Baldvr
7 posts


Some personal news: I've joined Variational as head of product. I am now responsible for driving the product’s transition from crypto to RWAs. As a long time crypto builder, this is the first time in a while that I'm waking up genuinely excited about what I’m shipping. Beyond the mission, I’ve been incredibly impressed by the caliber of the team here @variational_io is the universal broker. We aggregate liquidity across all perps so users get the best execution in one place. We've facilitated $200B of volume, with current OI at $650M. The RWA category is already bigger than most people realize. RWA perps are now ~50% of onchain volume and the main driver of growth. We’re partnering with the largest exchanges and market makers in tradfi to bring their liquidity to Variational. This means the same depth as tradfi, the best funding rates in the industry, and a breadth of perp markets that don’t exist anywhere else. I won't frontrun the full announcement but that's where 100% of our time is going if you trade perps in size, specifically rwas, dm me so I can get you the benefits of early access and get your feedback built into the product.


In light of recent security incidents and the increasingly hostile environment, we have activated a dedicated treasury contract to further strengthen the system’s resilience. This contract is solely responsible for holding the entirety of the protocol’s treasury (TVL) and incorporates a circuit breaker mechanism governing fund outflows. Specifically, if the total value locked (TVL) decreases by more than 3% within any rolling 24-hour period, the treasury contract will automatically halt all USDC outflows. In such an event, settlements are paused until the team reviews the underlying transactions and explicitly approves any increase in withdrawal limits via a multisignature process. The multisig signers are distributed across multiple geographies. In rare circumstances, this may introduce delays to withdrawals. However, we believe this is a reasonable trade-off to ensure the safety of funds. The perpetuals and vault contracts, which handle trading and business logic, no longer custody funds. All asset movements are routed exclusively through the treasury contract. As a result, even in the event of a full system compromise, including bridges, oracle providers, or operator infrastructure, the maximum potential impact is limited to 3% of the TVL.

Every durable retail platform of the last decade has converged on the same product direction: a single account, a single UI, and the broadest possible asset menu with the deepest available liquidity. IB's "universal broker" positioning across 150+ markets drives ~25% YoY account growth. eToro sells itself on equities, crypto, ETFs, CFDs in one app. SoFi members using 2+ products retain and monetize materially better. Hyperliquid's own move from perps-only into spot, HIP-3 RWA markets, and a superapp direction tracks the same pattern. What no venue (especially on-chain) offers today is that consolidation with high-quality execution in perpetual futures across every RWA the user wants to trade. Traders juggle a Korean broker for KRX names, Robinhood or IBKR for US equities, an FX platform for currencies, a CFD provider for indices, and a crypto exchange for perps--each with its own balance, margin, tax, and UX. The first venue that delivers tight, stable execution across equities, global indices, commodities, FX, and regional single-names **as perpetuals, in one account, 24/7** will capture a massive increase in demand. Not because retail doesn't know what they want, but because until now no one could make the long tail liquid. More to come about the Variational Vision and our three-stage rollout for RWA markets.

My previous account got suspended for "Inauthentic behaviors" I wish i could say more what behaviors i did for this to happen, but i can't since i don't know Looks like only option is to start over, part of the game i guess, I will try to keep improving my content, talking more about my views and what i testing, maybe include also other topics outside of crypto Still farming Variational, Nado and xStocks Finished 01 with 2k+ points and less than 140$ spent on farming Private mainnet ended and points will be harder to get, Im fine with my results there, no reason for me to continue TGE with FDV with 20M still puts me in profit so okay play i think

