Venice AI (VVV): How to Value a Token Built on Buybacks & Burns
Background: Mike Treidl has 15+ years of experience in traditional finance, including roles at Morgan Stanley, Capital Group, and Peyton Regal. He transitioned to crypto full-time in January 2025.
Description: Is Venice AI (VVV) one of the most interesting AI crypto tokens to watch? In this episode of the Alt Funds Network podcast, Mike Treidl, founder and portfolio manager at Bluecoin Capital, joins Mike Schroeder and Skyler Steinke for an in-depth discussion of Venice AI, its tokenomics, and the fundamental investment thesis behind VVV.
Venice AI combines privacy-focused artificial intelligence with a crypto token designed around buybacks and burns. Mike Treidl breaks down how this value-accrual mechanism works, how Venice's two-token model operates, and how investors can evaluate VVV using fundamental valuation frameworks rather than relying on market hype.
The conversation also examines the risks of investing in crypto tokens, including the distinction between token ownership and equity ownership, the sustainability of token burns, and the importance of understanding a project's growth outlook and valuation before investing.
Timestamps:
00:00 Welcome and Setup
01:23 Blue Coin Capital Overview
02:23 Why Research Venice
04:32 Why VVV Matters
05:54 Product and Privacy Edge
08:23 Dual Token System Explained
10:31 Burn Mechanics and Tokenomics
11:44 Equity vs Token Risks
13:50 Valuation Framework and Multiples
22:00 Bear Base Bull Scenarios
23:52 Fund Position and Supply Outlook
25:56 Final Takeaways and Where to Follow
Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
