GRASS is showing real revenue traction ($2.75M in Q2, $4.3M in Q3, and ~$12.8M guided for Q4, with ~$10M already in Oct–Nov). Supply remains a factor, with ~31.6M tokens unlocked on Nov 28 and similar monthly releases through 2026. December brings both the Season 2 distribution and early treasury buys. The real swing factor, however, is Live Context Retrieval (LCR): unlocking real-time, onchain data at scale is where most of the upside sits.