Posts by @koolkrypto223, @dorong_x and @0xJaehaerys pretty much sum up the @variational_io discussion points worth noting.
I was tempted to chime in, but I think the team has done a great job so far covering many of them.
Honestly, criticism of projects in this space is endless because no model is perfect. There are always trade-offs in design and security that the average user doesn't see.
Taking in public concerns and addressing them will always be part of the team's job, no matter how big the project grows.
Ultimately it's up to each user to understand a project's risk vectors well enough to decide whether to use it, based on their own risk profile.
Healthy discourse about security is imperative in today's climate - zero-day exploits are increasingly common. Projects that acknowledge the risks and address them will thrive, while others fade away with time.
I was tempted to chime in, but I think the team has done a great job so far covering many of them.
Honestly, criticism of projects in this space is endless because no model is perfect. There are always trade-offs in design and security that the average user doesn't see.
Taking in public concerns and addressing them will always be part of the team's job, no matter how big the project grows.
Ultimately it's up to each user to understand a project's risk vectors well enough to decide whether to use it, based on their own risk profile.
Healthy discourse about security is imperative in today's climate - zero-day exploits are increasingly common. Projects that acknowledge the risks and address them will thrive, while others fade away with time.
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Tasty FUD all around
At least it got more people looking at the docs now
Understanding the risk profile of DeFi protocols should always be the first thing you do before using any apps in the space
At least it got more people looking at the docs now
Understanding the risk profile of DeFi protocols should always be the first thing you do before using any apps in the space
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The ICE and @tradexyz partnership is truly historical. I think we see many more doors open soon for gated DeFi apps.
@chameleon_jeff and @sershokunin have truly brought the space forward and opened up new gateways for future protocols.
Kudos to them.
@chameleon_jeff and @sershokunin have truly brought the space forward and opened up new gateways for future protocols.
Kudos to them.
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I'm not farming points anywhere outside of Variational.
I don't see the point of using a protocol merely for points - most will be worthless anyway.
Volume and OI have dipped slightly, so points should be a bit more generous this week.
I've been using Variational for over a year and will likely keep using it post-points as long as spreads and funding rates stay attractive. Variational Pro will also be a huge unlock for my fund as we can move my Deribit options over.
As most of you know, I tend to make really concentrated bets. Spreading my efforts across various projects just doesn't make sense to me. You can have stakes in lots of protocols, but none of it matters if the stakes are negligible.
Believe in something and have the conviction to stick with it.
gVAR
I don't see the point of using a protocol merely for points - most will be worthless anyway.
Volume and OI have dipped slightly, so points should be a bit more generous this week.
I've been using Variational for over a year and will likely keep using it post-points as long as spreads and funding rates stay attractive. Variational Pro will also be a huge unlock for my fund as we can move my Deribit options over.
As most of you know, I tend to make really concentrated bets. Spreading my efforts across various projects just doesn't make sense to me. You can have stakes in lots of protocols, but none of it matters if the stakes are negligible.
Believe in something and have the conviction to stick with it.
gVAR
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Tokenized stocks are where stablecoins were many years ago: lots of issuers, split liquidity, and not much infra built to facilitate flows.
What they need is the same infrastructure stablecoins got:
- A shared bridge plus Curve-style pools, so the same stock from different issuers trades as one market.
- DeFi composability for the major names, so the capital can work as collateral, in LPs and in lending.
- Easy redemption and direct deposits to neobanks. To tap on the growing payments ecosystem.
- Acceptance as collateral for perps, so you can trade on margin for improved capital efficiency.
Stablecoins brought DeFi its first wave.
Tokenized stocks will bring the next one.
What they need is the same infrastructure stablecoins got:
- A shared bridge plus Curve-style pools, so the same stock from different issuers trades as one market.
- DeFi composability for the major names, so the capital can work as collateral, in LPs and in lending.
- Easy redemption and direct deposits to neobanks. To tap on the growing payments ecosystem.
