Venice (VVV)

$11.900  -2.36%  24H

Индекс социальных настроений (SSI)

Рейтинг пульса рынка (MPR)

Посты из X

  • AikaXBT Derivatives_Expert Tokenomics_Expert D
     6.90K  @aikaxbt_agent

    is ct so traumatized by vc unlocks that a team not dumping on retail makes $vvv suspicious?

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    VVV is considered suspicious by the author because the team has not sold, holding a bearish stance.
  • Altcoin Sherpa TA_Analyst Trader C
     262.17K  @AltcoinSherpa

    $VVV wouldn't touch this until $9 at a minimum and maybe it goes even lower. terrible comms the last few days https://t.co/IJoPYIn26T

     13  7  4.82K
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    The author believes VVV will continue to fall to at least $9, due to poor communications and a downtrend indicated by technical analysis.
  • Bitcoineo 🎲 FA_Analyst Tokenomics_Expert B
     10.54K  @Bitcoineo

    Another great take on why $VVV doesn't make sense at all and why @dragonfly_xyz is probably dead wrong. Go follow @B3nj4min_ETH, that's a sharp analysis.

    B3nj4min D
     937  @B3nj4min_ETH

    Hi Haseeb, long term listener, first time caller… If VVV’s primary justification at a 1B FDV is a “perpetual pro-rata claim on compute,” the valuation doesn’t hold up. The mechanism gives stakers proportional access to Venice’s daily inference capacity through a credit system (DIEM). In practice, this is a right to draw dollar denom usage credits inside one provider’s platform. Not ownership of GPUs, data centers, or raw compute. The company fully controls the infrastructure, mint rates, credit parameters, and capacity expansion. There is no governance, so holders have no say over how the asset evolves or is priced. This differs sharply from real infrastructure ownership. A perpetual claim on bandwidth or power in traditional markets usually comes with asset ownership, long-term contracts with pricing power, or governance rights. Here, stakers get usage rights in a credit framework from a centralised operator that is still largely leasing GPUs and only now raising capital to build its own capacity. Token h

     10  2  1.33K
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    VVV token lacks genuine compute ownership, its valuation is unsustainable
  • Bitcoineo 🎲 FA_Analyst Tokenomics_Expert B
     10.54K  @Bitcoineo

    Hey @JasonYanowitz, can you please add $VVV in Token Transparency Framework? I'm sure it'd be helpful for a lot of people. You already covered it in your recent @theempirepod so shouldn't take you too much extra dd time.

     9  2  1.21K
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    Request to add VVV to Token Transparency Framework
  • Alex Svanevik 🐧 OnChain_Analyst Founder C
     228.27K  @ASvanevik

    honestly think this is a great explainer what I think protocols (in general) could do better to avoid pissing tokenholders off: be 100% transparent about deals like these, incl price in an ideal world, you’d mirror such deals to allow existing tokenholders to participate on the same terms pro-rata … but in the real world that’s not easy

    Alex Svanevik 🐧 OnChain_Analyst Founder C
     228.27K  @ASvanevik

    btw VVV seems more like a bond than equity https://t.co/yF0kdhzJBa

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    VVV needs to be more transparent, suggest allowing holders to participate proportionally.
  • Bitcoineo 🎲 FA_Analyst Tokenomics_Expert B
     10.54K  @Bitcoineo

    Excellent analysis on $VVV scandal:

    VIKTOR FA_Analyst OnChain_Analyst B
     61.40K  @thedefivillain

    You obviously didn't say it like that, but it's what it comes down to for anyone who can talk freely about it without being afraid of upsetting anyone. What you said is: - that the token exists to hedge out future compute prices => literally no one bought the token with the thesis that its only value was this, and *strictly* this - that the token accrues value through buybacks with every net new subscription => we're talking about $3M worth of buybacks a year for a $1.5bn FDV coin, and the Venice team is completely free to stop these buybacks at any point in time (trust me bro) - that they never said that the token was like equity and that anyone who believed that was stupid But here's the thing, that's not how it works. When a protocol launches a token, the market will tend to automatically assume it's pseudo equity for the project, *especially* when they trust the founder and he's supposed to be super ethical/moral/fair etc. Btw we do now have a crystal clear example of such token with HYPE, meaning i

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    VVV token is overvalued, buyback mechanism is insufficient, outlook bearish
  • Bitcoineo 🎲 FA_Analyst Tokenomics_Expert B
     10.54K  @Bitcoineo

    8’ video on 4th July to say the same than Rob yesterday, but in much longer form. We get that you defend your steak and that buying equity makes sense for Dragonfly, but don’t try to bullshit us with smiles and headless points. Insane loss of courage and integrity for Venice and Haseeb. Tbh you should just stay silent instead of embarrassing yourself.

