One of my highest conviction tokens for 2026 is $GRASS. Q4 2025 revenue grew 197% from Q3. It is currently trading at under 4x forward earnings and 2.5x forward revenue. With its current growth trajectory, imo it should be valued at 20x forward revs (that would be $1.60 per token vs. $0.19 today). All of the value generated accrues to token holders (see below). Along with @AskVenice / $VVV, Grass is one of the most pure play ways to get exposure to the generational growth we are seeing in AI usage. Will be interesting to watch the market figure it out slowly (and then quickly).
Austin Barack
@AustinBarack
02-11
$GRASS is trading at under 4x Q4 2025 annualized revenue. Revenue is growing at 60-70% quarter over quarter which would put the current annualized revenue closer to $80MM (2.2x rev multiple to FDV). Margins are strong and AI Labs cannot buy enough of the data Grass is selling. By
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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