✍️ While most projects go quiet or promise grand visions during a bear market, Berachain's year-end review chooses to 'expose its flaws'? 🐻
Admitting the low price of $BERA , cutting the marketing team, even jokingly calling itself a Twitter punching bag... This rare honesty may conceal the clearest path forward for the currently sluggish L1 sector
Here are the 5 most critical parts of this 10,000-word report👇
1️⃣ Rejecting Vanity Metrics: In the post-FTX era of scarce trust, Berachain first exposes its weaknesses: admitting that retail-facing marketing failed, and decisively cutting the team to rebuild fundamentals. This 'revealing wounds' is actually a sophisticated de-leveraging strategy, aimed at filtering out speculators and retaining true Builders
2️⃣ Strategic Shift: From L1 infrastructure to 'commercial builders', the strategy becomes "Bera Builds Businesses" — no longer casting a wide net, but actively incubating 3-5 high-value applications. The logic is simple & hard-hitting: let commercial applications power $BERA , creating a closed loop
3️⃣ PoL Mechanism Has Been Market-Validated: 1. Over $30 million in PoL revenue has been distributed to BGT/BERA holders 2. Over 25 million BERA tokens are staked in the PoL mechanism 3. Over $250 million in TVL is supported by the PoL mechanism 4. Over $100 million in on-chain stablecoins
4️⃣ Active RWA Expansion: Earning 'outside the circle' money, by bringing in partners like Liquid Royalty (e-commerce royalties), SukukFi (bonds), Berachain is building a cash flow moat independent of crypto cycles, bridging the difficult gap between web2 & web3
5️⃣ Internal Flywheel: 1. Cash is king & control of core: self-operated BEX (trading), BEND (lending), HONEY (stablecoin) 2. Ample ammunition: Treasury company (DAT) holds $32 million in cash, explicitly earmarked for $BERA buybacks 3. Clear path: emission neutralization → profitability → reinvestment of profits. This cash-to-market cap ratio has virtually no competitors among peers
Berachain is evolving from an L1 competitor into a 'commercial building platform', abandoning vanity metrics and returning to business fundamentals (revenue & profit), which may be the only survival rule and breakthrough strategy during a bear market
Winter is cold, but Honey remains sweet. Keep building, stay real
1. Pieverse rewards are available, 35U 2. Booster has a new task called Unitas: complete the first three task stages by forwarding, and the last task requires only 10U (as shown in the image). Just ensure you have more than 9.95USDu (as shown in the image)
📌Zero Loss Participation #币安Alpha TGE New Project! Step by Step Guide on "Borrowing BNB" for Complete TGE Tutorial
This video uses the TGE project aPriori $APR as an example on October 23rd, teaching you how to operate step by step: 🔹 How to deposit U to borrow BNB through Venus? 🔹 How to repay BNB and retrieve U
If you find the video helpful, please give it a thumbs up, thank you everyone❤️
📢$SAIL.r The first week of daily stablecoin dividends for holders is underway!
Currently, the snapshot for the new week of dividends is also being conducted.
A brief recap of what a royalty agreement is: @liquidroyaltyX is deeply rooted in the e-commerce field of #RWA :
Real Capture: Directly captures 10% of e-commerce merchants' gross revenue (Topline Revenue) through the agreement.
Ignoring Costs: Revenue comes directly from sales, unaffected by fluctuations in merchant marketing or labor costs, making revenue predictable.
Positive Cycle: Tokenizes e-commerce cash flow, injecting liquidity into entities through on-chain funds, filling a $12 trillion market gap.
If you are still unsure how this "fully automated e-commerce cash register" operates, I created a video using NotebookLLM to help you understand the liquidity royalty agreement in one minute.
📢 The new rules for Binance Alpha are here! The leader consumes 30 points. Key points:
This event adopts a 'decreasing penalty' mode:
In the first minute of the event, claiming the airdrop will consume 30 Binance Alpha points.
If the event has not ended, every minute thereafter, the points required to claim will decrease by 1 point, with a minimum of 10 points.
For example, if the event starts at 22:00, claiming between 22:00-22:01 will require 30 Binance Alpha points, and claiming between 22:01-22:02 will require 29 points.
And so on, until the points drop to the minimum requirement of 10 points to claim the airdrop.
1️⃣Those who have completed the pieverse task for the Binance wallet Booster can claim their airdrop on the wallet airdrop page, having received 100U, and added two 16G memory sticks from Guangwei.
2️⃣The airdrop for the Infrared ecosystem with the number @Berachain Foundation can now be checked, having received 1100 $IR. Note that there are two ways to claim this: many people are confused about this:
👉The first way is to directly claim it on the exchange, which is part of the pre-deposit event organized by Infrared. The deadline for this is 1 AM on December 16th (Beijing time). Currently, there are three exchanges where you can withdraw — Bitget, Gate, and KuCoin.
👉The second way is to claim it online, with the open time being 4 PM on December 17th (Beijing time).
Claiming conditions: Early community members who participated in the Boyco pre-deposit, Discord interactions, Infrared user surveys, community activities, testnets, and other forms of interaction.
The whole internet is spreading this picture I don't know if it's true or false But if someone can find this address You can try it at the wealth mailbox I haven't seen this address But I saw a KOL's address At the same time, there are similar operations on $palu and $doyr Don't say that the increase on alpha is not big Because we can only chase after it has risen Others can ambush in advance How can we say that we can't make a profit???
I have finished brushing, brothers. Please wait for a few minutes, aim for the double green tokens to place an order, quick and precise, several accounts are around 1.6u/32
松果大人
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alpha Today this is hell-level difficulty
The once $KOGE has also risen, $ARTX has increased on one side
At this time, my three strategies: 1. Wait 2. Wait a bit 3. Wait a little longer
Cathy's wallet being stolen is indeed a basic security mistake that many experienced users might make:
1. Used an Android phone 2. Used an Android phone + unknown VPN client 3. Used an Android phone + unknown VPN client + full permissions input method
If you must use Android, remember to only use open-source methods like v2rayn + proxy or Android devices + soft routing for a permanent solution. This time, although only 600U was lost, if the above points are not heeded, it could be a much larger amount next time. Let's be cautious together.
In the early morning of the 28th, my OKX wallet used for gaming was hacked, and 500 sAID from Gaib was transferred away, along with various tokens and a few worthless NFTs scattered across ETH, BNB, BASE, and XLAYER.
I lost about 600u in total... The wallet is ruined.
What's strange is: the theft occurred after I linked my OKX wallet to the Gaib official website on the 25th and unstaked the 500 sAID stablecoins from GAIB, and on the early morning of the 28th, the unstaked sAID had just returned to the wallet when it was immediately transferred away, and then the other tokens and NFTs on different chains were successively transferred away.
Why does it feel like there’s an issue with the unstaking link from GAIB?
The fact that assets across chains were stolen indicates that this was a leak of the private key or the mnemonic phrase.
If I had clicked on a phishing link and authorized it, I would usually only lose assets from one chain, not so many chains being compromised.
However, I have always handwritten my mnemonic phrase in a small notebook stored in a safe; I manually imported my OKX wallet at home, one word at a time, and had no opportunity for leakage.
So how was the private key leaked?
Additionally, during the day on the 27th, I downloaded a VPN client called Kele Cloud and even bought a month of VPN service; this Kele Cloud VPN is also very suspicious.
From the second image, after I downloaded the Kele Cloud VPN client on the 27th, this wallet did not interact with any smart contracts that day.