Austin Barack(@AustinBarack):Looks like people are starting to realize that a network that sits at the center of AI model pre-training and inference only trades at such a discount to its peers because it has a token (which btw accrues all value and free cash flow), and it probably shouldn’t be priced that way. $GRASS up from $190M to $750M fully diluted valuation since just February. Exa valued at $2.2B Parallel Web Systems at $2B Firecrawl undisclosed valuation at last $75M raise (likely multi-billion dollar valuation)

Austin Barack

@AustinBarack

CIO @RockawayX Liquid. Fundamentals driven, directional long/short fund. Previously Founder & Managing Partner @RelayerCapital, Partner @CoinFund. nfa/dyor

加入 February 2017

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Austin Barack@AustinBarack

2026.10.11 15:03

Looks like people are starting to realize that a network that sits at the center of AI model pre-training and inference only trades at such a discount to its peers because it has a token (which btw accrues all value and free cash flow), and it probably shouldn’t be priced that way. $GRASS up from $190M to $750M fully diluted valuation since just February. Exa valued at $2.2B Parallel Web Systems at $2B Firecrawl undisclosed valuation at last $75M raise (likely multi-billion dollar valuation)

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