DVLT and the missing layer in tokenization - valuation as the real product

Everyone talks about tokenization like it's the endgame, but honestly, without credible valuation it's just wrappers on top of uncertainty. That’s why I’ve been digging into Datavault AI (DVLT). Their positioning around data valuation and monetization feels like they’re tackling the actual bottleneck, not just the hype layer.

If you think about it, valuation isn’t a one-time event. It happens at issuance, during collateralization, in secondary trading, in reporting, and finally in liquidation. Every single one of those moments is where money is made or lost. If DVLT can provide consistent, trusted valuation across that lifecycle, that’s not just useful, that’s foundational.

What I find interesting is the focus on data itself as an asset class. Data is notoriously hard to price, yet it underpins AI, finance, and digital infrastructure. If DVLT builds tools that make data valuation repeatable and credible, they’re not just enabling markets, they’re creating them.

Curious how others see this - is valuation the real infrastructure play everyone is overlooking?