tengu

3D animator, degen

[Venice @AskVenice]

Claude Opus 4.8 is now available anonymously on Venice.

Anthropic's most capable model for agentic coding and long-horizon work, with better tool use and judgment than 4.7. The strongest computer-use model from Anthropic yet.

Opus 4.8 Fast is live too, with the same quality at 2.5x speed.

[nikshep @nikshepsvn]

venice's forward-looking revenue is pretty insane, and as @YanLiberman mentioned, mcap is a better proxy for valuation than FDV for @AskVenice (10% team + remaining locked supply is mostly incentives for growth) — at $750M mcap and ~$130M annualized sub addition rate, the math doesn't make sense relative to anything else in the category.

total arr is currently currently estimated at ~$40–60M.

sub adds running at ~$130M annualized and accelerating. that puts forward arr in 12 months somewhere in the $170–250M (@YanLiberman's article estimates the higher end, ie. around $260M ARR as growth continues to increase) range depending on how api scales alongside subs.

at $750M mcap, that's ~3–4.5x forward sales.

anthropic 70x. openai 81x. perplexity 40x. cohere 26x. ai-native median at this scale 30–70x.

venice is the only sovereign, privacy-first, uncensored inference platform with this kind of trajectory — and the token $VVV captures it directly. every sub burns $2–$10 of vvv, discretionary burns every month, ~70% of circ staked, emissions stepping down to 3M/yr by july.

why the high end is the right anchor: the model layer is commoditizing fast — oss models from china are reaching frontier lab performance at a fraction of the time and cost, which means the moat shifts from "smartest model" to "where and how you can run inference." privacy, censorship-resistance, and sovereign access become the actual product.

venice is also unique in the sense that users own the rail via $VVV, can get perpetual inference via $DIEM, and get upside as they use the platform more and onboard their friends (unlike labs where all the money goes to VCs).

venice is the only platform positioned at that intersection with real revenue. they just brought on a dedicated marketing head, ie. @austinvirts), the sub tier expansion (pro+/max) is still ramping into its conversion curve, and accelerating sub adds week-over-week suggest the growth rate isn't peaking — it's clearly compounding. this is not taking into account the enormous enterprise market they have not even begun to tap into yet.

so if even if we re-rate to even 10x forward arr → ~$2.6B mcap, the price would sit at ~56 (~3x). to category median, ie. 30x forward arr → ~$7.8B, the price would sit at ~$168 (~10x). to perplexity's multiple of 40x forward arr → ~$10B+, price at ~$225+ (~15x).

the disconnect won't last (btw, this doesn't even account for the agent economy, which is supposed to be much larger than the human inference market and where venice is extremely uniquely positioned)

[Robinhood @RobinhoodApp]

$VVV is now available to trade on Robinhood Crypto, including NY.

[Erik Voorhees @ErikVoorhees]

3 million registered users achieved this morning in the sunny lagoon of https://t.co/MtRCdjvV1s 🌅

• 3 million who wanted a ChatGPT that didn't spy on them

• 3 million who wished to avoid the intellectual degradation of paternalistic censorship

• 3 million sovereigns avoiding a future of serfdom

We don't store or log your prompts.

We don't package your personal life to be sold to advertisers.

We don't train on your conversations or share them with any criminal or government (redundant?) who asks for them.

• Text, image, video
• 230+ models
• Web, app, and API

Unrestricted intelligence for today's sovereign individual, whether human or agentic.

Try for free at https://t.co/MtRCdjvV1s

[willywonka.eth ⌐◨-◨ @willyogo]

Gm, new @AskVenice analysis from @nikshepsvn just dropped, and it’s a banger.

[Aave @aave]

Aave LLC has filed an emergency motion to vacate a restraining notice served on Arbitrum DAO on May 1, 2026 that attempts to seize approximately $71 million in ETH belonging to victims of the April 18 exploit.

A thief does not gain lawful ownership of stolen property simply by taking it, and the law is clear on this. Those assets were recovered to be returned to users victimized in the April 18, 2026 exploit. Freezing them harms the very people this recovery effort is designed to protect.

We’ve asked the court for an expedited hearing and a temporary vacatur, and we are continuing to work alongside the Arbitrum community and DeFi United to make affected users whole.

[Venice @AskVenice]

Venice is increasing programmatic VVV burns.

Each new Pro subscription now burns $2 in VVV (up from $1). New Pro+ and Max subscriptions now also trigger programmatic burns at $5 and $10 in VVV respectively.

[Erik Voorhees @ErikVoorhees]

Your OpenClaw or Hermes Agent can now get all crypto RPC Tooling now available via your Venice API key.

• Look up transactions on chain
• Send transactions
• Check balances
• Get rugged on 1/1 ETH bridges

One api key: every leading AI model and now crypto tooling...

point your claws at https://t.co/EE3fTsKlly

[Stani @StaniKulechov]

Aave DAO is proposing to contribute 25 000 ETH for DeFi United efforts to back rsETH. This is a significant contribution to close the funding gap and restore the markets.

DeFi United.

[Emilio^ @The3D_]

I am committing 500 ETH to the Defi united recovery fund. This represents a large part of my crypto holdings, but there are things that are more important than money - Like Stani, I have been working on Aave since the beginning and the only thing I care about is to see it succeed. There are no defeats in life, only lessons. We will be coming back stronger.
Aave will win.

[Stani @StaniKulechov]

Mantle coming in with a 30 000 ETH backstop to support DeFi United to remediating the impact of rsETH incident.

DeFi United.

[Stani @StaniKulechov]

Aave is my life's work and we're working nonstop to find the best possible outcome for users.

I’m personally contributing 5000 ETH to DeFi United as we continue working together with partners on formalizing more commitments. I’m working to see this resolved and market conditions normalized as soon as possible.

DeFi United.

[Venice @AskVenice]

Gemma 4 Uncensored is now live on Venice for Pro users.

An uncensored fine-tune of Google's Gemma 4, built for open-ended conversation without content filtering. 256K context window, function calling, multimodal input, and private by default.

[Venice @AskVenice]

Wrapped staked VVV is here

Access sVVV yields while remaining transferable and liquid

[Erik Voorhees @ErikVoorhees]

The slide into Orwellian dystopia happens not at once, but by a thousand innocuous steps, each to protect one person or another, and through them all, enslaving the entire population.

This occurred across a century in money and banking. It will occur across only a decade in machine intelligence.

May we not sacrifice the dignity of civilization this time

[Erik Voorhees @ErikVoorhees]

Dear @elonmusk pls RT so we can help your business grow

[Erik Voorhees @ErikVoorhees]

Upgrade your @openclaw to Gemma 4, now available for all agents, with total privacy, at https://t.co/daikXTEpRn

Pairs nicely with x402 support, also launched in Venice today

[Venice @AskVenice]

Happy 402 day: Venice now supports x402 – the internet-native payment standard for agentic commerce

Shoutout to @coinbase, @linux, and other participants

AI agents can now access Venice inference autonomously. An agent sends a request, pays instantly with their DIEM balance or USDC on Base, and gets the response in a single round trip

[Erik Voorhees @ErikVoorhees]

Venice has quietly become the best aggregator for AI resources

• Web app + mobile + API
• Text/code/image/video
• All frontier proprietary models
• All leading open-source models
• Pay with fiat or crypto

One account, one API key, let's you access all of it.

Built on principles of privacy, free speech, and user-sovereignty.

[Venice @AskVenice]

Venice AI just released End-to-End Encryption

Verifiable by any external party

Vires in numeris

Here's how it works 🧵