ggwp to those who sold their points for $5 to 7
now its going till $30 to $50 per 1 $VAR point, after $61.8m raised, especially after now that perp dex meta is back:
- $HYPE reached ath, flipped $SOL in fdv
- $LIT listed on robinhood, both pumping
however,
@variational_io still early, tge likely q3, q4
please run your own numbers but here's mine:
- current issued points: ~6.15M
- weekly issuance: ~150K
- tge expected: Q3-Q4 2026 (~21 weeks out)
- projected total points at TGE: ~9.3M
- projected FDV: $800M-$1B+
- at 25% airdrop allocation and $800M FDV: ~$21.50 per point base case
- points OTC was clearing $5-7 just weeks ago.
- after the $50M
@dragonfly_xyz raise, that floor looks like it will get repriced fast
- $200m mc with an avg of $3m fees per month/$36m annualized, gives us a 5.55x MC/fee multiple.
here's one of the strategies i employ for max points:
- team clearly weights OI heavily, 5% of weekly volume typically translates to less than 0.5% of weekly points share.
- find a small-cap market with ~100K open interest
- open a 50K long
- hedge with a short on a correlated asset
- hold delta-neutral for the week
- rotate into new pairs the following week
with RWA markets now live, the same strategy extends to TradFi assets, long a stock spot, short the perp on Variational, collect the spread and the points simultaneously.
it's +EV three ways: the trade, the yield, and the airdrop.
use my ref code: for 12% more boosted points + bronze ranking:
https://omni.variational.io/?ref=OMNINOX https://x.com/arndxt_xo/status/2057383640804540670
