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Word to the wise: if you are a groyper and all you do is watch the show and send a $20 superchat once a year, we need to figure out what we’re doing.
All of us have a brain, a network, connections, friends with money, etc. If you can’t support the movement by sending a lot of money, or running for office as a groyper, or something else, sit down and think “what can I do to support the movement” and “am I really doing my best.”
Hit up your richest friend and slowly red pill him.
Try to get nick sick collaborations.
Get as rich and as powerful as possible.
Build your network.
I’m so sick and tired of one person holding the weight of the world, we all need to step up and support the movement. Nick sacrificed so much to speak the truth, the least we can do is to ascend as much as possible and move as one cohesive unit like the Romans.
Open your laptop, start up Claude, hit up some old connections, and most importantly use your brain.
Total groyper victory o7
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I, Nebuchadnezzar was at rest in mine house, and flourishing in my palace.
I saw a dream which made me afraid, and the thoughts upon my bed and the visions of my head troubled me.
He shouldn’t spoil his name attaching it to this corrupt, Jew loving administration. Going to be nothing but impeachments and war the next two years.
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You repeatedly put the interests of Indians ahead of Americans. Since representing them is clearly your priority, you should seek office back home instead.
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Your 40s are weird AF
I know people in the same position as the tweet below, I also know a couple of people who are still flat sharing and talk about their student loans
I think kids v no kids really forks the friend group at this point
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Updated $VVV model. New price target is $51.79
Growth has been ahead of expectations, so not surprisingly my target price is also higher. Since Aug 17th, $VVV is up 72.9% to $21.86 as the market has further repriced the token on its fundamentals and growth potential.
Credit purchase revenue in particular has been well ahead of expectations, growing 42.1% month over month in Aug, 21.5% in Sep, and I project it to grow 34.7% in Oct.
Programmatic token burns driven by new pro subs has also been ahead of expectations, up 20.0% in Aug and 17.3% in Sep.
Based on the above acceleration of growth, my model now estimates current annualized revenue to be $164.5M.
2027 projected revenue is $443.6M, resulting in an estimated $82.2M in token burns, up from prior projections of $336.9M and $70.1M, respectively.
This results in my current estimate of $VVV fair value to be $51.79, based off of a 50x multiple to forward earnings (token buyback and burns). I estimate annualized revenue is now up more than 10x since just Jan 2026 and with this level of growth 50x earnings is more than reasonable (likely conservative)
Not financial advice
TLDR on $VVV
Venice just surpassed 4 million users and $100 million ARR. The majority of free cash flow has been directed to token burns and the team and been explicit about that continuing to be the case.
The product is world class (case in point 4 million users and continuous double digit month over month growth).
The company balance sheet is the largest holder of the token. 2nd largest holder is the founder Erik Voorhees. 3rd largest holder is the executive team. In Erik's own words:
"Some revenues have begun flowing to the token, zero revenue has flowed to equity. Equity is the largest holder of token, and benefiting the token is one of the highest leverage things equity can do to serve its own interest...Outside investors own <9% of the company, and all have strong incentive in the token's upside, all of them with multi-year lockups."
OpenRouter was just valued at over $7 billion in its acquisition by Stripe.
It is my opinion that Venice's token is materially underpriced at a $1.02B FDV. Price target based on what I consider to be a realistic scenario (hybrid of base and bull case) is $43.89. We shall see.
Not financial advice
