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Amach Health just did something that shouldn't be possible.
We verified a user's health data on-chain without ever seeing it.
Zero-knowledge proofs let you prove things are true without revealing what they are. Your data never touches our servers. The cryptographic proof goes on-chain. You stay sovereign.
This is the beginning of health data that you actually own.
✅ Attestation created: 0x2d8dab106d0bd494c354af6461151c12a2e05a91d38de245bbe635b816decbee (gold tier, 100% complete)
Empowerment > Extraction
I’ll be talking with @BeaconLayerHQ about everything Amach. Where the protocol is right now, where we’re headed, the path to health data sovereignty and personal health agency.
Keep an eye out!
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Amach Health retweeted
Turns out I’ve been practicing medicine wrong for the last 25 years.
I thought it was science.
It’s not.
It’s engineering.
Here’s the analogy I worked under and taught:
History and physical = observation Diagnosis = hypothesis
Treatment = experiment
Effect of treatment = new observation, accept or revise hypothesis
Here’s the analogy I should have been using:
Illness = system malfunction
H&P = diagnostic readout
Differential diagnosis = fault tree Bloodwork/radiology = running a diagnostic
Therapeutic trial = substitution test or half-split, depending how broad the differential is
Why does the difference matter?
Science looks for generalizable, reproducible answers to fundamental questions.
Engineering (and medicine) looks for a specific fix to an isolated problem in an n=1 system you didn’t design, can’t fully instrument, and don’t have schematics for.
In science, the best experiment gives maximum information. A test that rules out 3 possibilities but can’t give an affirmative answer is a great test.
In medicine, sometimes the best test is the one that might BE the fix. Basically you swap in the part you think is missing and see if the system comes back online.
In science, understanding is the goal and fixing something is a bonus.
In engineering, fixing something is the goal and understanding is a bonus.
Science wants to know why the system fails.
Engineering wants the system back online.
When you’re suffering, understanding why is useful and nice, but you really just want to be better.
That’s not a job for a scientist.
It’s one for an engineer.
The key obligation of science is establishing what is true.
Scientific work must be rewarded for being novel, reproducible, generalizable, and true.
We should not reward how confidently or authoritatively it can be stated, or how effectively it can be marketed as an imminent disease cure or technological breakthrough.
Amach Health retweeted
Most people think their immune system mostly lives in their blood.
Wrong.
Think of your blood as the roads your immune system commutes on, but it mostly lives and works in your skin and gut.
Why your skin and your gut?
Because that’s where you get exposed to most of the stuff that can hurt you.
And it’s the answer to ‘Why?’ that the -omics crowd is ignoring.
Huh?
When people talk -omics they’re talking genomics, proteomics, lipidomics, metabolomics, etc.
Sexy because AI is letting us see complex patterns in the data that tell us what’s wrong with us. Then it helps us design potential fixes.
But we’re not even really studying WHY stuff went wrong in the first place.
Chronic autoimmune and inflammatory disease can get any organ.
But what are two biggies?
Skin and gut.
What’s that tell us?
First, makes sense that the places your immune system is doing the most work are the places where the most can go wrong.
But probably more importantly, they’re also the places we’ve f’d up the most.
Huh?
It’s called the exposome. It’s everything you are (and aren’t) exposed to.
That’s where the answers to WHY we get sick live.
Think about it.
Your skin and your gut stopped getting exposed to all the stuff they were made for and started getting exposed to all kinds of stuff they weren’t.
Gut: Take away fiber and raw foods covered in bacteria. Add emulsifiers, preservatives, pesticides, etc, etc.
Skin: Take away sunlight and cold water. Add soap, fabric dyes and finishes, moisturizers, hot water and all the other ingredients in your personal care products.
We also changed how we’re exposed to sleep and physical activity and information and lots of other stuff.
So, we completely change our exposome then wonder where all the autoimmune disease and accelerated aging is coming from…
I’m not opposed to longevity medicine and multi-omics, not at all.
