David Hoffman

David Hoffman @TrustlessState · 2026-08-27 17:22看多

The main value of staking $VVV is transferring from $VVV yield, to actual, real utility in the Venice ecosystem. As $VVV yield drops to low single digit APY, the Venice team is adding additional incentives to stake VVV - Increased $DIEM supply target - V

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David Hoffman @TrustlessState · 2026-08-26 14:47看多

It's time to move beyond "VVV isn't equity, therefore bad" It's now "VVV isn't equity, so then what is it?" Last week's interaction between @ErikVoorhees and @mzeller summarized this changing state of play for how people are thinking about $VVV @JonSh

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$DIEM is a perpetual liability on Venice's balance sheet - a claim on inference, forever. Right now, Venice growth is great! But what happens on a rainy day, when the $DIEM liability grows and revenue stalls... or worse, decays? I asked @JonShapeShift

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https://t.co/lbzi1AdlHd

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Very bullish for the Base DeFi ecosystem@Morpho@AerodromeFiwhat else?

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BTC pushing for new highs on a Monday morning is so fucking bullish reflexivity is reflexing

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