It's update time again for LBI - time to deep dive into our wallets and see how the week has been for us. If you don't know much about LBI, these weekly posts are a great way to learn about our token, where we invest our funds, and what the benefits are of buying LBI tokens.
Last weeks update had some nice engagement on it, which was pleasing. I always enjoy hearing from LBI holders and appreciate all feedback, whether you agree with what I'm doing on otherwise.
Here are the prices for assets used at the cut-off time for this update:
And here is the link to last weeks report for comparisons:
https://inleo.io/@lbi-token/lbi-weekly-holdings-and-income-report-year-2-week-18-week-ending-30-november-2025-3cs
Now on with the update.
Assets
@lbi-token wallet
The first change for this week is here. The PWR project run by @ferranlogs (@empoderat) is ending it's delegation program. Ferran is real world busy and not around much, but the assets he has set up backing the PWR project are still in place and the project continues on. I have shifted our holdings into this wallet, and will shut down the separate wallet (@lbi-pwr) that we had operating for our PWR investments. These tokens are staked and will earn some small staking rewards from a tiny amount of inflation remaining in the project. I'll just compound any returns, and hold for the long run.
Other than that, not a lot of change here. We delegate HP to a couple of projects, and use the income to buy DUO. This week I have used a bit of spare funds around to buy a bit more. The overall value of this wallet is up, as I moved the PWR in, with everything else in the wallet remaining much the same as last weeks.
@lbi-leo division.
Last weeks update brought TGLD onto our balance sheet, this week we have added TNVDA, another asset representing price exposure to a real world asset. Once the pre-sale ends, and the yield begins for this asset, I plan to treat it differently to the yield from the other tokens we hold here. TNVDA yield will be used to compound into building our positions. At the moment our TTSLA position is quite a bit smaller than the other @leostrategy holdings we have, so likely for a while this will be the focus on building up a bit.
The prices of these T-assets have been quite encouraging, holding reasonably close to their "peg value". It is still early days, but so far it's promising signs. Future pre-sales are going to be harder for us to take a big position in, but we shall see.
Off-chain holdings.
Another downgrade here as I've pulled the last of our LEO/USDC pool position, and also the TTSLA position. Most of those funds were used to fund the TNVDA buy in, with a little adding to the sLEO stake. I'm likely to wrap up our pool experimentation this week, and close the SURGE pool also. The pools have been an interesting experiment, and I've learnt along the way. But I'm not excited about the more active nature, and having to monitor daily the ranges and yields. Holding assets passively on HIVE, and generating a nice easy yield is more appealing for me from an admin side, and fits LBI's style better. I do plan on building up the sLEO position, but will likely account for that in the main LEO wallet rather than a separate division.
@lbi-eds
Something to talk about this week for the EDS wallet. During the week we got an update from @silverstackeruk about some changes to the EDS income model. Basically there will be a drop to the yield this week, but after that the APR decline should be much smaller. Changes made a while ago have not worked as intended, so another tweak was needed. Our position remains unchanged, we happily accept a slightly smaller APR in the name of better long term sustainability. In a few years, the APR will stop declining and flip to start increasing forever. EDS is the perfect example of a passive, long term position and fits the "get rich slow" ethos.
I'd like to boost our EDSD and/or our HP delegation to earn EDSI faster but also help the project hit the flip point quicker. Likely to use some of the unstake from the PWR wallet to add a bit here.
@lbi-dab
No changes here this week. We grew by 50 DAB and 25 DBOND again this week, which is right on our average. 75 HIVE value gets added to this wallet every week, completely passively. I'd like to find a way to boost this up to 100 per week, but to do that I'd need a bunch more RUG, or more staked DAB, or a heap more DBOND. Either way would mean adding more investment.
@lbi-pwr
This wallet is being wound down, and all that remains is a chunk of HP. I will power it all down, and re-deploy it to other areas. The LP position has been closed, and the PWR moved to the main wallet.
@lbi-cent
No changes here. CENT has dropped a little bit more from last weeks, but not significantly. This is a small position for us, and it generates a bit for our weekly income distribution. One thing I will say is that our friends in the #cent community know how to compound. LBI is a reward in their "TRADE" pool, and I can tell that people receiving it there are then adding it into the CENT/LBI pool. It is very pleasing to see the number of liquidity providers in that pool, regardless of the size of the position. Little and often is the way to build a portfolio over time, and for that I'm very glad our friends at CENT are slowly building their LBI position in the pool.
Totals
All up, we dropped around $1000 in value over the week. The HIVE and LEO valuations are very similar to last week, as they have both gone down a touch at a similar rate. We hold above $30K for another week.
LEO asset share of the total fund is up a bit, thanks to the TNVDA buy. That has been the main shift of funds this week.
Income Report.
Income is down from last week by around 100 LEO for the week. The entire drop can be attributed to a decrease in the LP income from the pools off-chain. We moved funds out of these pools, so less has been there to generate income. Everything else has been pretty on-par with last week.
This weeks dividend run is worth a touch under $15. 7.528 LBI's burned from supply.
Liquidity update:
The volume of trade through the pools is up a little on last week. Last weeks volume through all pools was $835, this week it was $1121. The number of LBI tokens in the pools is also up a bit, 21,501 this week compared to 21,256 last week.
Conclusion.
TNVDA position buy, and the wind down of the PWR wallet are the main stories of the week. Dividends have gone out for the week, and we keep on rolling. Token prices may not be where we would like them to be, but we are growing and moving forwards regardless.
Have a great week everyone.
Cheers,
JK
@jk6276 for LBI.
P.S. Last weeks comment section was very pleasing, showing that there are still LBI holders engaged and actively keeping up with what we are doing. Feel free to drop in here - as handy as discord is I'd love all significant chat about LBI to be on chain for everyone to see.
Posted Using INLEO
