one big question for me re:diem is: as price rises will venice consider a budget increase?
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if capture on diem's inherent yield remains = / > 20%, I'd bet price is resistant to much increase
if that yield increases (ie if the discount on diem's daily budget lowered via more demand on discounted inference marketplaces) and if venice were open to increasing the cap, I could see the introduction of leveraged yield farming driving significant price expansion which would be an amazing headline for the asset
plus, diem is denominated in venice or minted via locked VVV. if VVV prices continues to scale tracking Venice's revenue, it would make sense to scale DIEM's compute budget with it. or it could. idk - thoughts?