Born on @ethereum // Raised by @m3org // Building Agents at @museumofcrypto // Living in a tinybox // Leveraging @AskVenice // Meet me in @hyperfy_io
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Joined November 2020
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Cortex is an open source Knowledge Graph Stack tailored for local models. We recommend Gemma4-26B-A4B (MoE) for agentic retrieval and Qwen3.6-27B for high-fidelity data ingestion.
Its built by AI Enthusiasts for AI Enthusiasts. Keep reading - you find the Repo in the thread 🧵
1/ Every new AI agent contains the world's knowledge but none of yours.
It doesn't know your team, your history, your decisions, your projects, or your deal.
Today, we fix that.
CORTEX is institutional memory for the agentic era.
→ cortex.eco
Nature retweeted
Over the past few years, I've met so many incredible artists from all over the world, and one thing I've always believed is that creativity shouldn't be limited by geography or access to opportunities.
I want us to build a world where an artist can share their work, find collectors anywhere, and actually make a living from what they create.
That's a big part of why we're building @arno_labs on @base. Stablecoins can help make this possible, and I'm really excited about what we can build for the next generation of artists.
Today’s financial system still runs on outdated rails, and artists feel it more than most.
On ARNO, every work is paid in USDC on @base. This is the future for artists: instant payments and access to a global marketplace of art, without borders or limits.
Nature retweeted
ARNOでは限定なのかな、zeroone初期に(2023〜)に出展された作品も閲覧出来ます
@arno_labs
ARNO mainnet is coming soon.
Until then, the testnet is open to explore. Sign up to start curating and collecting work from artists around the world.
arnolabs.io
Nature retweeted
we’re back, as ARNO, now on @base 💯
ARNO is live on @base mainnet.
+ Discover and collect limited-edition art from artists you love.
+ Curate, gift, and boost your favorite works.
+ Earn credits for your contributions.
+ Follow artists and build your creative network.
+ Track sales and royalties.
Nature retweeted
How do you go long AI inference demand?
@zeroxkyle explains inference capital markets and why he thinks @AskVenice base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf is such a clean trade.
"It is a very simple token directly correlated to how much people use it."
🎙️ New @Edge_Pod
✊ Why Fundamentals Are Finally Winning and Where This DeFi Investor's Putting His Money | The Thesis
0:00 - Intro
2:22 - Background at DeFiance Capital
4:57 - Moving back to fundamentals
11:53 - Memecoins led back to fundamentals
22:19 - StablecoinX Ethena DAT trade
25:04 - Why altcoin DATs are more interesting
27:29 - DeFi yield for public markets
30:53 - The founder is all that matters
38:30 - What are inference capital markets?
44:50 - Why Venice VVV is a clean trade
50:13 - Orbio, a degen bet on AI inference
53:21 - Ranking Kyle’s investments by sector
1:02:44 - Up-and-coming tokens
1:05:13 - October and is the market bottom in?
1:10:45 - Closing
🙏 Thanks to @zeroxkyle for joining us!
Nature retweeted
sooo good. the @CryptoWiener_ gang has never stopped pioneering, make sure to follow them ❤️🔥
Goood morning from channel 42 📺
xn--rf-eka.com
News and Crypto from Austria ... 24/7 - free
tune in 👀
Nature retweeted
Updated $VVV model. New price target is $51.79
Growth has been ahead of expectations, so not surprisingly my target price is also higher. Since Aug 17th, $VVV is up 72.9% to $21.86 as the market has further repriced the token on its fundamentals and growth potential.
Credit purchase revenue in particular has been well ahead of expectations, growing 42.1% month over month in Aug, 21.5% in Sep, and I project it to grow 34.7% in Oct.
Programmatic token burns driven by new pro subs has also been ahead of expectations, up 20.0% in Aug and 17.3% in Sep.
Based on the above acceleration of growth, my model now estimates current annualized revenue to be $164.5M.
2027 projected revenue is $443.6M, resulting in an estimated $82.2M in token burns, up from prior projections of $336.9M and $70.1M, respectively.
This results in my current estimate of $VVV fair value to be $51.79, based off of a 50x multiple to forward earnings (token buyback and burns). I estimate annualized revenue is now up more than 10x since just Jan 2026 and with this level of growth 50x earnings is more than reasonable (likely conservative)
Not financial advice
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
Nature retweeted
The questions that matter most are the ones you can’t risk being logged.
Agentic chat just got better. Private, unrestricted AI.
Try Agentic Chat: venice.ai/chat/agent
Nature retweeted
A quick tour of the new Scout ship.
A smaller agile ship used for fast travel and exploration.
The cargo area is small but enough for some storage. Larger ships like the Frontier are more like small apartments, providing room for a bed, tv, trophies and small machines.
Nature retweeted
Live with Restream, October 08 teapawt.net/i/broadcasts/1mGPaZYqj…
Nature retweeted
Thank you @asmallguppy for your enthusiasm regarding The Max Extractor!
Nature retweeted
fwiw there is no designation of art or not art. we are merely morsels of microplastics in the malnourished shit of a beast hurtling towards some forgettable demise.
with any luck, the things we make are absent of definition. and only exist to help folks feel something they thought they were incapable of feeling.
or reckon with grief or joy. or asphalt to traverse wherever they're going next. or napalm in a bottle of malt liquor energy.
or something else entirely.
Nature retweeted
It is exhausting when every interaction requires calculating how to avoid causing offense or provoking a conflict. If you have to be that guarded around someone, it usually isn't because you are difficult to get along with, but rather because the relationship is one-sided. The time and energy you free up can be better spent on people with whom you don't have to constantly weigh your words.