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$STANDARD

12 pieces · Aug 2026 to Oct 2026 · 3 flagship

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DeFi12 Tokenized stocks3

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122026

Price and coverage

STANDARD $STANDARD

Calls: 6 bullish
Since first call, bullish: −26%
Since latest call, bullish: −5.8%
Now: $0.231

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $STANDARD

Explainer23 Aug 2026Standard Reserve TL;DR: an onchain central bank that fixes Olympus designOHM hit >$4B in 2021 then fell 98%; Standard swaps fixed APY for issuance tied to net ETH flow through a v4 hook pool. Inflow buys tokenized gold, outflow buys and burns STANDARD; fees split 70% vault, 15% permanent liquidity, 15% team.Data13 Sep 2026Standard Reserve moon maths part 1: base, bull and moon scenariosScenario model of the mint and 12 months of system behavior: base $7.4M launch FDV to $26M (3.5x), bull $18.1M to $243M (13x), moon $23.9M to $3.2B (135x). A passive whitelist seat is worth 0.42, 4.5 or 111 ETH on a 0.15 ETH cost.Explainer13 Sep 2026Standard Reserve explained: onchain central bank, charters, branches and mintExplains soulbound charters with 1 to 10 branches earning equal issuance shares, net ETH flow through a Uniswap v4 pool setting expansion or contraction, burns from licenses and exit fees, and the 14 Sep mint (0.15 ETH whitelist, Dutch auction from 1.25 ETH).

Timeline · every piece, newest first

2026 12

22 Oct 2026Standard Reserve bull case: reflexive issuance and Robinhood Chain liquidityFive weeks in, 26.4M STANDARD were destroyed vs 18M issued, and the reserve sold 1,318 ETH into SpaceX, Alibaba and SK hynix tokens with pools 12x to 17x deeper than rivals. Open issues: SpaceX volume sits in a cheaper v3 pool and stock-pool fees go to a team multisig.ThesisDeFiTokenized stocks

27 Sep 2026Standard Reserve: adding branches after Mandate II and v1.1/v1.2 upgradesAdded two branches after Mandate II (liquidity engine for stock tokens on Robinhood Chain), v1.1 and v1.2 upgrades and S-Bills staking. Now earns 0.3154% of issuance, ~1.8k STANDARD a day (~$415), with the issuance multiplier at 0.8.Market takeDeFiTokenized stocks

23 Sep 2026Standard Reserve: why add branch licenses, Mandate II and the burn loopBought three licenses at ~7.7k STANDARD each and now earns 0.2177% of issuance (~$326 a day at $0.1947). Argues the reserve's 13.82M USDG exceeds the three biggest Robinhood Chain stock pools combined, funding a market-making fee flywheel into buybacks.ThesisDeFiTokenized stocks

17 Sep 2026Standard Reserve branch license auctions: 4.4M STANDARD burned in three daysOver the first three license auctions 4.4M STANDARD were burned; auction 2 closed at 12k per license, back to launch-day levels, burning another 1.2M. He keeps monitoring and plans to open more branches.DataDeFi

15 Sep 2026Standard Reserve auction burn math: 0.84% of supply gone in three daysBranch license auctions closing near 12k burn 1.2M STANDARD, with the next auctions opening at ~24k and ~48k. If demand persists, 0.84% of supply is removed permanently in the first three days.DataDeFi

14 Sep 2026Standard Reserve mint plan: why early branches beat late onesA branch's share of issuance is largest on day one (1/1,000 vs ~1/6,000 later), so his plan is to mint, let the sniper tax burn, then compound into licenses early. He warns against overpaying for yield at peak fomo.ThesisDeFi

13 Sep 2026Standard Reserve moon maths part 2: banker strategies over 12 monthsModels five banker strategies (sit, build, harvest, flip at 6, build then flip at 12) on a 0.15 ETH seat: building to 10 branches returns 2.50 ETH base, 16.2 ETH bull and 320 ETH moon. Passive seats are hurt by dilution and very sensitive to contraction share.DataDeFi

13 Sep 2026Standard Reserve moon maths part 1: base, bull and moon scenariosScenario model of the mint and 12 months of system behavior: base $7.4M launch FDV to $26M (3.5x), bull $18.1M to $243M (13x), moon $23.9M to $3.2B (135x). A passive whitelist seat is worth 0.42, 4.5 or 111 ETH on a 0.15 ETH cost.DataDeFi

13 Sep 2026Standard Reserve explained: onchain central bank, charters, branches and mintExplains soulbound charters with 1 to 10 branches earning equal issuance shares, net ETH flow through a Uniswap v4 pool setting expansion or contraction, burns from licenses and exit fees, and the 14 Sep mint (0.15 ETH whitelist, Dutch auction from 1.25 ETH).ExplainerDeFi

11 Sep 2026Why he is keeping his Standard Reserve whitelist spotWhitelist spots reportedly trade OTC at $40k to $50k before a token exists. He holds because the genesis cohort owns all issuance on day one, dilution is limited to 100 new branches a day and exits carry congestion-priced fees.ThesisDeFi

25 Aug 2026Standard Reserve dormancy rule: 30-day inactivity bounty and 70% revocation feeCharter holders must interact every 30 days or anyone can report them: the informant gets 2% of accrued balance (cap 100k STANDARD) and the holder pays a 70% revocation fee, half burned and half to active bankers; the charter burns.ExplainerDeFi

23 Aug 2026Standard Reserve TL;DR: an onchain central bank that fixes Olympus designOHM hit >$4B in 2021 then fell 98%; Standard swaps fixed APY for issuance tied to net ETH flow through a v4 hook pool. Inflow buys tokenized gold, outflow buys and burns STANDARD; fees split 70% vault, 15% permanent liquidity, 15% team.ExplainerDeFi

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The Standard Reserve12 Uniswap27 Robinhood Chain7

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