Venice (VVV)

$11.760  -4.58%  24H

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Beiträge auf X

  • Mr.Coffee OnChain_Analyst Trader C
     9.29K  @nocoffeenobrain

    In case you wonder why $VVV is dumping Because the coordinated sell pressure and distribution are getting started It totally hit my TP for my short position Idk who did this, but thanks for the move 🫡 https://t.co/Oihmh0S8eN

     3  4  229
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    Trend von VVV nach Veröffentlichung
     Extrem bärisch
    VVV is undergoing a massive sell-off and capital outflow, while smart money is shorting.
  • Bitcoineo 🎲 FA_Analyst Tokenomics_Expert B
     10.54K  @Bitcoineo

    Crazy thing to say as Dragonfly GP. Basically admitting token holders are exit liquidity with no upside. I’d be pissed off if I were Eric. Time to stop the mascarade and send VVV to zero. Equity holders don’t care anyway.

    Bitcoineo 🎲 FA_Analyst Tokenomics_Expert B
     10.54K  @Bitcoineo

    There’s even more golden nuggets if you listen to the entire episode

     12  3  1.51K
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    Trend von VVV nach Veröffentlichung
     Extrem bärisch
    VVV is extremely likely to drop to zero, recommendation: liquidate
  • Fishy Catfish Media Security_Expert B
     15.01K  @CatfishFishy
    Ponyo D
     7.06K  @ponyo_fp

    tldr: Venice equity is valuable, $VVV is not investable. Massive respect for Erik, but we're long past this equity/token bifurcation debate.

     61  7  8.50K
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    Trend von VVV nach Veröffentlichung
     Bärisch
    VVV token lacks investment value, recommended to avoid.
  • Bankless Media Educator C
     366.44K  @Bankless
    David Hoffman Influencer Media C
     256.70K  @TrustlessState

    Ryan and I debate the @AskVenice equity vs $VVV token debate I am a Venice equity apologist, but the fact remains that two assets is strictly a bad setup @RyanSAdams poses a question: would you rather have Venice equity, or $VVV? I’m not sure equity is the correct answer… https://t.co/K6ZHMzr2s7

     42  12  16.18K
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    Trend von VVV nach Veröffentlichung
     Bärisch
    VVV's value is in question, recommend a cautious approach
  • Fishy Catfish Media Security_Expert B
     15.01K  @CatfishFishy
    VIKTOR FA_Analyst OnChain_Analyst B
     61.40K  @thedefivillain

    LMAO the opinion of the lead investor in Venice is even worse for $VVV tokenholders than Erik Voorhees denial statements He basically says that Erik has always been transparent about the fact that $VVV was a memecoin with extra steps and that if tokenholders are not happy about the dual structure, they should sell the token You can't blame the VC for making sure they invest in the thing that actually has value (the equity) though Thanks for playing

     178  23  27.94K
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    Trend von VVV nach Veröffentlichung
     Bärisch
    VVV is exposed as a meme coin, holders are advised to sell
  • VIKTOR FA_Analyst OnChain_Analyst B
     61.40K  @thedefivillain

    LMAO the opinion of the lead investor in Venice is even worse for $VVV tokenholders than Erik Voorhees denial statements He basically says that Erik has always been transparent about the fact that $VVV was a memecoin with extra steps and that if tokenholders are not happy about the dual structure, they should sell the token You can't blame the VC for making sure they invest in the thing that actually has value (the equity) though Thanks for playing

     178  23  27.94K
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    Trend von VVV nach Veröffentlichung
     Bärisch
    VVV is exposed as a meme coin, holders are advised to sell
  • Ignas | DeFi DeFi_Expert OnChain_Analyst C
     160.98K  @DefiIgnas

    Securitize went public via a SPAC and immediately tokenized its stock to trade onchain. I wrote on my blog that I wouldn't farm it, despite Securitize being the No. 1 RWA platform with $4B in distributed value vs Ondo's $3.7B in 2nd place. (though $BUIDL alone is $2.2B, and my main interest is tokenized stocks, where Securitize ranks 3rd) No token means nothing to farm, but tokenizing the equity right after the IPO makes it a more interesting play. $GLXY went a similar way. No token also means clear ownership and none of the token<>equity dilemma that $VVV suffers from now. But a token is an amazing fundraising tool and, what matters to me, a way to reward loyal users. $VVV had a juicy airdrop for early users (thanks for that), but post TGE the token is a nuisance: e-begooors keep complaining and the team burns energy on them. What we're seeing now is another path: - Backpack airdropped $BP but gives equity access to anyone staking the token for a year - Kast invited its most active users to receive

