David Hoffman

David Hoffman@TrustlessState · 7 天前赛道影响

Memecoins bootstrapping onchain RWA activity is the whole story of crypto

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

David Hoffman@TrustlessState · 13 天前赛道影响

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 - Venice Pro for free, for life @JonShapeShift: "one of the core metrics I think as a VVV holder you should be looking at is like how much DIEM can I actually mint? How much inference can I get kind of per VVV?" Yields come down as utility expands makes sense to me 👍

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

David Hoffman@TrustlessState · 14 天前观点输出

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 @JonShapeShift and I discussed this shift on the latest $VVV call👇

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Hoffman@TrustlessState · 15 天前观点输出

@ConorHasOneN @JonShapeShift Because they’re not podcasts!

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Hoffman@TrustlessState · 15 天前观点输出

@clipsofcrypto lmao @notthreadguy was not my intention

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Hoffman@TrustlessState · 15 天前观点输出

RT @gekko_eth: no records on @askvenice yesterday, just: 2nd best credit-burn day ever (1,943, ~$194K implied purchases) 3rd best pro-sub…

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Hoffman@TrustlessState · 15 天前观点输出

RT @fundstrat: Great speaking with @TrustlessState on @Bankless - the future looks very strong for crypto and @ethereum $ETH $BMNR $BM…

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Hoffman@TrustlessState · 15 天前观点输出

@centauridoteth Ya ~50% about

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Hoffman@TrustlessState · 15 天前赛道影响

$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 about the bear case "The brake are built in. Venice can't control DIEM supply, but it steers the target, so the liability can't outgrow the business." 👇

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AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

David Hoffman@TrustlessState · 15 天前观点输出

RT @dnapway: David Hoffman says Tom Lee is a better version of Michael Saylor: "Tom Lee is just a great figurehead. My hot take is that I…

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。