Berachain (BERA)

$0.9480  +19.16%  24H

Индекс социальных настроений (SSI)

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Посты из X

  • David Arnal TA_Analyst OnChain_Analyst B
     1.84K  @davidarngar

    BEHIND THE EXTREMELY LOW REVENUE OF CHAINS? Many chains were highly anticipated when they launched, but so far their revenue has been very low, revealing contradictions in their operating models. Some chains have exposed clear weaknesses. - EXAMPLE: @Berachain: It currently holds $173 million USD (TVL) and has $456 million USD of bridged TVL, but the chain only earns $43 in fees per day. 1. Chain revenue *Understood as a toll road fee. This fee needs to be very low to encourage users to use the network. - Chains like @Plasma (L1 settlement) or Scroll (Ethereum L2) intentionally design extremely low gas fees (almost free). The goal is to attract users and cash flow (TVL). If gas fees are too high, users will switch to other chains. - With @Scroll_ZKP, despite earning $480 in gas fees from users, they have to pay a large amount of money to "rent space" to store secure data on Ethereum (L1). => Therefore, the actual profit (Chain Revenue) is eroded, leaving only a very small amount ($258). - Berachain ($43 revenue): This is a typical example of 100% subsidized pricing. With $173 million TVL but only $43 in fees, it means that transactions on Berachain are currently almost free. => They are sacrificing revenue to maximize cash inflows (Inflows $137k/day). The goal is to let users experience the Proof of Liquidity mechanism without barriers. - @Somnia_Network ($180 revenue): This chain is still in its early stages. With a small number of users (low TVL), low revenue is inevitable because there is no "network effect". 2. App revenue *App Revenue comes from the service fees of DeFi protocols (DEX, Lending, Perpetuals). - Users don't want to pay much for gas fees, but they are willing to pay 0.3% of the transaction fee (Swap fees) in exchange for investment returns or financial leverage. At this point, the ecosystem's capacity of the chains begins to show its effectiveness - With Plasma $XPL, the product is focused on Stablecoin settlement, and the high volume generates good App revenue. It earns $29,802 in revenue while the Chain's revenue is only 128$ - With Scroll $SCR, the transaction volume is stable. The infrastructure accepts losses to nurture the App's development. It generates App revenue of $23,341 with only $258 in network fees - Conversely, Berachain $BERA has a DEX volume of only $1.29 million. Compared to the TVL of $173 million, this figure is very low (low capital turnover rate). This shows that users are sending money into farm airdrop/take positions rather than actually trading much. - Somnia $SOMI has a volume of just $25k, so it hardly generates App revenue. 3. Personal conclusions - After the TGE, we will see the operating models of chains and their ecosystems generating revenue - With chains that have a model that solves real user problems, they can generate long-term revenue in the market - This adds a factor for the chain to develop - What do you guys think?

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    Majority of chain fee income is low, need to boost ecosystem revenue
  • Dongtani Influencer Community_Lead B
     3.72K  @sontanidonghei
    Berachain Korea | 베라체인 코리아 D
     1.41K  @BerachainKorea

    [Korean subtitles] Kodiak x BeraChain Korea interview 🇰🇷🐻‍❄️ Introducing Kodiak's product, community, and future roadmap together with the founder @BeraRodman of 1st‑tier DEX @KodiakFi, which accounts for 80% of BeraChain swap volume! 1️⃣Kodiak in a nutshell: BeraChain's native liquidity hub - Aims to be the “number one place” to create LPs and trade tokens on BeraChain - A full‑stack trading platform handling spot + perpetuals (Perps) in one place 2️⃣Kodiak and BeraChain Liquidity Proof (PoL) - PoL distributes rewards not only to validators but also to app growth - Mitigates the issue of DEXes having to over‑spend their native tokens to attract liquidity - All‑time high TVL around $1.4 billion, currently about $200 million 3️⃣Kodiak product expansion: from swaps to perps - Panda Factory: a no‑code token launchpad, implementing a Solana‑style bonding curve on EVM - KX Super Aggregator: aggregates optimal swap routes/executions within BeraChain - Kodiak Vault: simplifies yield maximization with auto‑compounding - Futures exchange: a native perp DEX built on top of @OrderlyNetwork 4⃣Perp DEX growth strategy: onboarding “skill‑based traders” - Starting in October, hosting monthly trading battles with prize pools of tens of thousands of dollars - Rewards based on volume + PnL, attracting traders not interested in “point farming” - Continuous push for APAC/CIS expansion, ongoing through 2026 5⃣Future roadmap - Spot: includes a multi‑swap module, continuous launch of new swap modules - Front‑end goal to support cross‑chain/multi‑chain swaps - Private swap launch preparation - @Foxify funded account + integration of traditional financial products planned - Monthly trading battles

