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）
Sui 上新推出的 Perp DEX + AI https://x.com/zofaiperps 输入 prompt 就能开单，蹭了个 AI 叙事
GMX/GLP 的模式，现在有个存 ZLP 挖积分的活动，可以参与一下：https://app.zofinance.io?r=Yond
潜在收益 = ZLP 的上涨空间 + ZLP 的手续费收益 + 积分空投变现
存 USDC/SUI 都可以，不过要等开放取款才能取出来
GMX/GLP 的模式，现在有个存 ZLP 挖积分的活动，可以参与一下：https://app.zofinance.io?r=Yond
潜在收益 = ZLP 的上涨空间 + ZLP 的手续费收益 + 积分空投变现
存 USDC/SUI 都可以，不过要等开放取款才能取出来
app.zofinance.io
ZO - Next-Gen Intelligent Perpetual Protocol
ZO is the first intelligent perpetual protocol with zero compromises, full on-chain transparency, best prices and subsecond finality.
Yond makes no sense
Sui 上新推出的 Perp DEX + AI https://x.com/zofaiperps 输入 prompt 就能开单，蹭了个 AI 叙事 GMX/GLP 的模式，现在有个存 ZLP 挖积分的活动，可以参与一下：https://app.zofinance.io?r=Yond 潜在收益 = ZLP 的上涨空间 + ZLP 的手续费收益 + 积分空投变现 存 USDC/SUI 都可以，不过要等开放取款才能取出来
补充一下，这个ZO是Sudo Finance的子项目，两个都还没有TGE
https://x.com/sudofinance?s=21&t=WzReSlGCt9dqi6xBpMo8KA
最近市场在炒作Sui生态，Walrus/Haedal/Suiplay啥的，趁着这波热度应该能发出来
不过我的预期就是理财了
https://x.com/sudofinance?s=21&t=WzReSlGCt9dqi6xBpMo8KA
最近市场在炒作Sui生态，Walrus/Haedal/Suiplay啥的，趁着这波热度应该能发出来
不过我的预期就是理财了
X (formerly Twitter)
Sudo Finance | The Fastest On-chain Perps (@sudofinance) on X
The Fastest On-chain Perps built on #Sui ✈️ TG: https://t.co/9jy5aidy18 👉 Link3: https://t.co/eLMWfdks12
@zofaiperps: First Intelligent Perps
@zofaiperps: First Intelligent Perps
有 $BERA 的，除了持有 iBGT 和 BREAD 以外，也可以存这个挖积分
https://app.smilee.finance/gbera
路径：stake BERA > 获得 gBERA > Wrap gBERA 得到 wgBERA > 去 BurrBear 上挖矿 WBERA-wgBERA / NECT-wgBERA 二选一
https://app.burrbear.io/#/berachain
我选的 WBERA-wgBERA 没有无常损失
https://app.smilee.finance/gbera
路径：stake BERA > 获得 gBERA > Wrap gBERA 得到 wgBERA > 去 BurrBear 上挖矿 WBERA-wgBERA / NECT-wgBERA 二选一
https://app.burrbear.io/#/berachain
我选的 WBERA-wgBERA 没有无常损失
app.smilee.finance
Welcome to the Smilee Finance Suite
Stake-to-earn with gBERA, the Liquid Staking Token from Smilee, or use Swappee to instantly claim and swap your validators' dust.
👍1
关于这一条：https://t.me/yondcallsbeta/357
如果你持有 gBERA，有两个机枪池可以帮你复投。能多叠几层收益，不影响积分获取
Beratrax: https://app.beratrax.com/earn/0x066Eb1D1e33027bc36FaF3055cf12C8F892408fA
WeBera: https://app.webera.finance/vault?token=gbera&type=bera-lst
如果你持有 gBERA，有两个机枪池可以帮你复投。能多叠几层收益，不影响积分获取
Beratrax: https://app.beratrax.com/earn/0x066Eb1D1e33027bc36FaF3055cf12C8F892408fA
WeBera: https://app.webera.finance/vault?token=gbera&type=bera-lst
Telegram
Yond makes no sense
有 $BERA 的，除了持有 iBGT 和 BREAD 以外，也可以存这个挖积分
https://app.smilee.finance/gbera
路径：stake BERA > 获得 gBERA > Wrap gBERA 得到 wgBERA > 去 BurrBear 上挖矿 WBERA-wgBERA / NECT-wgBERA 二选一
https://app.burrbear.io/#/berachain
我选的 WBERA-wgBERA 没有无常损失
https://app.smilee.finance/gbera
路径：stake BERA > 获得 gBERA > Wrap gBERA 得到 wgBERA > 去 BurrBear 上挖矿 WBERA-wgBERA / NECT-wgBERA 二选一
https://app.burrbear.io/#/berachain
我选的 WBERA-wgBERA 没有无常损失
Binance EN: Binance Futures Will Launch USDⓈ-Margined JELLYJELLYUSDT and MAVIAUSDT Perpetual Contracts
币安重要公告: 币安合约即将上线美元保证金 JELLYJELLYUSDT 和 MAVIAUSDT 永续合约
————————————
2025-03-26 23:16:13
source: https://www.binance.com/en/support/announcement/815acb27cc2146d2b3f2a4fe933f11d9
币安重要公告: 币安合约即将上线美元保证金 JELLYJELLYUSDT 和 MAVIAUSDT 永续合约
————————————
2025-03-26 23:16:13
source: https://www.binance.com/en/support/announcement/815acb27cc2146d2b3f2a4fe933f11d9