Nevin Freeman@nnevvinn · 2026/08/26市场影响RT @reserveprotocol: Coinbase Tokenized Stocks are now live on @Base
Reserve is one of the first portfolio apps to bundle them, live from…
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Nevin Freeman@nnevvinn · 2026/08/21市场影响RT @reserveprotocol: market go up → base:0xa0a8481fc246cd12f75227abb96220ff5360fad3 go up
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Nevin Freeman@nnevvinn · 2026/08/19观点输出RT @reserveprotocol: T-minus 2 hours until our Q2 Report + Community Call
Join here: https://t.co/2YLoQx6l7C
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Nevin Freeman@nnevvinn · 2026/08/15赛道影响RT @SamoBurja: Attention San Francisco: I will be giving a talk explaining why civilization is much older than we thought, and how this cha…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Nevin Freeman@nnevvinn · 2026/08/14观点输出RT @reserveprotocol: 📆 Reserve Q2 Report + Community Call: Wednesday August 19th, 9:30am–11:00am PT
Join us as we walk through our Q2 repo…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Nevin Freeman@nnevvinn · 2026/08/12赛道影响RT @reserveprotocol: Interested in Reserve’s AI DTFs but brand new to crypto? 1) You’re not alone, and 2) we got you
$BUILDOUT, $POWER, $P…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Nevin Freeman@nnevvinn · 2026/08/12政策影响We're looking forward to what the SEC decides to propose, as early as this Friday. As we've worked on the issue of tokenized securities, we've come to apprecaite just how complex and interconnected the current rules and regulations are. They have a difficult task modernizing them for this new technology platform!
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Nevin Freeman@nnevvinn · 2026/08/08赛道影响RT @bits_pod: Buying Into the Singularity is now available wherever you get your podcasts.
Apple Podcasts: https://t.co/xEOgVLEkHG
Spotify…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Nevin Freeman@nnevvinn · 2026/08/05赛道影响It’s been a while since my last written update so here’s an overview of what we’re up to at ABC Labs.
tl;dr if you don’t want 18 minutes of video:
What we've been heads down on
- Ran about 10 one-on-one user interviews with people in eligible countries to test demand for the AI DTF series. Signals are positive, and higher net worth users tend to grasp the product fastest and show good signs of demand.
- Those calls surfaced a long list of things the current UI and materials don't explain well, especially for people hearing about Reserve for the first time. Sitting down with our product designer to start fixing that.
- Huge amount of ops and engineering work on liquidity. Equity DTFs don't draw on onchain DEX liquidity like CMC20 does. They rely on Ondo's just-in-time minting and market makers repackaging that liquidity through RFQ systems (CoW Swap, 1inch, PancakeSwap X). We've been working out the kinks so users consistently get good pricing.
- Separate engineering effort to overhaul the trade router across all DTFs for better pricing and faster quotes.
My take on the recent launch
- The signals suggest this product line can work and could grow large. What we haven't proven yet is reaching the right audience at scale and explaining it well enough to convert.
- Next few weeks are about testing marketing channels.
- We launched into a market pullback, and thematic products are a hard sell when prices are down. Not surprising that capital didn't rush in immediately.
Why so much AI content
- The product thesis rests on a personal belief that transformative AI is nowhere near priced in, and that it will be over the next few years. Expect volatility and repeated pullbacks along the way. Not investment advice, just the reasoning behind why we're bullish on the line.
- "Buying into the Singularity" (@bits_pod ) is a deliberate bet that becoming a credible voice in AI investing brings long-term attention to Reserve products. Also a topic I care about personally, independent of Reserve.
- Rough analogy: this feels like 2017, maybe 2013 for crypto, not the year 2000 for tech. I expect booms and busts on a one to two year cadence rather than four, because it's driven by real capability releases, not pure speculation.
- Two things that could drive the next wave: visible recursive self-improvement, and continual learning (models actually updating weights from what they encounter instead of relying on context windows). Wouldn't be shocked to see a lab demo the latter within a year.
Also cooking
- A new crypto-oriented DTF line. The four-year cycle looks alive for Bitcoin at least, less clear for alts, so timing seems good. Close to ready, taking a bit more time.
- One further project involving agentic components. Code written, some already in audit, but final decisions pending. Possible we decide it's too innovative for now, so no details yet.
Ask for you guys
- Curious what the ecosystem thinks about the AI thesis and the products. If you're in an eligible jurisdiction, direct feedback is welcome, and happy to hop on a call like I've been doing with folks in Asia and LATAM. Tag @starl3xx to book!
Nevin Freeman@nnevvinn · 2026/08/04观点输出RT @reserveprotocol: Which basket will lead the pack by end of year?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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