Hello, and welcome to this weeks LBI update post. It has been an interesting week, and a good one for LBI despite the low price of HIVE. Income has been good, and it is starting to look like Leostrategy has fixed it's issues with yield distribution on its RWA tokens. Anyway, let's dive in to the numbers.

Here are the token prices at cut-off time.

And here is last weeks report for comparison:

A new position appears this week, with some funds added to the BTC/ETH liquidity pool on HE. This opening position is around $166 so not large in the scheme of LBI, but something to build on. This is to lock in some value for us into blue chip crypto's, and hedge in case HIVE continues to decline and HBD breaks down. Just a rainy day fund I'll add more to here and there over time.
Added some more to the HIVE/PWR pool, and accumulated more DUO also.
I'm going to repeat the totals in text throughout this post for the benefit of @askrafiki, who can't read the numbers from the screenshot:
HIVE power - 25671.676 + 3681.396 in @lbi-pwr wallet (being shut down). 1742.759 HBD in savings. 0.001225 BTC in pool, 0.04265223 ETH in pool. 2664.789 HIVE in the PWR pool. 1323.680 PWR in the pool + 2000 PWR staked. 5876 SUO staked.

Over the last few weeks, I've pulled a little out of SURGE, rounding us off at 2000. These funds have gone for other things, notably this week on the BTC/ETH pool in the main wallet.
The key news this week is not around assets, it's income. We got a chunk of backpay during the week, and 5 days in a row of perfect leostrategy yield payments coming in. That has made a huge difference as you will see in the Income section below.
LEO staked 100,000. HIVE power 4210.992. LSTR 100 (actual sit in the token wallet, but listed here with the LEO assets). 1000 staked TGLD. 1500 staked TNVDA. 282.5 TTSLA. 2000 SURGE. 500.961 ACE

Nothing to report again this week. 49.061 new EDSI minted into our wallet for the week.
4083.66 HIVE power. 7300 EDSMM. 1000 EDSD. 9270.137 EDSI.

Bought another 150 DAB early in the week, which all got staked. This week we minted 48.951 DAB and 44.225 DBOND (both worth 1 HIVE each). Total is 93.176 which is very nice, but still not 100. I could get us there now, by staking most of the liquid DAB. But that would knock our income down (the only yield we pull out from this collection of assets is the yield paid for liquid DAB) so I don't want to do that. Instead I'll keep picking up more off the market when I can to get there that way.
10,000 RUG. 15180.368 DBOND. 2350 staked DAB. 1971.323 liquid DAB

We continue to collect very nice income out of this wallet, pulling 10 LEO per day in yield, with a bunch more getting compounded back into the pools. Will continue to trickle in more funds where I can to keep growing. An underrated part of our fund I think.
1500 BEE staked. 2,627,701 CENT (cumulative total from all pool positions). 832.323 BEE in pool. 1030.443 LEO in pool. 38.836 USDT in pool. 579.145 HIVE in pool. 33.156 HBD in pool. 0.00048896 BTC in pool. 0.01620614 ETH in pool.

The buy wall I had set up got hit, so all the funds in this wallet are now tied up in an LBI sell order. Is this the best option, and is a buy wall something I can maintain? - not sure. Originally, this was used for the buy and burn one off program, to restore LBI's market price to around it's asset backed value.
485.472 LBI listed for sale on the order book

$0.114 USD per LBI is the asset backed valuation this week. This is almost unchanged from last week. The other measures are ok, with both HIVE and LEO up again this week, which means our fund outperformed both these tokens over the week.
Each LBI has asset backing worth $0.114, or 1.647 HIVE, or 3.664 LEO, or 0.122 LSTR, or 0.00000167 BTC, or 0.251 SURGE, or 1249 CENT.

Allocating each of our assets itemized above into their main categories we get that asset split. Obviously the main change is that the BTC and ETH sections went up in line with the new investment mentioned above.
24.61% HIVE assets. 12.61% USD assets. 52.43% LEO assets. 0.54% BTC. 0.53% ETH. 9.28% other assets.

Here is the happy news. We pulled into out weekly income split a total of 1276.221 LEO for the week - our best figure in a very long time. As mentioned some of that was back-pay from Leostrategy.
Weekly totals for each category of income source. All incomes are in LEO: 1.832 from @lbi-token (content). 105.976 from HBD interest. 30.532 from PWR pool. 30.239 from DUO. 56.976 from miscellaneous sources. 53.41 from EDSI. 22.417 from DAB. 71.038 from CENT. 891 from all Leostrategy tokens combined (SURGE, TTSLA, TGLD, TNVDA). 12.801 from @lbi-leo earnings (LEO delegation to lstr.voter and Hive delegation to leo.voter)

A big week for dividends for us, given the nice income mentioned above.
510.488 LEO sent as dividends. 510.488 sent to the @lbi-pool wallet to fund LP rewards. 95.717 LEO sent to @jk6276 (for my time running LBI). 63.811 sent to @spinvest (ask backup keyholder and trusted adviser). 95.717 used to buy and burn LBI).
Yield this week works out at 3.62% - better than it has been ever I think, and remember LBI in pools still gets this yield also. Dividends work out to total $15.828, and we bought and burned 27.006 LBI this week.
I'm going to skip the liquidity section this week as I'm out of time, and plan to do a LP specific post during the week.
A nice week for LBI. Record dividends and our biggest source of yield seems to have fixed it's problems properly. Value overall is flat, but our asset base and tokenomics seem to be outperforming much of the market we are operating in. BTC and ETH become a goal to accumulate into a bigger share of the fund.
Thanks for checking out this weeks update post.
Cheers,
@jk6276 for LBI.
@askrafiki, please summarize this post and include any thoughts you have about LBI.
Posted Using INLEO
Let's leave the sell orders on for the time being. You can always cancel them and burn or we may use that LBI for rewards for content... Just thinking aloud.
Yeah, happy to let it sit. If the order gets hit it means LBI's price is up, and we make a 10% profit on the trade.
The buy wall is a tricky one, but it's not a big issue overall for the fund, just more of a "nice to have" feature really if it can be done.
It's funny how DAB and DBOND just continue to roll along in the background.
I actually don't know how these operate
DAB is the yield token. Liquid DAB earns daily HIVE drip. Staked DAB earns DBOND daily (at roughly the same APR). DBONDS (staked) mint more DAB using the mining lottery contract (like EDS miners and so on). DBOND is backed 1:1 with HIVE holdings. DAB is "pegged to 1 HIVE" but not necessarily asset backed.
RUG is asset backed by funds invested in defi farms on BSC (I think) managed by @silverstackeruk. Weekly yield from these is brought back to HIVE and used to mint DBOND as it's yield token. All designed to feed back around to produce yield for DAB.
Does that make any sense?
Yup, a few of our investments are looking more and more passive everyday. The beauty with DAB and DBOND is that so long as the bots are working, it does not need any input from an admin. RUG in that wallet is the exception.
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?
#threadstorm
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?
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.
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