Last train opportunity: heavyweight project @InfraredFinance
Portal: https://infrared.finance/
1/ Infrared - The eldest son of Bearchain
Infrared is a DeFi platform built around the Berachain PoL mechanism, achieving efficient value capture through BGT and BERA liquid pledge solutions, node infrastructure and PoL vaults.
It can be said that Infrared is the current top DeFi brand of Bearchain:
First, Infrared TVL is 840 million US dollars, ranking first in Bearchain;
Second, the total amount of financing after three rounds of financing of Infrared is as high as 18.75 million US dollars, and the investors include Framework Ventures, YZi Labs, Hack VC, etc. Among them, Framework Ventures, the lead investor of Infrared A round, is also the lead investor of Bearchain, and has great support for Bearchain;
Third, Infrared is also one of the first projects of the "Build-A-Bera" incubator of the Berachain Foundation.
2/ Q3 TGE (estimated)
In April 2025, Infrared launched a points program. In an interview with The Block, the founder revealed the following information:
First, the points program is expected to last for 3 months;
Second, Infrared plans to complete TGE in Q3 2025;
Third, there will be airdrops.
The question is, how much valuation would you give to the bear chain head card?
3/ Recent important updates - Infrared v1.5
In June 2025, Infrared launched the v1.5 upgrade!
The important updates introduced in this upgrade are:
Allow users to cast iBGT through Berachain's set operator function, so that users can directly use the earned $BGT to cast $iBGT;
Infrared's internal reward auction mechanism has been upgraded to an automated keeper system, which greatly reduces slippage during the auction process;
The optimal Boost interval for each validator is dynamically calculated through on-chain data and revenue models, and tokens are automatically allocated to the highest-yielding pool.
In short: less user friction, higher returns 👉 more users 👉 faster protocol positive flywheel!
Updates and iterations in the underlying design of the protocol will not bring short-term fomo and hype, but they are the key to whether a platform can operate stably in the long term. I am very optimistic about teams like Infrared that focus on the first principle and can continuously deliver iterative products.