Vasily Sumanov

I prefer to discuss objective metrics when evaluating tokens Just a comment on $VVV: The “majority of cashflow” resulted in only 0.31% supply or ~250k $VVV that in current prices is … 3,400,000 USD only. It’s a token holder return from $100m ARR & 1.57B FDV company $YB with $47m FDV and without any fancy “private AI narrative” distributed >$4m to holders.

Aug 18

Idea of shorting $VVV by @nikshepsvn was brilliant. Great to see that huge multipliers (>500x) are actually work for shoring. Note: price was going down even before the broader market correction.

Sep 28

In 2026 it makes no sense to invest in tokens without solid & tangible cashflows $VVV staking is funded from emissions, not real revenue. Staking is just a dilution protection Genuine value accrual sits only in buybacks: 0.31% burnt so far (including only what was bought back )

Aug 17

Tokens are exotic assets with multiple functions, synergetically interacting with each other. For example, your $VVV (venice.ai) token has a clear value-capturing pathway. I hope the teams will now have a chance to build economics and protective walls.

Apr 30, 2025

@jesseproudman @KSimback @AskVenice $VVV price growth followed fundamentals. Eff. MCap (the value of all staked $VVV) -> is highly correlated with token holder revenue growth. According to our calculations, @AskVenice annualized $VVV holder revenue is ~$110M. https://t.co/wDH2F976VA

May 10

@dcfgod Buybacks in $VVV are tiny vs. emissions Derive as well. The "Buyback" is very generic word. The details matter much more than just fact of "buyback".

Aug 14

Compute for $VVV stakers is valuable but it is so-called in-kind leg - provided as compute ; anyone could make valuation of it in usd/day for 1 $VVV staked? $DIEM minting requires 531 vvv staked now and provides $365 per year of compute to its holder, so it is $0.68 per $VVV per year or ~18x P/FCF Staking yield originates from emission Buybacks are tiny

Aug 17

How do you think, if buybacks are much lower than emissions over period (in $VVV it's true for any period of time), could those buybacks be ever considered as a holders' revenue? Since buyback revenue (by my definition) is growing share in supply for owner's stake due to supply decrement -> and here we don't have any decrement really.

Sep 28

@botblastcap Open Router equity earns $140m ARR $VVV token doesn't earn $100m ARR, it is revenue of the company.

Aug 19

@ErikVoorhees @mzeller Expecting more flows to $VVV holders! If equity didn’t get anything yet, where all other funds were going? The difference between what people paid for AI vs. Expense to provide this service vs. Buybacks?

Aug 19