michael

$GRASS setting higher highs and higher lows. Looks well positioned to breakout with any positive news/catalysts. LCR is being released soon and we are entering a very positive period of seasonality (second half of the year) where AI data purchases materially ramp up.

A new episode of Hivemind is out now! This week we discuss the outlook for crypto and equities, token and equity value accrual, and the next AI infrastructure trade. Timestamps: 00:00 Intro & Market Outlook 09:17 Synapse, Options & Hyperliquid 20:10 Grass, Revenue & Token Economics 27:20 The Token

$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

RT @SolanaHub_: Top 10 DePIN Projects on Solana by Market Cap ▫️ $GRASS @getgrass_io: $233.09M ▫️ $GEOD @GEODNET: $92.97M ▫️ $IO @ionet: $…

$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

RT @0xJeff: So just to recap the Grass call - H1 2026 rev = 2025 full year rev which is ~$17M - H1 2025 rev = $2.7M — ~6x YoY increase - N…

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So just to recap the Grass call - H1 2026 rev = 2025 full year rev which is ~$17M - H1 2025 rev = $2.7M — ~6x YoY increase - Node rewards paid in USDC instead of GRASS - There's a shift coming from selling training data to serving real-time data during AI inference, they call this "LCR" Grass show

Strong data from the $GRASS token holder call and showing it is at the forefront of crypto and AI - They anticipate $52 million in H2 2026 revenue, equating to $104 million annualized - 2026 revenue expected to be grow 311% from 2025 - Team is investing heavily in growth and to reduce costs - Live

🪂 8 Airdrops You Can Check Right Now Check eligibility 👇 🔷 Grass ( @grass ) 🔗 Check/claim your Airdrop here: app.grass.io/dashboard/allo… 🔷 Somnia ( @Somnia_Network ) 🔗 Check/claim your Airdrop here: claims.somnia.network/flow 🔷 VOOI ( @vooi_io ) 🔗 Check/claim your Airdrop here: app.vooi