G.W. Jackston retweeted
This is one of the product releases you glance over and don't take seriously but you should. Earn+ will be one of the killer features for Ethena Pay that is almost impossible to compete with for dollar savings at scale.
I'd hope I'm within the top ~5% of DeFi power users, but I don't even spend the time and energy to optimize DeFi loops across multiple chains and lending markets which requires 24/7 attention.
This is a one-click access point to optimized levered USDe rewards with the capability to operate cross chain from a single vault with no management of debt positions required at all.
This is the highest unincentivized reward rate on dollars at multi-billion scale with a simple one-click user experience that has averaged ~10-15% APY even during the bear market, and much higher in the bull market.
Available exclusively on Ethena Pay 🌍.
Introducing Earn+: up to 12% rewards on your dollars in a single click.
Available exclusively on @EthenaPay.
G.W. Jackston retweeted
Of the belief that Venice is early in the phase that matters most for $VVV token holders. The demand has been found, as the on-chain record makes clear. What has not yet happened is the conversion of that demand into the margin that follows from owning compute, and the burn that follows from the margin. That conversion is only now beginning, and it will unfold over the next two years.
The company was seeded by its founders and raised a $65 million Series A in July at a valuation above $1 billion. A lead investor at that valuation is likely underwriting a 5 to 7x outcome, hoping for a 10x, which brackets the base-to-bull range in the article.
The returns on that capital are only now beginning to take shape, as the first wave of GPU clusters is deployed and the shift from rented to owned compute begins to show in the cost structure.
Two signals will validate the thesis: an announcement of additional clusters by roughly mid-2027, and an expansion of the programmatic burn rules, which would convert margin improvement into a fixed commitment to token holders rather than a monthly discretionary decision. Management has already alluded to the latter as a strong possibilty.
Thus far, management has seemingly had a crystal ball on predicting the industry's major shifts correctly and early: inference over training, privacy as a product, open weights as the cost frontier. Owning the hardware is the step that turns that positioning into margin.
G.W. Jackston retweeted
$VVV burns are increasing about ~1% a day
$9,000 daily $VVV burn on July 17th
$24,150 daily $VVV burn on October 25th
At this rate, January will start with $45,000 of daily $VVV burns, and end with $62,000 daily $VVV burn
Lower that assumption by 33%, and you get $300,000 daily $VVV burn in December 2027
G.W. Jackston retweeted
$51M in equity basis making all-weather 12.6% APY
I haven't seen anything this bullish for $ENA since Arthur Hayes told us he sold
50B USDe circulating supply here we go
G.W. Jackston retweeted
Three months ago @AskVenice burned $9k of $VVV a day. Yesterday: $24k 🔥
New all-time high. @AskVenice burned $24,163 worth of $VVV on Monday, the first day ever above $24k and $1,208 past the Oct 15 record. Plus $402.2k in new-signup and credit revenue, $3,760 off the all-time high. On a Monday 🔥 venicestats.com/burns
G.W. Jackston retweeted
New all-time high. @AskVenice burned $24,163 worth of $VVV on Monday, the first day ever above $24k and $1,208 past the Oct 15 record. Plus $402.2k in new-signup and credit revenue, $3,760 off the all-time high. On a Monday 🔥 venicestats.com/burns
G.W. Jackston retweeted
Trending towards the 2nd highest ever daily revenue and $VVV token burns from user purchases of AI model credits
By 2030, you’ll be able to speak a sentence and have an entire film made in about a minute, according to @ErikVoorhees.
@jennsanasie sat down with the @AskVenice founder ahead of the Lumara Film Festival to talk about the rise of AI filmmaking:
00:00 - Venice․ai’s Erik Voorhees Joins CoinDesk Spotlight
01:45 - Venice․ai: A Private, Uncensored ChatGPT
02:18 - How Video Grew to 30% of Venice’s Usage
03:33 - Why Privacy Should Be the Default
05:11 - What Creators Really Want
08:14 - Inside the Lumara Film Festival
12:18 - What AI Filmmaking Looks Like in 2030
G.W. Jackston retweeted
To have full power over your creativity you need to know you are not being watched or censored. The creators using @AskVenice have freedom implicitly to create anything they'd like.
By 2030, you’ll be able to speak a sentence and have an entire film made in about a minute, according to @ErikVoorhees.
