Austin Barack

$VVV emissions dropped by 17% today. Emissions are dropping by another 20% on June 1st. And another 25% on top of that on July 1st. Venice API token usage has grown by more than 10x since January. The majority of the VVV circulating supply is staked. And the revenue Venice is generating is completely uncorrelated with crypto prices. No better setup in crypto.

May 1

Have seen a bunch of people pushing back on the Anthropic news being a positive catalyst for Venice user growth and $VVV with variations of “well it’s not like Venice has a model that can compete with Mythos.” That’s entirely missing the forest for the trees. Sure that’s the first order effect but the second order effect is the impact on user data and privacy. If one of the top AI labs is willing to switch off access to users at a moments notice, what will prevent them from sharing all of your p

Jun 13

In 2026, Venice's $VVV token re-rated meaningfully with incredible fundamental growth in their AI products. It has since become deeply misunderstood and as a result is just as compelling as when it was at $2 earlier this year. I currently project VVV fair value to be $38.15, a 222% price increase from the current market price of $11.85. It is my highest conviction AI investment and the onchain data provides visibility into just how explosive Venice's growth has been. Furthermore, the team has r

Jul 24

The last time @AskVenice introduced a new burn trigger was April 27th (for pro subs). In the next 2 weeks $VVV went up 106% Venice introduced a new programmatic burn trigger today for inference credit purchases. I estimate burns from credits to be double that of pro subs This is also at the same time that VVV is finding clear support above the $10 level $VVV right now reminds me a lot of when $HYPE pulled back to $10 in April 2025 amidst the JellyJelly fud and provided a generational entry fo

Jul 17

I expect momentum in $VVV (now up 30% from the lows) to continue accelerating https://t.co/h5bByv4Umm

Jul 21

13 months to the 1st million Venice users. 6.5 months to the 2nd million users. And as predicted, half of that again to 3 million users (just about 3 months for the 3rd million). 4 million users in the next month and half or so is my next prediction. $VVV continues to be my highest conviction AI token and the data is making it very easy to gain even more conviction with time. Congrats to the @AskVenice team on this amazing growth!

May 16

Just like owning $DIEM but with $DIEM you can access any model

May 19

The Microstrategy driven market stress has created imo an uniquely attractive entry point for the number one consumer AI product in crypto. $VVV trading back in the $13 range (had been as high as $20) while fundamentals continue to accelerate. I wonder how many of the people who were waiting for a dip to buy built new positions. Based on my estimates Venice is likely to hit 4mm users around month end. 10mm users by year end very much in play. Will be exciting to follow.

Jun 25

Someone locked about $3 million of $VVV today to mint $DIEM Compute demand showing no signs of abating https://t.co/IcCcVxQInV

May 27

$VVV in full price discovery mode right now. One of my top 2 highest conviction protocols in 2026 for the intersection of crypto and AI. The pace of adoption of Venice for agent use cases is honestly astounding.

Mar 1