I see the passion that is coming back to this community! Despite the delays, the fud-and most importantly the price, which has dropped in an incredible way- I see the love and passion for $RSR. Thank God, the @reserveprotocol team and our Captain @nnevvinn
The $DRAM ETF from @roundhill is an index of memory companies benefitting from the AI buildout. It sits at $9.6B in assets less than two months after launch, and it’s up 85% in value that time.
This is so cool! So far we’ve mainly seen private hedge funds and their LPs enjoying the gains from this sector, but now retail investors have *public* fund access (in addition to the option of picking stocks manually, though most don’t have the time and expertise for that).
The famous AI thesis hedge fund Situational Awareness is sitting on $13.6B in assets – not all that much more than $DRAM’s $9.6B, meaning retail is starting to enjoy a similar level of exposure.
But $DRAM is a US-listed ETF, so you can only buy it in countries that are plugged into the US brokerage network. Fund access has progressed from private to public, but still leaves much of the world out.
We can do better. By creating funds onchain with tokenized US stocks that are backed 1:1 with underlying equities and accessible outside of the US, we can extend access to most of the globe. That’s what we’re cooking right now, alongside the leading tokenizer of US equities.
Stay tuned for globally accessible AI supply chain funds in the coming weeks, freely accessible in about 145 countries to about 6 billion people.
If you are in the trenches on this trade, you can guess which vertical we’ll lead with.
In Reserve’s pursuit of asset-backed currency, we’ve always had RWA support on our roadmap. We believe this is the perfect time to launch support for tokenized equities because we can address a real market gap: right now the economic benefit of the AI buildout is uneven based on where you live and what you can invest in, and we can make meaningful headway in fixing that with a product line we believe will bring usage to our platform and propel us forward as a project.
Our endgame remains the construction of DTFs that protect your purchasing power whether we go through World War 3, the decline of the US and the dollar, or a true technological singularity. The next step in our journey is incorporating exposure to the AI buildout.
We’re curious:
Are you invested in the AI sector yet?
Where are you from, and what has been your experience trying to get access?
Which companies or sectors are you most interested in, or do you not know where to start?
Let’s take this a step further:
At $1B Index DTF TVL and a monthly $RSR burn equivalent to 0.53% of TVL, the amount of RSR burned monthly at current price would be 662M tokens.
Annualized, this is 7.95B $RSR burned a year, or close to 8% of the total 100B supply.
Interesting…
Great job, captain! You're clearly in good shape! And this game has its levels—you're showing us that! With God's help, everything will work out!
$RSR #DTF@reserveprotocol
2026 is the year DeFi protocols start operating as real companies. Reserve is committed to leading the charge, in public.
TVL means nothing without revenue. Each asset should be seen as a standalone business, with its own path to profitability.
Incentives in this industry should be a means to an end. That end is revenue, not TVL. Revenue to accrue to token holders. Revenue to drive growth.
Time to leave the vaporware behind.
Welcome to the revenue meta.
Good morning, happy new year.
The Reserve project is going to operate pretty differently in 2026.
In my view, no Reserve DTF has yet shown strong signs of truly organic product-market fit. This has to change.
It's obvious that funds will operate onchain eventually – everything financial is in the midst of being tokenized, so why wouldn't they? The question is when and how the transition will happen.
The near-term question for the Reserve project is: will we lead the way, figuring out which types of onchain funds will get big first, so we can build those on the Reserve platform? Or will we let the opportunity to lead slip by?
It’s critical that we capitalize on the opportunity because our strategy for building asset-backed currency is to be the leading platform for DTFs.
We've built a solid foundation – the Reserve Yield and Index protocols, which have brought many millions in value to RSR holders and have held hundreds of millions in value with no exploits.
If we've attracted hundreds of millions in assets, why do I say there are no signs of product-market fit on Reserve DTFs? Because of the incentive payments that have driven Reserve DTF usage so far.
As we've discussed here and there in the past, some incentives have been onchain (see https://t.co/lZm1lauZ7b) and some offchain. I'd like us to calculate the total combined cost of incentives for each Reserve DTF so we can compare that to its revenue from fees. I suspect nearly all are running the decentralized equivalent of negative gross margins, i.e. operating at a loss. Gathering and displaying these data will take some effort, but will pay off in how it helps us focus.
This year, we need to launch DTFs that asset allocators want to hold without any external incentive, so they reach positive gross margins (i.e. fees exceed costs) and grow organically and sustainably.
This will be my personal top priority, and I will do everything in my power to make it happen. I will also steer every part of the Reserve ecosystem in this direction as much as I can.
If and when we reach this point, the dynamics will really change. If we achieve exponential growth in DTFs that bring more value to RSR holders than they cost, that can start a positive economic engine that's based on fundamentals, not speculative demand.
When we look at the terrible RSR chart, we worry about what others will think of it. But you have to remember: a protocol that buys and burns RSR doesn't care about the chart. If massive platform fees generate massive RSR buying and burning, that's a direct input to the system that isn't subject to any narrative forces – it is a creator of narrative forces.
To make this happen, we must adopt a shrewd approach to new DTF design, treating each one as its own startup and making sure:
- it solves a real problem for a specific class of asset allocators
- it is branded in a way that conveys its value and has the right vibe
- it’s marketed through a channel that connects with the target allocator
- it’s available for purchase on at least one platform the target allocator is comfortable using
You may think: wasn't that the plan already? Yes and no, there are a lot of important nuances here.
I'll be sharing the details of how I plan to make this happen on a community call next Thursday January 15th at 9:30am Pacific. See the link in the next post, below. If you can’t make it, the video will be shared and likely chopped up for you to see the whole thing or a few highlights.
This will be a wartime year. We have much to do. If you are part of the DRF or otherwise highly engaged in Reserve, please try to make it to the call so we can get in sync.
Who will build the S&P 500 of crypto? 🤔
👉 Meet $CMC20. Built on @BNBCHAIN and powered by Reserve, the new CoinMarketCap 20 Index DTF tracks @CoinMarketCap’s flagship Top 20 Index in a single token
Ride the market at https://t.co/8ChJGW6tQS
$CMC20 is a collaboration between crypto's primary data provider and the Binance ecosystem's leading DeFi apps 🧩
📚 Index → @CoinMarketCap
⛓️ Blockchain → @BNBCHAIN
🥞 DEX liquidity → @PancakeSwap
⚗️ Creation → @LISTA_DAO
⚙️ Platform → @reserveprotocol
$CMC20 is launching with full ecosystem support on BNB Chain and is available for trading on PancakeSwap and mintable on the Reserve dapp.
CoinMarketCap is actively partnering with DeFi protocols, centralized exchanges, and fintechs to increase $CMC20’s utility, enabling lending products and yield-generation mechanisms for $CMC20 holders and expanding distribution beyond DeFi.
Institutional inquiries and partnership opportunities can be directed to: [email protected]
For complete index methodology, real-time holdings data, and integration documentation, visit: https://t.co/trLPsLrhMJ
CoinMarketCap has been the homepage of crypto since 2013
Who better to define the industry's main index?
@HeathersideD@PostAurum@reserveprotocol You're literally shitting in people's ears. What's your post about, do you even understand? And what's with that nickname? You don't represent the reserve community.
$RSR
Overall market volume is still low, so I’m trying to share only clean and healthy charts as much as possible but overall, I’m moving cautiously.
LSTRADER QUOTE: When everything settles, it’s our charts that perform the best.