Latest Grass (GRASS) News Update

Deep Dive

1. Altcoin Surge Amid Market Rally (12 February 2026)

Overview: On February 12, 2026, GRASS was highlighted as a top performer in a market-wide altcoin rally, gaining 24.1%. This surge was part of a broader trend where several smaller-cap tokens posted explosive gains, fueled by heightened trading volumes. The news underscores Grass's sensitivity to broader crypto market risk-on sentiment. What this means: This is a neutral-to-bullish short-term signal for GRASS because it demonstrates the token's ability to capture momentum during altcoin rallies, though such moves are often driven by market-wide sentiment rather than project-specific developments. (36crypto)

2. Major Token Unlock Adds Supply Pressure (28 October 2025)

Overview: A significant vesting event occurred on October 28, 2025, releasing 181 million GRASS tokens (72.4% of the circulating supply at the time) worth approximately $80 million. This unlock, allocated to early investors and contributors, increased the circulating supply by nearly 58%, raising concerns about near-term selling pressure. What this means: This was a bearish catalyst for GRASS because the sudden influx of new tokens risked overwhelming buy-side demand, contributing to the token's steep decline in the subsequent months, as seen in its 90-day drop of over 56%. (CoinJournal)

3. $10M Bridge Round from Top VCs (7 October 2025)

Overview: Grass secured a $10 million bridge investment led by Polychain Capital and Tribe Capital, structured primarily as a purchase of GRASS tokens. The capital is intended to scale its decentralized web-crawling infrastructure and develop new solutions for live-context AI data retrieval. The project reported 8.5 million monthly active users at the time. What this means: This is a strong long-term bullish signal for GRASS because it validates the project's commercial traction with AI clients and provides substantial runway to execute its roadmap, backed by repeat investments from established crypto funds. (Blockworks)

Conclusion

Grass's trajectory is a tug-of-war between solid fundamentals—evidenced by VC backing and user growth—and the heavy overhead of recent token supply inflation. Will growing demand for decentralized AI data eventually absorb the unlocked supply and reverse the downtrend?

Deep Dive

1. @CoinMarketCap: Technical analysis predicts 10x breakout bullish

"$GRASS could grow 10x in this bull run... Price is consolidating inside a falling wedge... A breakout above trendline resistance could trigger a strong bullish move." – CoinMarketCap Community (N/A followers · N/A impressions · 2025-07-24 13:32 UTC) View original post What this means: This is bullish for $GRASS because it frames the current price consolidation as a potential springboard for a major rally, setting a narrative that could attract momentum traders if the $0.85 resistance level is breached.

2. @Gate.io: Major token unlock adds selling pressure bearish

"Grass (GRASS)... will unlock 181 million GRASS tokens (18% of total supply) on October 28, valued at approximately $80.24 million... potentially causing short-term market volatility." – Gate.io (N/A followers · N/A impressions · 2025-10-28 15:23 UTC) View original post What this means: This is bearish for $GRASS because a large, sudden increase in circulating supply can dilute the token's value, often leading to sell pressure as early investors and contributors cash out their vested tokens.

3. @whaleooor: Whales accumulate despite price drop bullish

"Grass $GRASS | 2 whales... Sustained whale accumulation... Grass $GRASS | 2 whales" – @whaleooor (1,240 followers · N/A impressions · 2026-01-14 00:47 UTC) View original post What this means: This is bullish for $GRASS because it indicates high-conviction buying from large investors ("whales") during a downtrend, which can signal a potential local bottom and precede a price recovery.

4. @0xJeribond: User seeks help with wallet connection neutral

"Is it possible to change the wallet I connect to my GRASS account ?" – @0xJeribond (119,033 followers · N/A impressions · 2025-09-02 17:11 UTC) View original post What this means: This is neutral for $GRASS as it reflects active user engagement and onboarding, highlighting the practical challenges of maintaining a decentralized user base rather than direct price sentiment.

