RE: Good, Bad or Indifferent | Your Feedback Wanted on LeoStrategy Products

Overview

The RWAs are incredibly important for both LeoStrategy and LeoDex. Broadening the marketplace for all LEO users today and future LEO users tomorrow.

By having a wide array of RWAs, we can bring in more people who are interested in different products. This is how our focus has been when it comes to the LeoDex side of marketing the sRWAs to the broader public.

That being said, the stablecoin is a necessary next step for LeoStrategy. It's critical to the 10M plan and it's also critical to the rollout of sLEO Lending (something I'm incredibly excited about). If Lending is also added for RWAs and all LeoStrategy products, then it also gives a huge use case to every single previous asset that's been rolled out.

Lending & Profit-Making Products

I know the Lending code is primarily done and we're now waiting to see the stablecoin. I also know you guys are working on both your Dashboard as well as your Order Book Virtualizer for Base Pool <> Hive-Engine Order Book.

These products will generate daily profits for LeoStrategy. Profits are then used to buy LEO which over-collateralizes all assets and raises the tide for future ones.

What I Think is Best to Do Next

The RWA Launches are small and they allow continuous expansion. I also see that their shelf life is very long: what many don't see about these RWAs is that it's not completely about how much is raised today it's also about creating a new profit center via the Market Makers + the ability to raise capital in the future.

People can look at the RWAs similar to an IPO of a public company stock. An IPO isn't the only fundraising event. The fundraising happens continuously forever after the IPO because now that the ticker is live, the company can choose to do more capital raises in the future.

Strategy & Michael Saylor are doing very much the same thing. They IPO'd STRD, STRK, STRC, etc. and raised immediate capital but they are also using them to raise weekly capital via ATM raises. I know this is also a part of the LeoStrategy playbook and I think we are still very early in this journey and most have not caught on to how this will all work long-term.

My take is to launch at least 1 more RWA and then look to launch the stablecoin. The size of LeoStrategy's LEO holdings and the size of the Stablecoin launch will directly dictate the size of sLEO loans that we can all take.

If Lions understand this well, they will help you be successful with the RWAs + Stablecoin launch. Lions need to know all of this and I suggest making blog posts explaining both this model as well as a deeper insight into the profitability of Market Makers.

Along with that, the Dashboard will go a long way as well.

After reading the comments, I see a lot of Lions who don't necessarily understand the behind-the-scenes of LeoStrategy and how it's a profitable fund that generates capital in a multitude of ways. I also think there's a knowledge gap on the roadmap to sLEO Lending and how the size of the fund & upcoming stablecoin will directly map to how much a LEO holder can take a loan on.

I am sure other Lions agree with me that if we know that the direct success of sLEO Lending is tied to the size of the next few raises; we would do more to help you succeed.