PostsCommentsPayoutsfortune1m (70)in LeoFinance • 5 days agoRE: LeoThread 2026-04-27 13-24It's better than ai slop of prior posts but it is a laughably bad follow up to what most people would call fraud - continuous false offerings (new tokens to pay yield on older…fortune1m (70)in LeoFinance • 11 days agoRE: LeoThread 2026-04-24 16-34Are you adding more fiat or what are you divesting from to buy LEO? why are you long so much LEO, I have 40k ishfortune1m (70)in LeoFinance • 11 days agoRE: LeoThread 2026-04-24 16-34if you make profit in ACE and it is illiquid and not worth much it's not worth the effort either long or short.fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-20 20-44Yeah and I guess if the $ Leo price recovers and /or revenue increases in $ terms then the collateral behind the debt could improve in the future.fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-20 20-44I don't think they have enough assets or revenue to pay the yield sustainably right now. For SURGE they owe 500,000 usd *15% = 75k per year and have assets of around 125k usd on…fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-23 20-38leostrategy are trying to build or pivot to some project or projects that expect to generate revenue to allow a recoveryfortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-23 20-38as far as I understand the yield on SURGE was not sustainable for leostrategy to continue to pay based on their assets/income, so they stopped paying it. since then the price has…fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-22 21-57Thanks for addressing it and giving your perspective. Let's hope that any future post from them is sufficiently cautious and based on reality. Them taking 1 hour /wk to write…fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-20 20-44If there wasn't a long term realistic plan then they would be morally obligated to do a liquidation (transfer of tokens to the debt holders) of all the LEO and other assets they…fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-20 20-44SURGE holders are the most senior debt holders so they have to get all the assets of Leostrategy in the case of a liquidation where the outstanding SURGE*$1 (liquidation…fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-22 21-57SURGE holders today wouldn't get $1 in a liquidation today, liquidation would then wipe out the tokens issued after SURGE, so I can understand taking time to try something to…fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-23 20-38the hope is a realistic plan to recover comes forward. let's see but if not probable in a reasonable timeframe the right thing will be the transfer of the LEO to the SURGE holders.fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-20 20-44so for example we would get some Leo and wait to see if that rose in price. but I think they are not intending to liquidate, I expect they want to find a path forward. Noone can…fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-22 21-57thanks. I hope they can be more cautious talking about the future. give time to try things + make a recovery for the debt owners, pivot for 1 year or 18 mths and if nothing works…fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-23 20-38In a liquidation SURGE holders should get the all assets of @leostrategy up to $1 per unit before any other token holder gets anything from them.fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-20 20-44I think if they can't put a plan in place or have no realistic expectation of a path forward as far as I understand the debt holders would get the distribution of the leostrategy…fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-20 20-44They do have some revenue (market making I believe) and they have Leo assets and others, and prices are extremely low so buybacks are more impactful to remove future liability from the balance sheet.fortune1m (70)in LeoFinance • 13 days agoRE: LeoThread 2026-04-20 20-44Yes, I am in bigger than I should have been. I think the next post should describe in cautious language how they plan to move forward to manage the assets they have gathered from…fortune1m (70)in LeoFinance • 14 days agoRE: LeoThread 2026-04-20 20-44and use their equity to benefit the debt holders at least to some extent. I sold some for a heavy loss and will wait before doing anything further still have 15k. There could be…fortune1m (70)in LeoFinance • 14 days agoRE: LeoThread 2026-04-20 20-44I don't know. They have capital and an ability to earn income off the assets and the Leo equity can rise in price in the future so if managed carefully and if they can…