Current price action in @AskVenice reminds me a lot of the early March to early April and mid April to early May time periods. $VVV was consolidating and trading in a sideways range for about a month while fundamentals (users, revenue, LLM token usage) continued to grow and accelerate. This often happens as investors with large unrealized PNL take profits and new buyers come in, re-setting the holder base for a move higher. Both of those were followed by large re-ratings as price then caught up to fundamentals again.
Looks like the same thing is happening right now where $VVV has been in a range for the past month while growth continues to accelerate.
Frontier-level agentic capabilities and long-horizon coding, open source and fully private.
That's GLM 5.2, now on Venice.
Here's a full walkthrough to build a retro video game with GLM 5.2 and OpenCode, starting from a single prompt:
Kimi K2.7 Code is now live on Venice.
@Kimi_Moonshot coding-focused reasoning model. 1T total parameters, 32B active (MoE), 256K context, always-on thinking, vision, function calling, structured output, and web search.
Fully private, available to all users.
It's been two weeks since we announced the migration.
It could not have gone smoother and the community response has been stronger than we expected.
We consolidated under Arcana because every product already runs on it, so each one now compounds value into a single token.
The partners we are bringing on next see exactly why that matters.
Venice will be a leading AI coin
Holding $VVV actually brings you value compared to other AI coins which is mostly a vapor
We could see this at 10-30B FDV by end of cycle
Which is around 30x from here
This is where most money is made
Even in bad market venice went on 500% run from our entry and it will continue to be part of portfolio
@ErikVoorhees is a an OG of crypto and actually knows how to develop a product in AI that is heavily related to crypto holders and they get value back
Very comfy position
The @AskVenice team is a proud partner of @SpaceX and @xai.
We wish them the very best in tomorrow’s IPO and can’t wait to serve Venice clients from space.
Ad Astra!
$ARCN Tokenomics.
One token powers everything we've built.
Every product built on Arcana, every partnership, every integration drives value into the same token.
Everything compounds under $ARCN.
Venice recently added one of its most capable models yet... and slashed the price to match.
Gemma 4 31B understands images, video, long documents, and complex tasks.
For $VVV
1/ Projects need to build sustainable businesses. Hyperliquid is incredible but the exception on burning 99% of revenue. Venice can build a huge business here and it requires paying staff and running a company
2/ My thesis on centralized AI spend slowing favors Venice as an open source provider of models. You can cut your enterprise spend (or 5-10x your usage for the same money) and get similar data privacy guarantees
I cover this here: https://t.co/r273f0WQeF
3/ @ErikVoorhees is clearly token aligned. On @blknoiz06’s pod he stated he wanted to burn all tokens. There is already a burn but it’s small for now. Issuance has been reduced and will continue to do so.