It's that time of the week again, time to provide an update on all things LBI. Not so many changes this week, but a couple around our income that I'll dive in to in the Income section below. Prices are down, and we have dipped under $30K total fund value for the first time in ages for the weekly reports.

Well, we are not down too much, so it's ok. We added more tokens in various areas, so while the top line value is down, we push on and grow our asset base.

Prices at cut-off this week:

Last weeks Update:
https://inleo.io/@lbi-token/lbi-weekly-holdings-and-income-report-year-2-week-19-week-ending-7-december-2025-67n

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Assets:

@lbi-token wallet

Not much change here this week. We added about 50 HP over the week. Continuing to buy a little DUO each day, from our HP delegation income. May buy a bigger chunk in the coming weeks to boost our position in this project. BEE delegation still brings a nice income in, and we continue to earn 0.7 HBD per day from our HBD savings. Wallet value is down just a couple hundred dollars over the week, so not too bad.

@lbi-leo division

With half our fund in this wallet, this is the key driver for us heading into the future. Heavily invested in Leostrategy tokens, our income from this division now makes up just over half of our total funds income.

I have changed the treatment of the income from the strategy tokens. Previously each one was shown separately on the income report, and al the yield was sent to the income distribution. From this week, the yield is just shown as a total, and half is sent to income. The other half is being re-invested back into more tokens. Currently I buy some TTSLA each day, as it's our smallest position currently (and also well below peg). Next week should see higher yields, as TGLD in particular looks set for an increased yield week as it has drifted below peg a bit more. Also we will see an income boost once TNVDA starts paying yield.

The final change is that sLEO (LEO staked on Arbitrum) is now accounted in this wallet instead of a separate "off-chain section". As we closed our last BASE and ARBITRUM pool positions and moved most of those funds back to HIVE (into TNVDA mainly) it makes sense to just keep sLEO accounted in this wallet. I'd like to add more, but will wait until staking rewards are re-activated and the position becomes productive again.

@lbi-eds wallet

62.5 EDSI added to the wallet this week. While HIVE is cheap, we make lots of EDSI from our EDSD position. I may boost the HP over the coming weeks to add to the delegation here, which will help EDS project to hit it's flip point faster. Our yield took a hit this week, as EDS altered its payout arrangements to restore better sustainability in the long run. The full details on the change that the EDS project made can be found in this post but basically amount to a short term APR hit, but then a much slower decline week to week until the flip happens in a few years (roughly) before APR only ever grows. EDS is the very definition of a long term investment.

@lbi-dab wallet

Similar to the EDS wallet, this just quietly does it's thing each week. It is pretty predictably growing by 50 DAB and 25 DBOND each week, so that is 75 HIVE value added each week. Not much news from the project for a while, everything is just chugging along. I'd love to boost our DBOND mint to 50 per week, but that would cost a few thousand HIVE used to buy a big number of DAB to stake. Does anyone have 2500 DAB for sale? The other way to mint 25 DBOND per week would be to delegate 30,000 HP to @dab-vote - but obviously 30K HP is beyond us currently. Could work on a combination of these things, but it's not high priority to be honest so maybe 75 per week will have to suffice.

@lbi-cent

Another wallet just quietly doing it's thing. CENT dropped since we bought in to almost half what we paid for it, so the wallet is in the red. It's does spin off a couple LEO per day for income, and we compound the remaining pool yield back into the pools. It is tempting to add funds to boost income and growth at these prices, but the position is small for us so again it's not a high priority for further investment. Still, I like supporting other layer 2 projects that remain active, and trying at least to provide decent conditions for their investors, so am happy to continue supporting the CENT project.

Just a reminder that the CENT/LBI pool carries high yield, and is a decent place to park some LBI matched with CENT for much higher income than passively held LBI.

@lbi-pwr wallet

This wallet is in wind down mode. The PWR was moved to the main @lbi-token wallet, and the HP will power down over the next 13 weeks and be re-deployed to other parts of the fund.

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Totals

When we add it all up, we come to an asset backing for each LBI token of $0.15. The total fund is down around $1500 from last week.

Categorizing all our assets into various classes of assets, we come up with the following asset breakdown:

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Income

Income is down a bit this week. I've gone from putting all the strategy tokens yield in here, to only half, so that accounts for a big chunk of the decrease. I felt it was time to get back to some compounding, as we are meant to be a growth fund with a little income. The other income missing this week is from the off-chain pools, as we have exited those positions and brought the funds back on HIVE and into TNVDA mainly. This week should give us a new baseline to work on building from again.

A change here this week. While the market is valuing LBI tokens well below their asset backed value, I have decided (with some feedback sought from holders via discord) to boost our weekly burn amount from 2.5% to 7.5% of income. This week we burned 16.80 LBI tokens because of this. In the big picture this is still not a lot, around 0.5% of total supply would be burned in the next 12 months at this rate. But it makes sense to me to buy tokens below their backed value and burn them, meaning our assets get split between fewer tokens.

The increase here has come from the pool rewards split. Currently across all our pools we distribute 262.5 LEO per week in rewards. Obviously that is more than the 171 we saved this week. But by playing with pool terms and so on when they need to be renewed I can keep pool rewards decent. Growing income overall is the best way to be able to grow pool rewards, and that has been my focus for a while now, and the main reason I put us so heavily into the strategy tokens.

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Liquidity report

A very slow week for the pools, with volumes of trade well down on previous weeks. As for pool depth, overall there is currently 21,829 LBI deposited across all pools. This is up around 300 across the week, and represents 11.1% of all LBI tokens being held in pools.

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Conclusion

A quiet week for us overall, with no major new investments of note. Some tweaks and tinkering around the edges. Yield from the strategy tokens is likely to be higher next week, with TGLD looking like a bit of an increase for the week, and hopefully TNVDA coming on line soon??

Thanks for checking out this weeks update post, I'd love to here all thoughts comments concerns or otherwise in the comment section below.

Have a great week LBI frens.

Cheers,

@jk6276 for LBI.

Posted Using INLEO