my thoughts on a few likely @variational_io questions: what price will $var trade at at tge? honestly, i have no idea. the general consensus atm is between $1-2b fdv. the herd is usually wrong, so it will probably be closer to the extremes of this range, but as i explain below, it's a pretty pointless game to play atm here's why i don't take any projections that seriously. there's simply too much incomplete information: -we need to see the post points dip in activity to assess how sticky variational is -we don't know what impact the api will have -we don't know the impact and/or significance of the forthcoming partnerships -we don't know what else is in store. the team is clearly holding back some really juicy info which we're not able to factor in. so why bother? i also think many of the valuations i've seen have some very flawed comparisons/assumptions to summarise, we're entering a critical period of development and growth for the platform, with all key metrics reaching new milestones, more swaps coming online and pro on the horizon we have lots of reasons to be optimistic. rewarding real users is foundational to this extremely capable team. to all those spending a lot of time and energy speculating about tge, i would relax. time will reveal all, and the picture is still largely out of focus for now ---------------------------------------------- thoughts on the delay to tge? now that the dust has settled on the latest update, i completely understand the frustration here. the goal posts have been moved in a way that nobody likes. the points program was scheduled to end no later than q3, and yet here we are this move will benefit some and not others. those wanting more exposure (or new to the platform) have been given a gift, despite it being harder to get points now. those who were early or happy with their exposure stand to get diluted and have to wait much longer for their $var tokens (we have to balance this with the very large 32% allocation, fully unlocked at tge) on a personal level, i wish it hadn't been pushed back. in the end, i think we will look back on this as frustrating at the time, but ultimately the right decision. markets and life generally reward patience. the rest of the details (relating to tge) are very positive or at least in line with expectations it's been nearly two years since I started tracking variational. i was first introduced to the project in dec '24. i've come to trust the team and their decisions, so i expect that the extra wait is strategically sound and will add to the fdv at launch and beyond based on the messaging in the latest bankless podcast, i anticipate there being at least a couple more months ahead of us (i hope to be wrong here): 'We had planned to end points at the end of Q3 and launch the token imminently after. But because of reasons that’ll be very clear over the next couple months, we’re extending the points program through Q4. . .And so that’ll happen at some point in Q4. . .But it’s still very much coming in the near term and points we’ve extended essentially just to cover that interval period between now and TGE.' ---------------------------------------------- why do i have so much conviction in @variational_io? it's the people. the human beings who are giving life to the ideas. 'bet on the jockey, not the horse' is a concept i really buy into i know that @variational_io is innovative. i know that swaps are a superior product to perps. i know that pro taps into trillion dollar otc markets. i know that onchain derivatives and the growth of rwas is a fantastic horse to bet on but none of this matters if the people at the helm cannot consistently deliver. having done extensive research over many months, lucas, ed and the rest of the team are simply ppl i am prepared to bet on and betting big is exactly what i'm doing ---------------------------------------------- if you enjoyed this, lmk and i'll fire out a few more bottom line, much to be positive about. in all likelihood, we're probably not bullish enough and if you wanted more time to stack points, congrats gvar

if your size is size, swaps on @variational_io offer you superior liquidity/execution vs comparable rwas it's not up for debate, the data backs this up $1.2b volume on us100 alone today. imagine what happens when there are 100 swaps, all trading 24/7 this is how @variational_io wins: -by bringing tradfi liquidity onchain -with a truly differentiated product, and real pmf billions must swap

'The RWA TAM. . .is absolutely f****** enormous.' 'That's the much bigger market that tells you this trade has a lot farther to go' @hosseeb talking about hyperliquid, lighter & @variational_io on @therollupco

100s of hours of research numerous posts, articles and spaces w/team top 100 rank i have total confidence when i say, you are not bullish enough on @variational_io sharing good new things adds real value to the space. rooting for all those that took action incredibly exciting times ahead gvar

if you're an active trader, head to: omni.variational.io/trader-r… you may be due a reward for signing up nb: my ref 'OMNINACHO' gives you an 18% points boost, the best this space can offer

if you're sidelined, coping, or still on the fence about @variational_io do 2 things: -watch the video below -check out my intro article (pinned) i promise you, it will open your eyes the points program extension is a gift for those still without enough exposure - use it it will only get harder once the api goes live gvar

all conjectures about future valuations are worthless to me because they are blind to what's coming if this week has taught us anything, it's to raise your expectations 'dream bigger'

milestone unlocked have high conviction? have no regrets gvar