Joined September 2016
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
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Very few tokens provide as many constant data points to validate a thesis as $VVV
There is a product monetizing inference demand at high margins, growing revenue at a 1000%+ growth rate, and has zero debt Trading at a $1.2B market cap, which is less than 3x 2027 projected revenue and less than 14x projected earnings (that's right, it's profitable too)
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There is a product monetizing inference demand at high margins, growing revenue at a 1000%+ growth rate, and has zero debt Trading at a $1.2B market cap, which is less than 3x 2027 projected revenue and less than 14x projected earnings (that's right, it's profitable too)
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Huge milestone for the @askvenice team: 5 million users choosing private, unrestricted AI. 🛡️ We are proud to bring physically backed exposure to this thesis to European investors with the launch of the 21shares Venice Token ETP (ticker: VENC), live on SIX Swiss Exchange from today. Full press release: globenewswire.com/news-relea…
Today, Venice passed 5,000,000 users. Still private. Still anonymous. Still unrestricted. Thank you to every builder, creator, and free thinker on Venice.
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Today, Venice passed 5,000,000 users. Still private. Still anonymous. Still unrestricted. Thank you to every builder, creator, and free thinker on Venice.
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A new era for Celestia begins today. After 2 years in research and development, Fibre is now live. Fibre's ~2B TPS of potential throughput capacity is enough to fit all the sci-fi visions of the agentic economy and high frequency trading onchain.
Fibre is now live on Celestia mainnet. As the biggest upgrade since Celestia’s launch, Fibre delivers the unprecedented scale required to bring global finance and agentic commerce onchain.
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Dom, respectfully - you are full of shit and a complete LARP. Tearing down others doesn't help your situation at ICP. Let's go through some facts about the "Internet Computer", an completely unoriginal and uninspiring name swiped from Ethereum's world computer: - 3,870 daily active users (lol, lmfao really) - spent millions of dollars on terrible conference marketing to get exit liquidity in 2021-2022 - down 99.9% from all time highs - company makes ZERO revenue - team max extracted and contributed negative value to the industry - the transactions on the network are clearly wash traded/bot volume and one claude prompt will get you there You've contributed practically nothing to the industry yet got rich as f*ck, funny how that works. To be clear, and concise: $ICP is a total shitcoin, has zero reason to exist, and this post reeks of desperation & pure jealousy. Envy is a major sin, and you should celebrate the successes of others, rather than try to tear them down. This industry is far too small to not grow the pie. Ask any ZK, privacy, or developer about NEAR's TEEs and confidential tech and they will tell you the same thing: it's not perfect, but it's pretty damn good for onchain privacy in 2026. Meanwhile, ICP is still paying the worst KOLs in the industry to promote while you dump on side wallets and OTC. Rant over. Don't fuck with NEAR.
This is craazy. I asked one of our PhD engineers to look into NEAR *Confidential* Intents wondering how they designed their system. Unredacted, word-for-word, this was his answer 😱😱😱 "Everything I found out about the privacy claims and confidential intents is so bad that it seems almost comical and I cannot believe what I am seeing. Apparently they run a completely separate instance of the protocol, which is called FAR (as an opposite to NEAR), and that has a permissioned operator set. The entire confidentiality claim seems to rest upon the fact that it is a permissioned chain and the nodes are trusted to keep things private, there doesn't seem to be any deep technology behind it and it also does not seem to be open source. The entities running the nodes are also not publicly known. I almost feel weird writing this because it is so absurdly bad that it feels like ... I don't know ... a simulation? I know the usual level of overpromising in Web3 but this is so many levels beyond believable that it still feels unreal."
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Fibre is now live on Celestia mainnet. As the biggest upgrade since Celestia’s launch, Fibre delivers the unprecedented scale required to bring global finance and agentic commerce onchain.
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Live from Zoomtopia: “Our partners offer additional layers of security that can work in the background of your meetings, like @world_id for Zoom, which uses hardware-backed biometric checks to give Zoom participants a verified human badge.” — Russell Dicker, CPO at @Zoom
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In San Francisco today? Stop by @Cloudflare Connect to claim your Proof of Human and prepare for the future that is happening now.
Existence we're living inside the Matrix has been confirmed... Or at least headed towards Minority Report. Either way, the World ID app @worldcoinfnd is currently the best/only real-proof of a unique human. Your retinal scan + ongoing face ID generates the ~2k World Foundation proof token. This solves Agent impersonation. Zoom & Tinder implement it to prevent deepfakes. There's probably no rush to get it done today, but I can see agentic systems in the future using World ID for realtime and cached authorizations to act on your behalf. #cloudflareconnect
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Just 3 years ago, deepfakes on a single call could cost a company millions in losses. Today, @world_id allows human Zoom call participants to prove they are human as well as agents to carry Proofs delegated by a person. Excited for this team!
