what you need to know basically
the analog from trad equity markets is that value should flow down the ai stack
the valuation expansion went from foundational models like chatgpt/claude/gemini (ie vvv in this example) to infra supporting inference like data centers like coreweave/lambda (ie opg in this example)
kicker is that opg has much better tokenomics (fixed supply/no emissions, lower % float, and much lower circ mkt cap)
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opg closest project to vvv in terms of what it actually does and investors/backers
clear shot to 0.35 if we break this long consolidation
if we close below 0.27 for whatever reason (beta or opg specific), will cut, reassess, and decide if i'm wrong
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