SmokeyTheBera

pretty much how I feel about most of the recent biweekly bera eco drama on the TL.

the best builders I know are heads down, focused on Bera, and full speed ahead improving their products, expanding distro, and doing the hard work. I could learn more from em tbh.

Berachain.

pretty much how I feel about most of the recent biweekly bera eco drama on the TL

the best builders I know are heads down and full speed ahead improving their products, expanding distro, and doing the hard work.

Berachain.

over the next few weeks we're going to see:

- Core chain performance improvements (via fee market optimizations)
- Enhanced discoverability for strong teams building across the ecosystem
- A return to revenue generation at the core chain level (the original vision of Berachain, before we tried to be more wagmi)
- A clearer vision statement + comms about what the Bera endgame ultimately looks like.
- And an opinionated stance on the projects within the eco which we expect to be long-standing pillars within Bera

I'm sure folks are tired of hearing me say things, and would be much happier if any yapping was replaced with green candles - and that's not something I can or will promise.

But I can double down on making sure our team is accountable, focused on the right things, and improving the core product and ecosystem so that we've got a winning combination at the end of the day.

Berachain.

Catching some of my britbong beras shortly but first, we must honour tradition and worship at the holiest of temples

Berachain.

The NFTs will inherit the earth.

Whether it’s the @steadyteddys and their work with @PaddleFi, @miberamaker333 and their liquid backing + lore, or @TheBullas_ with their game + @beradsm, much like their predecessors in the OG Bera NFTs.

Everyone’s raising the bar.

Berachain.

The times are a changing indeed.

On the heels of friendlier reg framework, and a new class of crypto-natives who were onboarded through Phantom/Pump, it feels like the space is rapidly evolving towards a new metagame.

On one hand, the max degen activity is no longer insane APY defi ponzus that my fellow 2019-2021 trench warriors enjoyed - the "tech" veil has kind of dropped and the hypergambling is advertised as such, whether it's memecoins or high lev perps

On the other hand, its never been a better time to bring a "real" revenue positive business that can benefit from on-chain rails from a composability, transparency, payments settlement etc POV on chain, both from a user onramping and legal perspective

And finally, many of our fav anons from cycles past have been replaced in the defi farms by institutional capital providers looking to deploy majors at scale into robust and modular protocols

In the past, the composition of "value generation" at the ecosystem level probably looked something like

60% defi (half ponzus half real) / 10% "revenue meta" / 30% hypergambling (explicitly stated)

now I think it'll look a bit closer to

30-40% "revenue meta" / 20% DeFi (insto leaning) / 40-50% hypergambling

None of these categories are really mutually exclusive, and many overlap in fact.

Berachain's going to continue to evolve closer to this future - leveraging the chain's primitives, PoL, and a deep builder ecosystem to give the market what it wants.

Today folks got a taste of Real World Animals. The rest of the barn is on the way.

Berachain.

honestly kinda funny cuz yday I had the shower thought

"wow ppl have written us off so hard that even the alignment anons stopped dunking"

shoutout to @0xCircusLover for validating me (pls stop)

A few more ghostchain accusations then uponly.

Berachain.

Lots of opinions on the Pump bois - all imma say is that it’s cool to have watched their journey from NFT AMMs/Options and renting for our goofy bear jpegs to this

Next up is @Ositofinance. Study.

Berachain.

teddy back on btw (much love for the toners ofc)

my last one had the shadow wizard honey gang background but there's something about this one that goes incredibly hard

ted bless

Berachain

The Loud post-launch sentiment tells us everything we need to know about the state of CT.

Folks were happy to whore out their accounts to shill to no end, only to call it a failed launch / scam etc after the moon math MC predictions didn’t immediately come true, or if they missed their allos.

Everyone’s here to make money ofc, but there used to at least be some layer of desired experimentation or mechanism design behind the money games. And in many cases, while impractical in some manner, there was a grander vision behind a lot of those games being played.