In 2024, an employee at engineering firm Arup transferred $25.6 million after joining a video call where every other participant was a deepfake. Since then, AI has advanced significantly and is making impersonation increasingly convincing, causing challenges for financial institutions in particular. As autonomous agents begin handling more financial activity on behalf of people, establishing an added layer of trust and security behind a transaction or sensitive conversation is becoming an urgent need. Introducing @world_id for banking and finance, a suite of technologies that helps institutions establish trust through privacy-preserving cryptographic Proofs. World ID for Zoom lets meeting participants confirm they are the same Orb-verified human connected to their account, while World ID for agents allows AI agents to carry Proofs delegated by people. Bain Capital, OpenExchange, Outtake, Pantera Capital, and VanEck Funds are initial design partners, bringing World ID into some of finance's most consequential interactions. fortune.com/2026/10/18/zoom-…
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today is the day world id x zoom advancing video meetings in the AI era
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Tools for Humanity CPO @tiagosada warns that real-time 60 FPS deepfakes could impersonate CEOs on earnings calls and move stock prices before anyone realizes they're fake: "I’ve heard this everywhere from executives at really big firms that wired millions and millions of dollars, to my uncle, who got a deepfake and thought it was my cousin." "We crossed a threshold where models can now create video of more than 60 frames per second in real time. You used to have to pre-generate deepfakes. Now you can generate them live." "Imagine a deepfake version of a CEO gets on an earnings call and shares some news that moves stock price. It doesn’t matter whether five minutes later you realize that was a deepfake. The stock already moved." @world_id
In 2024, an employee at engineering firm Arup transferred $25.6 million after joining a video call where every other participant was a deepfake. Since then, AI has advanced significantly and is making impersonation increasingly convincing, causing challenges for financial institutions in particular. As autonomous agents begin handling more financial activity on behalf of people, establishing an added layer of trust and security behind a transaction or sensitive conversation is becoming an urgent need. Introducing @world_id for banking and finance, a suite of technologies that helps institutions establish trust through privacy-preserving cryptographic Proofs. World ID for Zoom lets meeting participants confirm they are the same Orb-verified human connected to their account, while World ID for agents allows AI agents to carry Proofs delegated by people. Bain Capital, OpenExchange, Outtake, Pantera Capital, and VanEck Funds are initial design partners, bringing World ID into some of finance's most consequential interactions. fortune.com/2026/10/18/zoom-…
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Few, if any, understand where AI is heading better than Sam Altman. He co-founded World years before ChatGPT. I doubt that was a coincidence. The more convincing AI becomes, the more essential proving we’re human gets. $WLD $ORBS
In 2024, an employee at engineering firm Arup transferred $25.6 million after joining a video call where every other participant was a deepfake. Since then, AI has advanced significantly and is making impersonation increasingly convincing, causing challenges for financial institutions in particular. As autonomous agents begin handling more financial activity on behalf of people, establishing an added layer of trust and security behind a transaction or sensitive conversation is becoming an urgent need. Introducing @world_id for banking and finance, a suite of technologies that helps institutions establish trust through privacy-preserving cryptographic Proofs. World ID for Zoom lets meeting participants confirm they are the same Orb-verified human connected to their account, while World ID for agents allows AI agents to carry Proofs delegated by people. Bain Capital, OpenExchange, Outtake, Pantera Capital, and VanEck Funds are initial design partners, bringing World ID into some of finance's most consequential interactions. fortune.com/2026/10/18/zoom-…
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Jika kalian ketinggalan $UNI, $ENA, $PUMP dan $NEAR ? Gpp, mungkin kalian akan ketinggalan $WLD juga. 👀
$UNI, $ONDO, $WLD bounce !! Follow saja the smart whale broh 🐋 Mau tau altcoin apa saja yang di akumulasi ama whale buat persiapan bullrun 2027/2028 ? Semua akan saya share di subscribsion. 👌🏻
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Banks can now check one thing before money moves: is this a real person? World launched @world_id for banking and finance at @money2020, with @BainCapital, @vaneck_us, @PanteraCapital, @openexc and @outtake_ai as design partners. $ORBS holds 301.9 million $WLD, more than 8% of the circulating supply. $WLD is the token behind World ID from @worldnetwork. Stay human. $ORBS Source: prnewswire.com/news-releases…
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Humans + agents + AI + the future of the internet. Hear about it all from @Cloudflare and World at Cloudflare Connect on Tuesday. cloudflare.com/connect/sessi…
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🚨 NOW: Sam Altman’s World brings World ID to Zoom and major financial firms to fight bots, fraud, and deepfakes.
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cool day of World ID launches but the week is just getting started see you tomorrow :)
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Deloitte reports that AI-enabled fraud losses in the U.S. could reach $40 billion by 2027, up from an estimated $12.3 billion in 2023. World ID is cooking up a few ways to help in the financial sector... deloitte.com/us/en/insights/…
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