RE: LBI Weekly Holdings and Income report - Year 2, Week 18 - week ending 30 November 2025

Thanks for the report @jk6276 and for the ping. This reply might seem a bit off, because I'm in the middle of drama right now, I just hope it won't hurt LBI.

I might surprise you to not be against your recent moves, if you see potential in them.

I was waiting for this report, because we need to think about our relationship with Hive and of we do have an alternative.

These issues are valid, because I don't like what I'm hearing about Hive recently. I'm not dumb enough to think these voices would be there if Hive's price was better. However, people seem discontent with Hive whether it's some bloke posting Actifit or a major developer.
My reasoning, since it's financial operation, we need to put emotions elsewhere and calculate the risks. If we have an alternative, we should prepare the landing site for any possible outcomes.
If we decide Hive is our only valid option, we need to think what to do increase our chances of us not loosing. How to help Hive and eventually how to help ourselves.
I don't know if it's powering up more Hive (since it's cheap) or it's supporting some burn proposal. We need to have a brainstorm on the issue to weigh our options if we have any (maybe our holdings are to small to distort anything).

"I talked to a guy', who said projects/dapps won't migrate to other chains because it requires substantial amount of development work and not many people outside Hive know how it operates. But he agrees Hive is facing low user retention.

Is there a way to improve things for us?

Interesting, you are right, I am a little surprised. I do have some things I'm watching closely as their are risks involved in Leostrategy's set-up that are not being considered enough, but I do think that if they get it right, and can generate income at a decent rate then the model will work. LBI mainly now holds the yield bearing tokens rather than LSTR itself.

As to the bigger HIVE issues, yes I also share concerns. I'm seeing lot's of doom and gloom, and the bull-market (that seems to be over) has completely passed us by without a benefit. Whether LBI can do anything about it, I doubt to be honest. Our HP is not significant enough to influence governance, and powering up more now seems risky.

I won't be surprised to see HBD fade next, and the interest rate set by witnesses drop significantly.

Moving elsewhere, well were do we go? Assets and investments can be shifted off-chain into other things, but moving the token itself would be above my pay-grade. I'd need help from people that know what they are doing, and it'd likely cost a bit. Is it worth it for a $30K fund?

LBI is a passenger on the HIVE rollercoaster, like it or not. We can make some moves to try and get a better seat, but at the end of the day, if HIVE goes down, we go down with it.

Thanks for the thoughtful comment, and the surprising lack of disapproval of recent investments like TGLD.

Cheers mate.