ABC Labs and Confusion Capital are working exclusively on creating DTFs that will get organic product-market fit in 2026.
We have been getting asked: which market? Who are you building for?
This past week I made the call to fully focus on creating DTFs that the top 100 most involved people in the Reserve ecosystem personally want to buy and hold.
Why this narrow focus? Why not target broad retail, crypto-curious noobs, or institutional investors?
Because when you build something for yourself, you know what you want, and when you build for your friends and teammates, you can talk to them constantly for feedback to hone the product for them. This is the kind of rich and tight feedback we need right now in order to create great investment products on top of the Reserve platform. We’ve also concluded by doing customer interviews with team members, UGLYCASH users, and other friends and family, that there’s a good amount of overlap between what we want and what many others out there will want.
Until now, we took the approach of supporting others who build on Reserve and not creating DTFs ourselves. That’s changing. I now regard it as a mistake not to directly create, because it leaves to chance whether the products launched are the right ones. We must take this into our own hands and hone our product offering until it’s drawing significant organic demand and growth. We still want Reserve to be an open platform, but we need to get the flywheel going ourselves.
The top 100 people include the teams from ABC Labs, Confusion Capital, and @Uglycash, along with the new @DRF_hq group. If you would like to join and be involved in this process, you are invited to do so, just tell @starl3xx and he will loop you in. Joining means you’ll have access and support to use our tools to backtest your ideas and create DTFs, be invited to meetings where we discuss ideas in motion, and participate in a dashboard where we share which DTFs we are holding in order to gauge early demand. Most won’t want this level of involvement and that’s fine, I just want to keep an open door for those who want to be a part of this. You never know where the winning idea will come from.
DTFs that catch on within this group of 100 will then be featured on @Uglycash and/or advertised to DeFi users, depending on their type and which kind of user is showing interest. DTFs that start to see traction in those external venues will be prioritized for listings and integrations with exchanges and fintech platforms.
This will let us quickly and cheaply create and test a large number of ideas in our core community, de-risk them in easy-to-access distribution channels we control, and then only spend big on the ones we have reason to believe are destined for high growth.
I shared this plan with our team leads on Tuesday, and with the full ABC and CC teams on Wednesday.
On Friday, the market intelligence team released a simple survey and dashboard out of google sheets that will let us measure weekly which DTFs are being held to what degree among these 100 people.
On Friday, the fundamentals and metrics team deployed a backtesting tool that will let us test and analyze performance of many different potential DTF strategies and designs.
Over the next week or two, the product and engineering team at ABC is making changes to clear the way for this process, getting ready for dozens of DTFs created by these 100 people. We’ll keep many of them unlisted while they are in testing so that if there are problems with liquidity, minting/redeeming, etc, that doesn’t lead to bad user experience for the general public. These changes also move us in the direction of preparing for fully open and permissionless deployment sometime soon.
Our head of finance is preparing to help price each DTF that’s created so that it’s attractive to users while still bringing meaningful value to RSR holders and governors.
Along with another team member, I am personally leading the effort to assess and select DTF strategies to bring into production. But everyone involved will have the ability to launch things themselves, not only me.
This coming week we’ll do a meeting with the DRF group and UGLYCASH teams to get them up to speed as well. If you raise your hand to join, you can join that call (schedule permitting) to hear more about this.
We also have some work going on in the background to prepare for adding tokenized stocks and ETFs to the available universe of assets within DTFs. I’m on a plane to DC at the moment to meet with Commissioner Hester Peirce and the Crypto Task Force, as well as with some other departments within the SEC, as we continue moving the ball forward there. More on that soon.
Happy Sunday. Let me know if you have any question, and let @starl3xx know if you want to be a part of this phase. LFB!
💥 $RSR: The silent DeFi monster is about to wake up.
While everyone’s chasing hype, @reserveprotocol is quietly building one of the strongest ecosystems in crypto — decentralized token portfolios (DTFs), stable assets that fight inflation, and tokenomics built to last. 🌐
Right now: $470M+ TVL, ETH+ just hit 1 BILLION $RSR staked, and the protocol expanded to Base Chain with 35% lower gas fees.
Add to that the launch of $LCAP — an index tracking 95% of the entire crypto market cap, listed on Kraken and tradeable via Coinbase Base. That’s real CeFi ↔ DeFi adoption. 🔗
Everything’s transparent: Chainlink Proof of Reserve, full audits, zero smoke & mirrors.
No more farming for the sake of farming — Reserve is shifting toward organic growth and real-world utility.
The tokenomics? Straight-up elite:
🔥 Monthly burns (~1.2M RSR between July–Sept)
💰 10% of protocol profits funneled into the treasury for continuous burns
⚖️ Bitcoin-style emissions = programmed scarcity.
$RSR powers governance, staking, and collateral protection — securing DTFs against defaults.
As adoption rises, demand follows. Technically, the setup points to a +600% upside if the 2025 bull market hits. 📈
But forget the charts for a sec — the vision is massive: from stablecoins to diversified indices (fiat, commodities, synthetics).
Reserve aims to build an anti-inflation monetary system that doesn’t rely on central banks or fragile fiat. 🧠
With a ~$325M market cap, a credible team (Nevin Freeman & co), and a fast-growing community, $RSR is still flying under most people’s radar.
No fake hype, no empty promises — just a decentralized financial backbone getting stronger by the week. 🌍
👉 If you believe in real DeFi, transparency, and long-term stability beyond fiat — look at $RSR now, not later. 🚀
#Crypto #RSR #DeFi #ReserveProtocol
One token. Every major name.
LCAP powered by @reserveprotocol gives you simple, instant exposure to crypto’s biggest names — all in a single token.
Available on Kraken today ⤵️
https://t.co/uuuvop12Ef
Why hold 20+ tokens when you could hold one?
Decentralized Token Folios (DTFs) bring one-click, onchain diversification: instant exposure, real-time transparency, and 24/7 liquidity.
Think ETFs—rebuilt for crypto. The index revolution is already onchain 🌐
Last week the SEC approved “generic listing standards” for crypto ETFs. If a token has futures trading on Coinbase, ETFs tied to it can now be pre-approved much faster. That opens the door for a flood of new crypto ETFs in TradFi.
But the underrated story is the flow will not just be one way. TradFi is bringing crypto into ETFs, while onchain finance is starting to bring ETFs into crypto.
Think about what ETFs did for Wall Street. They made stocks, bonds, and commodities simple by wrapping them in a single ticker so anyone could get diversified exposure.
Decentralized Token Folios (DTFs) are now doing the same thing onchain. A DTF is a single token backed by a basket of assets. At first those baskets were only crypto. As tokenization accelerates, those baskets will expand to equities, bonds, commodities, even real-world yield streams.
This is where things get interesting. TradFi ETFs are giving investors a bridge into crypto. DTFs are building the bridge back out to tokenized TradFi. Fully onchain, permissionless, and programmable.
The future is not just TradFi ETFs with crypto inside. It is onchain DTFs with everything inside.