But seems like a little more focus on common sense, on thinking about what we were designed for vs what we’re doing, might be worthwhile to figure out why we’re sick.
So, why don’t you hear about exposomics like the other -omics?
First, it’s harder to study. There’s no easy way to collect your full exposome once, let alone repeatedly.
And it’s literally impossible to directly quantify what you’re not being exposed to (which might be more important than what you are being exposed to).
All that was a long way to say “We don’t have data, or a way to collect it, and AI only works when we have data.”
But there’s another reason.
It’s not sexy or fundable.
The solutions can’t be patented and profited from - sunlight, cold water, sleep, physical activity or whole foods (well, maybe the Whole Foods. I see you Bezos).
So, we’ll keep studying what’s wrong with us and look for pills and shots to ‘cure all disease’ (and I see you, Hassabis).
While we basically ignore studying why there’s stuff wrong with us in the first place.
But to be honest we kinda already know.
We have to live differently.
But pills and shots sound easier.
Amach Health retweeted
Vinay's right that the "best AI for medicine" horse race is kind of dumb and asking the complete wrong question.
But he stopped one beat short of asking the right question.
He says AI can't jump out of the screen and ask you the questions that actually matter - are you sure this patient needs more chemo, are you sure of the diagnosis.
It can.
And it's pretty simple to make it.
I built a simple harness for Claude and have used it daily for 6 months to help manage patients.
I'm a deep sub-sub-specialist in medical derm - atopic dermatitis specifically. Zero coding or AI background.
The harness has no specific content relevant to derm - it just tells Claude how to think.
And it starts with asking questions, not giving answers.
Test I just ran: "43 y/o male with AD, failed dupilumab, nemolizumab and upadacitinib. Severe, life-ruining disease. What combination has the best balance of safety and efficacy?"
It refused to answer.
It asked:
"Has he been biopsied and patch tested? If biopsied, what did the microscopic description say, not the diagnosis line? If either is missing, that's the next step, not the fourth drug.
Was upadacitinib at 30mg, and did any of the three produce even a partial response? Total non-response to max-dose JAK1 and two biologics points away from AD - toward a rediagnosis, not a fourth drug."
That's the right answer.
Don't ratchet up therapy. Make sure you didn't call something AD that was never AD.
The part that matters: it's specialty agnostic. There's no derm textbook in there.
It goes to the literature and finds what it needs to ask the right questions.
A PCP who's never managed severe AD asks that question and gets that reframe.
Neurologist, rheumatologist, any specialist hitting the wall on a tough case - same thing. It helps them find the next step using the expertise only they have.
Need to know if there's been a study? Ask. Remember there was a study but can't remember the findings? Ask. Don't trust the results? Ask for a critique of the methods.
The more you know, the more powerful it gets.
Make physicians think more, not less. Think better, not worse.
That's the whole game.
Don't believe me? Fair. Maybe it's just learned derm from me, and the questions it asks outside derm are dumb.
I'd love to test it. Send a clinical scenario from your specialty. I'll paste it in and post what comes back.
"There is no canonical “right” answer to many, perhaps most, questions in medicine; instead there are many wrong answers and a shorter list of defensible choices."
"Perhaps the right question is the existential question. Wake up doctor— are you sure this patient needs more chemo?... As a wise oncologist told me... “It is easy to give more chemo, it is hard to be honest.”
"AI is wonderful, but AI can’t jump out of the screen and ask you all these things. AI can’t lay hands on the patient and look them in the face. And touch their legs, and listen to their heart and lungs."
I have been a holder of an unhealthy number of tokens since 2016
base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf is the first one that has provided me real utility other than faster payments
When I ask my agent medical questions, it uses my Venice tokens to ping an uncensored Qwen model instead of GPT5.5 - no refusals!
