dTAO只买了SN52，就是YZi Labs投资的那个Tensorplex Dojo，目前只有这个有圈外的注意力
低流动性资产在熊市里确实不错，倍数更高，但完全没有注意力的话持有会很难受
业务形态的话，比较喜欢SN8 Proprietary Trading Network
https://backprop.finance/dtao/subnets/52-tensorplex-dojo
低流动性资产在熊市里确实不错，倍数更高，但完全没有注意力的话持有会很难受
业务形态的话，比较喜欢SN8 Proprietary Trading Network
https://backprop.finance/dtao/subnets/52-tensorplex-dojo
backprop.finance
SN52: Tensorplex Dojo | Backprop Finance
Tensorplex Dojo Subnet is an open platform designed to crowdsource high-quality human-generated datasets. Powered by Bittensor, the Dojo Subnet addresses these challenges by allowing anyone to earn TAO by labeling data or providing human-preference data.…
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Ourbit三阶段的空投活动开放了 https://www.ourbit.com/activity/airdrop
看上去没什么特色，就是刷交易量
可以选CEX合约交易量和DEX交易量，可玩可不玩。想要空投的话可以去套保开单刷一下，平时玩土狗的可以考虑用Ourbit DEX来交易，顺手刷一下。
还没注册的可以用我的链接：https://www.ourbit.com/register?inviteCode=0xyond
看上去没什么特色，就是刷交易量
可以选CEX合约交易量和DEX交易量，可玩可不玩。想要空投的话可以去套保开单刷一下，平时玩土狗的可以考虑用Ourbit DEX来交易，顺手刷一下。
还没注册的可以用我的链接：https://www.ourbit.com/register?inviteCode=0xyond
Ourbit
Ourbit SuperCEX: Home of Hottest Memecoins & Trending Tokens
The SuperCEX built for Degens — zero spot trading fees, fastest token listings, and 400× leverage. Your gateway to the most trending tokens and explosive gains.
如果有存 iBGT 的话，可以用下 Beratrax 的机枪池，自动复投的
现在 Infrared 质押是 65.45% APR，Beratrax 复利后是 92.61% APY。没有砍头税，省去每天收菜复投的操作
https://app.beratrax.com/InachisBera
现在 Infrared 质押是 65.45% APR，Beratrax 复利后是 92.61% APY。没有砍头税，省去每天收菜复投的操作
https://app.beratrax.com/InachisBera
SN52走了，走之前回了点血，最后小亏一点，感觉dTAO板块完全没有注意力😪
TAO现货还在，成本270
BMT在考虑做LP的过程中也涨飞了，要是执行力强点前天晚上就该做起来。人变懒惰了，不好😭
TAO现货还在，成本270
BMT在考虑做LP的过程中也涨飞了，要是执行力强点前天晚上就该做起来。人变懒惰了，不好😭
Perena二期开了 https://x.com/Perena__
缺稳定币矿挖的话可以来挖这个USD*，大机构背景的。但是预期不高，RateX上的PT目前给到11.7%
感兴趣的可以走我referral code：PBORIK
https://app.perena.org/
感谢支持~
缺稳定币矿挖的话可以来挖这个USD*，大机构背景的。但是预期不高，RateX上的PT目前给到11.7%
感兴趣的可以走我referral code：PBORIK
https://app.perena.org/
感谢支持~
之前参与的 Berachain 上的 BakerDAO $BREAD 开了，想玩的可以参与体验下
https://www.bakerdao.io/bake
这是个盘子，用的白莲花/YesMoney/Eggs Finance的无限上涨模型，$BREAD 的 BERA 币本位价值不会少。通过 mint/burn/借贷利息+开关仓手续费来加深 BREAD/BERA 的底池，保证足额赎回，BREAD 对 BERA 无限上涨
$BREAD 可以以 99% 的抵押率作为保证金用来借出 $BERA 参与循环贷，固定利率是 6.9%
获利的点 = $BREAD 对 $BERA 的上涨速度快于循环贷产生的利息和手续费
https://www.bakerdao.io/bake
这是个盘子，用的白莲花/YesMoney/Eggs Finance的无限上涨模型，$BREAD 的 BERA 币本位价值不会少。通过 mint/burn/借贷利息+开关仓手续费来加深 BREAD/BERA 的底池，保证足额赎回，BREAD 对 BERA 无限上涨
$BREAD 可以以 99% 的抵押率作为保证金用来借出 $BERA 参与循环贷，固定利率是 6.9%
获利的点 = $BREAD 对 $BERA 的上涨速度快于循环贷产生的利息和手续费
❤2
Forwarded from Birds of a Feather
Long: $BERA
To hedge against my longstanding bear view on the overall markets, I have built a liquid position in $BERA. I look at Berachain as the most defensive home for CT natives and yield-seekers in an environment where liquidity and volumes have begun their cyclical declines. The thesis for $BERA can be summed up as:
1. Superior sustainable yield loop that requires $BERA to participate in (similar to AVAX Rush)
- POL introduction (https://x.com/berachain/status/1902854165883167167) on 24th March should start making BGT farming more attractive, and reminds me a lot of Avax Rush back in July 2021. POL is both a demand driver and supply sink for BERA which creates a potential flywheel effect.
