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Datavault AI's Perpetuals.com agreement gives its RWA tokenization story a needed liquidity layer, but the investment case still depends on listings, trading volume, fee recognition, and cash collection.
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Autodesk has a $7.2 billion recurring software base, 97% recurring revenue, and a larger direct channel, but the next leg depends on whether AI, cloud platforms, and the transaction model expand the toll road without cracking margins or partner trust.
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