小树苗 Berachain

Even though the market's been choppy, Binance Alpha's wealth creation effect hasn't slowed down.

Alpha's hot fourth spot $BEAT has gone absolutely wild.

When I first started watching it at the end of May, it was around 1.3 U, and in just a week, it skyrocketed over 3 times.

Today, the daily gain is close to 26%, with trading volume surpassing 110 million USD.

Prices are climbing, volume is ramping up, the hype is still heating up, and prices are pushing higher.

Is there some good news behind this?

XBIT should be the first leveraged prediction market, right!

@XBITDEX_ZH @XBITDEX The whitelist event for leveraged predictions ends today at 18:00, so make sure to grab your spot in the last few hours.

👉 app.xbit.com/ref=TRUAA

During the event, trade at least 10U to receive prediction vouchers; the more you trade, the more you get.

And it’s double the amount after the event ends, meaning if you’ve traded for 10 vouchers now, you’ll only get 5 after the event.

These vouchers can be used when the World Cup kicks off on June 11 for a shot at the 1 million USDC prize pool. Guess the score right and you’re getting free money.

Today I opened a few leveraged prediction positions; they filled smoothly and instantly.

You can start participating in confirmed World Cup matches now, with up to 3x leverage.

Some pairs with low liquidity might not allow leverage; this is a normal occurrence to protect users.

Humanity just got wrecked, and it feels off!

Typically, when crypto gets hacked, it’s usually the protocol treasury, cross-chain bridges, liquidity pools, or multi-sig wallets.

These are the spots where funds are most concentrated, yielding the highest attack rewards.

But this time, Humanity Protocol faced attacks on hundreds of wallets holding H tokens, with losses already surpassing $30 million.

If it were just a regular private key leak, theoretically, it should only affect a few related wallets.

Could it be that these wallets were generated from a single private key? That smells like insider trading by the project team.

If these wallets were compromised due to interactions with the protocol, then this project has serious issues; it’s possible they collected user private keys or left a backdoor in the token contract, allowing them to directly snatch users' tokens?

Humanity is supposed to be all about digital identity, with security and privacy as its core value propositions.

With this kind of situation, the project is done for!

You can calculate the lost funds, but once trust is shattered, it’s impossible to rebuild.

Just saw @berachain @BerachainCN dropped another gem.

Bend, the native lending protocol on Berachain, has added a Clearstar Reactor HONEY Vault.

You can collateralize and borrow the native stablecoin $HONEY using $savUSD or $sUSN on Bend, then deposit $HONEY into the Clearstar Reactor Vault to earn yields.

When it first launched, the APY was around 100% or more, and the pool's TVL has now come up to about 60%.

The yields from the pool are generated through Clearstar's automated optimization across multiple markets within Bend, which is considered a relatively mature curated vault model.

If you've got stablecoins, like $USDT or $HONEY, you can jump in for a ride.

https://bend.berachain.com/lend

Why does this bear market feel more desperate than the last one?

Because last time, it was just the price that dropped, and people's spirits were still high.

Back then, the stories of DeFi, L2, NFT, RWA, and other sectors were still unfolding, and even in despair, everyone held onto their faith.

Believing that if they could just survive the winter, the tokens in their hands could soar a hundredfold in the next bull run.

In this round, all sectors have been demystified.

So-called value coins are just massive unlocks and sell-offs;

So-called technological iterations are merely rebranding to issue new coins as an excuse to harvest profits.

Last time, we thought we were making early investments, growing alongside the projects.

This time, retail investors have finally seen the light: this isn't about value investing; it's a massive zero-sum game casino.

The project teams don't even want to pretend anymore; they launch and hit their peak immediately, leaving retail investors to chase after meme coins, digging into their pockets.

What used to keep us going, the idea of building Web3, now sounds like a joke.

When there are no new sectors capable of supporting big funds and grand dreams in the market, only endless meme chaos and PVP liquidation remain, the feeling of fatigue far outweighs the sense of expectation.

Essentially, this time we lost to a future lacking imagination.

That's the most fatal blow!

Last cycle, major CEXs were hustling to attract Perps users.

In this cycle, on-chain Perps are starting to explode, with Solana and OpenSea also announcing the launch of Perps trading.

