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Venice

5 pieces · Jul 2025 to Oct 2026

Sectors

AI5 Privacy4 Solana2 Perps1 Tooling1

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Coverage per year

12025

42026

Price and coverage

Venice Token $VVV

Calls: None yet
Since listing: +146%
vs BTC: +92%
Now: $26.22

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Venice

Map28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.Thesis23 Sep 2026Why ARX: MPC as the one privacy stack across money, compute and AIArgues Arcium's MPC covers what Zcash (no programs), Zama (FHE speed, 13-node committee) and Venice (TEE trust) each miss. ARX at $45M mcap sits 570x below ZEC and 32x below VVV, with C-SPL and Blackthorn not yet live.Breakdown24 Jul 2025Warden Protocol TL;DR: verifiable AI chain with SPEx and Agent KitWarden is a chain for verifiable AI using probabilistic SPEx verification, asynchronous verifiable resources and an Agent Kit, with EVM and CosmWasm support. The live app has over 2.5M users and mainnet is slated for Q3 2025.

Timeline · every piece, newest first

2026 4

21 Oct 2026Arcium Blackthorn vs Venice: private AI inference without the Intel TDX chipVenice's encrypted mode relies on Intel TDX, which TEE.fail and DDRop attacks undermined; Arcium's Blackthorn removes the CPU TEE and splits session keys across MPC nodes. ARX trades at $49M mcap vs VVV at $1.3B, a gap he bets will close.ThesisPrivacyAI

28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.MapPrivacyAIPerps

23 Sep 2026Why ARX: MPC as the one privacy stack across money, compute and AIArgues Arcium's MPC covers what Zcash (no programs), Zama (FHE speed, 13-node committee) and Venice (TEE trust) each miss. ARX at $45M mcap sits 570x below ZEC and 32x below VVV, with C-SPL and Blackthorn not yet live.ThesisPrivacyAISolana

15 Sep 2026Why he added ARX: C-SPL and Blackthorn as catalystsArcium's MPC network has run since Feb with 2.5M+ computations; C-SPL and Blackthorn would tie it to private money and private AI. ARX at $33M mcap is 33x below Venice with no unlocks until June 2027; risks are C-SPL delays and fees paid in SOL.ThesisPrivacyAISolana

2025 1

24 Jul 2025Warden Protocol TL;DR: verifiable AI chain with SPEx and Agent KitWarden is a chain for verifiable AI using probabilistic SPEx verification, asynchronous verifiable resources and an Agent Kit, with EVM and CosmWasm support. The live app has over 2.5M users and mainnet is slated for Q3 2025.BreakdownAITooling

Often covered with

Arcium26 NEAR Protocol73 Zama17 Zcash33 Phala13 Aztec28 Bittensor34 Hyperliquid113

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