     804  302  14.90K
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    Тренд BERA после выпуска
     Бычий
    BERA on-chain DEX Kodiak multi-chain expansion, increasing liquidity, outlook bullish
  • Pink Bunny Influencer DeFi_Expert A
     18.10K  @pinkkbuny

    Many people said these were best projects. Instead of saying infofi is dead, it feels more accurate to accept that some projects within infofi will die. If you missed infofi campaigns and find yourself jealous of rewards others received, most rational move is to open short position at tge and take what wasn’t given to you.

     46  34  1.95K
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    The tweet points out that many previously favored projects are dying, and suggests shorting these underperforming altcoins.
  • DeFi Scholar 🎓🎓 FA_Analyst DeFi_Expert B
     5.77K  @ModestusOkoye

    What happens when the only utility your product have is "farming" yields.

    fabiano.sol DeFi_Expert Influencer A
     73.13K  @FabianoSolana

    Remember Berachain? In 2024, at Token2049 in Singapore, they hosted the biggest party at Marquee in Marina Bay Sands They had unbelievable hype Today, their TVL is down from $3B to about $184M, and on a good day they generate a few thousand dollars https://t.co/iZOI71QpIS

     12  4  263
    Оригинал >
    Тренд BERA после выпуска
     Чрезвычайно медвежий
    Berachain's TVL plummeted from $3B to $184M, highlighting a severe decline in its value and utility.
  • 𝕋𝕖𝕞𝕞𝕪🦇🔊 DeFi_Expert Educator C
     41.50K  @Only1temmy

    this is what happens when founders focus on short-term hype instead of real demand. then they play the victim card when numbers stop lying. cute pics though, thanks for playing. https://t.co/iAtZdwDFBh

     59  11  6.01K
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    The author criticizes founders for focusing on short‑term hype rather than real demand, foreshadowing negative outcomes for the project.
  • Murkiwaters 🦑⛩️ Influencer DeFi_Expert B
     3.45K  @murkiwaters

    Wow this post on Berachain blew up, 500k+ views. The man's got some magic. Even CZ replied to it. But seriously, this is one of the sad stories. Had high hopes for Bera. I did testnet and Boyco deposits, but got very little tokens. Everyone was saying it was going to be bigger than AVAX and Mantle. Still hold a small bag of $BERA. I should have exited fully. I wish them well and hope they keep pushing through the adversity. I spent the new year at MBS too. Great place.

    fabiano.sol DeFi_Expert Influencer A
     73.13K  @FabianoSolana

    Remember Berachain? In 2024, at Token2049 in Singapore, they hosted the biggest party at Marquee in Marina Bay Sands They had unbelievable hype Today, their TVL is down from $3B to about $184M, and on a good day they generate a few thousand dollars https://t.co/iZOI71QpIS

     22  21  336
    Оригинал >
    Тренд BERA после выпуска
     Чрезвычайно медвежий
    Berachain TVL crashed, the author is disappointed about its outlook and regrets not exiting.
  • Michael FA_Analyst Tokenomics_Expert A
     1.13K  @movermicky

    Lesson here, stop launching new layer chains unless you have a savant-level team and aren't just perpetuating EVM crap.

    fabiano.sol DeFi_Expert Influencer A
     73.13K  @FabianoSolana

    Remember Berachain? In 2024, at Token2049 in Singapore, they hosted the biggest party at Marquee in Marina Bay Sands They had unbelievable hype Today, their TVL is down from $3B to about $184M, and on a good day they generate a few thousand dollars https://t.co/iZOI71QpIS

