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Berachain

13 pieces · Apr 2024 to Jul 2025

Sectors

L1/L213 DeFi4 ZK2 Market structure2 Ethereum2

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Coverage per year

82024

52025

Price and coverage

Berachain $BERA

Calls: None yet
Since listing: −98%
vs BTC: −98%
Now: $0.165

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Berachain

Market take08 Apr 202415 tokens likely to launch at $1B+ FDV within three monthsFDV calls for 15 expected launches, such as EigenLayer at $30-50B, zkSync at $10-20B, LayerZero at $10-20B and Kelp at $1-3B, with a one-paragraph thesis each. Explicitly framed as quick thoughts rather than deep research.Map09 Apr 2024Berachain ecosystem map ahead of the BERA launchCategory map of Berachain apps (DeFi, NFTfi, GameFi, gambling, interop, infra) before mainnet, noting BERA may launch on 20 April. Describes the chain as an EVM-compatible Cosmos SDK chain with Proof of Liquidity and a tri-token model.Data13 Jul 2025Union testnet stats: 90.9M transfers and 586K unique addresses in 30 daysUnion's testnet logged 90.9M transfers over 30 days from 586K unique addresses, with receivers outnumbering senders by about 15%. Sei to Xion is the top route and USDC dominates, with visible farming addresses.

Timeline · every piece, newest first

2025 5

13 Jul 2025Union testnet stats: 90.9M transfers and 586K unique addresses in 30 daysUnion's testnet logged 90.9M transfers over 30 days from 586K unique addresses, with receivers outnumbering senders by about 15%. Sei to Xion is the top route and USDC dominates, with visible farming addresses.DataZKL1/L2

08 Jul 2025Eclipse TVL decline compared with Berachain's drawdownEclipse TVL ($27M) is down 46% from its peak, tracking Berachain, whose TVL peaked at $3.5B and is now down 82%. Warns Eclipse could fall below $10M, arguing that lasting communities and ecosystems are what most projects fail to build.DataL1/L2Market structure

08 Jun 2025Three-month net flows: Ethereum +$1.2B vs Berachain -$1.2BChart post contrasting three-month net flows: Ethereum gained $1.2B while Berachain lost $1.2B. Offered for discussion without a stated conclusion.DataEthereumL1/L2

08 Jun 2025Why Monad risks disappointing against faster-shipping high-performance chainsArgues Monad's long delay let rivals catch up: Sei at about 200k TPS, MegaETH at 100k TPS with sub-10ms blocks, Hyperliquid at 200k orders per second, plus Fuel and RISE. Having raised at billion-dollar valuations, Monad risks disappointment despite its community.Market takeL1/L2

05 Jun 2025Two-year TVL comparison: Berachain, Hyperliquid, Sui, Sonic, Base, ArbitrumReads a DefiLlama TVL chart: Berachain looks like a pump and dump, Hyperliquid is about to overtake Sui, Optimism's mainnet TVL fell as the Superchain shifted activity to Base, Sonic TVL fell after its airdrop, Base and Arbitrum stay strong.DataDeFiL1/L2

2024 8

23 Sep 2024Q4 2024 and Q1 2025 mainnet and token launch watchlistLists the major mainnet and token launches the author expects in Q4/24 and Q1/25, arguing the period will be very active. Names Eclipse, Initia, Berachain, Story, Monad and MegaETH for mainnets, and Caldera, Hyperlane, Jumper, Linea and Scroll for tokens.Market takeL1/L2Market structure

23 Aug 2024Sunrise Layer: Celestia-compatible DA layer and NFT-holder airdrop rolesDescribes Sunrise as an L1 DA layer extending Berachain-style Proof of Liquidity to rollups, compatible with Celestia tooling and IBC, with a Gluon yield hub. Explains how NFT holders claim Discord roles ahead of a possible TGE.BreakdownL1/L2

18 Jul 2024Union thesis: ZK consensus proofs for trust-minimized IBC interopArgues Union is the first fully trust-minimized interop solution, using ZK consensus proofs and the CometBLS variant to extend IBC to Ethereum and L2s via Groth16 verification. Cites 100k unique testnet users in two weeks.ThesisL1/L2ZK

04 Jul 2024Particle Network's Chain Abstraction Coalition and why modular needs itCovers Particle's alliance of 50 L1 and L2 ecosystems aimed at unifying users and liquidity. Argues the modular multichain future fragments liquidity and UX, so app adoption needs chain abstraction: one account, one balance, any chain.ExplainerL1/L2

14 Apr 2024Ecosystem plays for the cycle: EigenLayer, Monad, Berachain, WormholeShort list of ecosystems expected to lead the bull run, with the strategy of taking leveraged exposure through an ecosystem's native DEX instead of the L1, which can have more upside but also more risk.Market takeL1/L2Ethereum

09 Apr 2024Berachain ecosystem map ahead of the BERA launchCategory map of Berachain apps (DeFi, NFTfi, GameFi, gambling, interop, infra) before mainnet, noting BERA may launch on 20 April. Describes the chain as an EVM-compatible Cosmos SDK chain with Proof of Liquidity and a tri-token model.MapL1/L2DeFi

09 Apr 2024Berachain ecosystem map, first version with Cosmos walletsEarlier version of the Berachain ecosystem map across DeFi, NFTfi, GameFi, gambling, interop and infra, listing Keplr and Leap as wallets and noting BERA may launch on 20 April.MapL1/L2DeFi

08 Apr 202415 tokens likely to launch at $1B+ FDV within three monthsFDV calls for 15 expected launches, such as EigenLayer at $30-50B, zkSync at $10-20B, LayerZero at $10-20B and Kelp at $1-3B, with a one-paragraph thesis each. Explicitly framed as quick thoughts rather than deep research.Market takeL1/L2DeFi

Often covered with

Eclipse28 Monad20 Union36 Wormhole24 LayerZero35 Sei34 Sonic Labs19 MegaETH46

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