Sharing my long-term thesis on $GRASS,
For the last 30y, the internet has been monetizing traffic via ads. They capture human attention, sell the pixels, repeat.
However, traffic dynamics are changing and I envision a world where humans won’t be going to websites anymore for online services, agents will do it for you.
(It happens to me, I used to use Google to look for information, I use ChatGPT as my default info browser now).
So the classic logic breaks when the web visitors are AI agents. As of today, 57%+ of traffic is coming as API requests.
Money is following the shift. The API-management market was about $5 billion in 2022 and is on track to exceed $30 billion by 2032.
That’s where @grass | $GRASS fits. It turns idle consumer bandwidth into a giant scraper, packaging fresh text, images, and video behind a permissionless API.
Contributors earn the token; agents pay per query; settlement happens on-chain. Simple.
As ads level off and API meters spin up, whoever owns the cleanest, openly priced data wins the next internet.
Grass aims to be that high qty, real-time data refinery.
That’s my bet with $GRASS.
Grass scraped over 57,000,000 GB of public web data in Q1. Since the Sion upgrade, scraping volume has grown 320x.
In March alone, the network averaged 1,100,000 GB per day. That’s a scale that once belonged only to the largest companies on the internet.
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