bera 🐻 English content:   Vietnamese content     Berachain fixes this.