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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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Great research report on $GRASS published by @FalconXGlobal today. In their base case analysis, they value Grass at $2.53 per token (249.7% above the current price) based on an average of crypto, big tech, and AI training data comps. Looking just at major AI training data comps such as Scale AI, Surge AI, Mercor, Exa, Parallel, Firecrawl, and Tavily, $GRASS is valued at $3.69 (409.1% increase in price). This all lines up very closely with my own internal model where I project fair value in the $4-5 range, driven by slightly higher long term projected revenue figures. Definitely worth a read as @martin_gaspar1 does an awesome job laying out the business and growth opportunity. Grass remains one of my two highest conviction AI tokens (along with $VVV). Great to see one of the top firms in digital assets also recognizing the strong setup here. Not financial advice
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