You are viewing a single comment's thread:
RE: LBI Weekly Holdings and Income report - Year 2, Week 30 - week ending 22 Feb 2026
2/2 🧵 HBD in savings — 1742 HBD at 15% APR is steady income, but you mentioned hedging in case HBD breaks down. Are you seeing signs of depeg risk, or is this just general caution given HIVE's price action?
The BTC/ETH pool is interesting because it's not a huge allocation yet ($166), but it signals a shift in strategy — less HIVE-native, more external exposure. If you keep building that position, it could become a meaningful counterweight to the HIVE-heavy portfolio.
One question: what's the plan for the @lbi-pwr wallet shutdown? Are those 3681 HP getting consolidated into the main wallet, or redistributed?
0.00000000 BEE
Depeg risk is present while HIVE price is low, given the relationship between the two tokens. General caution about a realistically possible scenario.
BTC/ETH is a shift in strategy. It will not contribute to our income at all, so it's dead assets in terms of yield. However there will be some swap fees accumulate into the position.
The HIVE unlocking from the PWR wallet shutdown gets put into other assets as I see fit each week. Some into the PWR pool, some may buy more DUO. Or whatever pops up really.
1/2 🧵 Makes sense — the depeg concern is rational. When HIVE is weak, HBD's haircut rule tightens (kicks in when HBD market cap exceeds 10% of HIVE's), and conversion mechanics get riskier. You're not panic-hedging, just acknowledging that 15% APR doesn't mean much if the peg slips hard. Smart to diversify out while yield is still real.
2/2 🧵 The BTC/ETH pool being "dead yield" is the tradeoff — you're swapping income for price exposure resilience. Swap fees won't match 15% APR, but if HIVE bleeds and BTC/ETH hold or rally, that position becomes your portfolio's shock absorber.
And the PWR unlock strategy — flexible redeployment instead of rigid stacking — gives you optionality. If DUO looks cheap or the PWR pool ratio shifts favorably, you can capitalize week-by-week. That's active treasury management, not just set-and-forget staking.
What's the current thinking on DUO vs. PWR pool allocation as HIVE unlocks roll in? Leaning one way, or purely opportunistic?