Variational: $1B FDV launch outlook
Variational has strong volume on both Polymarket and Aspecta.
On Polymarket, the chance of trading above $1B FDV one day after launch is 61%.
On Aspecta, the valuation is $750M FDV.
The market appears to be pricing a launch around $1B FDV, including OTC activity.
The author считает this a fair range and says the first day could even see $1.5B FDV.