My read on Venice
- Very cool project, led by a missionary team. Erik and Jesse both have very strong founder-market fit
- Obviously dual equity and token structure is worse than just token. We have good prior art on how to do a single-asset structure. Disappointing that there is a bifurcation (today)
- Most of the sentiment bashing the dual equity / token structure is likely from folks who weren't holding the token, ie not a source of sell pressure. Folks who held the token likely recognized the dynamics with VVV (they've been very public in the project docs), thus shouldn't be super surprised
- Based on the announcement, the team seems directionally more likely to align economics than diverge them further. The opportunity is in changing the mind of the dissenters, not the (existing) holders
Amach Health retweeted
the work continues - the need for sovereignty and privacy becomes more important by the day
for anyone interested in building on Venice, please reach out
Venice AI becomes a unicorn with $65M Series A as its privacy-first AI platform takes off techcrunch.com/2026/07/01/ve…
Amach Health retweeted
Bryan Johnson doesn’t understand that this picture and this post are related.
He asked for help from people working on T-cells.
Here it is:
There are strong reasons to believe that inadequate sun exposure is a major factor in the modern increase in autoimmune disease:
Low vitamin D is associated with autoimmunity but supplementing it doesn’t reverse it.
There is a clear latitudinal gradient for many autoimmune diseases.
We use UV light to treat T cell driven immune diseases like eczema, psoriasis, vitiligo and a cancer of T-cells called CTCL.
We literally take your blood out of your body, expose the T cells to UV light then put them back in as a treatment for graft-vs-host-disease (GVHD) and CTCL.
So, eczema, psoriasis, vitiligo, GVHD and CTCL are all T cell diseases that UV light treats.
Multiple sclerosis, type 1 diabetes and rheumatoid arthritis are all T-cell diseases that are less common in people who get more sunlight.
UV exposure actively generates regulatory T and B cells that protect against autoimmune disease.
Autoimmune gastritis is a T-cell disease.
I’ll admit that there is no direct evidence showing increasing UV reduces the incidence of autoimmune gastritis. It’s never been studied, so there can’t be.
But the chain of reasoning linking the evidence we have about autoimmune disease and UV exposure to autoimmune gastritis being related to inadequate UV exposure is strong.
Not to mention the even stronger evidence that UV exposure releases nitric oxide from the skin, driving a substantial reduction in cardiovascular mortality.
My advice to Bryan (and everyone else) would be to skip experimental, expensive, unproven stuff and just get as much non-burning sun exposure as you can on a consistent basis.
I know it’s boring.
But it’s also free, natural and has an enormous body of science behind it.
And I know what you’re thinking:
SKIN CANCER!!!!
Yes, sun exposure increases your risk of skin cancer. But the consistent, non-burning exposure I’m talking about does not increase your risk of dying from melanoma or other skin cancers.
That’s the intermittent, blistering-sunburn pattern. In fact, farmers and other outdoor workers are less likely to die of skin cancer than indoor workers.
The benefits (less autoimmune disease, less cardiovascular disease, less neurological disease) far outweigh the hassle and scars from seeing a dermatologist once or twice a year.
But, but, but photoaging?
Yes, sun causes wrinkles and makes your skin look older.
But would you rather be a little wrinkled and scarred at your 90th birthday, healthy and surrounded by your family?
Or look great at 70 and not make it to 80?
Bad news #1:
I have an autoimmune disease. My stomach is eating itself.
Bad news #2:
2–5% of people have this, too. Likely more, because it hides.
Good news:
I'm going to try and solve it. Will share all.
As a kid, I ate sugar cereal, drank sugary soda, and gobbled down fast food. I had a few healthy years in my early 20s but then became a young father of three and began building a business.
Juggling that stress and grind, I let my health slip and gained 40 lbs. Within a few years I’d fallen into a deep, chronic depression.
Somewhere in that timeline, my body began developing an autoimmune process affecting my thyroid and then my stomach lining.
It’s called Autoimmune Gastritis (AIG).
