SmokeyTheBera

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.