Diem

$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

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

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

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

over 30% yield on $DIEM is fucking sick $wstDIEM is most novel idea i’ve seen in a long while https://x.com/_proxystudio/status/2075743588424593627

surplusintelligence.ai continues to gain traction. Today was another new ATH in payment volume, sellers, and other metrics. We're at payment volume numbers where turning fees on could produce non trivial revenue. Supply side isn't growing as much as demand - $DIEM credit suppliers are selling out

$VVV $DIEM Equity bought the GPUs. Token holders got the machine. Venice's $65M Series A is being read as a compute story for the business. It's a cash-flow story for the token — and the market hasn't priced it yet.

The real economic mechanism here is the cost of servicing the inference. Very sustainable. Cheap even considering the FDV of the token that the mechanism created. The number of DIEM seats is the prime adoption driver and ultimate economic bandwidth of the token. Each DIEM seat is effectively a perp