My hypothyroidism got diagnosed when I was 21 years old with a routine blood draw. That enabled me to begin proactive management, supplementing levothyroxine and Armour Thyroid. They are the hormones my body should be producing on its own but wasn’t.
By taking these pills daily, my body was able to operate as though my thyroid was functioning properly. What I didn’t know was that something else was going on inside my body: my stomach had begun attacking itself. But there was no routine test to find out and I didn’t have any symptoms.
I just discovered it in May. I'm unsure how long I've had it. AIG causes irreversible damage: nutritional deficiency, anemia, and over a long horizon, elevated cancer risk. When AIG is discovered today, standard medical care concedes defeat, stating that nothing can be done except managing the condition, no matter how awful or lethal the effects.
Looking back over the past few years, I can now see the early signals we were picking up in measurement but hadn’t connected the dots. For 11 years, I’ve had low ferritin, without anemia. We continually tried to raise my iron levels with food and supplementation but nothing would work.
We chased the obvious solutions first. A plant-based diet means all my iron is the hard-to-absorb, non-heme kind. Hard training, sauna, and hyperbaric oxygen all raise the body's demand for iron. But none of them explained the core failure: despite me taking iron orally, trialing every formulation, and using every timing trick, none of the iron would stick.
What I didn’t fully appreciate until recently is how many stones my previous providers had left unturned. The low ferritin kept getting explained away but not fixed.
I overhauled my medical team earlier this year. It was the rebuild to lay the groundwork for Immortals Care, our $1M a year protocol. With greater capacity, we revisited everything.
On the surface, my low ferritin was easy to dismiss by most standards of care. My hemoglobin and hematocrit were normal. Ferritin measures stored iron, while hemoglobin measures circulating iron, and because the body drains its reserves first to keep hemoglobin normal, you can be fully iron deficient with a perfectly normal hemoglobin and hematocrit.
This is why my low ferritin kept getting dismissed: the numbers that define anemia looked fine, so no one asked why my iron reserves wouldn't refill.
My team pressed on that question. They first turned to a colonoscopy. I was 48 years old and overdue. It was good health hygiene to have while also serving a specific purpose of searching for a hidden source of blood loss such as a polyp or even cancer in my bowels. Either one of those would be an explanation of why the iron kept disappearing.
At the same time, they began connecting the dots. Iron absorption depends on stomach acid, so one theory was that my stomach acid was disrupted. They also knew that thyroid and stomach autoimmunity often travel together, so often that the pairing has a name: thyrogastric syndrome.
Put against my 27+ year history of autoimmune thyroid disease, the pieces pointed to a single hypothesis: my own immune system was attacking my stomach.
To our surprise, my colonoscopy came back clean. A perfectly healthy colon, better than 95% of colonoscopies of men, according to the gastroenterologist. That ruled out the first concern and worst possible outcome: slow continuous bleeding from colon cancer, or pre-cancerous polyp.
My team had exercised great foresight though, anticipating this possible outcome. In addition to a colonoscopy, they’d ordered an upper endoscopy to be performed at the same time. The combined procedure is a bi-directional endoscopy. Probes would look at my entire intestinal tract, up from below and down the throat.
Additionally, we had several blood biomarkers measured ahead of the procedure to try and pick up on any signals that would give the gastroenterologist guidance for what to look for while doing visual inspections.
Fifteen minutes before the procedure, my blood results returned, finding elevated levels of anti-parietal-cells-antibodies (APCA). They came back at roughly five times the upper limit of normal (103, against a ceiling of 20 Units/mL). It was a positive result confirming the suspicion of AIG being the culprit behind my low ferritin, the other type of gastritis, driven by a bacterial infection, was already ruled out, as we knew I am negative to H. pylori.
Even before this finding, my team had ordered five biopsies to be taken from three regions of my stomach.
The biopsies were the critical piece. Had they not been ordered, the bi-directional endoscopy would have been completed and AIG remained undiagnosed as there were no visual signatures of the condition in my intestines.
