$VVV Catalyst Posts
July 04, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $VVV Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
26 source posts analyzed· 2026-07-04T16:44:17+00:00On tokens vs equity, Venice, and $VVV
· 2026-07-04T23:07:09+00:00Basically the same argument as Rob yesterday, which confirms how bad the deal is for $VVV tokenholders. "Oh you thought VVV wasn't just a way to hedge compute costs? Too bad for you! But we have both equity and token, so we're fine hehe" Let's repeat what I said yesterday in a
· 2026-07-04T15:01:32+00:00tldr for people who won't read 3,500 words: • venice is profitable, $70m+ arr, token throughput 10x'd in 6 months — and you can watch the revenue on-chain, every sub burns $vvv • the raise didn't sideline the token: dragonfly took 8-year warrants on 5m $vvv alongside equity.
· 2026-07-04T13:04:39+00:00Rob Hadick from Dragonfly (Venice AI’s lead investor) thinks you're "frankly stupid" if you bought $VVV expecting any rights or level of ownership in the future. The regulatory friction is 100% valid, but why launch a token you have zero intention of supporting?
· 2026-07-04T09:04:52+00:00$VVV giga multi week distribution should lead to a breakdown
AI visual analysis: A 12-hour Bybit candlestick chart of the VVV/USDT perpetual contract showing price at 12.512 with a descending trendline from May highs near 21,000 and a magnet 🧲 placed at the ~8.5 support level, visually highlighting the bearish distribution pattern that suggests an upcoming breakdown.
· 2026-07-04T23:02:12+00:00Dragonfly led the recent $65M Series A round for @AskVenice , with a structure of equity + tokens. Haseeb had been criticizing this conjoined twin design all along. Now he's deliberately posted a video to explain why this time it's different: — $vvv is not a governance token,
AI visual analysis: A TradingView chart of VVV/USDT Perpetual Contract on Binance (4-hour timeframe) shows the token at 12.259 (+0.76%), having rallied from around $2 in February to a peak near $21 in June before pulling back to current levels—visually illustrating the volatile price action around the Venice AI token ($VVV) tied to the recent $65M Series A funding round.
· 2026-07-04T07:42:40+00:004 new markets just dropped: $LIT $VVV $XMR $ONDO Perps for all of them, up to 100x leverage. gmtrade.xyz
· 2026-07-04T10:46:22+00:00so the token is worth 1.4b while equity 1b but also all value goes to equity and the token is useless? got it, swing short $vvv here.
AI visual analysis: A TradingView candlestick chart of the WVV/TetherUS perpetual contract on Binance showing price decline with red and green short-position overlay zones.
· 2026-07-04T23:21:11+00:00btw what happens to $VVV once DIEM's supply reaches its target of 38,000 tokens? since the formula is very aggressive in terms of how much sVVV is needed for any subsequent DIEM to be minted past the target supply, I suspect
· 2026-07-04T23:55:26+00:00When push comes to shove, owning equity in the company gives you legal rights regarding company profits. Owning VVV gives you no such legal rights. It's ultimately based on a promise that Venice, the company, will not change the "terms" of the token in the future. If you have
· 2026-07-04T09:15:37+00:00On Venice and VVV This is worth digging in to because there is both a legitimate argument that there is a pervasive misalignment between equity and token holders systemic across the space, but also a clear demonstration of a utility token in the wild. There are two ways to get
· 2026-07-04T09:11:36+00:00weekends are for trading on @baseapp what @base tickers are we trading today? my watchlist: $AERO $BNKR $LFI $VVV $Surplus
AI visual analysis: A mobile screenshot of a crypto 'Discover' app showing trending tokens with prices and 24-hour changes, including AERO ($0.55927, +9.17%), VIRTUAL ($0.5672, +1.07%), LFI (-12.88%), BNKR, AVNT, LMTS, ELSA, and CLANKER.
· 2026-07-04T06:29:00+00:00Best performing Crypto Projects within the last 365 Days • $VVV Venice Token +700% • $DEXE DeXe +605% • $HYPE HyperLiquid +180% • $STABLE Stable +152% • $JST JUST +117% • $JT Jito +95.65% • $MORPHO Morpho +80.78% • $BEAT Audible +78.54% •
· 2026-07-04T09:49:51+00:00Come on, @theempirepod why aren’t you standing on business and taking down this video? I’ve clipped the reason. Here’s what @dragonfly_xyz x @HadickM think of $VVV token holders; that you’re just a underclass. The internet is permanent. @dcfgod @JasonYanowitz $VVV [Spoken audio]: And like people know what has happened so people want to invest in the token because they believe in the product Or they think it's you know There's gonna be so many net new sign-ups that the buybacks are gonna pay for that then they should do that if they if they You know don't like the fact that they're You know that now there is this dual structure and that they don't have you know the same rights as The in the equity holders well, then they don't have to buy it But like there was also different rights if you're a debt holder or a prep holder or a common holder, right? And like you invest in in different things you buy different things with the understanding that the rights are different And so like how you price those things and how they should be priced is going to be different And so the market will figure that out
· 2026-07-04T18:11:03+00:00On point again and great detective work @nikshepsvn ! @ErikVoorhees did mention in his tweet 1/1/2026 that next upcoming is going to be a user-generated marketplace. And that the revenue of this market will go towards buys & burns of VVV. Just a matter of time for them to
AI visual analysis: Screenshot of a message titled 'What's ahead?' discussing Venice AI's integration of external models and the launch of Venice V2, with highlighted text about it being a user-generated marketplace powered by any model.
