0xJeff(@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 - 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 shows promising rev growth and is transforming into a decentralized version of Exa/Firecrawl/Tavily but the token dumped 30%+ in a day because there's nothing concrete about token value accrual Not sure if bullish or bearish but interesting developments indeed....

2026.07.08 06:01

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 shows promising rev growth and is transforming into a decentralized version of Exa/Firecrawl/Tavily but the token dumped 30%+ in a day because there's nothing concrete about token value accrual Not sure if bullish or bearish but interesting developments indeed....

0xJeff@0xJeff

2026.07.07 04:42

Kicking off the hunt for token-aligned onchain AI teams Have a few candidates in mind rn - will drop the research this week Thoughts? Which AI team do you think is most aligned?