For $VVV
1/ Projects need to build sustainable businesses. Hyperliquid is incredible but the exception on burning 99% of revenue. Venice can build a huge business here and it requires paying staff and running a company
2/ My thesis on centralized AI spend slowing favors Venice as an open source provider of models. You can cut your enterprise spend (or 5-10x your usage for the same money) and get similar data privacy guarantees
I cover this here: https://t.co/r273f0WQeF
3/ @ErikVoorhees is clearly token aligned. On @blknoiz06’s pod he stated he wanted to burn all tokens. There is already a burn but it’s small for now. Issuance has been reduced and will continue to do so.

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Fair critique, but I think it's the wrong way to judge Venice at this stage.
Crypto has become weird around value accrual. A lot of holders have been burned by tokens with no real business behind them, so everyone wants hard value accrual immediately. Then Hyperliquid comes along and returns a huge share of revenue to holders, and suddenly that becomes the benchmark.
But Hyperliquid is the exception, not the rule.
Most companies at Venice's stage should not be returning meaningful capital to anyone, whether equity holders or token holders. They should be reinvesting into growth. If Venice were burning a huge chunk of revenue today, I'd honestly think that was worse capital allocation, not better.
So yes, current burns are small. I agree. But I don't think the burn is supposed to be the demand source today. It's more of a signal that VVV is economically tied to the platform, and it gives the market an on-chain proxy for new paid sub adds, since each tier triggers a specific dollar burn that anyone can see.
From Venice to Arcium: the privacy AI narrative is completing a closed loop from application to infrastructure.
In the blockchain industry, every narrative boom usually starts with applications, with infrastructure catching up. DeFi was like that back then, and the current AI track is following the same old path.
Recently, Venice fully brought the concept of privacy AI into the spotlight, with a very clear historical mission: to prove PMF (product-market fit) to the market. In the past many thought privacy AI was a pseudo-demand, but Venice's user numbers and hype have severely smashed those skeptics. It demonstrates that both retail and institutional players have an inherent obsession with absolute sovereignty over AI data.
Once the application layer lifts the ceiling, the market's next focus will inevitably shift to the underlying network's capacity. At that point, you can no longer define @Arcium with the vague privacy computing of the past.
Separating their ecological niches:
Venice (VVV) is the application side of Privacy AI: it creates scenarios, offers user-friendly interactions, and draws users and high‑value data in.
Arcium is the underlying Encrypted Execution Network for Privacy AI: it provides the hardcore low‑level computing environment.
Data is collected and generated on the application side, but the final confidential computation, policy execution, and on‑chain verification need to be handled by a specialized network like Arcium. Without Venice, the underlying infrastructure would become a ghost road with no traffic; without an encrypted execution layer like Arcium, the upper‑layer privacy applications would remain stuck at simple dialogue stages, unable to move to more complex commercial scenarios. The two complement each other, giving this narrative the confidence to endure.
$VVV / #VVV / @AskVenice As you can see, I nailed not only the exact macro bottom at $1 and told you to accumulate, but also called the top at $20 on April 2nd — more than two months in advance. https://t.co/7yegOrfZ2g
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