VV VVV Valvoline Loading... : Bullish and Bearish Analyst Opinions

Proph3t believes the Venice VVV token is unattractive because when a company has both equity and a utility token, equity holders have management control and fiduciary duty, creating a structural incentive to accrue value to equity at the expense of the token. He notes that dual token-equity structures have historically delivered poor financial returns for token holders, and he explicitly states he would not buy VVV anymore.

Having both equity and a token typically ends badly for token holders. Venice's equity raise creates misaligned incentives and will likely result in token holders losing out, as has happened in the past.

Venice did not sell VVV tokens; 50% were airdropped, and the company is using subscription revenue to buy back VVV with the goal of eventually buying back the entire supply. The token grants compute utility, the company is growing fast with $70M run rate, and investors acquired exposure to VVV because they believe it is valuable. This creates a supply-sink mechanism and demand from utility, supporting token price.

Venice's recent $65M equity raise at $1B valuation creates a token-equity split where equity holders have legal protections and can sell equity, while token holders only have 'trust me bro' burn promises. Historically, such structures lead to token bleed to zero as equity value accrues separately and the company prioritizes shareholder value over token price. Recommend not falling for this structure, as it is fundamentally broken.

Crypto projects that have a separate equity structure from their token are fundamentally broken. The equity company can become wildly successful while the token bleeds to zero because there is no buy pressure to offset sell pressure from airdrops, distribution partners, and custodians. This experiment has been run thousands of times with the same result—tokens go down 90-95% or more. Examples include Uniswap (most successful DEX ever but UNI down only), Athena/Ethena (revolutionary product but ENA down only), and Pump Fun token. The latest example is VVV (Venice), which just raised $65M in equity at a $1B valuation while the token's value remains unclear and misaligned.

If there is a major data leak from an LLM company like Anthropic (which now stores user data), the privacy narrative will spike and VVV (a privacy-focused crypto) will pump. He is ready to buy immediately on such a catalyst, regardless of price.

VVV looks unbelievable among altcoins; he had a buy order to double his position and feels best about it compared to other crypto holdings.

VVV looks incredibly strong on the chart and is one of his largest positions, suggesting a bullish outlook.

VVV is a play on the local AI narrative, which the speaker believes is one of the biggest narratives globally. PewDiePie's release of a local AI product (Odysius) and growing privacy concerns are catalysts. The speaker has a buy order to double his position and is long.

VVV (Venice Token) is a private AI token with a clean thesis. It has a Robinhood listing, local LLM narrative, and should catch flows as hyperliquid continues to ignore Bitcoin. I have a reasonably sized position open around 18.

VVV token allows holders free usage of the LLM and captures upside in the protocol through participatory capitalism. It is a real example of tokens providing economic value and is a productive application of programmable money.

VVV is one of the few good expressions of the local AI model trade. He finds the chart interesting and believes it has potential, despite being a small-cap token at around $1B market cap.

Venice (VVV) has actual growth in subscriptions, revenues, and users, unlike other crypto movers like Hyperliquid and Zcash. This real usage growth justifies its price appreciation, making it a more fundamentally supported asset.

VVV (Venice token) is a platform for private AI inference with a tokenomics model where staking VVV generates GM tokens that give a daily $1 inference right. Comparable private company OpenRouter trades at 25x revenue with $50M revenue and $1.3B valuation, while Venice's token valuation is roughly 2x lower. As AI demand grows and inference usage increases, VVV's token demand should follow, justifying the recent rally.

Privacy-focused cryptocurrency VVV would benefit from increased demand for private transactions after a major AI data leak, as people seek alternatives to cloud-based services.

If an LLM's chat logs are hacked, it will be nuclear. Short SoftBank (owns OpenAI). Long Apple (local AI hardware) and VVV (privacy). The biggest trend is local AI.

VVV is trading pretty unbelievable, new ATH break, it's crypto's most underappreciated revenue story.

Bitcoin stays range-bound and flat, while Hyperliquid, Zcash, and VVV (the three coins that matter) have strong momentum, low float, and favorable narratives (Hyperliquid climbing wall of worry, Zcash strong daily chart, VVV private LLM low float). He is long these three and expects them to continue outperforming.

VVV (Venice Token) is a low-float AI private LLM coin on Robinhood with a compelling narrative and strong chart momentum. The combination of AI hype, low market cap, and recent volume surge makes it a high-potential speculative play. He is trading it as a chartist and believes it has room to run.