Umeshu Profile picture
Dec 30, 2022 26 tweets 21 min read
I have digested all the resources for @berachain 🐻⛓️50+ native projects and compiled an ultimate master sheet so you don't have to. This is your central point to get easy access to project alpha& get Bera💊More alpha at the end

2023 is gonna be the year for #Bera. Dig in 👇🧵
1/ Here is my google sheet listing out all the Bera projects, protocol types, links to twitter, discord, official doc, threadooors, website and most importantly, some alpha/notes that I hv picked up during research. Feel free to spread n share!

bit.ly/3Vtw0fz
2/ If @berachain is new to u, here are some gud 101 threads/thesis posted by CT chads, give them a follow
@burstingbagel - bit.ly/3IfLBfR
@Ri_gmi - bit.ly/3hZyzIG
@eli5_defi - bit.ly/3vsjaUi
@OnChainWizard - bit.ly/3i4AYC4
3/ Bera community is the strongest, chillest and smokiest🌿🚬one that I hv ever seen! All the projects are building exciting stuff and already began partnership even before the launch of testnet

Below I am highlighting a few projects that I am excited abt
4/ @BabyBeraFinance is building an eco in 3 parts/phases

NFT launch > $BBBERA launch /Yield farm > Memecoin

Alpha - NFT will be launched on ETH first then bridge/migrate to Bera. Phase 2 will be the only way to initially get token (no presale or WL)

Sickkk music production too
5/ @goldilocksmoney is a DAO for DeFi infra - AMM, Yield splitting vaults and a Bera NFT lending platform called GoldiLand

1st native project that provides utility to the Bong Bears and rebase NFT collections

Partnering with @beradrome and @BeraCreek

Token $LOCKS & $PORRIDGE
6/ @hiberanation is building an auto-compounder providing customized yield-maximizing vault options, leveraging on Berachain’s novel Proof of Liquidity consensus to bring optimized yields to all 🐻

Conservatively 10-15 vaults at launch

Potential testnet open for dc members
7/ @Beramonium is building a single-player RPG game playing on web browser.

In-game marketplace where players can trade the loot, player-driven economy

In game graphics designed by @EStreet_digital Digital

They will provide all demo and alpha versions of the game
8/ @beradrome is a Solidly style DEX, aiming to be the central low-slippage trading hub with a ve(3,3) model

Early testing is reserved for Discord OGs (Racers & Sprinters). Once the early testing is done, anyone can join the beras on bikes on Testnet.

Token $BERO $hiBERO
9/ @BeraBetsGG is a decentralized betting marketplace that will allow users to bet with any tradable asset on Berachain as well as be the house or bet in non-traditional ways

Alpha is they will offer exotic props betting

On track to launch on Berachain Mainnet on day 1
10/ @BeraCreek is seeking to bring isolated lending pairs to Berachain and allow users to borrow/lend any token while earning yield by using their collateral in network consensus participation

Initially, they will launch with 3-4 markets (likely BERA-HONEY, BERA-ETH, HONEY-ETH)
11/ @green_bera claims to be the ponziest protocol on Berachain, function as an AaaS Arbitrage as a Service provider for DeFi protocols

Stake your $GREENBERA tokens on the dApp and get your share of the fees, paid in $HONEY

Massive burn on red days. Auto rebases w/ 365% APY
12/ @GumBallProtocol is a liquid NFT marketplace and launchpad with a novel design utilizing ERC20 tokens and bonding curve.

Potential partnership with @Beramonium @beradrome – In game assets bought on Beramonium, minted on Gumball bonding curve, and then stake on Beradrome
13/ @CrocSwap is where Berachain native DEX is being built on. Giga brains behind the project @0xdoug

Entire DEX runs in a single smart contract, seamlessly managing collateral in a single location

Multi-chain commitment from day one
14/ @Bera_Inu wants $BONG to be the unofficial native memecoin of Berachain, experimenting Cult As A Service CaaS

0% tax, 100% fair launch

Potential launch on ETH first, create hype then attracts non-native users to bridge to Berachain and discover all the good stuff there
15/ @B2Option is a decentralized options trading platform with a simple user-friendly interface.

They have just finished the first closed beta test and expect a second will be launched so stay tuned for announcement

Partnering with @beradrome

Token $B2O
16/ Check out my sheet to explore other projects that I didn't mention above. With this sheet it's easy to get into all the dicords, vibe with all the smoking bears like @trrctta @SmokeyTheBera @serbobross @pushinpfp etc. and be noticed when projects send out test invites.
17/ Big shout out to @Bera_Land @BerachainAlpha! Can't create this sheet without all the interviews and threads made by these chads

Therer are tons of alpha by listening to Berachain native podcast "The Honey Cast" aka THC @Bera_Chain as well and it's such a funny show!
18/ Bear in mind that nothing is real for Berachain, devs are fake, projects are fake, everyone just saying #Henlo and asking #wen in discord, so the following summary of existing alpha probably is fake as well
19/ The not-so-secret alpha is bong bear NFTs and their rebase collections will play a big role when mainnet is launched - be it airdrop🪂or have utilities throughout the ecosystem. The very low float % of these collections and elevated floor prices tell you a lot wt's going on
20/ In a @MarketCapping pod, founders have mentioned there will be one last rebase collection before the chain launches.

So wen?! Back in Aug he said testnet was a quarter away and mainnet will be launched in early 2023 so we are rly not too far away
21/ He also mentioned they have done a fundraise with a nice rounded number...it's not too hard to guess wt number it is right anon? CT timeline will be full of bear chatters when they make the announcement. And btw there will be a public sale
22/ Net-net, I'm bullabearish on @Berachain, there are many protocols already building there and the chain has the 2 crucial elements to succeed -
- novel Proof of Liquidity design that fixes liquidity and value capture structural issues
- a strong community and cult following
Hope you've found this thread useful! DYOR and NFA

Like/RT below 👇
Here is the twitter list including all the ecosystem native projects so you don't need to search one by one!
twitter.com/i/lists/160551…

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More from @0x_Umeshu

Sep 28, 2022
Shorting token unlock has become a crowded trade but when the unlock size is bigger than the market cap are you gonna ignore it?

$IMX @Immutable is going to have a mega c.$200m cliff unlock in Nov and it's not looking great.

1st CT thread 🧵let's dig in👇
1/ $IMX tokens allocated to Private Sale investors (c.14%) and Project Development (25%) are going to finish their 1-year cliff on Nov 5. This massive cliff unlock represents c.13% of the total 2b supply - you don't see such bad token emission every day Image
2/ Exact unlocked token amounts are not disclosed by Immutable but based on various data points and sources, 251m should be a good estimate. Meanwhile, $IMX circulating supply is 235m only.... Image
Read 18 tweets

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