@jennsanasie sat down with the @AskVenice founder ahead of the Lumara Film Festival to talk about the rise of AI filmmaking:
00:00 - Venice․ai’s Erik Voorhees Joins CoinDesk Spotlight
01:45 - Venice․ai: A Private, Uncensored ChatGPT
02:18 - How Video Grew to 30% of Venice’s Usage
03:33 - Why Privacy Should Be the Default
05:11 - What Creators Really Want
08:14 - Inside the Lumara Film Festival
12:18 - What AI Filmmaking Looks Like in 2030
G.W. Jackston retweeted
is $ena going to be the next zec for hayes
imagine having 5 million+ users and now having your own data center to boost the margins
that's what venice is doing 🤯
best part is that $vvv is still at $1 billion market cap
if venice wasn't in crypto and instead it was listed as stock, i think it'd have market cap of more than $20 billion
venice looks like best ai play and an asymmetric opportunity
Did you know @AskVenice is building out its own data center?
Venice is vertically integrating, to reduce token costs and increase its margins.
From the last $VVV call with @JonShapeShift:
"[we are] building out this initial data center and then looking even at multiple potential for additional data centers after that.
I believe that the first data center is supposed to come online hopefully before the end of October [or early November]
there might be a world where we decide that, you know, our margins are good enough that we can increase the amount [of $VVV burn]"
G.W. Jackston retweeted
New top model
Kimi K3.1 Pro is live on Venice.
@Kimi_Moonshot’s strongest open-weight model: frontier-level intelligence for long-running coding and agent work, and it even designs 3D models, writing Blender and CAD scripts.
Available anonymously. 20% off Pro and Highspeed (API) thru Oct 31.
RT @sabrinaesaquino: Deepseek v4.1 flash abliterated is now live on the venice api
524k context, zdr, $0.33/M input, $1.32/M output, $0.00…
This quoted post is unavailable.
G.W. Jackston retweeted
The only private data is data that doesn’t exist
Venice.ai
G.W. Jackston retweeted
Use Venice.ai if you don’t want what is about to happen to everyone to happen to you
G.W. Jackston retweeted
new on the @AskVenice API: voice changer
upload any voice recording and transform it into a different voice, your original delivery and pacing preserved
speech-to-speech, async endpoints. change your voice anonymously.
docs: docs.venice.ai/guides/media/…
G.W. Jackston retweeted
base:0xf4d97f2da56e8c3098f3a8d538db630a2606a024 transforms inference from something you pay for and rent on a regular basis into an asset you can own.
$DIEM is tokenized inference.
G.W. Jackston retweeted
What is DIEM?
DIEM is Venice's token for AI inference.
Stake it in your Venice account and each DIEM becomes a dollar of recurring daily AI credits.
Here's a walkthrough:
G.W. Jackston retweeted
Give $10, get $10.
Share your referral link and receive $10 when a friend upgrades to Pro.
Find your link within your Venice settings.
G.W. Jackston retweeted
A farmer, tired of rats destroying his crops and stealing his grain, came up with a clever but cruel plan. He threw a dead pig into a deep, abandoned well. Attracted by the smell, nearly 80 rats rushed into the well to feast on the carcass. At first, everything seemed wonderful. There was more than enough food for everyone, and the rats ate until they were satisfied.
But when the food was gone, they discovered something terrifying. The walls of the well were too steep to climb. They were trapped. Days passed, and hunger turned into desperation. Desperation turned into aggression. The rats that had once eaten peacefully beside one another began fighting for survival. Eventually, they began killing and eating each other.
One by one, their numbers dwindled until only a single rat remained. Its eyes were bloodshot, and it had survived by consuming its own kind. Then the farmer returned, lowered a rope into the well, and rescued the last surviving rat. But he didn't save it out of kindness or compassion.
The farmer knew the rat had learned to survive by hunting other rats. When he released it into his fields, it would continue killing its own kind instead of eating his grain. The farmer had turned his enemy into his greatest weapon.
And that is the lesson of divide and conquer. Those who control the trap don't need to fight the battles themselves. They simply create the conditions in which others turn against one another.
The rats believed their enemies were the other rats. They never realized that the true enemy was the farmer who had put them there.
The greatest danger isn't always the enemy standing in front of you. Sometimes it's the one who created the conflict and stands quietly watching you destroy each other.
Before you turn against your neighbor because of their political beliefs, ask yourself who benefits from keeping Americans divided. While we fight each other over Republican and Democrat, we may be overlooking those who profit from the conflict. Perhaps the real question isn't which side you're on, but who built the well—and why they want us fighting at the bottom of it.