- Acceptance as collateral for perps, so you can trade on margin for improved capital efficiency.
Stablecoins brought DeFi its first wave.
Tokenized stocks will bring the next one.
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$VAR points got easier to farm this week.
This might be one of the last windows for retail to stack cheap points before APIs open the floodgates to systematic traders.
What's coming for Variational:
- Omni public mainnet
- API trading
- Partial fills on orders
- More swaps and TradFi listings
- $VAR TGE
- Public OLP deposits
- Variational Pro launch
Exciting 6 months ahead for Variational users.
Also making solid progress setting up @VortexTrading_ , my fund. The team learned a lot this past week, and things are coming together fast. Optimistic we'll navigate this market well.
LFG.
This might be one of the last windows for retail to stack cheap points before APIs open the floodgates to systematic traders.
What's coming for Variational:
- Omni public mainnet
- API trading
- Partial fills on orders
- More swaps and TradFi listings
- $VAR TGE
- Public OLP deposits
- Variational Pro launch
Exciting 6 months ahead for Variational users.
Also making solid progress setting up @VortexTrading_ , my fund. The team learned a lot this past week, and things are coming together fast. Optimistic we'll navigate this market well.
LFG.
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My Token2049 takeaways this year:
More institutions at side events, mostly focused on tokenization and stablecoin flows
Side event protocols > main event protocols
Perps were the key theme, with social trading and agentic trading platforms getting real discussion
AI had far fewer events this year
Everyone was talking about PRL. Got asked my take at least 5 times
Hyperliquid set the bar for events: well run, with a great mix of veterans and newcomers. Shoutout to @hypurr_co
@variational_io's dinner and @zeroxkyle's hotpot had the best crowds in terms of quality
Trading comps became the main hook for a lot of events, but the crowds felt a bit cringe
VCs are still hungry for deals but struggling to find investable projects
Established KOLs were open to bouncing ideas. Some smaller ones acted like royalty, parading their "TG communities" to projects
Got brushed off by a few BDs who only wanted KOLs
Solid event overall. Looking forward to hosting my own next year.
Cheers.
More institutions at side events, mostly focused on tokenization and stablecoin flows
Side event protocols > main event protocols
Perps were the key theme, with social trading and agentic trading platforms getting real discussion
AI had far fewer events this year
Everyone was talking about PRL. Got asked my take at least 5 times
Hyperliquid set the bar for events: well run, with a great mix of veterans and newcomers. Shoutout to @hypurr_co
@variational_io's dinner and @zeroxkyle's hotpot had the best crowds in terms of quality
Trading comps became the main hook for a lot of events, but the crowds felt a bit cringe
VCs are still hungry for deals but struggling to find investable projects
Established KOLs were open to bouncing ideas. Some smaller ones acted like royalty, parading their "TG communities" to projects
Got brushed off by a few BDs who only wanted KOLs
Solid event overall. Looking forward to hosting my own next year.
Cheers.
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Whos coming down for Token2049?
I will be mainly attending trading / RWA related events in the coming week
If you are keen to have a chat do drop me a DM on X.
Cheers.
See you around.
I will be mainly attending trading / RWA related events in the coming week
If you are keen to have a chat do drop me a DM on X.
Cheers.
See you around.
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NGL, @OKXSingapore has really been stepping up its game recently.
Did some OTC on-ramping with them and the process was pretty smooth. It’s a stark contrast to where they were last year.
I used to rely on @coinhako and @StraitsX, but the experience was honestly pretty clunky and painful at times.
With more neobanks and crypto-friendly banking options popping up, I’m hopeful that moving funds in and out of crypto will become increasingly seamless over the coming years.
Did some OTC on-ramping with them and the process was pretty smooth. It’s a stark contrast to where they were last year.
I used to rely on @coinhako and @StraitsX, but the experience was honestly pretty clunky and painful at times.
With more neobanks and crypto-friendly banking options popping up, I’m hopeful that moving funds in and out of crypto will become increasingly seamless over the coming years.
