他们都不看好你,偏偏你也最不争气😭
其实先老老实实搞 DeFi 就挺好,消费者应用光起步就挺难做的...
5.6 的 Boyco 解锁可能是我预见的短期内 @berachain 最后一个催化剂 🥲
我还会在解锁后观察一段时间的币价和 reward vaults 的申请,如果表现依然不如人意就会考虑把所有 $BERA 相关的仓位都撤出了
PoL 其实本身的设计并没有问题,但正向飞轮需要有势能,很遗憾 Berachain 没有提供这样的势能:
1) 前两期的 PoL reward vaults 没有把 BGT 导向给正确的资产
2) PoL 本身的治理不允许用户参与,以及 $BGT 的治理效用并没有体现出来,所以 $BGT 从上线以来的需求都不大,而是大量转化成 $BERA 的抛压
3) 缺乏市场注意力,这是最致命的。
和 @SonicLabs 上的 ve33 x33 用公链补贴资产造高 APY 神盘不同,Berachain 做得最不好的就是既要又要。
既不愿意承认自己是 DeFi 链的地位,加大力度补贴创新性 DeFi 协议,又想主打消费者应用和大规模采用,在当前的 crypto 市场下不太可能进行
机制上可能不太会有问题,但挖提卖杀死了币价,减弱了飞轮势能甚至成为了前进的阻力。
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