VVV pumped 15% the day Venice stripped revenue claims from token holders.


Most people expected a sell-off. They got the opposite, and that gap between expectation and price action is where the real signal is.
The market is telling you it prefers buyback/burn over dividends every single time.
The old model gave stakers an emissions yield split, a formula that moved VVV between stakers and Venice treasury based on network utilization. Sounded fine. But holder value was tied to an internal parameter the team controlled, not to actual revenue coming into the token.
Buy-and-burn fixes that link.
Every new subscription now triggers an automatic USDC-to-VVV purchase on Aerodrome, with that VVV going straight to a burn address.
🔸 $2 burned per Pro subscriber ($18/mo)
🔸 $5 burned per Pro+ subscriber ($68/mo)
🔸 $10 burned per Max subscriber ($200/mo)
More subscribers, more burns, no manual decision required. And as @AskVenice pushes users up the tier ladder, the burn per subscriber scales with it.
Venice is at $70M+ ARR growing ~$2M/week, just closed a $65M raise at $1B valuation led by Dragonfly, and @ErikVoorhees has described the company as already profitable. That capital goes into GPUs and data centers. The company also holds 30M VVV tokens and hasn't sold a single one.
Emissions cut from 5M to 3M VVV annually while throughput scaled from 20B to well over 60B tokens/day within months, with growth continuing aggressively. Usage ramping while issuance keeps falling.
The BNB parallel is structural. Revenue tied to burns on a fixed supply token creates a loop: more usage, more burns, less float, repeat. Venice is building toward that. 80M total supply, 67% staked, free float around 14.7M VVV.
Protocol revenue goes to burns and equity gets corporate upside. The two don't compete.
Imo the market already sees where this goes. Real revenue, burns that scale automatically with the business, emissions falling, and a company sitting on 30M tokens it hasn't touched.
VVV is engineered to become scarcer as the business scales.
If buybacks cross emissions during a usage ramp on 14.7M free float, you already know what the BNB chart looked like when that happened.
VVV1.28%
AERO1.66%
BNB0.87%
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