I'm tempted by the "take the money and run" option given what's happened, but being rational, I'd take option 4 because I think we should diversify away from Hive.
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Yeah, I like the look of TCY, and it's fits LBI's style. We are still a LEO based fund, so as much as some have been burned in the past, getting positioned for the future of LEO makes sense.
My goal taking over LBI was to build a solid, growing base on HIVE, and develop a decent income stream. I think we are well placed now with that, and it's time to start rebuilding beyond HIVE.
Thanks for the input.