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David Hoffman

@TrustlessStateΒ·256.5K followersView on X

Optimistic storyteller of frontier technology. The chaotic side of @Bankless

First Venice mention: 2mo agoΒ·Last: 1d ago
πŸ“Posts
15
πŸ‘οΈViews
328.4K
❀️Likes
1.2K
πŸ”Retweets
48
πŸ”–Bookmarks
239
πŸ†Best post
142.5Kviews
VVVVenice activity over time
VeniceStats
πŸ“ŠBuzz Score
30 days
1,738#15 / 2,710
90 daysβ˜… MAIN
8,900#18 / 7,642
6 months
8,900#20 / 10,189
1 year
8,900#20 / 11,521
All time
8,900#22 / 15,268
πŸ“ˆ
Climbing
Steady climb β€” #15 this month, #18 over 90d, #20 over 6mo.
David Hoffman
@TrustlessState
$ZEC $HYPE $VVV $NEAR Most alive tokens in crypto rn
May 9
20375142.5K60
David Hoffman
@TrustlessState
Who can articulate the best $VVV thesis?
May 9
618951.4K50
David Hoffman
@TrustlessState
This is one of the big questions for $VVV There's clearly an equity structure around @AskVenice, and $VVV doesn't have any sort of statement around legal investor rights (that i know of) but, as @YanLiberman said on an interview just now (out tmrw), the most logical exit liquidity for the Venice equity holders is to fully monetize/capitalize the token. Selling or IPOing Venice doesn't make a whole lot of sense - The business model is in regulatory tension with what public markets want - Du
May 19
38725.0K30
David Hoffman
@TrustlessState
Is $DIEM not wildly overpriced? 1 $DIEM = $1/day of free inference from @AskVenice 1 DIEM is $1,700, and you'll get your worth of inference after 4.65 years, if you use Venice every day. Seems just a lil bit high? https://t.co/nzOhwZSxVE
May 20
49023.9K25
David Hoffman
@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
Jul 3
36722.8K39
David Hoffman
@TrustlessState
The buy and burn token model is undefeated $HYPE $VVV $LIT All talk big games about burning their token… the point of the token is to be burnt $MKR has it right from the beginning
Jul 15
6518.2K12
David Hoffman
@TrustlessState
Who are all my fellow $VVV holders? Need a sound off! πŸ“£πŸ‘‡
Jul 14
38515.9K1
David Hoffman
@TrustlessState
$VVV tokenomics and the $DIEM economy continue to be one of the most interesting things in crypto
Jul 17
915115.0K19
David Hoffman
@TrustlessState
@AskVenice I understand that, as a minter of DIEM, if you stake it for the $1/day of compute, then you still have access to the DIEM - you havent sold it. Totally fine. but nonetheless, it has a market price of $1700. SOMEone is buying it for $1700. Who and why?
May 20
125.6K
David Hoffman
@TrustlessState
@willyogo @ErikVoorhees Always down to have Erik ofc - but also I kinda want a pretty thorough economic analysis + bull case which usually is best coming from the investor circle rather than founder
May 9
202.8K2

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