Quarterly Altcoin Spotlight: Private AI Subscriptions Grow Faster Than Token Buybacks Can Burn

A privacy-focused AI inference startup founded by Erik Voorhees is adding 1,291 new paying subscribers per day, hit three million all-time users a few weeks ago, and is on pace for $222m in annualized subscription revenue. Every new sale routes a fixed dollar amount into programmatic buy-and-burn of the platform’s token. Even with that mechanic running, the token supply still inflates at roughly 6 percent per year and the buyback yield sits below half a percent of market cap. The product has real crypto-native fit. The valuation math is the harder question.