There are indeed many undervalued projects in Berachain, such as @beraborrow and @Dolomite
Both are lending protocols, but their products and features have different focuses:
@beraborrow releases more liquidity and gameplay through the stablecoin $NECT and provides automatic reinvestment features.
@Dolomite_io offers high-yield products through low-risk leverage cycles + POL mechanism.
▪️ Today's protagonist is @beraborrow. From a data perspective:
- As of June 4, 2025, Beraborrow ranks second in the Berachain ecosystem with a TVL of $428 million, second only to @InfraredFinance
- It accounts for 15.5% of the total ecosystem TVL, equivalent to 20% of Curve Finance's TVL on Ethereum.
- Due to the end of Boyco, some funds were withdrawn, causing the TVL of most protocols to retract, but Beraborrow was basically unaffected.
▪️ From a product perspective:
- @beraborrow even offers 0% interest loans, eliminating the need to calculate repayment cycles.
- The $NECT stablecoin model enhances liquidity across the chain and provides competitive APRs combined with the POL mechanism.
- The model structure is completely different from Aave / Compound, showcasing strong innovation.
- Vaults provide reinvestment functionality, helping users efficiently utilize funds to earn higher returns.
▪️ Additionally:
- According to available information, 31.6% of the $POLLEN allocation is for seed/strategic rounds.
- Partners/investors include mainstream institutions such as SNZ, DeWhale, Borderless, etc.
- Participated in Infrared's $14 million Series A funding.
- Protocol revenue is about to exceed $2.5 million, forming a virtuous cycle between community and product, ensuring strong protocol sustainability.
💡 Sharing a Dune data dashboard for Beraborrow:
https://dune.com/sliceanalytics/beraborrow
Data does not lie; while everyone else is FOMOing into new projects, the true infrastructure king is quietly growing.
