VV VVV Valvoline Loading... : Investor Sentiment and Bull/Bear Views

Author maintains a bullish neocloud thesis with explicit long-term price targets for NBIS at $420, while framing other names as watchlist beneficiaries of AI compute and inference narratives.

Author expresses strong conviction that VVV is a legit AI crypto project with unique on-chain structured product demand and GPU collateral tailwinds.

Author outlines a high-conviction altcoin thesis but frames it as pre-positioning with acknowledged risks, not an explicit current position or buy call.

He believes several onchain alts still have large multiples left, specifically Pump.fun, Hyperliquid, Lighter, and VVV, as the market follows the traditional Bitcoin-into-alts-into-onchain flow and pockets of giga outperformance appear onchain.

If Bitcoin successfully breaks the critical $82,000 resistance level, it will trigger a massive on-chain bull market, sending altcoins like Pump, Hype, and VVV to all-time highs.

OpenRouter's sale at $7 billion makes VVV, described as its best comparable, look dramatically cheaper at under $1 billion market cap; this creates a clear relative-valuation disconnect.

Venice chose to sell equity and keep the VVV token because the company holds more tokens than anyone and plans to make VVV deflationary through buybacks/burns; Voorhees argues this aligns equity and token holders and can send the token price up as the business grows.

The digital asset cycle has bottomed, with Bitcoin and Ethereum reclaiming their 200-day moving averages. The market will heavily favor real revenue-generating protocols (like HYPE, Lighter, Pump, VVV, and DRV) over garbage crypto-native assets, which will present great short opportunities as they fade quickly.

VVV is a sleeper consumer AI play on-chain that has achieved breakout success and $100M annualized revenue with non-crypto native users, benefiting strongly from the uncensored AI narrative.

Premarket movers report mixed results across major stocks, with notable declines in Advance Auto, Alibaba, Coty, and Walmart, while gains were seen in Ethan Allen, Nordson, Ultragenyx, Valvoline, Webull, and a drop in Wolfspeed.

Author recommends VVV as a good short-term trade, explicitly noting the timeframe-bound bullish call while flagging caveats around equity structure.

Venice VVV is trading very well and looks interesting as a beta to OpenRouter being valued at $7 billion on modest revenue.

Decentralized AI is a durable mega trend and the one shot to prevent Big Tech data monopolies; AI will stay relevant for years due US-China competition. The speaker likes blue-chip crypto AI names NEAR, TAO, and VVV to ride the trend.

AI is a multi-year mega trend driven by national security competition with China. A portfolio should hold the blue chips of decentralized AI to ride this wave. Near Protocol, Bittensor, and Venice are the current leaders in this category.

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.

Author discusses a podcast episode on the token vs equity debate and highlights Lighter's token design but does not state a personal position or trade idea.

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.

Author expresses respect for the Variational team and finds them worth farming but gives no personal directional position on VVV or the token, only acknowledging the parent's bullish history.

The author critiques VVV's lack of clear legal documentation for token holders but does not state a position or forward-looking trade call.

Criticizes lack of formal contract/TOS for VVV token, implying governance concerns without stating a market direction.

Author is requesting governance documents for VVV tokens, not expressing a directional trade view.

Short VVV — as a utility token with no equity or debt standing, VVV holders face near-total loss in any bankruptcy scenario, as established by the Giga Watt/WTT precedent where "compute usage" token holders recovered nothing; the "utility" framing provides zero legal protection.

Author is bearish on VVV token utility/value accrual and says the token is not structurally indispensable, but does not state an explicit short/puts position; classify as avoid under strict semantics.

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.

Author maintains bearish view on VVV token as it is junior to other claims on upside; sees similar structural devaluation plays out before.

Token holders lost revenue claims in a restructuring yet the token rallied; sell the irrational bounce as the token's fundamental value is now zero.

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.

Author lists VVV and other tokens with real use cases in reply to a parent comparing hype to Bitcoin safety, but does not state a personal position.