Podflow AI by Virtuals (POD)

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

Full report here:

.@dphnAI $pod v2 is aimed to be released on monday night or tuesday morning

some things that can be expected to be improved in v2 is these

- Auto-update of workers (this is the final launch, no need to turn off / do migrations again)
- Support for NVFP4 on Blackwell gpus (5090
/ B200 / B300 / RTX 6K PRO)
- Higher utilization per GPU
- Improved routing / binary security
- Public API with credits live very soon after launch
- Support for 8x GPU machines

also good calculation from @jkrdoc here as to what we can expect once v2 is rolling 🫡
https://t.co/4xKuij56Yo