@Bankless•18 minuten geleden
$VVV Community Call | August
@AskVenice Head of Strategy @JonShapeShift joins @TrustlessState for the August $VVV community call to unpack Venice crossing $100M in annualized revenue, 4M total users, record $VVV burns, upcoming emissions cuts, expanding $DIEM supply, the tokenized inference economy, and what comes next.
[TIMESTAMPS]
0:00 Livestream Kickoff
2:51 Burn Surge Explained
10:06 Revenue Milestone Unveiled
13:43 Emissions Cut Ahead
17:39 New Utility for Stakers
24:57 Trading Unused DM
30:28 DM Utilization Outlook
34:41 Diem Versus Compute Markets
38:05 Deflation Timeline Debate
40:57 Frontier Models Drive Demand
44:31 Model Explosion Accelerates
47:13 OpenRouter and Venice
52:26 Token-Equity Misalignment
1:01:12 Who Wins Compute Deflation?
1:04:26 Rainy Day DM Risk
1:06:54 Community Shoutouts and Closing
