The Microstrategy driven market stress has created imo an uniquely attractive entry point for the number one consumer AI product in crypto. $VVV trading back in the $13 range (had been as high as $20) while fundamentals continue to accelerate. I wonder how many of the people who were waiting for a dip to buy built new positions. Based on my estimates Venice is likely to hit 4mm users around month end. 10mm users by year end very much in play. Will be exciting to follow.
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