Chainlink Reserve showcases how crypto’s regulatory revolution is pushing big-ticket ideas into DeFi. Here’s a rundown of Reserve AND why it matters for investors. 1/8

Public companies have a well-worn way to turn cash into value. With stock buybacks, they can bet on their long-term success and reward investors, too. But what do crypto companies do? 2/8

Most don’t view their tokens as regulated securities. Still, few have been eager to do something as flashy – and possibly as risky – as buying back their own token. That’s changed with the Trump Admin. 3/8

Companies now feel freer to push the envelope. Once-iffy value distribution ideas are suddenly in play. For example: tapping their business revenue for a token buyback. Chainlink was ready. 4/8

It already had the infra rails (Payment Abstraction) for converting onchain revenue into LINK. But so much of Chainlink’s revenue comes from its offchain businesses. Now, it's plugging Payment Abstraction there, too. 5/8

The result: a continuous value funnel that turns a portion of Chainlink’s revenue into a long-term bet on itself. Reserve will hold LINK for years, accumulating more, and maybe faster, as the business keeps growing. 6/8

With just over $1M in LINK to start, Reserve is hardly set up to be an accumulation machine on par with the Treasury Reserve Cos. we see nowadays. But that’s ok. It's optimized for sustainable growth. 7/8

I expect Reserve to be the first of many buyback-style initiatives by crypto companies. That’s a good thing. Why? It’s not bad for companies to make these kinds of bets. In fact… It's normal! 8/8