Two days later, the results of biopsies came in, showing clear signs of early autoimmune gastritis: early atrophy confined to the acid-producing lining, with the rest of the stomach still spared. My team had anticipated this, methodically tracing every line of evidence.
We now had a formal diagnosis. I have autoimmune gastritis AIG. My stomach is eating itself.
So this was never one problem. It was three, linked to one another: the iron deficiency, the autoimmune gastritis driving it, and the autoimmune thyroid disease alongside it. Iron and thyroid feed each other both ways, low iron impairs the conversion of thyroid hormone into its active form, and an under active thyroid impairs how the body uses iron. Each made the other harder to fix.
Autoimmune gastritis affects an estimated 2–5% of people, and likely more, because it hides and is challenging to diagnose. It's usually silent for years, surfacing only once the stomach has atrophied enough to do real damage: iron deficiency first, then B12 deficiency, then anemia from both, and over a long horizon, raised stomach-cancer risk. In one study of people with precancerous gastric lesions, roughly 18% carried the autoimmune antibodies, and only about 1% had ever been diagnosed.
And the earliest clue, low ferritin, is the one standard medicine waves through. Low iron stores get normalized and rarely investigated at all when anemia hasn't shown up yet. That blind spot is what hid mine for a decade.
The good news: the iron deficiency is now corrected. I received a 1,000 mg Monoferric iron infusion. This was chosen for two reasons after considering multiple formulations. First, it can safely deliver a full dose of iron in a single infusion (1,000 mg), while older options like Venofer require several separate appointments to reach the same total.
Second, certain other IV iron formulations can cause a drop in blood phosphate levels, an important mineral for bones and energy. Monoferric is much less likely to do this, which matters given how closely we track long-term metabolic and bone health parameters.
As mentioned earlier, current medical standards treat AIG as something to be managed, not resolved.
It's worth noting that many of you give me a hard time, inviting me to "live life" and engage in self-destructive behaviors like a "normal person". I'm cool with the playful ribbing. Also, had I not taken care of my health during the past five years, my situation could potentially be very serious.
You too may have a lurking health issue that is undiagnosed and could increase in severity from unhealthy life choices, without your knowing. The absence of symptoms is not the presence of health.
A gentle nudge that minding your health, no matter your situation in life, is good decision making.
My team and I are going to try and solve my AIG. This is how we’re approaching it:
First, routine monitoring keeps the disease in view: ferritin and iron, B12, the pepsinogen I/II ratio, gastrin, and chromogranin A. Gastrin is the dial to watch. If it climbs, the disease is advancing, and the risk of gastric neuroendocrine tumors climbs with it.
Second, we’re doing advanced characterization of the disease. We’ll do a repeat biopsy to read the immune infiltrate, deep cytokine profiling, and T-cell subset analysis, to see which pathways are actually firing.
That testing drives the intervention plan, including the experimental approaches we intend to develop.
+ If gastrin and chromogranin rise: damp the gastrin drive (netazepide) and tighten endoscopic surveillance. If the profile is Th1 / interferon-driven: target JAK/STAT.
+ If it's Th17 / IL-17-driven: target IL-17 and STAT3.
+ If regulatory T cells are failing: rebuild them (low-dose IL-2, induced Tregs).
+ If it's antibody- and B-cell-driven and antigen-specific: engineered cell therapy (CAAR-T).
Which organizes into four tiers, from available today to frontier:
Tier 1, now: protect and support; zinc-L-carnosine, and acid replacement (betaine HCl with pepsin) under physician supervision. This is specific to my case and not something to self-prescribe, especially given the cancer-surveillance considerations above.
Tier 2, target the signaling , JAK/STAT, GSK-3, IL-17, and damp the gastrin drive (netazepide).
Tier 3, reset the cells, induced regulatory T cells (iTregs).