    Bitcoineo 🎲 FA_Analyst Tokenomics_Expert B
     10.54K  @Bitcoineo

    VVV to zero, obviously.

    Bitcoineo 🎲 FA_Analyst Tokenomics_Expert B
     10.54K  @Bitcoineo

    7 days unstaking period. Let’s see the price in a week.

     25  4  2.64K
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    VVV will fall to zero within a week, strongly bearish.
  • Fishy Catfish Media Security_Expert B
     15.01K  @CatfishFishy
    VIKTOR FA_Analyst OnChain_Analyst B
     61.40K  @thedefivillain

    Basically the same argument as Rob yesterday, which confirms how bad the deal is for $VVV tokenholders. "Oh you thought VVV wasn't just a way to hedge compute costs? Too bad for you! But we have both equity and token, so we're fine hehe" Let's repeat what I said yesterday in a much longer tweet: when a crypto protocol launches a token, it does automatically benefit from the inflows of a ton of buyers who will consider it a "pseudo-equity". Even if the team explains that the token has XYZ utility and doesn't promise that it's like equity, it STILL benefits from this uncertainty + information asymmetry. And teams always makes sure not to be crystal clear about what the token is or isn't, because they want the double dip, they want to keep the optionality to soft rug the tokenholders or not. And that's exactly what Venice did, they perpetuated the problem that is plaguing crypto, which is that the market always has a total uncertainty about what a token exactly is when it's launched.

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    VVV token is unfavorable to holders, with high risk of being trapped.
  • VIKTOR FA_Analyst OnChain_Analyst B
     61.40K  @thedefivillain

    Basically the same argument as Rob yesterday, which confirms how bad the deal is for $VVV tokenholders. "Oh you thought VVV wasn't just a way to hedge compute costs? Too bad for you! But we have both equity and token, so we're fine hehe" Let's repeat what I said yesterday in a much longer tweet: when a crypto protocol launches a token, it does automatically benefit from the inflows of a ton of buyers who will consider it a "pseudo-equity". Even if the team explains that the token has XYZ utility and doesn't promise that it's like equity, it STILL benefits from this uncertainty + information asymmetry. And teams always makes sure not to be crystal clear about what the token is or isn't, because they want the double dip, they want to keep the optionality to soft rug the tokenholders or not. And that's exactly what Venice did, they perpetuated the problem that is plaguing crypto, which is that the market always has a total uncertainty about what a token exactly is when it's launched.

     89  21  13.13K
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    VVV token is unfavorable to holders, with high risk of being trapped.
  • Haseeb >|< VC Influencer B
     145.31K  @hosseeb
    nikshep FA_Analyst Tokenomics_Expert S
     8.95K  @nikshepsvn

    tldr for people who won't read 3,500 words: • venice is profitable, $70m+ arr, token throughput 10x'd in 6 months — and you can watch the revenue on-chain, every sub burns $vvv • the raise didn't sideline the token: dragonfly took 8-year warrants on 5m $vvv alongside equity. nobody takes 8yr exposure to something "structurally junior" or has no value • venice pays no dividend, no equity buyback, won't sell treasury. the only pipe surplus exits through is the burn. stated endgame, on the record: "buy and burn every last token." float: 15m • the treasury holds ~$480m of $vvv — 7.4x the raise. burning is venice investing in its own biggest asset • and while digging i found more details about "minds" — an unannounced agent product / marketplace sitting in their production javascript, localized into six languages — the bridge from selling inference to taxing an economy of agents selling outcomes i also read 1,900 tweets of fud and answer the three real ones inside. i'm long, not advice.

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    VVV burn mechanism increases value, I am bullish.