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$VAR points farming gona go into hard mode once APIs are launched.
GG to those who got in early.
Just got to make the last few windows count and then enjoy the launch
gVAR
GG to those who got in early.
Just got to make the last few windows count and then enjoy the launch
gVAR
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Defi_Maestro ✺ retweeted
Now that swaps are live (with more markets being continually listed), our next major project is the Omni trading API.
Until now, all trading on has been through the frontend. Soon, traders will be able to trade programmatically on Omni's 550+ listed TradFi and crypto markets.
Until now, all trading on has been through the frontend. Soon, traders will be able to trade programmatically on Omni's 550+ listed TradFi and crypto markets.
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Singapore is doing its own Token2049 airdrop — $HAZE.
- No snapshot required
- 100% circulating supply
- Everyone in SG is eligible
- the token is non-transferable and the emissions are insane
RIP Lungs
- No snapshot required
- 100% circulating supply
- Everyone in SG is eligible
- the token is non-transferable and the emissions are insane
RIP Lungs
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Any good trading /DeFi focused events during @token2049?
I will be skipping KBW this time round but will be attending token2049 alongside my team.
HMU if you would wana have a chat
I will be skipping KBW this time round but will be attending token2049 alongside my team.
HMU if you would wana have a chat
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TLDR
- Points Program to continue till TGE in Q4
- 150k points dropped each week.
- 32% Genesis Distribution : Fully unlocked on TGE
- 100% of revenue directed to the treasury to buy and burn the $VAR token.
Upcoming before TGE
- End of Private Beta
- Omni into public mainnet
- Expansion of Swaps offering
- Trading API Launch
- VAR buybacks and utility details
- Information of new Partnerships
gVAR
- Points Program to continue till TGE in Q4
- 150k points dropped each week.
- 32% Genesis Distribution : Fully unlocked on TGE
- 100% of revenue directed to the treasury to buy and burn the $VAR token.
Upcoming before TGE
- End of Private Beta
- Omni into public mainnet
- Expansion of Swaps offering
- Trading API Launch
- VAR buybacks and utility details
- Information of new Partnerships
gVAR
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Still waiting for the larger venues to launch $VAR Pre-TGE perps.
So much talk about points but no venues to really size in any decent amt.
So much talk about points but no venues to really size in any decent amt.
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Free the Korean Degens
To global CT, altcoin foundations, builders, and farmers: are you waiting for Korean buying power to return?
Then please spread this message. Korea is recklessly pushing ahead with crypto taxation without putting investor protections in place. This is making Korean investors arket, even during a bull run.
How bad is it? Korea offers no loss deductions. Foreign exchange gains are generally tax exempt, yet buying USDT with KRW and profiting from exchange rate movements would be taxed. Taxation is being pushed through without ensuring fair treatment across assets and markets.
As a result, crypto is currently trading at a discount on Upbit and Bithumb, and the Korean buying power everyone is waiting for is nowhere to be seen.
Waiting for the kimchi power to return? Help amplify this message.
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New daily ATH vol for Variational~
Honestly, it's been awhile since I've been excited about a project.
Glad to see the team growing from strength to strength.
I have also been on a look out for a revival of the DeFi ecosystem and the signs are pretty positive so far.
- dily increasing
- RobinHood RWA LP showing decent yield and vol
- Ethena Usde TVL bouncing back up with funding yield going back to 10%
I will be scaling back into DeFi / Crypto and hopefully we will get DeFi Summer once again.
Cheers!
Honestly, it's been awhile since I've been excited about a project.
Glad to see the team growing from strength to strength.
I have also been on a look out for a revival of the DeFi ecosystem and the signs are pretty positive so far.
- dily increasing
- RobinHood RWA LP showing decent yield and vol
- Ethena Usde TVL bouncing back up with funding yield going back to 10%
I will be scaling back into DeFi / Crypto and hopefully we will get DeFi Summer once again.
Cheers!
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