Bryan Dewhurst

Venice.ai pays by the second, it’s not outlandish once tokenization is complete of the NYSE/Nasdaq/DTCC This is not investment advice or an endorsement of Venice.ai merely commenting on the fact that many crypto native projects pay interest by the second.

Saylor be like..

@ErikVoorhees @ErikVoorhees when Venice.ai/merch? We are ready for the apparel. Let’s go!

DIEM & VVV tokenomics... • 1 DIEM = $1/day of daily renewing AI compute credits, spendable on any model from Qwen to Opus 4.7 to Grok to Nano Banana via Venice (app or api) • As demand for AI compute rises, DIEM is bid up. Supply is very constrained (see DIEM price chart below since inception last fall). How does this relate to VVV? • VVV has the exclusive right to "print" DIEM, which locks the VVV until DIEM is paid back (and thus burned). • Every VVV holder basically has a growing pile of instant cash/liquidity, because at any time they can lock some or all of their stash and get DIEM to sell on the market. • Thus as AI compute demand rises, DIEM price rises, and temptation to lock up VVV and mint DIEM grows. • Fundamental to DIEM's design, is the "mint curve." This defines an exponential curve specifying the rate at which VVV can be locked to mint 1 DIEM. • The higher the DIEM supply goes, the further up this curve we go, meaning exponentially more VVV must be locked for a marginal increase in DIEM. • This keeps Venice's liability constrained (remember each DIEM is a liability to Venice, which must provide $1/day of compute) • And this also means an increasing amount of VVV is taken out of supply and locked up until some day in the future if DIEM is paid back. In the image below, price of DIEM has risen gradually along demand for AI compute at Venice, and the tan portion of the VVV bars shows the locked supply, rising from ~5m in Nov to ~9m today. For that VVV supply to ever unlock, DIEM must be bought back and burned... but doing so raises DIEM price and thus tempts more VVV back into locked position. Equilibrium is hereby established and both VVV and DIEM price should ultimately correlate a) to demand for AI compute generally and b) to quality of Venice's AI compute offering specifically.

@jprichardson Signed up, excited to meet!

Register: exodus.com/summit

We're hosting The Exodus Summit on May 1 in Omaha. It'll be a full day with a view into our roadmap, product demos, and enterprise partners on stage. Space is limited.

@brauf33 Winners adjust!

Scheyer’s decision to go to a zone in the second half and extend pressure flipped the game. St John’s offense never found rhythm after that, and it stopped their surprisingly hot shooting. Been Duke’s HC for four years, and he’s going to his third straight Elite Eight. Unreal.

@BobbyPfor3 How Bobby are you getting these measurements?

🚨 SWEET 16 BALL INFLATION RANKINGS:🚨 1. Chicago 9.4/10 2. San Jose 8.3/10 3. Houston 6.6/10 4. Washington DC 5.7/10 Looks like some sites have tried to take some air out. Expect the worst shooting and dribbling in Chicago! #InflateGate #MarchMadness

@Thetommcb Amen, I agree, let’s go Duke!

St John's Papa John's Jimmy John's Duke by 15

Jeff, tell @saylor if he were to acquire a small insurance company and actually expand the income statement activating 0% cost of capital leveraged bitcoin, the same wave that Buffett rode to the financial hall of fame. The stock would double in a week and Bitcoin would get back on track. Financial engineering is great, but Bitcoin backing insurance policies should be the real focus. That would more fully activate the flywheel and remove the bear case.

Had a spine tingling conversation today about Private Credit. Estimates of 35% of insurance company balance sheets are comprised of Private Credit in North America This private credit on insurance balance sheets is effectively financing large swaths of LONG TAIL Insurance and Reinsurance risk. (Think life insurance, liability & medical claims) This means that the SOLVENCY of traditional long-tail insurance and reinsurance is becoming INCREASINGLY correlated to the Private Credit market. If Private Credit permanently falters, solvency of the insurance market may falter. It felt like the "Why are they confessing" scene in the Big Short. If there's turbulence, Digital Credit will be ready to scoop & score. Definitely still early to Bitcoin, btw.

@cousincrypt0 (CBTO) 1% downside on BTC with 75% upside and full liquidity of an ETF. Not investment advice.

I literally have no idea what to do where to park money or if ai is going to rape me so until everyone figures this shit out I will simply continue to retardmax

Could be market driven obviously. With that his transition is coming up to Greg Abel’s. I have often said the best gift he could give Abel’s is a clean slate. Buffett obviously has big shoes to fill. Wiping the investment portfolio slate clean so to speak frees Abel up to make his mark.

What does Buffett know?

@vulturetrades Trade

@marketplunger1 Myself, not embarrassed!

What is your craziest, but highest conviction investment idea right now? Something you're embarrassed to even write in public. Let's hear it.

Dew it! Fidelity Brokerage is essentially a bank account within a brokerage account. I teach my clients to make that their “in” account. Once a month deposit your monthly budget to a separate account for all expenses aka “out” account. Goal is to get the “in” account to generate their monthly budget. Once that is accomplished you are on your way to being financially free.

I’m thinking about closing my checking and savings account and just running it all through the brokerage account, has anyone else done this or been thing about it too?

@RetireonDividen @YieldMaxETFs @JayPestrichelli @michael_venuto @SNY_SAS Congrats @YieldMaxETFs excited to be a part of the Tidal ETF Family and build products that change peoples lives! Way to set the pace.

Congratulations to @YieldMaxETFs on MSTY ETF hitting $5 Billion in AUM yesterday This fund launched on 2/21/24 so it only took them 495 days to reach 5B Great job team, MSTY Mafia is proud. @JayPestrichelli @michael_venuto @SNY_SAS $MSTY

@pulte Big positive step for Bitcoin and our country. Nothing stops this train.

After significant studying, and in keeping with President Trump’s vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. SO ORDERED

Fed cannot lower rates until Stablecoin bill is signed. That is why Trump is demanding digital asset legislation. Fed needs to soak up Treasury’s being sold by rest of world. Stablecoin legislation helps with that and helps the US/Fed refinance 8 trillion in debt.

@TFTC21 I say this often traditional stock market is open 19% of the time. Bitcoin trades 24x7x365. We have already seen Robinhood be successful extending trading hours. Exchanges are going to be forced to compete with 24x7x365 trading. Stocks, bonds, ETF’s will all be tokenized soon

Michael Saylor: “There’s a revolution in the global capital markets and and traditional finance operates 19% of the time for 10% of the world, that makes it a 2% solution. #Bitcoin is 100% solution.”

@Vivek4real_ Looking forward to seeing the plan become a reality! Congrats

🇺🇸 PUBLICLY TRADED SEMLER SCIENTIFIC JUST ANNOUNCED TO BUY $10 BILLION WORTH OF #BITCOIN 🤯 THIS IS WILD!!!

Every security in the world and much more is going to be tokenized faster than many realize. It’s a race, Coinbase trying to add tokenized stocks, Robinhood racing to add digital assets, X is now throwing their hat in the game. Digital assets are coming like a freight train. Once the stablecoin legislation is passed the velocity of money is going to speed up dramatically.

*Depository Trust & Clearing Corporation* met w/ SEC Crypto Task Force today to discuss tokenization… That’s right… DTCC & tokenization. Hope you’re paying attention.

@aincomeinvestor That’s really good, we are coming for the crown though!

Show me a better named ETF with this performance. I’ll wait. $YALL