I know defending oneself on CT is a losing game, but if we simply apply our thinking caps we can understand that this tweet was where I bought LIT, not NEAR, VVV, HYPE, ZEC With the exception of the very unlucky bug discovery in ZEC, these are all doing fine https://t.co/CUbqBnIZd0

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

This is the most thorough podcast I've heard on @AskVenice I brought on Strategy Lead @JonShapeShift and CTO @jesseproudman to dive as deep as possible on Venice and $VVV Out now for Premium Subscribers, next week for everyone else!

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

After selling $ETH, I immediately took ~50% of the capital to VVV, NEAR, ZEC, HYPE I left the rest as capital to DCA into something not already up multiples (other than NEAR, which was ~1.40 at the time. I've finished buying $LIT with that remaining 50%

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

WEEKLY ROLLUP: Privacy Alts Are Pumping While Bitcoin & ETH Are Weakening Crypto is splitting in two: Bitcoin and ETH look weak, while HYPE, ZEC, NEAR, and VVV keep breaking out. @TrustlessState and @RyanSAdams unpack the strange market divergence, Ethereum’s crisis of faith, and whether this rally is real or false strength. [TIMESTAMPS] 0:00 Intro 1:48 Markets - @TrustlessState - @cburniske - @solunavaxxer - @readDanwrite - @saylor - @Kalshi_Crypto - @JSeyff - @PolymarketTrade - @KobeissiLetter 32:26 Ethereum Sentiment Crisis & DeFi Under AI Threat? - @hosseeb - @Yogita_Khatri5 - @VitalikButerin - @maraoz 55:25 Robostrategy: @nic_carter & Andrew Kang Pivot to Robotics - @RoboStrategy - @intern 56:52 NEAR Confidential Transactions - @NEARProtocol - @ilblackdragon 58:10 @SoFi USD & Bank Stablecoins 59:22 @CashApp Adds Multi-Chain USDC 1:00:13 Satoshi Coins Finders-Keepers Lawsuit 1:03:00 Closing & Disclaimers

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

Why @yan is bullish on $VVV at ~$800M Yan thinks VVV's market cap is the better measure than FDV "market cap and FDV isn't always made equal... [Venice] is one of those scenarios where market cap is actually probably a better representation of the value. ...so then you're looking at pretty low multiples on that front ...And I could see a world where by the end of the year, the token is deflationary"

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

Venice by Voorhees is the clearest AI growth play A few broad strokes I want to point out 1/ Fundamentals wise Venice has 3 million+ users and Yan is estimating a 12 month forward ARR of ~$260M. This means VVV trades at 2.5x forward revenue (Circulating market cap). This is rare in Crypto especially at a time when stakeholders want real revenue. 2/ Thesis wise people desire private inference while accessing open source models without sending their data to China. This is hard to do (China APIs, or intermediaries that route anywhere). Venice is private and hosts some models on private data centers and some in an E2E TEE Fashion for extreme privacy. Yan covers all of the tiers. Venice solves the market for those who want private inference but can't setup hardware at home and dont want to send data to China. I've talked about this a lot that its very hard to find a subscription service, that is private, lets you access leading open source models with zero data retention. Enterprise wise @YanLiberman is right the enterprise no data retention plans are solid from AI Labs, but they are API based and get very expensive. With Venice you can get similar guarantees on a $68/mo subscription, if you graduate from a user to enterprise API plan for work privacy guarantees your bill goes up 10-20x (this happened to us!). Net I think more enterprises/businesses use venice than we are assuming to save money vs graduating to enteprise AI tiers for similar privacy guarantees. 3/ Founder wise Erik is the guy who took down SBF live on a podcast. He's the guy who got the entire conference going at Permissionless on AI. When Erik eventually goes up against trillion dollar centralized AI founders to share the vision of private/open source AI he will inspire folks and bring them into Venice. The best storyteller is king. 4/ Future wise I think the biggest jump is autonomous agents holding VVV/DIEM, accessing models, earning capital and buying more VVV/DIEM for more usage. Then Agents build out their entire AI economy. Disclosure I am Long $VVV. H/T @ErikVoorhees

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

$ZEC $HYPE $VVV $NEAR Most alive tokens in crypto rn

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

Who can articulate the best $VVV thesis?

