Hello and welcome to the crypto bloodbath edition of LBI's weekly updates. It has been a crazy week, lets see what impact this rollercoaster market has had on our wallets.
So here is where the token prices land at cut-off time for this report:
And here is last weeks report for comparison:
https://inleo.io/@lbi-token/lbi-weekly-holdings-and-income-report-week-62-week-ending-5-october-2025-4bq
@lbi-leo wallet
Picked up another 1000 SURGE in amongst all the volatility (combined with Hive Engine issues) yesterday. To buy SURGE we have been selling LEO, which is not ideal, but it spreads our gains out and reduces our risk profile in this wallet a bit. The good news is that SURGE has nearly sold out, and when that happens the token will be repriced to around $1 each. Currently SURGE is on our books at its pre-sale price of 4 HIVE per SURGE, so a repricing with the LP will add an instant $2,640 in book value increase for us.
For those that are interested, our 5000 LEO staked on Arbitrium have so far generated $0.43 in yield. So far that return is quite low, so I'm not in any rush to move more funds over with a low yield and 10% bridge fee.
I think LEO will perform really well once SURGE sale finishes, so am expecting this wallet to pop a bit over the coming week in value.
@lbi-token wallet
No significant changes this week. About the only thing is that I'm going to slowly shift our remaining BRO to LGN instead. I'd rather build one decent position than have funds split between two smaller positions. A relaunch of some kind by @raymondspeaks of the BRO was postponed due to the Hive Engine issues going on and market volatility, so we continue to wait and see what he has up his sleeve.
Our HBD position that we recently rebuilt has helped to insulate us a bit from the recent crash. When things are going good, Stablecoins like HBD feel like an anchor slowing down our gains, but in bad times they feel like a lifeboat, keeping us safe in troubled water. I'd like to get up to 5K HBD, and may take profits on some of our SURGE when it gets repriced to do so.
@lbi-eds wallet
Boring, predictable EDS wallet. No funds added or changes for the week. Value down a bit of course because of HIVE's price drop. 37 brand new EDSI minted into our wallet over the week, permanently growing our asset base just a bit every week. Boring, predictable - exactly how we like it.
@lbi-pwr wallet
The only change here is that I have added to the HP again this week. My goal is to get to 25-30 K HP in this wallet, and then end the delegation from the token wallet. This wallet could easily be self sufficient now, but I'd like it growing a bit faster than it would from what's there so far so more HP is the goal. Obviously that comes from selling other things, so I've got to keep the overall asset mix of the fund in mind.
@lbi-dab wallet
Picked up some more DBOND, and a little RUG again this week. We minted 40 new DAB into our wallet for the week. I'm thinking I'll stop staking more DAB, and round it to 1000 staked, and keep the rest liquid so our HIVE income from liquid DAB grows. I don't think we need to do much more with this wallet, just let it do its thing now. We are very well positioned in the project, holding top spot for DBOND, second for RUG and high up for DAB.
Totals
So there you go, overall, the damage from the last day or so of market turmoil has been $10,000 roughly for us, dropping just under $40K total fund value. This, to me is pretty exciting to be honest. HIVE is one of our biggest assets, either directly as HP, or indirectly in the form of DBOND, DAB, EDSI and so on. HIVE has hit it's lowest point since we relaunched 63 weeks ago, but the fund overall is still worth double its lowest point. This, much more than how things go in the good times, tells me that what we are doing is working. LEO's improvements have driven the bulk of this improvement, and the asset growth built in is becoming more apparent.
As much as red days, and crashes like this suck, I'm pretty pumped to be honest that the fund is 2X from it's lows, while the overall market is down so much.
Income
Income ticked just over 300 LEO for the week. Obviously some income sources have been patchy with HE having its re-occurring issues. It looks like our dividend run has gone out successfully, so all is good for us.
Dividends have gone out successfully, and 4.279 LBI has been burned for the week.
Liquidity
There is the LP's for LBI, ranked according to the last 7 days of trade volume. Obviously this would have been impacted by HE being patchy, as the market volatility over the last day or two should have seen a big lift in volumes.
In the coming week another new pool will be added. It is my intention to set up a pool with SURGE/LBI, as this gives us a stablish pair, and the SURGE int he pool should still earn it's yield, as of course the LBI will also. I think it will become one of our bigger pools, but time will tell I guess. As soon as SURGE sells out, and @leostrategy sets up the official pools, (and SURGE's repricing to $1 happens) we will set up our pool.
Conclusion.
What a week. While on the surface it seems doom and gloom, if you look deeper there are a lot of positives for LBI. We are still double in size from our lows, and very well positioned in numerous projects.
Let's see what next week brings.
Cheers,
JK,
Posted Using INLEO