Adam
39 posts
March’s $RSR burn is the largest yet 🔥💪
~16M RSR ($25k+ @ current price) was sent to a burn address, upholding the monthly burn cadence of Index Protocol fees
→ @Dune dashboard: dune.com/starl3xx/rsr-b…
→ Mainnet burn tx: etherscan.io/tx/0x142f44031…
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Why $RSR will 10x in 2026?
Here's the breakdown
1. #RWA Explosion: Tokenized assets hitting $60B+ TVL (up from $18B). Reserve leads DeFi 2.0 with real yields & adoption.
2. Token Burns: Automatic supply reduction via protocol fees that market-buy & burn RSR, creating scarcity as demand grows.
3. Market Momentum: Crypto bull run + institutional inflows (BlackRock etc.) into RWAs
4. #DTF Adoption: Decentralized Token Folios like #CMC20 (top 20 crypto index) on-chain ETF-like baskets for permissionless asset tracking, boosting RSR utility & ecosystem growth.
Bullish or bearish?! #RSR
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🇺🇸 HUGE: Donald Trump said he will announce the new Federal Reserve chair next week.
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Here you can exactly check how many $RSR tokens were already BURNED !!!! 🔥🔥🔥
dune.com/reserve-protoc…
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There’s an election in Hungary in 79 days.
Every Hungarian I know loves Orban.
Watch this election closely.
I suspect another EU scam is incoming.
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The monthly $RSR token burn was successful again 🤌🏽 not bad for this rollercoaster month in my opinion. What do you think?
etherscan.io/tx/0xbdd3da5da…
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Got a thesis on which tokens belong together?
We want to hear about it! Share your Index DTF idea at app.reserve.org/deploy/index-d…
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Íme az év első nagy igazolása😎Ismerjétek meg az egyik legmenőbb, legfelkészültebb, legelismertebb magyart, Kapitány Istvánt.
Ma 13 órától a FB-on és a YT-on beszélgetek Kapitány Istvánnal, TISZA gazdaságfejelsztési és energetikai terveiről.
Magyar
⏳ T-minus 30 minutes until the Reserve community call! Joining info below 👇
Nevin Freeman@nnevvinn
Reserve community call Thursday Jan 15th 9:30am-11:00am Pacific. Come hear about and discuss our operating plan for 2026. Video call will happen on Roam: ro.am/r/#/d/GLdK3uiZ… See in your timezone and add to your cal: dateful.com/eventlink/2038…
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@reserveprotocol Hi, given the successful early adoption of the Reserve app in Venezuela (hyperinflation), and considering the current economic and political developments there, are there any plans to revive or expand Reserve's presence in the country?! #RSR
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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 app.reserve.org/earn/defi) 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.
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