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

I won’t be selling my $VVV anytime soon. The product experience is improving every day, consensus around open source being the future is growing, revenues and token burns are steadily increasing month over month, emissions are essentially halving every three months, and team vesting falls off a cliff in January 2027. At the end of the day, it’s all a matter of R:R. Is the bottom in? I’m not sure. But given the risk premium people are assigning to Venice because of the equity / “trust-Erik-bro

Aug 17

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

Interesting validation of the $VVV model, but I don't see this as a threat. $DIEM itself becomes increasingly difficult to compete with as the ecosystem, distribution and capital behind it grow. The potential B2B angle interests me more. If NEAR + other DePIN compute networks increasingly let companies turn staked capital into recurring compute access, companies like Venice could eventually build a strategic compute treasury by holding/staking the assets of infrastructure providers they alread

Aug 29

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

Jul 14

I’m down three places on the staked $VVV dashboard. This is very distressing for me.

Jul 31

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

base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf new ATH imminent. Remember, in hindsight, buying $VVV under $20 will look cheap. I don’t make the rules.

Aug 27