YashasEduUnverified
@YashasEdu
Just in case if you're wondering why $VVV is still pumping. This is for youπ
@AskVenice' moat isn't the AI models. Models commoditize every 6 months. The moat is being the only inference layer where the prompt never exists on a server.
β₯ 80-90% of AI compute is now inference not training
β₯ Agentic AI multiplies that demand 24x by 2030
β₯ 39.7% of all AI interactions already touch sensitive corporate data
Regulators are shifting from policing training data to policing runtime decisions. Every
May 7
91275.6K22
YashasEduUnverified
@YashasEdu
Ngl @valueverse_ai' 30D Holder P/FCF screener is quietly one of the sharpest lenses in DeFi right now.
Lowest multiples (tightest cash flow to holders)π
β’ @pendle_fi: 4.2x
β’ @Pumpfun: 6.3x
β’ @AerodromeFi: 7.3x
β’ @AskVenice : 7.8x
These protocols donβt just generate revenue. Their mechanics route a high % straight to locked/buyback holders with almost no leakage. ve models especially are showing why they were built this way. Higher up the board you get staking heavy names and scale monsters l
Jun 23
4523.2K11
YashasEdu
@YashasEdu
For those who compare $POD and $VVV remember theyβre closely related but operate at completely different layers of the stack.
Venice: End user experience layer focused on privacy, ease of use, and creative tools
POD: Infra layer focused on scalable, permissionless inference compute and open model development
They are synergistic partners rather than direct competitors. See I f you break the AI value chain in layersπ
1. Frontier training (hyperscaler-dominated)
2. Model weights & fine tunes
Jun 30
2412.1K4
YashasEdu
@YashasEdu
@nikshepsvn Still feel $NEAR $VVV and $AERO will outrun alot other projects in the coming days
Jun 4
5450
YashasEdu
@YashasEdu
@thelearningpill @arndxt_xo Also near:native $AKT $VVV are good choices
May 13
4386
YashasEdu
@YashasEdu
@Defi_Rocketeer @valueverse_ai @pendle_fi @Pumpfun @AerodromeFi @AskVenice Pendle is underrated
Jun 23
179
YashasEdu
@YashasEdu
@vasily_sumanov @valueverse_ai @pendle_fi @Pumpfun @AerodromeFi @AskVenice Just entered π€
Jun 23
176
YashasEdu
@YashasEdu
@sakshimiishra @valueverse_ai @pendle_fi @Pumpfun @AerodromeFi @AskVenice Exactly
Jun 23
276
YashasEdu
@YashasEdu
@Karamata2_2 @valueverse_ai @pendle_fi @Pumpfun @AerodromeFi @AskVenice Pendle
Jun 23
170
YashasEdu
@YashasEdu
@Tom_Degen68 @valueverse_ai @pendle_fi @Pumpfun @AerodromeFi @AskVenice π€π€
Jun 23
169
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