Berachain 上能玩什么?全面了解主网关键应用和收益策略

深潮TechFlow2025-02-21 tarihinde yayınlandı2025-02-21 tarihinde güncellendi

Özet

从现实角度出发,探索链上的实际生态。

作者:Berachain

编译:深潮 TechFlow

终于来了。

经过两年的等待,Berachain的Mainnet发布会于上周四发布,Beras一直在cooking。有很多事情要做,而且很难全面了解任何链上发生的事情 - 但是这篇文章将对您现在在Berachain上几乎可以做的所有事情进行全面了解。

Berachain 本身无需多加介绍,但它的共识机制——Proof-of-Liquidity(PoL,流动性证明),是推动 Berachain 经济创新的核心。最初,当这一全新共识机制的想法被提出时,Berachain 还只是一个社区,而非一个L1。但现在情况已经大不相同了。通过 Boyco 计划吸引了超过 30 亿美元的存款后,Berachain 已正式上线,开始出块,并吸引了大量 dApp 和用户。

这篇博客通常聚焦于 Berachain 的基本面,探讨其未来潜力,而这次则将从现实角度出发,探索链上的实际生态。让我们开始吧!

探索 Berachain 的 DeFi 生态系统

首先,我们从 Berachain 的 DeFi 生态系统概览开始。这个生态系统的大部分功能依赖于通过 Boyco 存入的资产,而 dApp 团队也在努力推出新策略和链上功能。

根据 DefiLlama 的数据,Berachain 的总锁仓量(TVL)略高于 19 亿美元,但这并未包括所有的 Boyco 资产。Captain Jack Bearow 写了一篇关于 Boyco 市场运作及这些资产流向的优秀总结,您可以点击这里阅读。

简要说明一下 Boyco 的运作方式,然后我们再进入主网动态。

Boyco 计划中共选出了 12 个应用程序和超过 20 个资产发行方。Boyco 资产被分为三类:主要资产、第三方资产和混合资产。根据资产类别,应用了不同的倍数和期限,各团队提交了申请脚本,说明这些资产在主网上线后将被用于何处。

从 Berachain 的 TVL 数据来看,不仅在 dApp 之间分布均匀,而且在池子、资产和策略之间的分布也非常健康。接下来,我们将列出链上的一些活动,并重点介绍一些具体的策略和池子,展示其可能性。

从 BeraHub 开始,我们可以看看 PoL 魔法的运作方式。

打开网站后,你会看到几个不同的选项卡,但我们先从流动性池(pools)开始。TVL 排名前五的流动性池允许你存入 HONEY 或 WBERA,配对资产包括 BYUSD、USDC.e、WETH 和 WBTC,具体取决于你的风险偏好。

这些流动性提供(LP)凭证代币可以用于奖励金库(reward vaults)的质押,这是在 Berachain 上赚取 BGT 奖励的主要途径。目前有五个奖励金库——对应这五个流动性池——已被白名单批准并开放存款,每个金库的 BGT 捕获率和年化收益率(APR)有所不同。

截至本文撰写时,Kodiak 的 TVL 已超过 6.9 亿美元——那么这些资金从何而来?LP 用户又如何利用 Kodiak 的基础设施?

如果我们查看 TVL 排名前十的流动性池,可以看到 Kodiak 在多个交易对中拥有相当深的流动性,这些交易对分布在前面提到的三类资产中。在这些交易对中,WETH 配对占据了前五名中的三个,其余包括 STONE、WBTC、HONEY 和 beraETH。

Boyco 计划中存入的 WETH 超过 3.75 亿美元,其中大部分现在已部署在 Berachain 主网上。

Kodiak 不仅为存入更标准化的资产提供奖励,还推出了“甜岛”(sweetened islands),专为 BERA/HONEY、BERA/WETH 和 YEET/BERA 配对设计的产品,目前年化收益率高达三位数。无论你的需求如何,Kodiak 都能满足,资产规模已增长至超过 11 亿美元,并持续推出新功能和农场,例如 WBTC/BERA 的“甜岛”、与 Zapper 的集成,以及 Berachain 生态新代币的持续上线。

