David Hoffman

$ZEC $HYPE $VVV $NEAR Most alive tokens in crypto rn

May 9

Who can articulate the best $VVV thesis?

May 9

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

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

@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

@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

@jesseproudman @AskVenice right sure. I just cant imagine why someone would buy DIEM @ 1700

May 20

@BullEddie80989 @Bankless @gustavo_xAM @Shaughnessy119 @AskVenice @YanLiberman There are no investors in Venice. There are only buyers of VVV.

May 20

@Treasnous1 @AskVenice @Lighter_xyz @RAILGUN_Project I dm'd them!

Jun 1

@willyogo @ErikVoorhees Def agree

May 9