Conclusion

The consensus on $GRASS is mixed, split between a bullish long-term thesis built on its DePIN-AI fundamentals and bearish near-term concerns over tokenomics and price action. While analysts champion its breakout potential and whales accumulate, the market is still digesting the overhang from last year's major unlock. Watch the daily scraped data metrics closely; a return to record highs could reignite the network utility narrative and support a price rebound.

Deep Dive

1. Infrastructure Expansion (2026–2027)

Overview: Following a $10 million bridge round in October 2025 led by Polychain Capital and Tribe Capital, Grass plans to significantly expand its infrastructure. The capital is earmarked for scaling its internet-wide web crawl network and enhancing its capacity for live context retrieval. This involves technical upgrades to handle more data and serve more AI clients.

What this means: This is bullish for GRASS because scaling the network's core infrastructure directly increases its utility and revenue potential. A more robust network can serve larger AI labs, potentially driving higher demand for GRASS tokens as the primary value accrual mechanism. The risk is execution; delays in technical development could slow adoption.

2. Focus on Inference Data (Next 1–2 Years)

Overview: Grass's roadmap aims to evolve from primarily providing training data for AI models to becoming essential infrastructure for inference data—the real-time data AI uses to answer queries and perform tasks. The team stated this shift is a key goal for the next one to two years (Blockworks).

What this means: This is bullish for GRASS because inference represents a larger, more persistent market than one-time model training. Successfully capturing this use case would embed GRASS deeper into the AI workflow, creating a more sustainable and valuable network. The bearish angle is intense competition from both crypto and traditional tech companies in the AI data space.

3. Potential Season 2 Airdrop (TBA)

Overview: The Grass CEO confirmed a second season airdrop was planned for 2025, according to community updates. While the exact date for a future distribution is unconfirmed, the project continues to reward users with "Network Points" for active bandwidth contribution, which are typically convertible to tokens.

What this means: This is neutral for GRASS as it maintains user engagement and network growth. A well-executed airdrop can boost decentralization and token distribution. However, if announced, it might introduce near-term selling pressure from recipients, a common dynamic after such events.

Conclusion

Grass's path centers on transitioning from a data scraper to a critical, real-time data layer for AI, funded by recent institutional backing. Will its technical execution over the next 18 months match its ambitious vision in a crowded field?

Deep Dive

1. Sion Upgrade (6 February 2025)

Overview: This was a foundational upgrade to Grass's network, significantly boosting its data processing capabilities. For users, it means the network can now efficiently handle complex data types essential for advanced AI training.

The upgrade introduced horizontal compute scaling and enhanced the system's ability to process multimodal web data, including text, images, and 4K video. This technical improvement raised the network's daily data handling capacity to over 1 petabyte, a milestone crucial for serving AI companies that need diverse, high-quality training datasets.

What this means: This is bullish for GRASS because it directly strengthens the project's core product—selling scalable, real-world data to AI labs. A more capable network makes Grass a more valuable and competitive infrastructure provider in the booming AI data market. (Source)

2. Dual-Point Reward System (October 2025)

Overview: Grass refined its incentive model by splitting user rewards into two distinct point types. This change makes earnings more transparent and directly ties a portion of rewards to the actual utility a user provides to the network.

The new system awards Uptime Points for keeping a device online and Network Points for bandwidth that is actively utilized by the Grass network. One million Network Points are distributed daily based on bandwidth usage, connection stability, and regional demand, tracked via a new Rewards Dashboard.

What this means: This is neutral-to-bullish for GRASS because it aligns incentives with real network value, potentially improving data quality and user retention. However, it requires users to understand a slightly more complex system, where passive uptime alone may yield lower rewards than before. (Source)

Conclusion

Grass's development trajectory shows a clear focus on scaling its data infrastructure and refining its economic model to capture value in the AI data sector. How will the network's increased capacity translate into commercial partnerships and revenue for the Grass Foundation in 2026?