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

MegaETH now at almost 500M TVL Close to surpassing SUI and Plasma Mega the ETH Higher https://t.co/8cyI3pVQN0

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

megaeth literally cashed you out at the top of the market today, when you got your money back, they simply gave you a ~2x exit, minimum 1.6x for the chads who didn’t want to exit, it’s offering unique defi apps to farm with solid incentives as if that wasn’t enough, they gave the best possible terms to early echo and fluffle investors they delivered all of this in absolute garbage market conditions. in a dead environment where nobody wanted to touch any altcoin if you still hate on it after all this, you are a parasite and you need to get the fuck out of this space thanks for playing

Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b

Teams need to start treating their token as if it's equity Teams that treat their token as 'valueless governance tokens' will find the market treats them the same way If teams start treating their tokens as equity, then we can solve our bad coins problem

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

LIVE NOW – Entertainment Finance | @notthreadguy Gen Z doesn’t “invest.” It trades. From sneaker-reselling Twitter to NFTs to perps, Threadguy breaks down why markets are becoming content: PVP hero arcs, streamer-style risk taking, and the “one note of the internet” moving attention (and capital) across everything. -------------- TIMESTAMPS 0:00 Threadguy: “Gen Z crypto face” 2:58 Sneaker Twitter: trade-first upbringing 8:03 Onboarding via social proof 13:08 Two Gen Z money paths 16:53 Crypto as opportunity engine 20:38 Why he won’t leave crypto 23:35 Media growth and infinite TAM 29:31 Entertainment finance: markets as content 37:28 Risk takers become “athletes” 42:27 PVP arcs and downfall appetite 44:25 Trading mimetics: valuation doesn’t matter 49:53 One internet note, spills to equities 55:15 Counterparty: home for internet markets 58:40 Token launch replaces IPO 1:02:38 Where to follow + content grind

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

Bagged this legendary drop from @Morpho https://t.co/H5XEftxG33

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

If you're curious why $1.5 billion in tokenized t-bills moved from Ethereum L1 to Apotos, Avalanche, Polygon last week look at incentives. BUIDL fees dropped from 50 bps to 20 bps for those chains (and Solana) vs Ethereum - that's $4.5m in annualized savings on $1.5 billion. I don't have insider baseball on this but it's likely BlackRock didn't cut fees because Larry's feeling generous. A simple theory: Aptos, Polygon, Solana, Avalanche are paying BlackRock incentives for this privilege - or else, why only those chains at 20 bps while Optimism and Arbitrum are 50 bps? If you're Avalanche with rich AVAX treasury would you pay a couple million to BlackRock in exchange for #2 on the RWA t-bill charts? Wouldn't be the worst marketing dollars you've spent. And once again we see goodhart's law in crypto - when a measure becomes a target it ceases to be a good measure. RWAs without deep liquidity and DeFi ties to the underlying network are vanity metrics - they don't really need the underlying chain, there's minimal moat. If the theory is right a few lessons: - Untethered RWAs are vanity metrics - Chains are spending for these metrics - "Spending" is token sell pressure There's good BD spend and there's bad BD spend. I'm not sure this is good spend.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

stay tuned for a banger bankless episode with @TrustlessState we discuss to an unprecedented level of depth: what really is the difference between tempo vs arc vs plasma vs codex?

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

stay tuned for a banger bankless episode with @TrustlessState we discuss to an unprecedented level of depth: what really is the difference between tempo vs arc vs plasma vs codex?

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

#1 rule in crypto If it can have a token, it's getting a token

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift @RyanSAdams & @TrustlessState sit down with @OndoFinance's @nathanlallman and @iandebode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift @RyanSAdams & @TrustlessState sit down with @OndoFinance's @nathanlallman and @iandebode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

Please avoid accessing all the Puffer apps and social media; we are investigating the issue. @puffer_finance

Name & Symbol: PUFFER ($PUFFER)
Address: 0x87d00066cf131ff54b72b134a217d5401e5392b6

"If you want to launch a coin, and you want it on @Coinbase, and you don't want to risk not actually getting listed: Just launch it on @base, get liquidity on Aerodrome, and then you can buy it on Coinbase. This is so cool. This is the DeFi mullet we talked about in 2021." - @RyanSAdams & @TrustlessState

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

I'm in the studio all day today, recording episodes for the @BanklessHQ Premium Feed! 1️⃣@pumatheuma - @SuccinctLabs & $PROVE 2️⃣@preston_vanloon - Current state of $ETH EIPs 3️⃣@DeFiDave22 - @capmoney_ Want access? Tell your employer to expense Bankless Premium😅 Link 👇 https://t.co/F3vrjqUrCg

Name & Symbol: Succinct ($PROVE)
Address: 0x7ddf164cecfddd0f992299d033b5a11279a15929

Came on Bankless today and broke my silence on the Roman Storm case. A lot to say—important discussion. We also talk Project Crypto, Ethereum's position in the market, and Zora vs Pump 👇

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69