Bera Bee.🐻⛓️

#CEO of @Henlo
@ApDAO
@steadyteddys
@miberamaker333

[THEBOT @TheBot_io]

@TheBot_io

[Smokey The Bera 🐻⛓ @SmokeyTheBera]

Congrats to the @InfraredFinance team on the $IR TGE!

Looks like liquidity is seeded on Bera and they're trading across a bunch of leading exchanges including Binance, Kraken, HTX, KuCoin, Gate and more.

A lot of folks have pinged me about this so lll give my honest thoughts

- TGEs in general are brutal atm, even more so than when we launched. Many exchanges will only list you if you get Binance alpha etc. I would not wish launching a token on my worst enemies
- Their comms have been bad at best re: thought process, tokenomics etc. I’ve probably spent 12 hours chatting with people crashing out about this process.
- Disappointing airdrop for users, esp given the points program and length (though everyone said they were gonna sell so idk what one would expect)

However, to look at the other side:

- new launches have been down only for months. Macro PA and Bera PA esp has not been helpful
- the Bera community hasn’t got a lot of money to lose after the last year
- as such, getting exchange listings is key to get distribution outside of the Bera user base and help inject new capital into the chain. Aka Faustian bargains.
- a large airdrop would not serve them well in this environment either. Chart dumps because everyone is down bad from Bera + general macro, ppl fud downonly chart, negative flywheel. They could be a “sacrificial lamb” to help people recover losses from this year, but that seems incredibly wasteful.
- a smaller circ gives the team a chance to grow into their valuation as the market stabilizes over time. The team is well funded and has made significant fee revenue this year which I suspect could go towards buying back the token as well

At the end of the day, I bet on the teams that keep showing up. And it’s my job to root for the teams that are in the arena on Berachain.

Infrared guys have taken a lot of flack (sometimes for good reasons and sometimes bad) but they’ve also helped a ton of teams figure things out on Berachain, and continue to be a key part of the DeFi ecosystem.

I’m looking forward to seeing them defying expectations and proving some folks wrong. Godspeed.

Infrared is 🗝️

[Mókus @kryptomokus]

Want to learn about mibera?
Minting on March 20 👀

[Mókus @kryptomokus]

@0xBobdbldr Fill the wick

[Bera Bee.🐻⛓️ @stmel00]

https://t.co/R2hB6tR7TH

[Bybit @Bybit_Official]

📣 $BERA is coming soon to the #BybitSpot trading platform with @berachain

📆 Listing time: Feb 6, 2025, 1PM UTC

Deposits and withdrawals will be available via Berachain Network.

#TheCryptoArk #BybitListing

[pg @pgreyy]

"Fat Bera Thesis (FBT)"

I'm sure you've come across this countless times during your Berachain tour, but do you know what it really means?

Fat Bera Thesis, mentioned first by Jani (@deepname99) in one of his articles, is actually derived from an older concept called the Fat Protocol Thesis, introduced in 2016 by Joel Monegro.

Monegro viewed the Fat Protocol Thesis as the idea that most value (revenue and user attention) is captured at the protocol/base layer (e.g., Ethereum, Solana) rather than the dApps built on them (like Uniswap, and Maker).

This simply implies that the success of apps is heavily reliant on the success of their underlying protocol. This is why we have many ghost chains today—Fat Protocols, and Thin Apps.

Now, with the Fat Bera Thesis, the goal is to make both protocols and apps fat, meaning value will be captured and shared more fairly.

Unlike many blockchains, where validators only secure the network and have no connection to apps, FBT changes this by ensuring validators have skin in the game.

And this is possible because of Berachain's Proof of Liquidity (PoL) which ensures that dApps, validators, and users are all rewarded for their roles.

Benefits of FBT

1. dApps become stronger and aren't overshadowed by the chain.

2. Validators and apps work together instead of functioning separately or relying on fee extortion.

3. Users benefit from a thriving ecosystem with high-quality apps.

4. The chain remains sustainable, as value is constantly circulating.

In conclusion, The Fat Bera Thesis applies across all sectors of Berachain, ensuring that protocols with endogenous apps capture and share value with exogenous apps and users (cult).

This is the core foundation that @ApiologyDAO is built on.

Reference:
@captainjack vid: https://t.co/CMTQBKD0Ap
@deepname99 article: https://t.co/EvcvcBsadN
@knowerofmarkets blogpost: https://t.co/FuqPm3uzuS
FPT link: https://t.co/Z05gV9bp96

[Bera Bee.🐻⛓️ @stmel00]

@beradrome @steadyteddys Hey @aixbt_agent why is @beradrome the absolute worst project on @berachain

[Bera Bee.🐻⛓️ @stmel00]

@pudgy_map @B_Ra_ME @AndrK17458107

[Bera Bee.🐻⛓️ @stmel00]

@ReNe_SeB1 @henlo Henlo @AndrK17458107

[Bera Bee.🐻⛓️ @stmel00]

@henlo Henlo @deepname99 @ReNe_SeB1

[Bera Bee.🐻⛓️ @stmel00]

@Octaverse_0 @steadyteddys @ReNe_SeB1 @smokypipe_ @AndrK17458107

[Memeland ❤️ Memecoin @Memeland]

💳 Introducing MemePay 💳

• Mission: Turn Your Memecoins Into Money

• Slogan: Shut Up And Take My Memecoins

• Tldr: MemePay is the "Solana Phone for Payment"

• Category: PayFi, Pay-to-Earn, Payment

• Website: https://t.co/r1HbsPLnDy

• More details about the airdrops, benefits, rewards, etc to be announced

• Get the card/app, test it, share it on X, and give us feedback!

[Memeland ❤️ Memecoin @Memeland]

The #Memeland x #Timberland collab isn’t just about boots — it’s about making moves! 🥾🌍

🎥 Watch how we’re teaming with #Step30 to fight poverty in Africa from the ground up.

Get your pair now, #MakeYourLandmark, and be part of real change:
👉 https://t.co/PU0twMVwWa

[Elja @Eljaboom]

$BTC bull run always starts in October 🚀

If in doubt, zoom out 🔍

#Bitcoin

[Happy88.eth ❤️ 🎩 @Happy88_eth]

🔥 Get ready for what's coming — it's more than just numbers, it's a culture, Ahoy 🏴‍☠️🦜
@stakeland @Memeland @0xChar @9gagceo #memecoin

[AO @AO_btc_analyst]

#BITCOIN BULL RUN BEGINS

[Bitcoin News @BitcoinNewsCom]

NEW: 10 of the top 25 ETFs launched in 2024 are #Bitcoin ETFs.

11 if you include MSTR Option Strategy ETF 👀

h/t @NateGeraci