     0  0  24
    Оригинал >
    Тренд BERA после выпуска
     Чрезвычайно медвежий
    Berachain TVL plummets to $184M, warning of new chain risks.
  • Krahs🦈(❖,❖) l MemeMax⚡️ OnChain_Analyst Educator B
     3.45K  @pc970930
    Berachain Korea | 베라체인 코리아 D
     1.41K  @BerachainKorea

    [Korean subtitles] Kodiak x BeraChain Korea interview 🇰🇷🐻‍❄️ Introducing Kodiak's product, community, and future roadmap together with the founder @BeraRodman of 1st‑tier DEX @KodiakFi, which accounts for 80% of BeraChain swap volume! 1️⃣Kodiak in a nutshell: BeraChain's native liquidity hub - Aims to be the “number one place” to create LPs and trade tokens on BeraChain - A full‑stack trading platform handling spot + perpetuals (Perps) in one place 2️⃣Kodiak and BeraChain Liquidity Proof (PoL) - PoL distributes rewards not only to validators but also to app growth - Mitigates the issue of DEXes having to over‑spend their native tokens to attract liquidity - All‑time high TVL around $1.4 billion, currently about $200 million 3️⃣Kodiak product expansion: from swaps to perps - Panda Factory: a no‑code token launchpad, implementing a Solana‑style bonding curve on EVM - KX Super Aggregator: aggregates optimal swap routes/executions within BeraChain - Kodiak Vault: simplifies yield maximization with auto‑compounding - Futures exchange: a native perp DEX built on top of @OrderlyNetwork 4⃣Perp DEX growth strategy: onboarding “skill‑based traders” - Starting in October, hosting monthly trading battles with prize pools of tens of thousands of dollars - Rewards based on volume + PnL, attracting traders not interested in “point farming” - Continuous push for APAC/CIS expansion, ongoing through 2026 5⃣Future roadmap - Spot: includes a multi‑swap module, continuous launch of new swap modules - Front‑end goal to support cross‑chain/multi‑chain swaps - Private swap launch preparation - @Foxify funded account + integration of traditional financial products planned - Monthly trading battles

     804  302  14.90K
    Оригинал >
    Тренд BERA после выпуска
     Бычий
    BERA ecosystem's preferred liquidity hub Kodiak is feature-rich and outlook optimistic
  • DarylTanky Trader Community_Lead S
     7.98K  @DRTnky

    Looking back at this post, not sure if I was just jaded, or hopeful I still want to believe in Berachain But I gotta say, 1 Bera < 1 Honey feels pretty bad man Berachain https://t.co/1hKGdXEGQW

    DarylTanky Trader Community_Lead S
     7.98K  @DRTnky

    As Berapilled as I am, this is still hard to watch However, it is easy to focus on the negatives and forget that as community members of a chain that we call home, we have the responsibility to stay strong and represent the chain But let's not shy away from the obvious: What went wrong along the way? A couple of things that @babbysfirstNFT and I have discussed before openly on our space: ➛ POL mechanics were hard to understand for the average user ➛ Lack of protocols that promoted Daily Active Users ➛ Lack of a meme coin culture - Despite being a "chain with a bear on it", memeability was not as prevalent as people had expected ➛ Lack of an NFT culture The core factors of consideration for Web3 user acquisition just aren't flourishing on Berachain I am not sure why either - but what I do know is that there's a very strong community of actual builders that cares and are looking to better the Berachain experience I've seen some of the best DeFi products come out from small and lean teams (shoutout to @

     30  10  498
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    The author is disappointed with the current state of Berachain, pointing out issues such as user acquisition and the lack of meme/NFT culture.
  • MarkerDoge ZAMA bio/acc 🔬🥷⚡️⌘🛠️ Educator Community_Lead A
     3.98K  @MKrub8

    Trade $BERA for Thai Baht easily on BINANCE TH 🐘 Just go to the Easy Buy/Sell mode Select the coin pair That's all you need to trade easily With about 3.5 Baht, you can trade the BERA coin *Warning: When trading using the Easy Buy/Sell mode, be cautious about the liquidity of the trading pair https://t.co/18tNXI6VZF

     25  17  363.03K
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    Тренд BERA после выпуска
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    On Binance TH you can easily trade BERA against Thai Baht, but beware of liquidity risk.