· 2026-07-04T02:22:41+00:00Hey @bankrbot lets get a market update for the Top 10 AI projects on @base $BNKR, $SURPLUS, $VVV , $VIRTUAL , $GITLAWB, $POD, $REPPO, $VELVET and $ROOTAI
AI visual analysis: A digital illustration of a futuristic radio/podcast studio with three characters at a desk, the center one having a smiley face for a head, with a large screen reading 'TOP 10 AI projects of the week' and app icons for 'Bankr', 'Surplus Intelligence', 'Venice', 'Dolphin', 'Velvet', and 'Cedge'.
· 2026-07-04T01:55:02+00:00hey @aixbt_agent why $VVV dumping, any bad news?
· 2026-07-04T02:05:25.626698+00:00Venice Token (VVV) Price Prediction 2025–2026: Will It Rise? BitcoinWorld Venice Token (VVV) Price Prediction 2025–2026: Will It Rise? # Venice Token (VVV) Price Prediction 2025–2026: Will It Rise? Venice Token (VVV) faces a mixed outlook for 2025–2026
· 2026-07-04T10:14:07+00:00Venice ( @AskVenice x @ErikVoorhees ) positioned itself anti-VC-presale, then handed VCs an enforceable security class plus 8-year warrants on 6.5M $VVV tokens Meanwhile token-holders pay claim-like multiples (9x circulating, 22x FDV, vs 14x for the equity) for an asset with no
· 2026-07-04T17:11:50+00:00Interesting levels to watch. The $7–8 zone looks like the first real test for buyers.
· 2026-07-04T02:05:25.626696+00:00What is Venice Token (VVV)? Complete Guide for 2025 BitcoinWorld What is Venice Token (VVV)? Complete Guide for 2025 # What is Venice Token (VVV)? Complete Guide for 2025 Venice Token (VVV) is a decentralized cryptocurrency designed to power a
· 2026-07-04T21:26:42+00:00Be a degen use @AskVenice , see that there is a token with a "legit" crypto native Team behind it, buy $VVV Vultures VC like @HadickM sees that it's just a token & they can bypass stupid degens like you if the team issues equity, basically get rugged, thanks for playing
· 2026-07-04T16:54:30+00:00$VVV has lost its market structure. The next major support is around $7-$8 if strong spot demand appears. If that zone fails, $5 could be the next key support. Spot buyers should wait for confirmation instead of rushing in. Risk management remains key. NFA. DYOR.
AI visual analysis: TradingView chart for VVVUSDT SPOT showing a daily candlestick chart with Bybit data, displaying a price of 12.181 (-6.95%) as of July 4, 2026.
· 2026-07-04T13:36:37+00:00I mean we can skip the technicals on this one Whole equity arc (and gaslighting + blowback) sees VVV dead in the water in terms of r:r compared to a week ago
· 2026-07-04T18:13:28+00:00interesting take on tokens as inference compute while equity represents shares and ownership of a company had me sold and ready to buy until the very last part where Dragonfly holds more than 50% of $VVV supply [Spoken audio]: Hey guys. So there's been a lot of discussion flying around about Venice and what its token represents. So I wanted to try to address all of it in one swoop. So for context, I'm the lead on the Venice investment, and I'm speaking from the subjective perspective of Dragonfly. I don't speak for Venice, I don't speak for VVV, and this is not investment advice or financial advice or a recommendation to buy anything. Okay, so first, for people who are just joining the conversation, Venice is a platform for private and unrestricted AI. They allow you to access open and close models with effective anonymity and full control over your own data. They have three and a half million active users, they've got 12 million monthly visitors, and they serve over 2 million API calls a day. This is a big business, it's got a 70 million revenue run rate, and it's growing something like 15% month over month, so it's growing very fast. We led a $65 million investment into Venice at a $1 billion company valuation in which we bought equity, as well as exposure to VVV, which is Venice's primary token. Now, this round has struck up a conversation about tokens versus equity, and whether it's wise for a company to have both equity holders and token holders. The argument goes that this is messy, because the incentives between the equity holders and the token holders will eventually diverge. Now, I'm no stranger to this conversation. I have been a very vocal critic myself of the protocols that have gone down this road. And I've said this in the past and I will say it again. When a token represents the ownership of an underlying network, it should have one clear ownership structure. So when Uniswap very famously had a divergence between its token holders and its labs entity, they did this fundraise where they sold tokens and then eventually they raised money for their labs, when the labs were supposed to be subservient to the protocol, I was very publicly critical of that. And I reflected that exact same viewpoint to many of our protocols who've contemplated going down the same road. Now here's what's important to understand about Venice. Venice is nothing like Uniswap. Venice is not a DAO. Venice is not a protocol. Venice is not an on-chain product. VVV is not a governance token. It's not an ownership token. It has never been that. And this has been very extensively explained and documented by the team. So what is VVV then? VVV is a compute capital asset. Okay, what does that mean? That means by holding and staking VVV, you get access to compute perpetually on Venice. You get other stuff too, so there's staking yield, there's access to Venice Pro, but the main thing is that you are effectively pre-buying compute on the platform. So you can sort of view this as analogous to pre-buying TSMC capacity, or pre-buying data center capacity, or GPUs, or whatever. It's a fulfillment guarantee of the core product of Venice. And if you know anything about compute, you know that this is really