Austin Barack

In 2026, Venice's $VVV token re-rated meaningfully with incredible fundamental growth in their AI products. It has since become deeply misunderstood and as a result is just as compelling as when it was at $2 earlier this year. I currently project VVV fair value to be $38.15, a 222% price increase from the current market price of $11.85. It is my highest conviction AI investment and the onchain data provides visibility into just how explosive Venice's growth has been. Furthermore, the team has recently introduced new buy and burn triggers, is close to launching a core new product, and has openly discussed several additional future burn triggers. I estimate @AskVenice annualized revenue has grown from the range of $10m earlier this year to $90m currently. I project 2027 full year revenue to grow further to $326m ($550m run rate in Dec 2027), driven by continued explosive growth in pro subscribers and credit purchases, as well as, new product launches. $VVV buy and burns are currently annualizing at $6.6m, and with the aforementioned product growth along with the introduction of new burn triggers, my projections for 2027 total buy and burns is $63.4m Considering that Venice is growing by double digit percentage monthly and mid triple digits annually, I view a 50x multiple to forward $VVV buy and burns to be very reasonable. This results in a projected $3.17B fully diluted market cap. Using total projected token supply at 2027 year end, this equates to a current fair value price of $38.15 (3.2x the current price of $11.85). $VVV was under the radar earlier this year and presented the opportunity for 10x returns for those who were deep in the weeds of what Venice was building. Now a similar opportunity is present based on many misunderstanding exactly how central $VVV is to Venice value accrual. AI usage has grown by orders of magnitude, and for that reason, many people have difficulty underwriting order of magnitude additional growth from here. That is, in my view, undoubtedly coming and @AskVenice is by far the best positioned at the intersection AI and privacy. Excited to see what the team builds from here and for the market to re-rate $VVV again as burns grow exponentially. None of the above is financial advice and all research are my personal views

In 2026, Venice's $VVV token re-rated meaningfully with incredible fundamental growth in their AI products. It has since become deeply misunderstood and as a result is just as compelling as when it was at $2 earlier this year. I currently project VVV fair value to be $38.15, a 222% price increase from the current market price of $11.85. It is my highest conviction AI investment and the onchain data provides visibility into just how explosive Venice's growth has been. Furthermore, the team has recently introduced new buy and burn triggers, is close to launching a core new product, and has openly discussed several additional future burn triggers. I estimate @AskVenice annualized revenue has grown from the range of $10m earlier this year to $90m currently. I project 2027 full year revenue to grow further to $326m ($550m run rate in Dec 2027), driven by continued explosive growth in pro subscribers and credit purchases, as well as, new product launches. $VVV buy and burns are currently annualizing at $6.6m, and with the aforementioned product growth along with the introduction of new burn triggers, my projections for 2027 total buy and burns is $63.4m Considering that Venice is growing by double digit percentage monthly and mid triple digits annually, I view a 50x multiple to forward $VVV buy and burns to be very reasonable. This results in a projected $3.17B fully diluted market cap. Using total projected token supply at 2027 year end, this equates to a current fair value price of $38.15 (3.2x the current price of $11.85). $VVV was under the radar earlier this year and presented the opportunity for 10x returns for those who were deep in the weeds of what Venice was building. Now a similar opportunity is present based on many misunderstanding exactly how central $VVV is to Venice value accrual. AI usage has grown by orders of magnitude, and for that reason, many people have difficulty underwriting order of magnitude additional growth from here. That is, in my view, undoubtedly coming and @AskVenice is by far the best positioned at the intersection AI and privacy. Excited to see what the team builds from here and for the market to re-rate $VVV again as burns grow exponentially. None of the above is financial advice and all research are my personal views