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I think in general the market has forgotten the true value of infra plays and $Gp was the first domino in the repricing of them.
$Cmd is providing infra, security and hardware for the $Gor mainnet and will be collecting fees from it all, with a buyback model to come. The mainnet release for $Gor which I’m hearing to be soon should shed some deserved light on the capabilities of $Cmd.
The key point though, is that $Gor is just the FIRST project they’re providing infra for. There’s other partnerships to come in what I believe will be a strong 2025 for $Cmd