valuable. And it's becoming only more valuable over time. It's not just valuable because compute is valuable, but it's even more valuable because Venice is growing like crazy. And therefore, the market is valuing a share of its product more and more highly as the company grows. So I think this is incredibly interesting. Now, Venice is buying back and burning VVV using its own revenue from subscriptions. This is going to make VVV net deflationary. Now, why would they do that? Are they stupid? Are they running a charity? Is it because VVV is secretly equity wink wink? No. Okay. No. None of the above. VVV is a commitment that the team made to allow people to use inference for free in perpetuity. That means VVV is a liability of the company. So there are obvious reasons why they want to buy it back. Retiring VVV frees up their GPU capacity that they can then sell for cash instead of giving it to a VVV holder. It basically, they can recoup the cost if they're selling that compute to an actual customer paying in cash as opposed to a VVV holder. So, okay, that might make sense. We wanted exposure to VVV. We, Dragonfly, built our position through the direct exposure that we structured, as well as the enormous amount of VVV that the company holds on the balance sheet. We are aligned with VVV holders. Now we didn't do this because we're confused about VVV. We did this because we understand exactly what VVV is and why we believe it will accrue value over time. If we believe that the token was worthless and that the equity was the true value of the business, then we wouldn't be buying exposure to VVV. We just buy equity, but we didn't do that. In fact, we demanded it during the fundraising process and we had to make concessions in order to get it. The idea that VVV is some throwaway asset is absurd on its face, okay? So, oh yes, VVV is valuable. If you're still confused, go ask your AI what VVV is. It will explain it to you very clearly. But it's not equity. It's never been equity. It's not a governance token. It is nothing of the sort. It's not a secret. It's not a wink, hush, hush kind of thing. People are knee-jerk comparing VVV to something like uni or hype and saying, oh my God, how can this token have two masters? Token holders are gonna get shafted. There's everything wrong with the industry, blah, blah, blah. This would be true if VVV were a governance token or if it represented equity, then yes, it would be in conflict with the equity cap table. But that's not what VVV is or has ever been. If you think it is, it's because you did not actually read anything or even ask an AI to research it for you or do anything other than just react to the fact that a token exists, okay? So also note, which I think is important color to understand, VVV was airdropped for free. It was not sold to retail. It was given to people who use the Venice platform. Now, many people are pattern matching protocols where the token has purely governance value and is being manipulated or dumped on retail or whatever. The fact is, this company has been a net buyer of VVV since its inception. Now, I understand why the airdrop might drive some of this dissonance for people, because obviously a lot of blockchains airdrop their governance tokens. And they do this in order to decentralize the platform. But Venice did an airdrop for an entirely different reason. Venice airdropped their, their token because it wanted to bootstrap an early user base and give them early access to the product. And it worked. Obviously now a lot of people use Venice, but it seems like a lot of people's discomfort with the VVV is that they think every token should be a governance token or should basically be equity. If you think this, then you basically object to actual capital innovation in tokens, which is, which is kind of crazy to me. This is something that I've been calling for for a long time. You should want there to be more capital innovation in tokens. I want there to be more capital innovation in tokens. And yet, after all the railing against governance tokens, people saying governance tokens and DAOs are failures, now suddenly the objection is, why isn't this a governance token and why isn't Venice a DAO? Look, I think VVV is brilliant. I think it's incredibly interesting and it captures a lot of the value that Venice has created. That's why we structured the deal to get even more exposure to it. Okay, so to summarize, Venice is not a doubt. It's not a decentralized product. It's not on chain. It's a company that sells inference. It buys and operates GPUs. It takes Stripe payments. It signs commercial deals with companies like Anthropic and XAI. Yes, it uses near for access to confidential compute. That is true, but it's not a doubt. It's a fast growing AI startup that is using tokens as part of its capital stack. We believe, as Dragonfly, that VVV is valuable, really valuable. We're bullish on it. The company is bullish on it too, which is why it owns almost half the VVV supply and continues to buy more. That said, look, Venice is a two-year-old startup. So it's early. It's growing fast, and a lot can change. If the regulations in the space change, VVV may have to evolve alongside it. But I want to be very clear. We have no intention as investors in Venice to try to get them to divert value away from VVV. We have exposure to VVV. Venice wants its token to be valuable and we want it to be valuable too.
· 2026-07-04T18:46:30+00:00VVV may or may not be equity-like or accrue value. For VCs it doesn’t matter - including the token in a fundraise is a free option. That’s one of the controversial aspects, that some, not all, token buyers also get equity. The goal should be that projects are either token