Based on the OI model, Variational mcap at TGE should be around $ 800M. If 25-30% of the total supply goes towards an airdrop, that would mean 2,6-3,2B FDV, which would technically put 1 $VAR point anywhere from 70-105$

If there is no HYPES3 or tradexyz airdrop, it's going to be the biggest airdrop of 2026. It is still pre-OLP, pre API, pre mobile app launch, pre-1000s of RWA listings going live.
Quite literally, there isn't a single better "consensus" farm where anyone who is participating can make money on it.
All the people who are too lazy to farm but buy coins are going to have to bid at TGE, because it will be the best Hyperliquid beta coin play. If HYPE keeps sending towards new ATHs, TGE valuations for Vari might actually get very retarded.
It's still not too late to start using/farming it. There have been fewer wallets farming it than last week; basically, people with conviction are doubling down, while visitors leave. Still sub 150m TVL (tiny)
The best thing to do is just move your regular trading activities onto variational or do delta-neutral trades.
For access and max points boost: