Prediction evidence

Quoting · 17 Aug 2026, 20:21 UTC · context given to the AI

TLDR on $VVV Venice just surpassed 4 million users and $100 million ARR. The majority of free cash flow has been directed to token burns and the team and been explicit about that continuing to be the case. The product is world class (case in point 4 million users and continuous double digit month over month growth). The company balance sheet is the largest holder of the token. 2nd largest holder is the founder Erik Voorhees. 3rd largest holder is the executive team. In Erik's own words: "Some revenues have begun flowing to the token, zero revenue has flowed to equity. Equity is the largest holder of token, and benefiting the token is one of the highest leverage things equity can do to serve its own interest...Outside investors own <9% of the company, and all have strong incentive in the token's upside, all of them with multi-year lockups." OpenRouter was just valued at over $7 billion in its acquisition by Stripe. It is my opinion that Venice's token is materially underpriced at a $1.02B FDV. Price target based on what I consider to be a realistic scenario (hybrid of base and bull case) is $43.89. We shall see. Not financial advice