Looks like the answer "Why you build Valueverse, how I can make money on this data?" finally finds an answer.

Thanks to the market.
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Midnight thought on the Selective Altseason thesis.
Three main pillars:
1. Decentralized "AI stocks": $VVV, $POD, Pearl, a few others; writing research on them now
Strategy: be early on fundamental plays, separate them from narrative-only "AI" noise.

2. Revenue-generating tokens the market forgot (welcome $RAIL, re-pricing today, $WALLET follows)
- Strategy: know the true tokenholder revenue & economics before broader attention arrives.

3. New projects with strong token revenue potential
Built on business models we already understand deeply.
$YB → improved ve-model built on the foundations of $CRV
$NEST → metaDEX playbook highly comparable to
$AERO
- Strategy: analyze what prices/valuations is possible through data of its historical reference:
TVL → protocol revenue → token revenue → revenue multipliers

For most of these strategies, public data is broken:
- Not "TVL" or "protocol revenue". That’s surface-level.
- The real edge is verified token-level attribution: actual token holder revenue, eligible market cap (not generic circulation), revenue pricing / multipliers, dilution, value capture mechanics

Without this, you're often analyzing fiction.
Just midnight thoughts. NFA.

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X posts:
• https://x.com/vasily_sumanov
• https://x.com/valueverse_ai/status/2058666160569434469