Somewhere along the way, it feels like we either lost the plot (or found the truth)?

We stopped caring for experimentation or intricate games, got sick of grand visions, and got down to the root of it.

People simply want to hyper gamble on lotto tickets, whether it’s max leverage perps on hl or aping pump/virtuals shitters.

On one hand, maybe it’s good that we’re dropping the bs. On the other hand, it’s kind of sad to see a lot of the spirit that brought a lot of us to the space disappearing.

The only way to survive is to adapt and meet the needs of the market - but I think we should still celebrate people trying to build cool new stuff like Loud.

You can indeed just do things, and I hope to see people doing lots of other cool things with us soon.

Berachain.

Someone pls make Silencio on Berachain after this (h/t @AdamLeeBG)

The larger the delta in your yapping about Loud, the more tokens/swap fees you get - restore order to the timeline

Anti yapping reward vault would go crazy

Berachain

Bm all, the Berachain Buildoooors group got nuked because @0xRaito_'s phone number got flagged by Telegram and his account got deleted (he was the owner/creator)

Setting up a new one and inviting folks, please ping me to get re-added!

Berachain.

To some extent, the market has indicated that price is a derivative of mindshare - at least on hyper short time frames

But what’s the integral of mindshare? Discoverability?

I’m unsure but I suspect there’s a play here. Keep an eye on @deek_network in this space.

Berachain.

heads down on some stuff - the plan over the next little while is "show, don't tell"

As a little bit of telling in the interim however:

- strong teams shipping (@origami_fi + @Dolomite_io tossing up insane iBGT yields
- @rootsfi trying to send a stablecoin to $5
- @BeratoneGame minting 5k+ Toners
- PoL v1.2 proposal shortly
- Product launches from cracked builders like @beradottv and @Ositofinance
- Improved UX on BeraHub/Vaults + validator automation
- Bectra going live on mainnet in ~a week, enabling staking withdrawals + EIP7702
- Longer tail work on the Web2 side that I don't think many are expecting from the Beras

a bunch of community members or builders will head over to whatever's hot right now and that's totally fine.

a different cohort which I deeply respect will step u p and stay focused, building real products, forming diehard groups, and experimenting with novel implementations of PoL. The more we get fudded, the stronger these guys become.

wallahi the beras will win.

Berachain.

We’re gonna tokenize those Amazon e-stores that sell you knockoff roombas with 100%+ CAGR and bring their profits on chain

And you’re gonna like it.

Real yield, imaginary flywheels.

Berachain.

Tony type shit

Berachain

I’ve now maybe 20 diff people tell me that they are reminded of me whenever they see a Chipotle

Odds I tweet @ChipotleTweets every day until they bring points on-chain with us?

Berachain.

Berachain.

Bm folks,

Some members of the APAC community were worried about $HONEY collateral.

Please note that as always, it's fully collateralized with vault addresses visible on https://t.co/e3cbbA5JP3

BYUSD: https://t.co/4yszDw0TOR
USDC:
https://t.co/RQWAkYCICT

Right now the collateral is primarily BYUSD (bridged Paypal USD). If someone is looking to redeem this, they could either bridge to Eth and swap it on the Curve pool, or send it to Coinbase/OKX/Bybit/Crypto.com/Kraken to offramp directly.

We'll be doing our best to make this easier from Berachain in the future, but until then, we'll focus on being pro-active on messaging. If anyone needs help, please feel free to reach out to myself, or our team via DMs.

Berachain.

Chain level metrics that are particularly interesting to me are:

1) Total app revenue (good measure of use, and sustainability of dApps)

2) Volume (similar reasons to 1)

3) Novel use cases (tougher to precisely measure)

4) Differentiated userbases (ie. fresh capital, not pvp rotatatoors)

5) use of gas token as collat (speaks to moneyness)

We’ve got much work to do on all of the above, but I also see clear paths towards each of them. More on this soon.

Berachain.