Austin Barack

Austin Barack@AustinBarack · 1 天前观点输出

RT @JonShapeShift: Minds

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Austin Barack@AustinBarack · 1 天前赛道影响

@Bitcoineo @RelayerCapital Only own tokens, was not part of the equity raise

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Austin Barack@AustinBarack · 1 天前赛道影响

Worldcoin's just announced $52.5m capital raise combined with today's 43% emissions reductions should materially reduce $WLD token sell pressure. In the past, $WLD has traded as an OpenAI IPO beta asset and Worldcoin is also quietly making material strides in a number of their bd and growth initiatives. Interesting setup with the token right around support levels

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Austin Barack@AustinBarack · 1 天前观点输出

@r3kts0n I used total future supply not circulating supply, it includes unlocks

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Austin Barack@AustinBarack · 2 天前观点输出

@Nope87009636 @JonShapeShift Is this the tweet?

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Austin Barack@AustinBarack · 2 天前观点输出

Credit purchases are averaging just over $120K per day in revenue which is how I get to the $44.6m annualized revenue for that product. On the Bankless stream yesterday Jon mentioned credit purchases now represent just under 50% of total revenue on a typical day which aligns with the $45m run rate for the sub business and $89.6m annualized revenue for the full business

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Austin Barack@AustinBarack · 2 天前赛道影响

@savedbyai @JonShapeShift Thanks!

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Austin Barack@AustinBarack · 2 天前政策影响

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

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Austin Barack@AustinBarack · 2 天前观点输出

RT @HiltnerJim: Liquidity is the lifeblood of capital markets. Automated Market Makers are a highly innovative market structure pioneered b…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Austin Barack@AustinBarack · 2 天前观点输出

RT @TrustlessState: I discuss the connection between inference and $VVV burn with Jon "Is it the goal for all inference on @AskVenice to…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。