Episode Details

Edward Yu – Bringing OTC On-Chain and the VariationalOMNI Perp Dex (S7E18)
7/30/2025
Flirting with Models

Key Insights

Bullish:

  • 🟢 $OMNI - Omni's business model shows promise with higher revenue per dollar traded and lower transaction costs compared to competitors, indicating a strong market position and potential for growth.
    • Users are also sometimes a little bit surprised because I say, according to our market research, we're making two x the amount of revenue per dollar traded. And for the user, the transaction cost is actually lower compared to, like, Binance or Hyper Liquid, etcetera.” - Edward (30:21)
  • 🟢 $VARIATIONAL - 🔒
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  • 🟢 $DEFI - 🔒
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