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Justina's Writing Corner

Why Grass ($GRASS)?

The AI-driven data economy is rapidly evolving, particularly in crypto and AI sectors. Grass uniquely leverages underutilized bandwidth, competes in data monetization, and has strong growth potential with revenues nearing $85M annually. Backed by robust partnerships, its differentiated model positions it well for future infrastructure roles in decentralized AI.

Justina (Yijia) Liu
2–4 minutes
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Photo Courtesy of Grass.io

1. Market Overview

The AI-driven data economy continues expanding at a rapid pace, especially in the intersection of crypto and AI infrastructure, data monetization, and AI model training. As of May 2025, AI and MEME sectors remain two of the top-performing crypto verticals in terms of volume and market attention (CoinGecko, 2025). Grass operates uniquely at this intersection, leveraging underutilized internet bandwidth for data acquisition.

2. Industry Analysis

Grass competes in a sector where data monetization, privacy preservation, and decentralized AI training are critical. The rise of decentralized GPU networks (like Render) and decentralized AI agents (like Fetch.ai) shows a clear demand shift toward decentralized infrastructure for AI. Grass’ focus on bandwidth scraping and user-owned data structures positions it differently from computational heavyweights.

The AI data sector’s value is projected to surpass $1 trillion by 2030 (Statista, 2025).
Courtesy of https://www.grandviewresearch.com/industry-analysis/explainable-ai-market-report
Rootdata from chaincatcher

According to the encryption data platform Rootdata, there are currently more than 600 encryption projects containing AI terms, and this number continues to increase.

3. GRASS Market Fit

Grass monetizes less than 1% of its 2.5M+ users’ bandwidth, already generating substantial early revenue estimates (~$85M annually) (Grass Official Blog, April 2025). It is one of only two entities with the ability to crawl and structure the entire web at scale.

The project’s two-sided network effect between institutions and bandwidth providers strengthens user and institutional adoption potential.

Suggested Graph: Two-sided network effect visual: Users <> Institutions.

4. Fundamentals

  • Layer 2 Data Rollup on Solana: High-speed, low-cost blockchain infrastructure.
  • Privacy: Only verified institutions access bandwidth; certified by AppEsteem and other cybersecurity audits (Grass Privacy Whitepaper, March 2025).
  • Mainnet: Launched October 28, 2024; currently in Airdrop Season 2.

Tokenomics Update:

  • Total Supply: 1 billion $GRASS
  • Circulating Supply: ~92 million (Messari, May 2025)
  • Current Staking Rate: 30.1% of circulating supply, APY ~41% (DefiLlama, 2025)
  • Token unlock for investor pools scheduled for October 27, 2025

5. GRASS Value Proposition

Compared to competitors:

Courtesy of Justina Liu with data from CoinMarketCap (May 2025)

Despite the recent market-wide retracement, Grass holds one of the strongest “real-world usage” models among AI x Crypto projects, focused on user-owned infrastructure.

6. More About GRASS

Grass was co-founded by Andrej Radonjic, Ph.D. in Computational and Applied Mathematics, who previously led AI data projects at Wynd Labs.

Backed by over $6 million in venture capital across seed and Series A rounds (Crunchbase, 2025).

Recent notable partnerships include AI cloud providers and several university collaborations, further legitimizing its institutional appeal (Grass X, March 2025).

7. Risk Analysis

By Justina Liu

8. Updated Sentiment and Positioning

Grass currently shows strong trading volume, ranking among the top 5 AI tokens by 24-hour turnover (CoinGecko, May 2025). However, “mindshare” remains relatively low (~0.3%) compared to older projects like Render or Fetch.ai, implying room for massive growth if network effects kick in.

Investment Overview:

  • Current Price (May 2025): ~$2.38 USD (Binance, May 2025)
  • Target Price (Short-Term 3–6 months): $3.20-$3.80 USD
  • Risk-Reward Ratio: Favorable given underpenetrated user base and buyback-driven tokenomics

Grass remains one of the most interesting “real-world use” cases in the AI x Crypto sector today. Despite short-term volatility, its bandwidth-driven model offers a fundamentally differentiated path compared to traditional AI tokens focused purely on computation or prediction.

If adoption continues to grow and major token unlocks are managed properly, Grass could become a key infrastructure player in the decentralized AI data economy by 2026.

Sources:

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