GR GRASS Grass Loading... : Bullish and Bearish Analyst Opinions

Author reacts with visceral discomfort to a token holder call that disappointed the market, but does not state a current position or forward trade.

Buy GRASS for revenue generation and upcoming July 7 token holder call that should convert private progress into public priceable information.

Buy GRASS as the cancellation of the S2 airdrop removes the primary feared supply overhang; author holds the token and expects an upcoming token holder call to confirm strong revenues, providing a positive catalyst.

The new generation of DePIN projects—those that lend idle GPUs/CPUs or collect and resell data (e.g., video) for AI training—are undergoing a structural transformation driven by surging AI demand. On-chain verified revenues have grown from $75M in 2025 to a projected $250M in 2026, and total DePIN market cap has jumped from under $5B to $20B. Unlike earlier DePIN waves that relied solely on token emissions and had no real income, these projects earn actual service fees, compensate participants in stablecoins, and use remaining revenue to buy back and burn their own tokens, creating a real equity-like cash‑flow flywheel. AI labs are signing multi‑million‑dollar long‑term contracts for compute and data, providing sustained demand. This revenue‑backed, buyback‑and‑burn model makes the AI‑focused DePIN sub‑sector the only revenue‑generating theme in crypto right now and a strong long opportunity.

Grass is an incredible company that uses 3 million user nodes to gather real-world data for AI labs, a deep moat use case, and Delphi Ventures invested early.