Stand up Ethereum! BERA staking soars by 25% annualized PoL v2 reshapes the token economy. How can investors seize the 3 billion liquidity dividend? | Qianbi Coin 2025 | Strategy for getting rich in the bear market
##Strike Ethereum! BERA staking soars by 25% annualized PoL v2 reshapes the token economy. How can investors seize the 3 billion liquidity dividend? **33% of liquidity incentives turn to **, seven-day unbinding period sniping arbitrage - Berachain uses protocol-level income to reconstruct the competition logic of public chains. On July 15, 2025, a message triggered the crypto community: **Berachain released the PoL v2 proposal**, planning to shift 33% of the existing Proof of Liquidity incentives from governance to BGT to the staking module of native token BERA. After the news was announced, BERA price soared by 12.5% in a short period of time to US$2.25, with trading volume soaring by 315% in 24 hours. The market voted with real money - a revolution that reshapes the value capture model of public chains has begun. --- ### 1. PoL v2: A "triple-nuclear bomb" that cracks the value dilemma of public chain tokens **1. Reconstruction of income distribution: 33% incentives directly reach BERA stakeholders, activate the native income engine ** - **Protocol-level income channel **: The new proposal creates a native BERA reward module, and holders do not need to rely on third-party DApps to directly obtain agreement income sharing through pledge. This completely changed BERA's single functional positioning as a "fuel token", making it a productive asset with its own income. - **Dual token model rebalancing**: Previously, PoL incentives mainly flowed to governance token BGT holders. This time, the 33% incentive is turned to BERA, which not only strengthens the utility basis of BERA, but also avoids weakening the core position of BGT - a new equilibrium of "**BGT capture value, BERA capture demand**" is being formed. **2. LST staking: a super tool to leverage "double income leverage"** - Added liquid staking tokens (LST) support, and users can obtain LST credentials after pledging BERA. This certificate can earn both ** verification node rewards (base staking income) and PoL incentives (liquidity rewards) to achieve superimposition of returns. - Technically, this is equivalent to coupling consensus layer security with DeFi liquidity mining. Investors can not only obtain chain security (about 5-8% annualized) but also superimpose PoL returns (estimated annualized 12-20%), and ** comprehensive yield is expected to exceed 25%**. **3. 7-day unbinding period: the "time moat" that suppresses arbitrage** - Proposal introduces a mandatory unbinding period: Users need to wait 7 days to unbinding, and they cannot receive rewards during this period. This design accurately sniped short-term arbitrageurs, forcing speculative funds to be converted into long-term stable capital. - Referring to similar models (such as Ethena's ENA), the unbinding mechanism can increase the long-term holding rate of ** tokens by more than 40%, significantly reducing market selling pressure. --- ### 2. Market Secret War: The "long and short game" between whale's stockpile and BGT holders ** The abnormal price movement after the announcement of the proposal reveals a fierce game**: - In the early trading of July 15, BERA quickly rose to $2.25, but then fell back to $2.05. This long upper shadow line exposes the fierce confrontation between short-term arbitrage selling pressure and long-term capital absorption. - On-chain data shows that an institution's address has continuously consumed $3.8 million worth of BERA below $2.10, and some BGT holders have begun to reduce their holdings due to concerns about incentive transfers - this confirms the previous early warning of analysts: **"The weakening of BGT's earnings advantage may trigger the BERA redemption wave"**. **Derivatives market releases red flags**: - Despite the surge in spot trading volume by 315%, the BERA perpetual contract funding rate plummeted to -0.12%, a three-month low. This shows that **leveraged short sellers are laying out**, and there is a callback before the bet proposal votes. --- ### 3. The era of blockchain 3.0: Why can PoL v2 reconstruct the public chain competition paradigm? **1. Cracking the industry chronic disease of "failure to capture value of public chain tokens"** - Traditional public chain tokens (such as ETH) rely on on-chain activities to generate Gas fee value, but this model is restricted by usage scenarios. PoL v2 allows BERA to directly share protocol liquidity incentives, which is equivalent to implanting **"protocol Treasury bonds" into tokens - it can still provide profit support even during periods of on-chain activity. **2. Liquidity War Elevation: From APY Inversion to Mechanical Innovation** - When mainstream public chains are trapped in the digital competition of liquidity mining APY (annualized yield), Berachain builds structural advantages through ** dual token + protocol-level income distribution**. The team claimed that this move will make BERA the "highest yield token in L1", directly challenging the dominance of income-based public chains such as Blast and EigenLayer. **3. Catalyst of CEX's coin listing trend** - Exchanges are facing a boom in demand for pledge services (such as Binance ETH's pledge scale exceeds US$12 billion). The "one-click native income" feature of PoL v2 makes BERA an ideal target for online pledge services on the exchange. If the proposal is passed, the listing of giants such as Coinbase and Binance will be expected to heat up. --- ### 4. Investor Operation Manual: Grasp the key strategies of the voting window period on July 21**1. Short-term event-driven arbitrage path** - **Ambushes before voting**: Community discussion period (7.14-7.20) layout on dips, focusing on the support belt of USD 2.00-2.05. - **Sell after positive news**: If the proposal is passed (7.21), the main network online may trigger a "buy expectation and sell facts" market, and the US$2.30-2.50 area can take profit in batches. **2. Long-term value capture configuration logic** - **LST staking compound interest model**: 50% of the position is pledged to generate LST vouchers to obtain double returns; the remaining 50% is used for band operations. According to an annualized 25%, the pledged position can double the assets within three years. - **Early Interaction of Ecological Projects**: Focus on layout of Berachain Ecological DEX (such as Bex) and lending agreements (such as Honey), and early liquidity providers often receive excess BGT incentives. **3. Risk hedging must-have** - Short BGT/BERA exchange rate: If the BGT holder redeems BERA on a large scale, hedging can be long BGT/Short BERA. - Buy Put Option: Buy a put option with a $1.90 strike before voting to hedge against the risk of black swans. --- #### Ending: Public chain competition enters the era of protocol returns. When Ethereum is still relying on MEME currency transactions to maintain Gas consumption and Solana is trapped in the problem of validator subsidies, Berachain uses PoL v2 to open up a new battlefield - ** Let the basic layer token itself become a profit asset**. If the proposal is passed on July 21, BERA will transform from a simple "blockchain fuel" to a crypto-treasury bond with its own cash flow. If this experiment is successful, it may trigger a collective turn to a protocol-level income distribution model for public chains, including Ethereum, to ultimately reshape the underlying financial logic of the value Internet. "This is not an upgrade, but a genetic recombination." - Berachain co-founder Smokey the Beraa wrote in the proposal.
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