     73  28  9.42K
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    Trend von VVV nach Veröffentlichung
     Neutral
    Tweet analysis of Securitize's post-IPO tokenized stock, comparing RWA project strategies with and without tokens and the user rewards.
  • GaoGao Influencer Educator B
     2.55K  @gaogaocrypto

    Venice project officially announced a tightening of the $VVV token supply. This means @AskVenice reduces the new token emissions to 3 million VVV per year (approximately 250,000 VVV per month) to combat inflation. If you didn't know, Venice is the anonymous perception layer of SR Agentic. This means the brain of @StrikeRobot_ai calls Venice's inference APIs so the robot can understand context on its own. For example, detecting smoke and fire, measuring temperature, or scanning 512‑dimensional facial features without leaking internal operational data of the factory onto the blockchain. Why are these two things related? From a Tokenomics perspective, this intersection creates an extremely sustainable cash‑flow loop. Starting July 1st, the newly generated $VVV tokens each month are constrained to about 250,000 tokens. Meanwhile, if SR obtains a customer base with its SafeGuard ASF security‑robot fleet, continuous 24/7 patrols will generate millions of real‑time API calls. Put simply, Venice and StrikeRobot are forming a complete "Body & Brain" alliance in the Embodied AI space. The only challenge of this alliance model is the inference cost problem when StrikeRobot scales to thousands of devices. However, with the Edge‑to‑cloud infrastructure that StrikeRobot is optimizing together with Venice's GPU cluster, this barrier is gradually being removed. What do you think about this relationship? Could this be the boost that helps both projects “hand in hand” become a counterbalance to other robotics projects??

    Venice D
     69.66K  @AskVenice

    Today, VVV emissions reduced from 4M to 3M tokens per year. This is the third planned reduction: - May 1st: 6M → 5M - June 1st: 5M → 4M - July 1st: 4M → 3M Our goal is a net deflationary VVV with native yield, where burns exceed emissions. https://t.co/Rybz7x9VGz

     4  4  127
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    Trend von VVV nach Veröffentlichung
     Extrem bullisch
    The VVV token supply is being significantly reduced to achieve deflation, and the partnership outlook with StrikeRobot is promising.
  • flip Derivatives_Expert DeFi_Expert A
     5.29K  @trevor_flipper
    Ashwath D
     8.42K  @ashwathbk

    After some more deliberation, I think the equity raise was probably the right move for Venice VVV is not a network ownership token, or a pseudo equity instrument, in the way HYPE, LIT, or MORPHO are VVV is a utility token that enables you mint DIEM to get perpetual access to compute I think that simplifies the equation a lot and points us to one simple inference: VVV is not an instrument that is business growth aligned, but rather a novel utility mechanism for users of compute to secure a share of Venice’s capacity The market bid it up on the back of a strong narrative and Venice’s growth assuming VVV would be the ownership instrument, but that is not the path being pursued It’s also tough to draw a relationship between the equity valuation and token valuation because they represent different things Doesn’t rule out a future where they push for strong token value accrual but the current path was honestly well telegraphed (via the fact that VVV is utility token) Has just been tough for most to reconcil

     69  14  13.91K
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    Trend von VVV nach Veröffentlichung
     Bärisch
    VVV is a utility token for computing use, not an equity ownership token, and the market overvalues it.
  • nikshep FA_Analyst Tokenomics_Expert S
     8.95K  @nikshepsvn
    nikshep FA_Analyst Tokenomics_Expert S
     8.95K  @nikshepsvn

    utility is a part of it (via diem and potentially via minds later) -- but the model is simpler as a company value proxy / capital asset -- venice makes cash, they use whatever cash they need for infra growth, remaining cash gets sent to burn VVV, overall balance sheet grows non-linearly (ie, if they burn $1M token their token stake will likely capture way more than $1M of value) -- use $VVV as distribution, incentives and growth -- $DIEM is an additional value sink that compounds with this

     10  4  1.58K
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    Trend von VVV nach Veröffentlichung
     Bullisch
    Burning VVV can amplify value, DIEM reinforces asset growth, outlook is optimistic