D2 Finance目前为Berachain提供了一些独特的策略,例如Hyperbera.usdc,Hyperbera.Weeth,Kodiak ++,Dgnberaland和Hyperbera。在撰写本文时,该协议的TVL已超过1000万美元,并且一直在努力提供利用更广泛的Berachain生态系统的差异化产品。

D2最近写了他们围绕Berachain和Pol的想法,但该团队想将令牌化的衍生策略放到Berachain上,这些策略不仅提供了有吸引力的收益,而且从Pol的反思性和激励结构中受益。如果您想通过一系列积极管理的策略进行被动农场BGT奖励,D2可能是您的理想目的地。

Ooga Booga 是一个原生的流动性聚合器,自上线以来已完成近 2 亿美元的交易量。这些交易量来自多种代币,主要包括 BERA、HONEY 和 USDC.e。

除了交易量,Ooga Booga 还在不断上架新代币,并允许用户在多个 DEX 上交易资产,提供简洁的用户体验,同时持续推出新的合作伙伴关系和集成。

除了交易量,Ooga Booga 还在不断上架新代币,并允许用户在多个 DEX 上交易资产,提供简洁的用户体验,同时持续推出新的合作伙伴关系和集成。

Dolomite 协议已吸引近 10 亿美元的资产进入平台,其中超过 3200 万美元已被借出。Dolomite 正在构建一个货币市场和保证金交易协议,服务于 Berachain 和那些希望充分利用其资产的用户。

对于想要质押 BGT 或 BERA 的用户来说,Infrared 是关键。

该平台是一个专注于 PoL 的用户友好型流动性质押解决方案。Infrared 已吸引超过 1.8 亿 BERA,用户可以通过它质押 BERA 并获得 iBERA,即由 BERA 1:1 支持的流动性代币(ERC-20)。存入的 BERA 代币通过 Infrared 的验证者网络进行质押,用户无需任何操作即可获得质押奖励。

流动性质押代币的一个主要优势不仅是轻松获得的质押收益,还在于其额外的资本效率。在 Berachain 生态系统中,你可以利用 iBERA 提供流动性、借贷或作为抵押品,而无需放弃质押奖励。Infrared 还将推出 iBGT,这是其 BGT 的流动性变体,供希望最大化 PoL 奖励的用户使用,更多信息可以在这里阅读。

如果您想最大限度地接触Berachain生态系统,则可以将其存入Yeet的流动性Trifecta Vault(在此处详细介绍)。

一个太长不看版的介绍是,Yeet与Beradrome和Kodiak合作,释放了非常友好的自动收益产品,可让存款人获得挖矿收益,并将其重新添加到Yeet/Bera LP 头寸里。

相比于需要手动提供流动性、将凭证代币质押到 Beradrome 并通过 Kodiak 的 YEET/BERA “甜岛”进行路由,用户现在可以直接通过 Yeet 完成所有这些操作,而无需经历繁琐的步骤。如果你愿意,你甚至可以将流动性三合一金库(liquidity trifecta vault)的 LP 凭证代币提取出来,用于其他用途,选择权在你手中。

Beradrome 于 2 月 9 日正式上线,目标是成为 Berachain 上任何收益资产的首选流动性市场。虽然其结构相当复杂(你可以在他们的文档中看到详细说明),但这并未阻止社区用户存入资产并开启“飞轮效应”(flywheels)。

Beradrome 的架构灵感来源于对 Solidly 模型的观察,并试图将其优化。借助 PoL 的底层运行,Beradrome 能够通过奖励金库和收益代币建立更深的流动性。如果这个 dApp 持续增长,用户将更有动力参与 BERO、hiBERO 和 oBERO,从而同时利用 Beradrome 和 PoL 的优势。

最后但同样重要的是,Smilee Finance 推出了 gBERA,这是一种独特的流动性质押代币,旨在通过 Berachain 验证者自动重新基准和累积奖励。与 iBERA 等其他流动性质押代币不同,gBERA 的独特之处在于它能够自动化奖励领取过程,将奖励重新滚动为 BERA,用户无需额外操作。团队计划在未来几周内推出更多集成功能,让用户可以包装 gBERA 并在生态系统中的各种应用中使用。

