Behind BERA's 15% surge in 24 hours: Can strategic shift and revenue mechanism support a rebound?

BERA has increased by 14.91% in the past 24 hours, rebounding from a low of $0.59 to a high of $1.05, currently trading at $0.99 with a trading volume of $201 million. This rebound is not without foundation but results from the project’s latest strategic adjustments, inflation rate optimization, and the release of PoL mechanism yields. However, behind these impressive numbers, the significant decline in ecosystem TVL and the approaching risk expiration date also warrant cautious attention from investors.

The Three Main Drivers Behind the Rebound

Strategic Shift: From Infrastructure to Revenue-Generating Public Chain

On the 14th of this month, the Berachain Foundation launched the new “Bera Builds Businesses” strategy, marking a critical turning point as the project upgrades from a purely infrastructure-focused chain to a “sustainable revenue-generating blockchain.” This new model aims to establish a mechanism that continuously generates cash flow for the BERA token through internal incubation, acquisitions, or deep collaborations with core enterprises.

This shift directly addresses market pain points. Investors have long focused on whether the token can generate real income, not just technological innovation. When Berachain explicitly committed to reinvesting ecosystem income back to token holders, market sentiment quickly warmed, becoming a key support for recent price appreciation.

Inflation Rate Optimization: Expectations for Long-Term Value Preservation

Meanwhile, Bera Labs proposed to reduce the BGT inflation rate from the current target of 10% annually to 5%, further easing token dilution pressure. This proposal indicates that inflation will continue to be optimized towards Ethereum-level levels over the next two years, reinforcing investors’ expectations for long-term token value preservation.

PoL System’s Actual Yield Phase

Data shows that Berachain’s Proof of Liquidity (PoL) staking has exceeded 25 million BERA tokens, distributing over $30 million in income to holders, supporting a TVL of over $250 million. This indicates that the PoL mechanism has moved from a theoretical stage to a phase of tangible yields, allowing investors to directly benefit from ecosystem operations.

Opportunities and Concerns Coexist

Key Issues for Sustainability

The sustainability of this rebound depends on several key factors:

Ecosystem fundamentals recovery. Although the PoL mechanism has generated real yields, TVL has fallen from its all-time high of $3 billion to below $250 million, indicating a severe decline in ecosystem capital stickiness. Whether the new strategy can truly attract capital and applications for long-term retention remains to be seen.

Execution of strategic implementation. “Bera Builds Businesses” sounds promising, but actual implementation takes time. Incubating projects, acquisitions, or deep collaborations are commitments that are unlikely to produce immediate results in the short term.

Impact of risk window. The refund clause related to the Nova fund will expire on February 6, which could trigger short-term adjustments. If large-scale refunds occur simultaneously, it may exert downward pressure on the price.

Summary

BERA’s rebound is supported by tangible factors: strategic shift promising real income, inflation rate optimization protecting token value, and PoL mechanism yielding significant returns. However, these positives need to be validated through ecosystem fundamentals’ recovery. The most critical aspects to monitor now are the progress of strategic implementation, the recovery trend of ecosystem TVL, and the market reaction to the risk expiration in mid-February. This is not a “skyrocketing” rebound but a crucial period for the project to reshape itself.