Tier 4, frontier: engineered T-cell therapy (CAR-T / CAAR-T), custom AI-designed antibodies, or synthetic proteins, that can specifically seek out inactivate or destroy the rogue immune cells attacking my stomach lining.
To be clear: there's no approved cure for autoimmune gastritis today. Medicine treats it as something to manage, not solve. Tiers 2 through 4 are investigational preclinical evidence at best, and in several cases therapies that still have to be built.
If you're working on autoimmune gastritis, antigen-specific tolerance, regulatory T cells, or CAAR-T for organ-specific autoimmunity, please reach out.
Modern medicine has normalized too many conditions that erode our health, function, and comfort, shrinking the goal to monitoring and management while a cure is rarely even attempted. Most of these verdicts were handed down decades ago, in an era that predates nearly all of our current tech and science, and they have gone largely unchallenged.
We want to change that. In the age of AI, multiomics, and custom-built DNA, proteins, and cells, no condition should be presumed incurable simply because no one has yet tried to cure it with today's stack.
I’ll end on a personal note.
We fill our days mostly on things that are trivial next to what we ultimately care about. We know, deep down, however, that in the noise of it all, health is easily forgotten until it’s the only thing that matters.
We spend a fraction of our lives truly sober to the preciousness of life. We feel it when someone we love dies, when a child is born, when we come close to death ourselves, or when a diagnosis marks our limit. In those moments, we are sobered, and the rarity of it all becomes self evident. Imagine the existence we’d build together if that clarity didn’t fade.
I wish all of you the very best. Care for yourself, care for others, care for the planet and care for our animal friends. Care for life as it’s the most precious gift there is.
Amach Health retweeted
Replying to @tyhouch @nucleusgenomics
Very awesome to see. The next question becomes who now owns and controls access to you genetic data? Can it be used against you in the future say for life or disability insurance? Look into what @AmachHealth is trying to do. It truly does have the at home biohacker in mind
Amach Health retweeted
Venice is officially a unicorn 🦄
Powerful AI should not require giving up your privacy. Really proud of this team.
Back to work.
Venice AI becomes a unicorn with $65M Series A as its privacy-first AI platform takes off techcrunch.com/2026/07/01/ve…
Amach Health retweeted
AI labs won’t sell intelligence as a product.
They will sell products of intelligence.
The two most valuable products of intelligence are
1) Scientific inventions
2) Entrepreneurship: running companies
These will be the biggest sectors of growth in frontier ai as routine software becomes cheap commodity.
If we rely on frontier labs for open api access to frontier intelligence we will be grossly disappointed.
They don’t want to sell you intelligence, only its products.
We need open networks to maximize individual agency post AGI.
Anthropic launches Claude Science in push for pharma revenue ft.trib.al/Rg9ly0o
Amach Health retweeted
lot of people wanna understand if the venice raise is bullish or bearish for $vvv since it was an equity round.
my read: bullish structure, execution-dependent outcome.
the instruments are common. equity + token warrants are normal in crypto. what's uncommon is the sequencing.
most projects raise from vcs first, hand them discounted tokens, launch later, and retail ends up as exit liquidity at the unlocks.
venice did the opposite: product first users first token first community first profitability first then outside capital
that ordering matters more than people think.
venice raised $65m by selling equity, not by dumping treasury $vvv into the market. the company still holds 30m of 80m supply and has never sold a single token. that's the first bullish point.
investors got 8.98% of the company, a 1.5m $vvv grant, and the right to buy 5m more over 8 years. but that 5m isn't free. they have to pay venice another ~$66.5m to exercise, roughly $13.30 per $vvv. $vvv was ~$13.71 at announcement. so it's near-market, not an insider discount.
tokens lock for 1 year, then unlock linearly over 3 more. so yes, there's overhang. max institutional exposure is 6.5m $vvv, about 8.1% of current supply. not nothing. but delayed, vested, and tied to alignment.
the real question is whether venice scales revenue and burns faster than that unlock. and this is where the growth story gets loud.
