Kurt Hemecker

$DIEM demand is outrunning supply so fast that Venice just raised the mint target for the first time since launch - while @liquid_launcher floats a fixed rate to pull more in. When compute goes vertical, the token that meters it wins. You're still early.

🍭 Little new nugget on @venicestats 👇🏻 $DIEM utilization, captured from the @askvenice token page, now archived daily and contextualized against known on-chain revenues. Decent antidote to the "$DIEM is an unbounded liability" fud too: ~half the staked capacity sits idle, and what gets served i

Boo!!!! Karl Ravech is awesome! How does Mina Kimes have a job before Ravech? Mina Kimes is the worst of the worst of the worst! https://x.com/andrewmarchand/status/2079545010605654453

Jesse Pollak on the ecosystem forming around tokenized inference "There's this really cool tokenized inference market that Venice has innovated, where they've taken inference and turned it into a token called DIEM where you can buy it and you get $1 of inference per day" "That innovation of tokeni

Interesting theory from Chamath that Stripe will go after visa/mastercard with acquisition of PayPal. PayPal has over 400m consumer accounts and if Stripe gets e2e control, this could be huge for stablecoin adoption. https://x.com/theallinpod/status/2078282819621503276

More burn triggers (credit purchases) and more $VVV utility (higher $DIEM cap) Venice has been explicit that VVV will be the primary recipient of excess free cash flow With this new trigger (+ likely more on the way) and new products coming soon (a bunch of hints lately) $VVV is imo meaningfully u

This is the flywheel in action: More demand creates more earning potential for $DIEM holders and providers Put your $DIEM to work on Surplus https://x.com/mac_eth/status/2076405661773209769

Stripe’s $53 billion PayPal bid is a high-stakes play to own the future of digital payments

💰 $53 BILLION. Stripe just teamed up with Advent to make a bid for PayPal, and it could fold PYUSD straight into Stripe's stablecoin empire. PayPal hasn't even responded yet. What happens next: https://unchainedcrypto.com/stripe-and-advent-bid-53-billion-for-paypal-linking-two-stablecoin-players

Facebook/Meta tried to create its own currency (first Libra, then rebranded Diem) and was shut down after intense regulatory pressure, the US gov viewed it as a threat to the dollar and monetary sovereignty If you run a US-domiciled corporation, you play by the government’s rules, including the use