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?
Iβm not sure equity is the correct answerβ¦ 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 tokenβ¦
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! π£π
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
Venice-related activity by @TrustlessState on X β data publicly available, refreshed daily. Profile cached today.
