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

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

Couldn't agree more. $VVV remains my highest conviction crypto AI investment. I expect fundamentals to continue improving, burns to increase, and it to become increasingly clear that VVV is actually one of the better models for token structures with real value from both app free cash flow and inference utility, and that the black and white negative knee jerk reaction to equity and token in this instance is wrong.

Jul 16

One of the cool and underrated things about being a staked $AERO holder is not just earning ~25% APY but also being able to express a view on markets at the same time. Let’s say someone is bullish $VVV and $DIEM and thinks they will go up over time. As a $veAERO holder you can vote for the VVV/DIEM pool and earn that yield denominated in VVV and DIEM and if the thesis plays out the effective yield ends up being much higher since tokens are earned at around 25% APY but is compounded by price ap

May 16

The ticker is $VVV

Jun 6