But at the same time, CEXs are going all in on real stock trading.

It's like a cycle.

On-chain is trying hard to resemble an exchange.

Exchanges are scrambling to pad their offerings with stocks, bonds, and commodities, striving to become more like banks or brokerages.

So, has Crypto failed, or has it opened the door to a new world?

ZEC's situation has served as a wake-up call for the entire industry!

In the Crypto world, where transparency is key, how do we actually protect privacy?

This recent exploit highlighted that due to Zcash's privacy mechanism, a large amount of $ZEC could be minted on-chain without the community being aware.

Such privacy measures can also obscure underlying system issues.

In a sector where everything is tied to money, if transaction records, asset flows, and supply changes are hidden, then the ones being safeguarded aren't the average users or the industry.

Instead, it's the vulnerabilities, backdoor dealings, profit transfers, and even systemic risks.

Absolute privacy is essentially the same as absolute opacity.

Recently, many privacy chains and projects really need to think about how to balance privacy and transparency.

Wealth is the flow of energy -
The essence of money is not material,
but rather a flowing energy.

When you treat wealth like an enemy and guard it fiercely,
you close the door to the flow of energy.

True wisdom is not about fighting against the rules to 'grab',
but about riding the wave,
and becoming a 'pipeline' for wealth to flow through.

Wealth comes and goes like the tides.
There are highs and lows, influx and outflux.
This is the way of nature.

During peak periods, go all in;
during the lows, cultivate your spirit and deepen your understanding.
Keep in tune with the rhythm, and you can navigate easily.

Money is a mirror reflecting your exchange of energy with the world.
When finances stagnate,
it often means that your inner block has been triggered.

Body fatigue,
suppressed emotions,
imbalanced relationships,
are all signals of energy blockage.

Only by clearing the internal blockages
can the energy of wealth flow smoothly through you again.

You are never the ultimate owner of wealth;
you are merely a 'mover' through which the universe's energy flows.

Every expenditure
is a value exchange and energy transfer.

Invest in your mind with awareness;
help others with kindness;
experience life with gratitude.

The more open you are, the clearer your flow;
the smoother the energy,
the more wealth will naturally ride the waves towards you...

When money starts to flow in,
don't hit the brakes out of fear.

The abundance of the universe is limitless.
Don't set a cap on your income.

Take a deep breath,
imagine golden light washing away scarcity and fear.

I deserve all the beauty in the world.
I allow money to flow in unexpected ways.

When you stop clenching your fists
and open your hands instead,
those 'losses' once feared
will turn into nourishment for you.

Wealth is not chased;
it is attracted.

A bit of wisdom

Successful folks almost always have a pic with their computer from back in the day.

You've got Jensen Huang, Jack Ma, Elon Musk, CZ, Pony Ma, and even Zhang Yiming.

I scrolled through my gallery, and it's all food pics.

No wonder they're stacking sats while I'm just stacking pounds.😥

Opening your eyes is like taking a crit hit.

Bitcoin has already hit 66k.

In the same market conditions, traders with different positions have totally different mindsets.

Those in cash are hoping for a dip to buy in at a lower price.

Lightly positioned traders are itching to scoop up more coins.

Fully loaded traders are just waiting for a rebound to hit new highs.

There’s only one price.

But everyone sees that price through the lens of their position and emotions.

Position defines perspective; your portfolio decides your mindset.

Binance has launched real US stocks, everything is ready just waiting for the official announcement!

I've seen many old friends lamenting the loneliness of the crypto space.

When the bear market hits and the wealth effect fades, even the OG crypto folks start shifting their focus.

Honestly, it's understandable.

Right now, the entire crypto scene is paying more attention to US stocks and even A-shares, so if centralized exchanges want to retain users and capture everyone's attention, integrating US stocks is the best move.

As long as everyone hasn't left the crypto platforms, as long as the community is still here.

Once the crypto narrative rises again, funds and focus can quickly shift back.

This is actually a good thing; adapting to the market is the smartest way to survive.

Following the last @berachain announcement of POL Next, I’ve been scrolling through tons of feedback from the bear community, and the most common sentiment I’m hearing is: "The Bear Chain finally did what a mature chain is supposed to do."

