ai inference x crypto is perfect
we have a solid, organic project with $pod, sitting relatively low
all in a category led by $vvv, which rly isn’t more than an artificialyl spoofed VC scam. @ErikVoorhees is a con artist and would hit prison time in any trad market
observe.

Podflow AI by Virtuals (POD)
Podflow AI by Virtuals POD Price History USD
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$POD 👀
some really cool stuff happening on base with venice & pod
For those who compare $POD and $VVV remember they’re closely related but operate at completely different layers of the stack.
Venice: End user experience layer focused on privacy, ease of use, and creative tools
POD: Infra layer focused on scalable, permissionless inference compute and open model development
They are synergistic partners rather than direct competitors. See I f you break the AI value chain in layers👇
1. Frontier training (hyperscaler-dominated)
2. Model weights & fine tunes (increasingly open and commoditizing)
3. Inference delivery & orchestration (the battleground)
4. Application/agent layer (exploding surface area)
@dphnAI sits squarely in layer 3 but bleeds upward into model curation and downward into hardware incentives. It is…
- Orthogonal to hyperscalers (they win on peak frontier scale and enterprise SLAs)
- Complementary to gen purpose GPU DePINs
- Also synergistic with privacy first frontends like Venice
I personally see it as the clearest expression yet of a parallel AI infra stack optimized for the properties that centralized systems structurally cannot optimize for i.e user-defined alignment, permissionless participation and direct usage to value feedback.
64.4B tokens yesterday (https://t.co/q4de8E2fG9). Priced at OpenRouter floor rates for Qwen 3.6 35B, that is ~$15,400/day. ~$5.6M/year. 100% routed to POD buybacks.
Against a $15M cap, that is ~37% of the entire cap bought back annually, at the floor.
And it is single-model math. The network runs a basket (Gemma 31B, 26B, cheaper and faster), so the real demand pool is wider. Buyback-to-emissions: 7.6x. Net supply shrinks as it scales.
For scale: Venice runs ~100B tokens/day at a $616M cap. Dolphin is already at 64% of that throughput for under 3% of the valuation, and it builds the uncensored models that power the Venice ecosystem. Same category, real partnership.
$156M FDV is not an overhang when the protocol buys back faster than it emits.
And the API is not even live yet. The buybacks have not started. This is the floor. Pre revenue, pre OpenRouter listing, pre agent demand.
base:0xed664536023d8e4b1640c394777d34abaff1df8f
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