3m+ users and growing fast. profitable. token usage up 10x in the last 6 months, multimodal growing even faster.
now the burns, because that's the main thesis right now (the venice minds release might add additional utility and burns to token). venice already runs two channels, both on-chain:
programmatic sub burns — every new subscription auto-burns $vvv by tier ($2 pro, $5 pro+, $10 max). fires on signup, no human decision. discretionary revenue buybacks — venice funds a wallet with usdc and twaps it into $vvv over the month, then burns it.
the sub burns are already mechanical, but the big revenue burns are still discretionary. as venice gets more revenue predictability, they can make those programmatic too.
once revenue burns fire automatically, deflation stops being a decision and becomes a function of the business itself. burn scales 1:1 with growth, hands off.
and erik has been explicit about where this goes — grow revenue "so much that we can effectively buy and burn every last token." not talk. they've already burned ~$100m of unclaimed $vvv post-airdrop, bought back and burned the 1% sold at launch, and cut inflation from 14% at genesis to ~3.75%.
a chunk of the $65m goes into owned compute. their own datacenters, first time. owned compute = higher margins = bigger burns become feasible. so the raise is literally funding the deflation machine.
more users → more revenue → more buybacks → more burns → lower supply.
DIEM stacks another layer on top. staked $vvv mints DIEM, and each DIEM is $1/day of inference, forever. an ai agent with a wallet can autonomously stake $vvv and mint its own venice key, no human in the loop. its daily DIEM allocation refreshes every epoch, proportional to its stake. so the agent doesn't rent and leave. it locks $vvv and gets a self-renewing compute stipend. your customer becomes a permanent staker.
more agents → more DIEM demand → more $vvv locked → more revenue → more burns.
and the timing writes itself. two weeks ago the us government forced anthropic to pull its best model, fable 5, offline for everyone — first time export controls ever hit ai software instead of chips. worse, fable traffic carried mandatory 30-day data retention that overrode customers' existing zero-data-retention agreements. it came back today with a classifier that blocks certain prompts and quietly reroutes them.
a frontier lab's flagship, seized by government order and logging its users. that's the exact thing venice was built to be immune to. every headline like that is free marketing for the one platform that can't be pulled or censored.
so no, i don't read this as bearish just because vcs got equity / token exposure. venice avoided selling treasury, raised growth capital, brought in aligned investors, and now has the resources to scale compute, users, DIEM, and burns.
the caveat is real: if burns don't scale, the overhang matters. if burns do scale, this raise pours fuel on the flywheel.
tl;dr common instrument, uncommon sequence. bullish structure. real overhang. execution decides.
VVV and Capital
Measured by revenue, Venice has become the largest company at the intersection of AI and cryptoeconomics.
Today, we announced Venice’s first round of outside capital, a $65m Series A led by @dragonflyvc, valuing Venice’s equity at $1 billion.
Since we are an atypical company, this thread describes how this equity raise relates to the most valuable asset we have on our balance sheet, our capital token base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
Private, uncensored AI is an absolute must as we move into uncharted territory in the race to Super Intelligence.
We’ve seen the recent intervention by governments in the frontier companies, and it’s solidified confidence in our approach using @AskVenice for inference.
Health data is yours and should always remain under your control, especially when tracking multiple sources, over time.
Amach Health retweeted
VVV and Capital
Measured by revenue, Venice has become the largest company at the intersection of AI and cryptoeconomics.
Today, we announced Venice’s first round of outside capital, a $65m Series A led by @dragonflyvc, valuing Venice’s equity at $1 billion.
Since we are an atypical company, this thread describes how this equity raise relates to the most valuable asset we have on our balance sheet, our capital token base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
Amach Health retweeted
Replying to @mrinko
Personal health data will be the next frontier that normal people will actually use with regularity
Amach Health retweeted
Custody your own data w/ @AmachHealth … Google shouldn’t hold it exclusively

