This upgrade has transformed Berachain from a ‘token-releasing ecosystem’ to a ‘token-investing ecosystem where earnings are rolled back in,’ creating a closed loop. Right now, there are still many L1s that act like cash cows, throwing rewards out everywhere. The more active the on-chain economy, the poorer the chain itself becomes. Since the beginning, Berachain has been working on PoL to ensure that the money released can sustain itself, and now with PoL Next, they’ve made it happen:

▪️ Step one, cutting waste: inflation reduced from 8% to 5%, consolidating idle reward pools.
▪️ Step two, major simplification: BGT is out, the boost curve is cut, all incentives go to SWBERA.
▪️ Step three, introducing ERA: coming soon.

⏩ The upcoming ERA is the most powerful upgrade of POL Next: selecting a group of promising, explosive project teams and giving them dedicated long-term emission quotas, but they must commit to returning a fixed yield within 3-12 months, plus they’ll have to permanently share a portion of their revenue with Berachain. This means using emissions as “non-dilutive growth capital”; if the project makes money, the Bear Chain can also benefit, with $BERA and SWBERA earning compound interest directly.
▪️ Emissions → project growth → income return → BERA becomes more valuable → more capital can be emitted → more great projects come in, a perfect closed-loop flywheel.

⏩ PoL Next will launch on May 26th on the Bepolia testnet, with a hard fork on the 27th, and the mainnet should officially launch at the end of June. Those who held BGT can directly redeem it at the Hub, and most users of the reward pool won’t need to do anything; rewards will automatically switch to BERA or SWBERA.

⏩ What does this upgrade mean for the future of Berachain?
Berachain is no longer relying on airdrops and short-term incentives to attract users like early-stage L1s. Instead, it has become an investment platform that can provide returns to institutions and teams that genuinely care about long-term value.
▪️ Projects coming in will not just be here to milk the system; they’ll be here to borrow "low-cost fuel" and expand aggressively, sharing the cake if they succeed.
▪️ User experience is getting better too; staking BERA to convert to SWBERA allows you to passively share in the ecosystem's growth without having to dive into all the BGT, boost, and LST complexities anymore.

In the future, Berachain’s TVL, real trading volume, and long-term holding intentions will make BERA and SWBERA the true “equity + dividends” of the Bear Chain ecosystem.

Make every emission count!

In the first phase of PoL Next, Berachain has implemented three key optimizations to the emission mechanism:

1️⃣ Cut the inflation rate

Reducing the annual inflation rate of BGT from 8% to around 5%.

This means that the inflation speed of $BERA slows down, lowering the token dilution pressure and creating a more sustainable value environment for long-term holders.

2️⃣ Open dedicated emission channels for on-chain projects

Previously, all emissions were distributed through a general incentive market; now, a portion of emissions will be directed to support Berachain's own ecosystem projects.

These projects are responsible for building core on-chain functionalities, and dedicated channels ensure they receive stable, predictable growth capital.

3️⃣ Consolidate idle reward vaults

Cleaning up long-term inactive reward vaults with no trading, no users, and no actual economic contribution, and reallocating emission resources to truly active protocols that can generate trading volume and user value.

These changes are not just a technical parameter adjustment, but the foundation for PoL to move towards precise incentives.

For holders of $BERA , this means the speed at which your assets are diluted slows down, while guiding network emissions towards applications that can generate real revenue, reducing idle allocations, and enhancing the emission impact of each token.

1/ Berachain's liquidity proof is kicking off a new chapter!

As the crypto market matures into an asset allocation era, Beras is driving a fundamental mechanism upgrade.

Here’s everything you need to know about the new PoL 🧵

2/ Most public chain token release mechanisms are like an open faucet.

Value keeps flowing out with little coming back in.

Public chains continuously bleed for the ecosystem but can’t reap long-term rewards.

Berachain is flipping this model upside down with PoL.

Now, we’re gearing up to further upgrade and expand it.

3/ PoL Next roadmap:

Transform every dollar of released value into compound returns for $BERA holders.

Phase 1: Cut the waste ✅

Phase 2: Streamline the token model ✅

Phase 3: ERA (Emission Reflow Agreement) is about to hit the mainnet ⏭️

4/ The goal of Phase 1 is to make token releases more streamlined and efficient!

