6.18B AI tokens processed in one week.
~$7M market cap.
~12% of
$DOT supply reportedly burned.
@usedotai is a privacy-first AI platform on Base with a live product, growing usage and a token tied directly to platform activity.
Hereโs what I found๐
๐.๐๐๐ ๐ญ๐จ๐ค๐๐ง๐ฌ ๐ข๐ง ๐ ๐๐๐ฒ๐ฌ:
Dot processed 6.18B tokens over the last week, roughly 34% of its entire lifetime volume.
Over the last two weeks, that number reached 7.71B tokens, or around 51% of all-time usage.
Weekly throughput also increased from roughly 520M tokens to ~3.86B.
The usage is coming from a product that covers chat, code, images, video, agents, API calls and MCP connectors.
Users can access everything from one credit balance without creating an account. Dot says it does not retain prompts or train on user conversations.
Frontier models are available through the platform, including Claude Opus 5.5 and Grok 4.7, both with anonymous access.
๐ ๐๐ฎ๐ฅ๐ฅ ๐๐ ๐ฌ๐ญ๐๐๐ค ๐๐ญ ~$๐๐:
Privacy is built into the product through Smart Privacy, which removes names, emails, wallets and other identity anchors before a prompt leaves the app.
Pricing is another part of the offering.
The team says Claude Opus 5.5 is listed 16.7% below Venice, while other models are priced 10โ65% lower.
The platform supports both USDC and
$DOT payments. Paying with DOT gives users additional credits.
Dot's product stack currently includes:
โข DotChat
โข DotCode
โข DotImage
โข DotVideo
โข Agent Chat
โข API
โข MCP
โข Enterprise deployments
That is a relatively broad product stack.
๐๐๐ฏ๐๐ง๐ฎ๐ ๐ข๐ฌ ๐๐ฅ๐ซ๐๐๐๐ฒ ๐ซ๐๐๐๐ก๐ข๐ง๐ $๐๐๐:
Dot uses platform revenue to buy
$DOT and burn it.
Reported figures:
โข Supply reportedly burned: ~12%
โข Reported burn value: ~$1.22M
โข Latest inference burn: 130,880 DOT
The price has roughly doubled over the last 30 days, while weekly token usage has accelerated sharply.
The team is also working on a staking model that would let users stake DOT for weekly inference capacity.
Unused inference could potentially be sold through an Inference Redemption Market at a demand-based USD value.
That mechanism is planned, not live yet. If implemented, it would give DOT another direct connection to compute access.
Referral links are already live, giving users 35% of a referred userโs first spend.
๐๐๐ง๐ข๐๐ ๐ฌ๐ก๐จ๐ฐ๐ฌ ๐ญ๐ก๐ ๐ฆ๐๐ซ๐ค๐๐ญ ๐๐จ๐ญ ๐ข๐ฌ ๐๐ง๐ญ๐๐ซ๐ข๐ง๐ :
Venice (
$VVV ) is the closest comparison.
It operates across private AI, inference and crypto-native payments on Base.
Venice at roughly a ~$1.5B market cap, 4M+ users and a ~$100M annualized revenue run-rate.
Dot is around ~$7M.
That makes it more than 200x smaller by market cap.
Other AI infrastructure tokens are valued much higher as well:
โข Bittensor (
$TAO ): ~$3.2B
โข
$FET: ~$460M
Dot does not have the user base or revenue of those larger networks.
What it does have is a live consumer AI platform covering chat, code, image, video, agents, API and MCP, alongside 6.18B tokens processed in the latest week.
Venice has also established that users will pay for private AI.
Dot is operating in that market at a much earlier stage and a much smaller valuation.
๐๐ฎ๐ฆ๐๐๐ซ๐ฌ ๐'๐ ๐ค๐๐๐ฉ ๐จ๐ง ๐ญ๐ก๐ ๐ฌ๐๐ซ๐๐๐ง:
Usage:
~6.18B tokens in 7 days
~7.71B in 14 days
~34% of lifetime volume in one week
~51% of lifetime volume in two weeks
~520M โ ~3.86B weekly throughput
The main thing to establish from here is whether the rapid usage growth converts into sustained paid demand and larger usage-driven burns.
Staking and the Inference Redemption Market are the other numbers to watch once they go live.
At ~$7M, Dot is being valued at more than 200x below Venice while operating in the same private-AI category and expanding its product around actual inference usage.
NFA. DYOR.
