nikshep

The Year Crypto Stopped Needing Bitcoin: And Why That's the Bullish Part

Jun 2

I Found the Token That Sam Altman Accidentally Described

Feb 15

$VVV — Every AI Platform Stores Your Data. Censors Your Output. Rents You Compute. Except One.

Apr 11

$VVV: he dissolved his last company into a token. now he's burning this one.

Jul 4

called $VVV at $2 (now $11) calling $near at $1.30 — wouldn’t be surprised if this runs up like crazy over the next 6-12 months as we see more agent activity, NFA but these are my only 2 onchain positions atm

May 6

tldr for people who won't read 3,500 words: • venice is profitable, $70m+ arr, token throughput 10x'd in 6 months — and you can watch the revenue on-chain, every sub burns $vvv • the raise didn't sideline the token: dragonfly took 8-year warrants on 5m $vvv alongside equity. nobody takes 8yr exposure to something "structurally junior" or has no value • venice pays no dividend, no equity buyback, won't sell treasury. the only pipe surplus exits through is the burn. stated endgame, on the recor

Jul 4

$VVV Is Up 600% — And It Might Still Be the Most Undervalued Asset in Crypto-AI

Mar 2

Venice ($VVV): The Bubble's Mirror

May 11

accumulating more $NEAR at $1.80, great price -- got in initially at around $1.30, added some at the $2.5 range, averaging more on spot at this price size of my positions: $VVV > $NEAR > $SOL > $XPL > $MINIMAX

Jun 27

beautiful recovery for $NEAR, $VVV and $NIL — this cycle feels different compared to the last ones where these high revenue/ utility assets are increasingly decoupling from macro and bitcoin — very important and healthy signal to see the market mature and price each token separately vs everything moving together obviously macro and BTC still matter, but not nearly as much — with this the cursed 4 year cycle pattern also seems to be slowly coming to an end higher

May 23