• Inflation rate drops from 8% to around 5%

• Launch dedicated token issuance channels for on-chain projects

• Integrate long-idled reward vaults

Reduce inefficient allocations.

Maximize the value of every released token.

5/ Phase 2 simplifies the token model entirely.

- Eliminate BGT

- Remove Boost curve

- All incentive value accumulates into SWBERA

One token, one yield path, a value aggregation point covering the entire ecosystem.

6/ A brand new token circulation mechanism.

BGT and incentive tokens will merge into the SWBERA system.

Emission flows to the protocol team, with revenue distributed to SWBERA holders via the ERA queue and existing incentive market.

Soon, ERA will fully replace the current incentive market.

7/ Phase 3: ERA is launching soon!

Chosen teams will receive exclusive release quotas, scaled based on project phase and growth plans.

In return:

• Teams must provide a minimum fixed return for each released $BERA within 3-12 months

• And permanently share a portion of future revenue with Berachain

8/ Every released $BERA will achieve stronger value feedback.

High-growth teams will gain non-dilutive growth funding through ERA

→ Expand business revenue

→ Berachain / SWBERA will secure fixed returns + permanent revenue sharing

→ BERA value enhancement

→ More growth capital

→ More teams getting funded

→ Cycle continues.

📢 Berachain Chinese Community × Binance Mandarin Community Free Voice

I'm honored to be invited to participate in #BinanceMandarinCommunity Discord Free Voice EP145

On May 29th at 8:00 PM, @chloe95117 will be live, bringing insights on the PoL Next upgrade, ERA mechanism, the latest economic model, and other hot topics.

I invite everyone to tune in on time to the live session and dive deep into Berachain's next move.

Is it a newbie protection period, or are the lucky ones hitting a bull run?

Recently trying to predict, it feels like playing the lottery every time.

Only trading with $50, putting in $10 each time.

If the luck is bad, it could be over in just 5 rounds, each lasting about 5 minutes, not even half an hour.

This quick play style is both entertaining and doesn't take up too much time.

Today on my Hibt account, the game wrapped up in 5 minutes.

Mainly watching Bitcoin trading sideways at 77K for several days now; when it consolidates for too long, it’s bound to drop.

However, tonight it surged hard.

Even though I lost several $50 bets, I racked up over a million points—don't know if those points will bring any surprises later on.

Let’s talk about the PoL Next that Berachain just dropped. A lot of folks might only see the reduction in inflation but don’t really grasp what kind of beast asset SWBERA is going to be down the line.

According to Berachain’s new ERA mechanism, $SWBERA essentially transforms into an ETF for the entire ecosystem with built-in leverage.

First up, SWBERA is the proof-of-stake token you get after staking BERA, and the returns are directly reflected in the exchange rate!

Now let’s do the math:

With the launch of ERA, which is the emission backflow protocol, the project team wants Berachain’s inflation subsidy ➡️ they must sign the ERA agreement ➡️ promising fixed returns + perpetual profit sharing

➡️ All income gets funneled into SWBERA ➡️ yield skyrockets ➡️ attracting more people to stake BERA ➡️ circulating BERA in the market decreases ➡️ price goes up ➡️ subsidies become more valuable, attracting more solid projects.

Got it? This is no longer just a simple public chain token.

Holding SWBERA is like being an original shareholder in the new protocol of the Bear Chain ecosystem, just sitting back and raking in their profits.

Is the decentralized cash flow flywheel really about to start spinning? This wave could be the real deal!

With the weekend upon us, I'm taking a moment to recap the performance of $BEAT on Binance's alpha gainers list.

Looking at the hourly candlestick chart, it’s quite a journey over the past three months that really makes you reflect.

Let’s rewind to March 3rd, when $BEAT was still chilling at $0.26, and then it consolidated around $0.35 for quite a while.

But just in the last couple of days, it skyrocketed to $1.44, nearing its all-time high. In under three months, that’s over a 450% gain.

The crypto market is always like this:

Many folks only pay attention once the price takes off, but the on-chain activity, ecosystem expansion, and the solid "income + burn model" have been quietly building momentum.

A strong recovery is never just a fluke; it’s the result of real usage and the resonance of holder confidence.

At what stage did you start noticing #BEAT ? Feel free to share your observations in the comments.