Variational arc 'the next trade is all that matters'

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'
32% of $VAR will be airdropped to traders, fully unlocked. Following Hyperliquid’s success, we want to do right by our community. That’s why we’ve planned one of the biggest airdrops ever. There’s a lot we haven’t shared yet. time to dream bigger
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to learn more about @variational_io, see my pinned post use my ref for an 18% points boost (the best on offer): omni.variational.io/?ref=OMN…
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Nacho retweeted
A year and a half ago, we launched Omni to bring broker-style trading on-chain. Back then, we got excited about hitting $1M in daily volume. As we relentlessly iterated on our product with UI redesigns, spread improvements, new order types, and more listings, our user base grew exponentially. Eventually, we started seeing $10M, $100M, $500M, $1B+ days. Now, Omni is one of the largest on-chain trading venues by any metric: $3B+ in daily volume and nearly $2B in open interest. More than half of the platform's activity is in non-crypto markets. That rapid growth is driven primarily by swaps, our new instrument bringing TradFi liquidity on-chain. Omni was (and continues to be) shaped by the feedback of traders. Hyperliquid proved that if you do right by your community, they will do right by you. That's why 32% of $VAR is going to Variational traders at TGE, fully unlocked. No external market makers on Omni, and no points for OLP. 100% of the allocation goes to real users. We have so much left to build: trading API, 24/7 swaps liquidity, spread rebates, OLP deposits, spot markets, and Pro for options. TGE will be just the start of our journey to make Variational the best place for retail and institutions to trade any global market on-chain. I'm excited to share more about our upcoming partnerships. For now I'll just say that the wait will be worth it. See you in Q4.
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milestone unlocked have high conviction? have no regrets gvar
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Nacho retweeted
here's the @variational_io story so far feb 2024 - sep 2026 enjoy
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here's the @variational_io story so far feb 2024 - sep 2026 enjoy
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try variational: omni.variational.io/?ref=OMN… gives you an 18% points boost + silver tier
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man, what did i just wake up to: -tge set for q4 2026 -32% genesis distribution (!) -'100% of revenue. . .to buy and burn the $var token.' -unclaimed tokens to be burned -points program to be extended into q4 due to 'major strategic partnerships' -public mainnet coming, as well more swaps and api -more info about $var utility and buybacks to come 'We're limited in what we can share right now, but suffice it to say, it's quite exciting, and we will release more information as soon as possible.' gvar
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Nacho retweeted
this was last year's milestones (see image below) imagine what the next two years are going to look like how are you not delusionally bullish on @variational_io
Variational has crossed $3B in daily trading volume for the first time. More than half of this volume is on swap markets.
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Nacho retweeted
many such cases and many more to come i encourage anyone who thinks they are 'too late' to @variational_io to study some of my recent posts tge is just the beginning gvar
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this was last year's milestones (see image below) imagine what the next two years are going to look like how are you not delusionally bullish on @variational_io
Variational has crossed $3B in daily trading volume for the first time. More than half of this volume is on swap markets.
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Nacho retweeted
comparing the last two biweekly updates... total volume: +$21b, +6.6% duel sided oi: +$160m, +9.6% tvl: +$27.8m, +13.3% 2wk net revenue: ($2.47m) +$201k, +8.8% treasury holdings: +$914k, +12.4% nb: gross spreads went down ($5.1m to $4.6m), but so did hedging costs ($2.8m to $2.1), resulting in greater net profit. swaps (smaller spreads per $ & cheaper hedges) likely played a role here gvar
Welcome back to another Variational biweekly update! PRODUCT ➡️ The most recent mainnet release was v0.34.0. ➡️ Added in-app announcement page. ➡️ Improved margin usage display. ➡️ Improved notification display. ➡️ Other miscellaneous UI improvements. METRICS ➡️ Total Volume Traded: $339.75B ➡️ Current Dual-Sided OI: $1.83B ➡️ TVL (Excludes OLP Hedging Accounts): $236.12M ➡️ Total Markets Currently Listed: 552 ➡️ Total Rewards Claimed: $8,275,215 ➡️ Total Losses Refunded (Sunset): $4,559,196 ➡️ Total Referral Rewards Claimed: $3,716,019 ➡️ 2w Spreads Paid (Gross Revenue): $4,570,970 ➡️ 2w Net Revenue: $2,479,527 ➡️ 2w Rewards: ($211,814) ➡️ Referral Rewards: ($211,814) ➡️ 2w Net Profit: $2,267,713 ➡️ Protocol Treasury: $914,194 ➡️ OLP PnL: $1,353,519 ➡️ Lifetime OLP PnL: $19,787,369 ➡️ Current Protocol Treasury Holdings: 8,274,637 USDC We appreciate your continued trust and support!
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Nacho retweeted
After our API launch you can do this 100x cheaper
Hey @vladtenev why is the spread for buying or selling $BTC via agentic trading 2% on Robinhood? Kinda of criminal levels of slippage on an asset this big
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comparing the last two biweekly updates... total volume: +$21b, +6.6% duel sided oi: +$160m, +9.6% tvl: +$27.8m, +13.3% 2wk net revenue: ($2.47m) +$201k, +8.8% treasury holdings: +$914k, +12.4% nb: gross spreads went down ($5.1m to $4.6m), but so did hedging costs ($2.8m to $2.1), resulting in greater net profit. swaps (smaller spreads per $ & cheaper hedges) likely played a role here gvar
Welcome back to another Variational biweekly update! PRODUCT ➡️ The most recent mainnet release was v0.34.0. ➡️ Added in-app announcement page. ➡️ Improved margin usage display. ➡️ Improved notification display. ➡️ Other miscellaneous UI improvements. METRICS ➡️ Total Volume Traded: $339.75B ➡️ Current Dual-Sided OI: $1.83B ➡️ TVL (Excludes OLP Hedging Accounts): $236.12M ➡️ Total Markets Currently Listed: 552 ➡️ Total Rewards Claimed: $8,275,215 ➡️ Total Losses Refunded (Sunset): $4,559,196 ➡️ Total Referral Rewards Claimed: $3,716,019 ➡️ 2w Spreads Paid (Gross Revenue): $4,570,970 ➡️ 2w Net Revenue: $2,479,527 ➡️ 2w Rewards: ($211,814) ➡️ Referral Rewards: ($211,814) ➡️ 2w Net Profit: $2,267,713 ➡️ Protocol Treasury: $914,194 ➡️ OLP PnL: $1,353,519 ➡️ Lifetime OLP PnL: $19,787,369 ➡️ Current Protocol Treasury Holdings: 8,274,637 USDC We appreciate your continued trust and support!
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also see
2W Net revenue for @variational_io close to ATH. The previous time they earned more net revenue was in Jan 2026. Metrics have been climbing up steadily as Swaps continue to gain traction. Imagine what happens when a few hundred more assets are added to the Swaps market. Waiting for the first platform to list $VAR pre-markets. Pretty much the perfect environment for VAR to TGE atm.
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