Over the past few months dcf cap has accumulated almost 1% of the grass supply It hits all the right narratives - high revenue / growth, ai, and decentralized compute There’s low emissions as they paid node operators in usdc and investors have been vesting for a bit already And the team has very clearly said the equity is worthless and everything is for the token… compare to vvv, which is a multi b ai bet even with equity v token drama It hasn’t caught a bid because the revenues are off chain We just got our first re rating as they proved last year and 2026 H1 revenue was real We will get our next when their projected 2026 revenue of $60 - 70M is proven real And another when they finally do some meaningful buybacks instead of reinvesting Also helps that Austin and the @Delphi_Digital team continue to support them Note: dcf cap holds @grass