Berachain (BERA)

Infrared it's not just a protocol. It's effectively become the base layer of economic engine for @berachain ecosystem. With TGE is nearing, here's all you need to know about @InfraredFinance in 30s 🧵 https://t.co/gz4oWuWL5X

► What is Infrared? Think it as the "Lido of Berachain" but with twist. Infrared is deeply integrated with Berachain unique economic model through their products: ▸ iBGT → liquid and composable $BGT (soulbound) ▸ iBERA → similar to stETH, user can stake $BERA to earn yield and retain liquidity to use elsewhere ▸ iVaults → Deposit tokens to unlock strategies, earn iBGT ➠ Aggregates user deposits to capture large percentage of BGT emissions ➠ Optimize it via bribing and voting process ➠ The liquidity pools earning the most BGT are the ones supported by Infrared.

► The Metrics As the primary liquidity engine for Berachain, the stats are staggering: ▸ TVL: >$2 Billion (ATH) ▸ Coverage: 167 of 193 active PoL vaults (86.5% coverage rate) ▸ Emissions: Controls >35% of ALL BGT emissions ▸ Secures ~1/3 of all staked $BERA They aren't just participating in the economy; they are directing it.

► Why Infrared? The challenge for Berachain? BGT is illiquid. The solution? iBGT, which addresses the liquidity issue more effectively than any competitor. For instance, iBGT's supply is ~15.5 million, whereas the closest competitor, LBGT, has only about ~1.05 million. This represents a 15x gap. This is also why Infrared boasts $53 million in annualized product revenue and $4 million from infrastructure revenue.

► The Institution Moat Infrared, backed by Build-a-Bera, has raised a total of $18.75M. The funding round was led by @hiFramework (a Berachain investor) and included notable investors such as @yzilabs, @hack_vc, and @animocabrands among others. iBERA is the only LST on Berachain using @BitGo (Qualified Custody)

► The Ecosystem Moat The ultimate metric for LST is the breadth of their integrations. To date, Infrared has 20+ DeFi protocols integrated on Berachain such as: ▸ @KodiakFi ▸ @beraborrow ▸ @berajibears ▸ @pendle_fi ▸ @beradrome ▸ @Dolomite_io ▸ @Equilibriafi ▸ @Stake_Stone ▸ @origami_fi ▸ @beefyfinance ▸ @wasabi_protocol ▸ @zerolendxyz ▸ @TraxDeFi ▸ @DapDapMeUp ▸ @LairFinance ▸ @BullaExchange ▸ @Bedrock_DeFi ▸ And more... It's literally supporting all risk curve, degen and institutional can participate. Conversely, without Infrared, many top-tier Berachain protocols lose their yield primitives. It has become essential infrastructure.

► The Outlook With the Infrared TGE landing on December 10, the spotlight shifts from "building" to "scaling" up. The numbers speak volumes: Infrared has locked down the "Base Layer" of the Berachain economy. But the journey doesn't end here. The upcoming iVaults are set to dive into cross-chain initiatives, paving the way for limitless potential.

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A few years ago, when I stayed up all night reading whitepapers, we thought we were investing in the future. But when the future arrived, it only belonged to the VC that took the 5% seed round. They used our belief to buy a sea‑view house in Miami. We used a 50× FDV to buy a lesson on what “reality” really means. @wassielawyer That phrase “making belief worth investing in again” left me speechless for three minutes. DTF (Don’t Trust Fund) is like an indulgence, a love letter to all the old chives who have been cut, all the new chives still staying up late watching the charts, and to the entire 2025-2026 bull market. There is only one question: When a truly fair launcher appears on @solana, would you still dare to put your belief All all at once?

The toughest cut by VC? Undoubtedly it is Berachain's $BERA I entered at 6 dollars. At that time, the “honey three‑piece set” narrative was everywhere, VC was on stage, KOL shouting orders, everyone was dreaming of the “next Solana”. Reality gave two loud slaps: 1. An extremely unequal TGE opened at a 50 billion FDV, over‑leveraging the future. Even more disgusting is the exposure of the Series B financing terms: VC holds the privilege of a “no‑loss refund if it falls below 3 刀”. This means that when we took over above 6 刀, VC was already unbeatable. The current 0.91 刀 (‑95%) is zero for retail investors, but for VC it is just a reversible transfer. 2. The myth of technology collapsed in November when a Balancer vulnerability caused a 48‑hour network outage, instantly pulling down the “high‑performance” veil. TVL was slashed, liquidity dried up, and the token price crashed.

BeraChain was heavily hyped, but since it got listed on exchanges, $Bera has been going down Still bearish, no any bullish momentum. $Berachain #Berachain #Crypto https://t.co/ePuc2ZJoB3

Did you receive $Bera coin in the airdrop or did you buy it?