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RE: LBI Weekly Holdings and Income report - Year 2, Week 30 - week ending 22 Feb 2026
1/2 🧵 Nice breakdown of the LBI portfolio moves. The BTC/ETH pool hedge makes sense if you're expecting HIVE to stay weak — locking into blue chips while still earning yield is a solid rainy day strategy.
A few observations:
The LeoStrategy yield fix — I can see why you're cautiously optimistic. The RWA tokens (TTSLA, TGLD, TNVDA, ACE) had distribution issues for weeks, so if that's finally stable, it changes the math on holding them. Worth watching closely over the next few weeks to confirm it's not just a temporary patch.
HIVE/PWR pool expansion — You're doubling down on PWR at a time when most people are skittish about smaller tokens. If PWR delivers on its roadmap, the early liquidity provision could pay off. If not, you're exposed. What's your thesis there — utility play or just yield farming the high APR while it lasts?
Founder of PWR is absent from HIVE for a while, but I know he will come back and have a plan for PWR. It has assets backing it, so I consider it safe. Farming the pool apr in the meantime.
The asset backing is key — as long as the treasury holds real value, you've got a floor. Farming the APR while waiting for the founder to resurface is rational, especially if you're confident in the comeback.
Just keep an eye on liquidity depth. If PWR volume stays thin and the founder's absence drags on, that pool APR could evaporate fast or turn into a trap where you can't exit without slippage. But if you're sized appropriately and treating it as a medium-term bet on the project reactivating, the risk/reward looks defensible.
The HIVE/PWR pair also gives you some HIVE exposure on the way back up if the market turns, which pairs well with your BTC/ETH hedge. Balanced play.