BendDAOの‌価格BEND

Pocahontas (@SenWarren): You were a worthy adversary. But 294-134 means it’s time to bend the knee, or crypto will spend $300 million against Senate Democrats. Good game.

RT @IcedViews: @weirddalle Fun fact: If you bend the hard drive slightly, you can hear where the files are located with the little *crack*…

$BERA 三週底部 +65% Berachain 終局有什麼願景？ 久違的 $BERA 終於動了...一動就是出現在漲幅榜 更新一下當前數據 TVL 變化：根據 DeFillama 數據, 一個月仍然為 -30% , 一週上升 12% 幣本位數據不變, 大約為 220M $BERA 左右 當前排名為第十八名 —- 昨天晚上 @SmokeyTheBera 分享了一篇有關 《Berachain - 終局的開始, Beginning of the Endgame》推文 又剛好近期官方已經開始在社區分享 即將在紐約展開為期五天的 Hacker House 🐻的消息, 以及即將推出的 C.R.I.M.E 激勵活動又是什麼？ 整理一下 Smokey 這篇文的幾個重點 開頭提到：「Berachain 正在進入一個新的階段」 Fat Bera 論點的核心思想是，最成功的協議將透過 PoL（流動性證明）來固化應用程式，以捕捉價值並在生態系中的其他利益相關者之間分配價值。 Smokey 提到 Berachain 團隊對這一個願景的信念至今從未變過 ＝＝＝＝＝＝＝＝＝＝ Berachain 在 2025 年的戰略方向大致為以下幾點 💡流動性證明升級：將 PoL 定位為區塊鏈 3.0 的核心機制 PoL V2 的出現也讓 $BERA 的幣價有著回購的買盤支撐, 在鏈級別為 BERA 帶來更多價值 💡生態系成熟、資源重新配置 Berachain 團隊將採取更集中的資源配置方法，會更著重在扶持真的有實際產品、能夠自己有協議收入、證明能夠持續交付的優質團隊等 更多協議即將推出, 包含支援更多 HONEY 的抵押品、Berachain 的原生借貸（Bend）、原生合約協議（Berp）等 授權各國社區負責人舉辦聚會、黑客松和專注於用戶和開發者的當地活動，從 8 月的 Build-A-Berathon 開始 👀 另外有提到一點挺有趣的：Berachain 官方將採用「槓鈴」模式，一端支持傳統 Web2 企業，另一端促進鏈上投機，中間構建穩健的 DeFi 基礎 💡C.R.I.M.E 激勵，回歸社區文化 Community Rewards and Incentives for Meaningful Engagement , 未來將根據明確指標打造出一個針對社區和 builders 的 Berachain 激勵計劃, 包含 - 鏈上用戶活動 - 總鎖定價值（TVL），包括主要資產的份額 - 交易量和費用生成 - BERA 的使用，或用於為 BERA 帶來價值的收入 同時也將強化 Build-A-Bera 孵化器 ------- 近期還是能看到不少人討論 berachain 上的幾個協議, 像是 @InfraredFinance @puffpaw_xyz 等 接下來的重點會放在鏈上數據是否回暖了, 當前我覺得 solana base 回暖得都很不錯, L1 幣價強勢的則有 $ETH $SEI $SUI 等 能跑出來的鏈還有哪些呢, 持續關注

🧠 Compute x Capital: The VanEck $NODE Thesis in Action Meta just unveiled 2+ GW of new AI data center projects (LA & OH), part of its plan to invest “hundreds of billions” in compute infrastructure. What’s powering this AI wave? The same energy and infrastructure stack behind Bitcoin mining. This is exactly what VanEck’s $NODE ETF is built to capture: The convergence of AI, Bitcoin, and the real-world rails that support them. Here’s what that looks like across the map: 🔌 $WMB (Williams) - Gas Infrastructure for Compute. Built the Socrates South gas plant to power Meta’s AI campus in Ohio. Now signed a $1.6B deal for on-site gas + power delivery to an unnamed hyperscaler, likely another AI expansion. Why it matters for Bitcoin? WMB’s back-end gas pipelines and generation can equally serve high-density Bitcoin mining operations (which increasingly require reliable, dedicated power), positioning them as a supplier to both camps. ⚡ $ETR (Entergy) - The Energy Spine of Louisiana’s Compute Boom. Building $3B+ in gas, grid, and renewables for Meta’s Richland Parish AI campus. One of Louisiana’s most BTC-friendly utilities, powering Hut 8’s 1 GW hybrid AI/BTC complex near River Bend nuclear. With one of the largest nuclear fleets in the U.S. and a track record of flexible industrial service, ETR is becoming the go-to utility for both AI hyperscalers and Bitcoin miners across the Gulf South. 🏭 $BTDR (Bitdeer) Repurposing a 570 MW industrial site in Clarington, OH for both HPC and Bitcoin mining. Ohio’s compute potential is under-appreciated, and politically energized with BTC bull Vivek Ramaswamy gaining in the gubernatorial race. 🛠️ $HUT (HUT8) - Louisiana’s Dual-Use Compute Frontier Building a 1GW hybrid AI & Bitcoin campus in West Feliciana Parish, Louisiana, just upriver from Meta’s site. Louisiana is fast becoming a strategic compute corridor, with grid, gas, and nuclear assets enabling both Bitcoin mining and hyperscale AI. 📈 VanEck $NODE (Onchain Economy ETF): Ties it all together. From hashrate to inference cycles, from energy infrastructure to token rails. Lower volatility, long only exposure to digital assets and the associated infrastructure & apps. TL;DR: AI and Bitcoin are converging on the same wires, gas lines, and substations. $NODE is how we invest in that convergence.

Excited to take live a bunch of the things we've been working on behind the scenes- doubling down on what's working, and fixing what's broken. A long TLDR on what to expect (& timelines): - PoL v2 (linked in comments), aiming to revamp BERA tokenomics and accrue more value to the BERA token - Launching BEND (development in progress, soon) - Expanding HONEY (development in progress, soon) - Doubling down on ecosystem teams, incubation through BaB, and web2/revenue generating businesses (actively happening) - Core upgrades to Beaconkit for faster chain, shorter blocktimes, and enshrined PoL (development in progress, soon-ish) - Foundation return to TRXDITION (actively happening) - Community Rewards and Incentives for Meaningful Engagement (C.R.I.M.E) Program (medium term) And a few things Smokey didn't mention: - Focus on other chain-owned primitives to drive revenue for potential things like buybacks (long term) - Upgrades to the Hub for usability and end-consumer interactions with Berachain and its Apps (very short term) - Expanded use-cases of PoL through the upcoming Reward Vault Cookbook (very short term) The foundation and the ecosystem aren't going anywhere, and we're committed to the feedback we've gotten. Thank you for caring & helping push Berachain forward. 🔛🔝🔜