was looking at some @AskVenice stat's to see how the co is performing from publicly available data:
1. the amount of pro + and max subscriptions are drastically increasing over time, starting at (roughly 10-20% of the total subs every day to over 33% or 1/3rd of all subs) -- image 1
2. total added ARR/revenue is also growing rapidly, up around 50% this month, which is very healthy and strong -- image 1
3. video/multimodal usage is growing way faster, up almost 4x in just 1.5 months -- my guess is this pace will only pick up -- this is much higher revenue producing vs LLMs due to higher cost of generation and margins -- image 2
4. around 67-68% of all $VVV available is staked, huge supply sink, and unstaking pressure is extremely low (less than 1% of staked VVV unlocking over next 7 days), no one holding the token really wants to sell (makes sense given the growth) -- image 3 and 4
5. $VVV was just listed on robinhood last month, giving retail access to one of the few consumer AI companies with a strong feature stack (ie. privacy architecture, built for agents, multimodal router API etc)
overall everything looks very bullish and is pointing in the right direction while the price has mostly stayed flat during this time, with some ups and downs in a $5ish band
my guess is that the team (phenomenal folk) are also cooking up big releases in the background w/ how fast they move -- very easy to continue holding my $VVV bags w/ high conviction
when it is difficult to ethically dump institutional crypto bags, we see those skilled in this area migrate to a new untapped market with fresh young exit liquidity
Confirmed.. 29 million share trade ($1.3b) of $IBIT executed at 1030am this morning. This screen shows all the IBIT trades today by size and you can see one of these is not like the others. Price unchanged today so mkt absorbed it well.
Hyperliquid ETFs continue their ascent upwards with volume and inflows. Total inflows across the two since launch is ~$53 million through yesterday. Will get flow numbers from today some time tonight.