camron

$VVV reminds me of terra LUNA in some ways (mechanism, not outcome) to be clear upfront: i'm not saying VVV is LUNA or headed anywhere near the same fate. I'm isolating one piece — the reflexive mint loop — and nothing else. With terra, demand for UST forced users to buy and burn LUNA to mint it. A reflexive loop that destroyed luna supply and drove price. Venice has a similar-feeling reflexivity on the surface: more demand for compute → more VVV staked → more diem minted → less liquid VVV.

Apr 20

In hindsight buying $VVV under $20 will look cheap

May 8

circulating supply of $VVV is actually dropping (getting locked) as price rises. Simply beautiful to watch great tokenomics in action. Crypto is back baby https://t.co/2FcmdD6Oo6

May 9

>$6m worth of $VVV staked this past week. Ignore the fud and DCA

Jul 13

Total $VVV staked is approaching all time highs. Smart money is accumulating.

Jul 14

One thing I hadn’t appreciated before relating to $VVV / $DIEM if we assume $DIEM lending markets flourish : If DIEM rental market yield exceeds base VVV staking yield, it could potentially create another reflexive sink for VVV. when $DIEM rental yield > $VVV staking yield, yield arbitrage quietly tightens $VVV float AI demand drives $DIEM rental rates → staking $VVV to mint $DIEM becomes the better yield → more $VVV locked → circulating supply compresses It’s not a burn or a structural sink

May 9

$VVV is not a trade. It’s an investment

May 9

Few things keeping me very bullish and comfortable in my $VVV @AskVenice spot position: 1. product is continuously improving - new features shipping daily and my pet peeves are getting fixed fast Two examples of many recent updates: https://t.co/A7b0Hjgynz https://t.co/DQzwKZh4om 2. Community members are building products/tools around Venice - an ecosystem is emerging. https://t.co/Plp8V3HRyy https://t.co/n3AloHCuKz https://t.co/X7s3jLZdOm 3. Novel distribution strategies are being explored

Mar 18

$vvv shorters. Games over. You’ve had your fun. Trend is turning bullish, lay your swords or die

20h

Look into

Feb 27