The $VVV tokens from the 2026 Venice project have been revalued because the AI product fundamentals have essentially exploded.
Now this coin is being seriously misunderstood; in fact, it’s just as attractive as it was in early in the year when it was around $2.
Based on my calculations, the fair value of $VVV should be $38.15. Compared with the current price of $11.85, that implies over 222% upside.
This is my most favored AI investment right now—on-chain data clearly shows how aggressively Venice has been growing.
In addition, the team has recently introduced a new buy-and-burn mechanism. Their new core product is also about to launch, and they’ve publicly discussed several future burn trigger points.
I estimate Venice’s annualized revenue has risen from $10 million at the beginning of the year to $90 million now.
I expect full-year revenue in 2027 to reach $326 million (annualized at $550 million in December 2027). The growth will mainly come from sustained surges in professional subscription users and credit purchases, along with the launch of new products.
The current annualized buy-and-burn amount for $VVV is $6.6 million. Together with product growth and the new burn mechanism, I expect the total burn amount in 2027 to reach $63.4 million.
Given that Venice’s month-over-month growth is in the double digits right now, and its year-over-year growth is in the triple digits, I think valuing $VVV ’s future burn capacity at 50x is very reasonable.
That calculation results in a fully diluted market cap of $3.17 billion. Using the estimated supply by end of 2027, the current fair price would be $38.15—3.2 times the current $11.85.
When $VVV was still early on, nobody was paying attention. That gave those who dug deep into what Venice is doing a chance at a 10x return.
Now, because many people still haven’t understood $VVV ’s core position in Venice’s value capture, similar opportunities have emerged again.
AI usage has grown by several orders of magnitude, so many people can’t imagine it might grow by several more.
But I believe it definitely will—and Venice is in the best position at the intersection of AI and privacy.
I’m really looking forward to what the team will do next, and I’m also waiting for the market to reprice $VVV as the burn amount grows exponentially with the index numbers.
Now this coin is being seriously misunderstood; in fact, it’s just as attractive as it was in early in the year when it was around $2.
Based on my calculations, the fair value of $VVV should be $38.15. Compared with the current price of $11.85, that implies over 222% upside.
This is my most favored AI investment right now—on-chain data clearly shows how aggressively Venice has been growing.
In addition, the team has recently introduced a new buy-and-burn mechanism. Their new core product is also about to launch, and they’ve publicly discussed several future burn trigger points.
I estimate Venice’s annualized revenue has risen from $10 million at the beginning of the year to $90 million now.
I expect full-year revenue in 2027 to reach $326 million (annualized at $550 million in December 2027). The growth will mainly come from sustained surges in professional subscription users and credit purchases, along with the launch of new products.
The current annualized buy-and-burn amount for $VVV is $6.6 million. Together with product growth and the new burn mechanism, I expect the total burn amount in 2027 to reach $63.4 million.
Given that Venice’s month-over-month growth is in the double digits right now, and its year-over-year growth is in the triple digits, I think valuing $VVV ’s future burn capacity at 50x is very reasonable.
That calculation results in a fully diluted market cap of $3.17 billion. Using the estimated supply by end of 2027, the current fair price would be $38.15—3.2 times the current $11.85.
When $VVV was still early on, nobody was paying attention. That gave those who dug deep into what Venice is doing a chance at a 10x return.
Now, because many people still haven’t understood $VVV ’s core position in Venice’s value capture, similar opportunities have emerged again.
AI usage has grown by several orders of magnitude, so many people can’t imagine it might grow by several more.
But I believe it definitely will—and Venice is in the best position at the intersection of AI and privacy.
I’m really looking forward to what the team will do next, and I’m also waiting for the market to reprice $VVV as the burn amount grows exponentially with the index numbers.