- The timeframes within each cycle are eerily similar - following a period of apathy (May-Jul 2021), Avalanche Rush launched and kickstarted a resurgence of on-chain activity. If this pullback on majors and US equities is indeed a bear trap I expect the market to recognize the potential for BERA flywheel.
2. Extremely light positioning across both retail and institutional funds.
- As one of the three 'new' coins to be launched this year (IP / KAITO / BERA), $BERA has seen the least interest despite have the most things to do on-chain (albeit mostly farming for now).
- I have seen minimal interest in $BERA due to the general market decline. Majority of peers I've spoken to generally just said they had no view on BERA, but noted it as a place to yield farm.
- Coupled with the pretty abysmal spot volumes and generally low float ($600m mkt cap), I think the potential for a violent re-rating up is underestimated by the market.
3. New Coin Fractal
- $BERA launched as one of the most hyped new L1s in 2025, but quickly faded from view and settled at valuations that disappointed farmers + early investors.
- An added benefit of BERA is it's one of the better venues for yield on-chain currently. In a market regime like this where players aren't getting rewarded by betting directionally on tokens across the board that creates a BERA supply sink.
- New coin also means minimal inflation and unlocks for the next 12 months and plenty of time for our thesis to work.
To be clear, this is a liquid position that I will be actively managing. But for now I think there's a significant under-pricing presented in the market with potential for a violent gap-close in the upcoming weeks.
Disclaimer: Neither I nor Tangent have any prior allocations (no private deals) to $BERA before our open market purchases. This is not financial advice. Please do your own research.
To hedge against my longstanding bear view on the overall markets, I have built a liquid position in $BERA. I look at Berachain as the most defensive home for CT natives and yield-seekers in an environment where liquidity and volumes have begun their cyclical declines. The thesis for $BERA can be summed up as:
1. Superior sustainable yield loop that requires $BERA to participate in (similar to AVAX Rush)
- POL introduction (https://x.com/berachain/status/1902854165883167167) on 24th March should start making BGT farming more attractive, and reminds me a lot of Avax Rush back in July 2021. POL is both a demand driver and supply sink for BERA which creates a potential flywheel effect.
- The timeframes within each cycle are eerily similar - following a period of apathy (May-Jul 2021), Avalanche Rush launched and kickstarted a resurgence of on-chain activity. If this pullback on majors and US equities is indeed a bear trap I expect the market to recognize the potential for BERA flywheel.
2. Extremely light positioning across both retail and institutional funds.
- As one of the three 'new' coins to be launched this year (IP / KAITO / BERA), $BERA has seen the least interest despite have the most things to do on-chain (albeit mostly farming for now).
- I have seen minimal interest in $BERA due to the general market decline. Majority of peers I've spoken to generally just said they had no view on BERA, but noted it as a place to yield farm.
- Coupled with the pretty abysmal spot volumes and generally low float ($600m mkt cap), I think the potential for a violent re-rating up is underestimated by the market.
3. New Coin Fractal
- $BERA launched as one of the most hyped new L1s in 2025, but quickly faded from view and settled at valuations that disappointed farmers + early investors.
- An added benefit of BERA is it's one of the better venues for yield on-chain currently. In a market regime like this where players aren't getting rewarded by betting directionally on tokens across the board that creates a BERA supply sink.
- New coin also means minimal inflation and unlocks for the next 12 months and plenty of time for our thesis to work.
To be clear, this is a liquid position that I will be actively managing. But for now I think there's a significant under-pricing presented in the market with potential for a violent gap-close in the upcoming weeks.
Disclaimer: Neither I nor Tangent have any prior allocations (no private deals) to $BERA before our open market purchases. This is not financial advice. Please do your own research.
X (formerly Twitter)
Berachain Foundation 🐻⛓ (@berachain) on X
Everything changes Monday. On March 24th, PoL goes live, and governance proceeds to Phase 1.
Incentives start flowing. New vaults start getting emissions.
Here’s what changes and what's next.
Incentives start flowing. New vaults start getting emissions.
Here’s what changes and what's next.
我觉得如果单纯 long BERA 不想要太高杠杆的话
持有 $BREAD 或者 $iBGT 都可以
$BREAD 是一个对 $BERA 无限上涨的敞口
$iBGT 对 $BERA 汇率也比较稳定，还能吃到 Infrared 节点的 POL 收入（如果首批上 POL 获得 $BGT 排放的池子里有 $iBGT 那将是绝杀）
持有 $BREAD 或者 $iBGT 都可以
$BREAD 是一个对 $BERA 无限上涨的敞口
$iBGT 对 $BERA 汇率也比较稳定，还能吃到 Infrared 节点的 POL 收入（如果首批上 POL 获得 $BGT 排放的池子里有 $iBGT 那将是绝杀）