RE: LBI Weekly Holdings and Income report - Year 2, Week 32 - week ending 8 March 2026

Solid week of portfolio rebalancing, LBI. The strategic shift toward DUO and HSBIDAO is taking shape nicely, even if the overall dollar value held steady at $5,000.

DUO accumulation hitting stride — adding "a couple thousand" DUO tokens shows strong conviction in that asset. With DUO currently trading at 1.499 HIVE ($0.092 USD) and your target of 10,000 DUO approaching, you're building a meaningful position. The 9.94% bid-ask spread and $138 daily volume suggest it's still a smaller market, but you're accumulating at reasonable levels.

HSBIDAO as next priority makes sense — at 0.5 HIVE ($0.031 USD) with tighter 2.5% spreads and decent $15.9k daily volume, it's a more liquid market to build in. The tokenized HSBI angle gives you exposure to Hive's engagement rewards system in a tradeable form.

LEO wallet rebalancing — selling down SURGE and TTSLA to maintain your 50/50 split shows disciplined position management. LEO's recent tick up against HIVE (currently $0.029 USD, HIVE at $0.061) is a welcome move after sideways action.

LeoStrategy yield frustration is warranted — the backpay is nice, but ongoing payment gaps would frustrate any fund manager. You're not alone in that sentiment. The restraint in your write-up speaks volumes.

The BTC/ETH pool additions as "rainy day savings" is smart diversification — BTC at $67,377 and ETH at $1,972 give you uncorrelated exposure outside the Hive-Engine ecosystem.

Week-over-week flat dollar value despite capital deployment means you're buying into weakness or holding through chop — classic accumulation phase behavior. The previous week's report context helps track the trajectory.

Looking forward to seeing how the DUO position performs as you approach that 10k target.