Ansem gets it.
$GRASS is just the biggest and currently most prominent example of this, but there are several old DePINs that have transformed into some of the most exciting data and AI businesses out there.
Working with frontier AI labs and leading big tech companies whose demand for data is practically infinite, and so is their budget.
I know it's hard to verify, since their revenue and sales pipelines are offchain. but all it takes is a bit of digging to realize how wildly mispriced projects like
@silencioNetwork,
@NATIXNetwork and
@OVRtheReality really are.
Once you've checked which of these teams are actually aligned with their token (teaser: all of the above are), you just want to accumulate as much as you can while their FDVs are still ridiculously low like they are right now, then stay long as long as the AI bubble (or do we call it the SI bubble now?) hasn't burst yet.
It's not often the market hands you an opportunity this obvious and this asymmetric at the same time, and that's exactly why it's so rare.
Better make sure not to fumble it.