Q1 2026 Community Call recap + discussion

Ideas & suggestions
1

Thanks to all who showed up for the Q1 Community Call on 04/16. A full recording is available here and embedded below.

It ran about 90 minutes and covered four major topics:

  1. RSR Delegate Program: six community delegates now active across four Yield DTFs, with @Raphael_Anode walking through how the program came together and what to expect going forward

  2. Q1 engineering updates: protocol releases, Optimistic Governance progress, the upcoming Zapper overhaul, the Register repaint, and how AI tooling has reshaped the engineering team’s velocity

  3. First quarterly financial report: full revenue “waterfall,” the NARR (net annually recurring revenue) methodology we’ll be using going forward, RSR burn YoY, and Confusion Capital treasury operations

  4. RSR unlocking proposal: a milestone-based model to replace the Bitcoin emissions curve, with the first milestone tied to $2.5M in annualized net revenue

Plus a live demo of Scout, the internal AI tool we’re using to ideate, backtest, and evaluate DTF strategies in our search for product-market fit.

Catch up:

Community call recording:

  • 00:00 — Intro

  • 01:16 — RSR Delegate Program update (Raph)

  • 08:04 — Q1 engineering updates (Patrick): protocol releases, Optimistic Governance, Zapper overhaul, Register repaint, team AI adoption

  • 14:50 — First quarterly financial report (Nevin): platform metrics, revenue waterfall, NARR methodology, RSR burn YoY

  • 20:11 — Audience question: where does seed capital come from?

  • 41:30 — Q&A on incentives, flywheel, and the mercenary capital problem

  • 51:57 — RSR unlocking proposal: replacing the Bitcoin emissions curve with a milestone-based model

  • 1:10:07 — Scout demo: internal AI tool for ideating, backtesting, and evaluating DTF strategies

  • 1:31:49 — Closing thoughts: switching from incentive-driven TVL growth to a disciplined search for organic demand

And here’s a PDF of the Q1 Quarterly Report.

If you have thoughts on anything covered in the call, drop them below. @nevin.freeman will make a separate post specific to the RSR unlocking proposal.

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2

Hey @starl3xx, thanks for putting this together and posting it on the forum.

Would it be possible to post Reserve’s Q1 Financial Report as a standalone post? It’s a significant report which protocol decisions and possible future RSR unlocks depend on it seems a shame to leave it nested within the community call recap.

It could then also follow the SOPs adopted by the Yield DTF reports.

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3

Good idea; I’ll aim to do that this week

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