$Grass's July token holder call has been largely misunderstood because few realize that revenue is seasonal. With that in mind, the growth has been very strong. TLDR -2026 expected revenue of ~$70m -Adjusted FDV at $0.36 is ~$250m, excluding Foundation-controlled treasury supply -That's ~3.6x 2026
Grass's token holder call was misunderstood due to revenue seasonality, but growth is strong with 2026 revenue expected at ~$70M.
Extremely clear analysis on solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs by my partner @YanLiberman "The seasonality is the whole misunderstanding. People are comparing H2 2025 ($14.3m) to H1 2026 ($17m), seeing a small step up, and concluding growth stalled. That's the wrong comparison. Fr
$Grass's July token holder call has been largely misunderstood because few realize that revenue is seasonal. With that in mind, the growth has been very strong. TLDR -2026 expected revenue of ~$70m -Adjusted FDV at $0.36 is ~$250m, excluding Foundation-controlled treasury supply -That's ~3.6x 2026
$Grass's July token holder call has been largely misunderstood because few realize that revenue is seasonal. With that in mind, the growth has been very strong. TLDR -2026 expected revenue of ~$70m -Adjusted FDV at $0.36 is ~$250m, excluding Foundation-controlled treasury supply -That's ~3.6x 2026
$Grass's July token holder call has been largely misunderstood because few realize that revenue is seasonal. With that in mind, the growth has been very strong. TLDR -2026 expected revenue of ~$70m -Adjusted FDV at $0.36 is ~$250m, excluding Foundation-controlled treasury supply -That's ~3.6x 2026