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H Henrik_on_HL
Henrik
@Henrik_on_HL

I truly believe Variational points should be valued well above $50, with upside into the triple digits. People have forgotten how to dream. TGE will likely happen within the next three months, and personally I struggle to see Variational launching below a $2B FDV. Dragonfly invested $50M, the Variational team brings experience from Google, Meta, Jane Street and other top-tier firms and I’m sure that the tokenomics will be great. Coinbase ventures is another VC, which makes a Coinbase spot listing likely for $VAR at TGE.

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E eazyscalp
Eazyscalp @eazyscalp · D

@Henrik_on_HL the team behind this definitely has the right pedigree for it

V VictorTopDefiG
Victor.hl @VictorTopDefiG · A
W Wyriium
Wyrium @Wyriium · B

@Henrik_on_HL I see up only from here

1
E 0xEtheral
etheral @0xEtheral · D

@Henrik_on_HL we'll see when variational actually TGE and turns the incentives off. right now metrics are heavily skewed by airdrop farming and mercenary capital, hard to value anything off that.

2 4
B BimbaCrypto
Bimba @BimbaCrypto · D

@Henrik_on_HL triple digits on points feels like a stretch when even $50 is just vibes the $2B FDV floor is a big call for a token with no public tokenomics yet

O onchainmonk
onchainmonk @onchainmonk · B

@Henrik_on_HL True u r

J jifan_hl
jifan.hl @jifan_hl ·

@Henrik_on_HL what fdvs these vcs got in would be a good gauge on possible TGE fdv

0 0x_Davide
0xDavide @0x_Davide ·

@Henrik_on_HL It is precisely because there are so many VCs that it won't reach those valuations. Hyperliquid had no VCs, nor did it give away tokens to exchanges.

B 0xBaseee
Base @0xBaseee · 20K A

@Henrik_on_HL @tuczky Got that balls tingling

4
W chsndw
Wolf @chsndw · D

@Henrik_on_HL I think so too, the lowest is $50.

original · zh

@Henrik_on_HL 我也是这么认为的 最底50美元

0 0xSlyth
0xSlyth @0xSlyth · D

@Henrik_on_HL same same bro

M Monsoon07572775
monsoon 🧪 @Monsoon07572775 · C

@Henrik_on_HL Would they even do tge?

C corgil
CorgiI @corgil · 23K A
C culers_crypto
culers.hl @culers_crypto ·

@Henrik_on_HL Dragonfly + Coinbase Ventures + Jane Street background is hard to ignore. Curious where the market will actually price it at TGE

C CoppelReal
Coppel @CoppelReal ·

@Henrik_on_HL Why we need another perps dex?

R Robsvr
RobSVR PerpsMania @Robsvr · D

@Henrik_on_HL We truly forgot how to dream.

M mystcapital
myst @mystcapital · A

@Henrik_on_HL The copium i needed