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I. A new narrative anchor: from “data outsourcing provider” to “real-time information layer for AI”
· Background: On September 28, the Grass CEO published a long post (Abundant Intelligence). Although it announced no substantive new customers or buyback plans, it served as a “post hoc explanation” for GRASS’s recent price rise from $0.35 to $0.70 (a doubling).
· Old narrative (limited upside): Use residential IPs to scrape public webpages, package them into snapshots, and sell them to AI labs as training data. With the market consensus that “high-quality data is about to run out,” this was seen as a transitional business.
· New narrative (a larger valuation model): Addresses the critical weakness of large models being “outdated the moment they launch.” When a model needs to query real-time information during inference, firewalls such as Cloudflare block it (large models can’t access the internet on their own). Grass uses its network of millions of real residential IPs as a “real-time internet access proxy” for AI models.

The NU7 testnet activated on October 4 at 18:21 UTC, at block height 4,465,026—earlier than the originally planned date of October 6. The target for mainnet activation remains November 5. A final decision will be made on October 20, based on how the testnet is performing.
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📋 NU7’s Three Core Changes
① Block time has been reduced from 75 seconds to 25 seconds. This is the most immediately noticeable improvement. The time Zcash users wait for their first confirmation will drop from an average of 75 seconds to 25 seconds—a substantial usability improvement for payments, exchange deposits, and cross-chain bridges. Daily ZEC issuance will remain unchanged: the halving interval will be extended threefold, while the reward per block will be divided by three.

El Niño (supply shock) combined with diesel/fertilizer shortages (cost shock) is creating a compounding effect. The expected real impact on agriculture is likely to become evident in the first quarter of 2027. This means the market may begin pricing in this expectation 6–9 months early, and the window for investors to position themselves is narrowing.
Impact on existing investments
· Positions related to agricultural products/grain: If you hold related stocks or funds, there may already be some early capital reaction in the short term (e.g., A-share grain-planting stocks saw a collective spike), but keep in mind the pacing between expectations leading and spot prices catching up; subsequent volatility may increase.