Berachain 上的 GameFi、SocialFi 和 MemeFi

如果 DeFi 不是你的兴趣所在,那也没关系。

Berachain 不只是另一个 DeFi 链,它的生态系统即使在主网上线仅一周后,也展现出了相当的多样性。

或许你只想桥接到 Berachain,然后休息一下,暂时避开 dApp,同时规划下一步行动。如果是这样,不妨看看 bera.tv。团队将其描述为“第一个跨维度的 AI 生成电视节目”,仅在 Berachain 上播出。如果你喜欢看两个 AI 熊新闻主播谈论各种话题,那么你来对地方了。

如果你想下注,但对体育不感兴趣?Over/Under 已在主网上线,允许你实时下注直播视频游戏的结果,还可以设置多关连串(parlays)。流媒体已经成为获取观众的最流行方式之一,而数据不会说谎——去年有超过 700 万独立主播使用 Twitch,平均同时在线观众人数达 200 万。

如果加密货币希望突破自己的圈子并开始吸引更多用户,迎合他们的兴趣是一个潜在成功的重要途径。Over/Under 希望成为主播和投机者的首选中心,并且仅限于 Berachain。

Memeswap 旨在为 memecoin 交易者打造一个顶级目的地,提供类似于 pump dot fun 的体验,但专为 Berachain 社区设计。如果你想利用链上日益活跃的活动,但又不想直接购买代币,可以通过 Memeswap 质押你的 BERA,为新代币发行提供租赁流动性,从而赚取收益。

对于希望实际交易代币的用户,他们可以使用 Memeswap 跟踪新代币的部署、最近的绑定以及其他细节,以保持最新动态。Memeswap 已完成超过 37 万 BERA 的交易量,并与 Infrared、Ooga Booga 和其他团队集成,为各种类型的交易者提供无缝体验。

Shogun 正在构建一个平台,通过 gun.fun 让用户更轻松地上链。用户只需点击一次,就可以将资产从任何链转移到 Berachain。团队于 2 月 11 日上线,即使 Berachain 是 EVM 等效链,Shogun 也让任何人都可以从非 EVM 链将资产发送到 Berachain。

Honey Chat 是一个原生的 Berachain 社交网络应用,旨在通过链上机制重新定义社交动态。用户注册并连接其现有的 X 账户后,即可访问一个社交声誉真正重要的网络,该网络通过代币进行治理。

推进流动性证明(PoL)

说到这里,我们可以聊聊 PoL,尽管它尚未正式上线。

与其坐等 PoL 激活,不如主动思考 PoL 如何与现有链上流动性集成,以及你能如何利用它。无论你是根据奖励计划在不同 dApp 之间切换,还是选择忠于一两个 dApp,提前考虑这些问题都大有价值。

此前提到,目前只有五个白名单奖励金库——一旦更多协议开始申请白名单流程会发生什么?目前 BGT 的捕获率分布仍然相对均衡,但这种情况很可能不会持续太久。关于奖励金库如何实际运作的更多信息,你可以查看文档。

Berachain 的代币经济学旨在促进链上行为之间的健康平衡,出于良好的理由将 gas 代币和治理代币分开。与每年释放 10% 的 BERA 供应不同,用户和 dApp 可以获得 BGT,其单位动态和博弈论完全不同。

简单提一句,目前链上已经存在一些机会,比如 Infrared 的 iBGT,目前提供了不错的年化收益率(甚至是稳定币收益)。

当 PoL 激活并正式上线时,那些早期努力的人将因其耐心和勤奋而获得回报,而其他人则需要迎头赶上,了解为什么 Berachain 与 PoS 链如此不同。

目前,这篇文章应该已经为你提供了足够多的思考和行动方向,但仍有许多内容未能涵盖。如果你想随时了解 Berachain 的最新动态,可以从基金会的 X 账户和生态页面开始,这些页面会随着更多团队上线主网而不断更新。

感谢阅读,Beras。

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BERA Nasıl Satın Alınır

HTX.com’a hoş geldiniz! Berachain (BERA) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında Berachain (BERA) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: Berachain (BERA) Varlıklarınızı SaklayınBerachain (BERA) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: Berachain (BERA) Varlıklarınızla İşlem YapınHTX'in spot piyasasında Berachain (BERA) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

358 Toplam GörüntülenmeYayınlanma 2025.02.07Güncellenme 2026.06.02

BERA Nasıl Satın Alınır

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HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların BERA (BERA) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.

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