MS2 Capital

Venice AI | $VVV Why is @openclaw adoption exploding? Because devs want to build, not troubleshoot drivers. @VeniceAi converts complex "Local LLM" utility into plug-and-play private infrastructure. No leash. No $2K hardware tax. Just uncensored inference at scale. The

Feb 17

Venice AI Skills | $VVV @AskVenice shipped their AI Skills yesterday on GitHub - 19 SKILL.md modules, drop-in for Claude, Cursor, Claude, Codex, Hermes, etc. 🔹Skills are the wedge, offering zero-friction adoption across every major runtime. 🔹Coverage is the whole stack: chat, responses, embeddings, image gen/edit, TTS, transcription, video, characters, billing, augment, crypto-RPC 🔹Agent-native monetization in stablecoins - leveraging x402 payment rails. Every call flows through Venice

Apr 24

Privacy as Infrastructure | $VVV Lovable today. Vercel and https://t.co/uqL8E2vRhK before that. Different names, same story: AI chat history, source code, credentials = honeypot🍯sitting on someone else's server. @askvenice is the only architecture where the breach has no prize: 🔹Prompts never stored 🔹Responses never stored 🔹History lives on your device 🔹Inference runs in TEE enclaves - even the GPU operator can't read your data New users are onboarded to an AI that can't leak what it n

Apr 20

Compute Demand📈 | $VVV @ErikVoorhees posted this chart. Study it. Venice API: 6.3B tokens/month. Up 9x since July. Real compute demand, not narrative. Now the supply side: ‣ Emissions: 8M → 3M/yr (July) ‣ 42% of initial supply burned ‣ DIEM minting = permanent VVV lockup sink Demand parabolic. Supply down 62.5% by summer. Most AI tokens are narratives searching for a product, while @AskVenice is outrunning its own supply schedule🚀

Apr 9

Venice AI | $DIEM Secondary markets for AI compute are an underpriced crypto sector: AWS built a billion-dollar marketplace for reselling unused reserved instances - DIEM is creating the same dynamic on-chain. 🔹Large $VVV stakers don't burn full daily allocation: stranded inference 🔹Builders need cheap compute for models, RAG pipelines, and adapter layers 🔹One side has surplus, the other has insatiable demand As inference costs fall globally, your fixed allocation buys more over time.

Apr 13

VeniceStats | $VVV Looking for a reliable dashboard to track @AskVenice protocol health + burns, check out the VeniceStats dashboard from @gekko_eth🔥 Dashboard is signaling: 🔹 $61.04M ARR (floor, 8% churn, post-flip cohort) 🔹 Mix: Pro $18 / Pro+ $68 / Max $200 → 96.8% / 2.9% / 0.3% — weighted avg $20/mo 🔹 $5.89M MRR | $2.23M daily buyback | 6.8x P/S | 254K active subs 🔹 Live tier-mix snapshot, 14d buy-pressure forecast, new-signup revenue Staking, $DIEM mints, treasury, vesting, toke

Apr 28

Tokenized Compute with Yield | $DIEM @AskVenice recognizes the market's demand for compute is insatiable, but now that tokenized layer of inference is getting financialized. 🔹DIEM = $1/day of perpetual tokenized AI inference 🔹Stake the inference you don't burn → earn up to 20% APY in USDC 🔹@AntSeedAI is launching their Venice Proxy in May = more demand on the same fixed daily output 🔹Yield comes from real usage, not token emissions. Tokenized compute with a cash flow is launching🚀

Apr 27

Deflationary Flywheel | $VVV @AskVenice's May buy-and-burn has already surpassed April's $146.9K monthly ATH - sitting at $161.9K MTD with 24 days left in the month. Monthly burns (USD) since Dec 2025: 🔥Dec: $64.9K 🔥Jan: $91.3K 🔥Feb: $70.6K 🔥Mar: $113.2K 🔥April: $146.9K (ATH) That's +126% from Dec → Apr, and May is on a higher trajectory, while revenue outruns price. Burns rising + emissions reduced to 5M, while price does the rest. The deflationary flywheel is tightening🚀

May 8

Venice AI | $VVV x $AKASH - Open Agents Hackathon winners: SuperSafe browser-native security cam, DayOps voice memo to day plan to Google Calendar, all Venice inference. UNCENSORED AI.

Feb 27

Venice AI | $VVV Anthropic just mass-evicted 135K agent users from flat-rate Claude - 5-50x increase overnight. This is what building on permissioned infrastructure looks like - @VeniceAi doesn't have a subscription to revoke. 🔹API demand burns $VVV directly. 🔹More agents = less supply. Here are some on-chain receipts since the announcement👇 → $DIEM mint acceleration: 6x → sVVV staking 📈 → CEX outflows 📈 → Signals accumulation $VVV: 2M users, 1M+ daily API calls, 42.8% supply burn

Apr 6