#166 Venice AI (VVV):How to Value a Token Built on Buybacks and Burns |Mike Treidl,Blue Coin Capital

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.

Youtube 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.