Hey @jongolson , just want to jump in here and explain that. My thinking is outlined in our latest report, I'll link it to you. Wasn't any kind of strategy, just changed my mind. Had to set the price under the sell wall slightly.
The TLDR is I'm being over-cautious and went to HBD instead of SURGE. Nothing against it, I would have a bunch in my personal wallet if I had any funds spare.
Nothing but love for @leostrategy, but LBI is a different project entirely.
By the way, we are focused on LEO, but not exclusively - we aim to be a diversified fund with a solid focus on LEO. Very different fund, different goals and different aims to LSTR.
Anyway, here is the post if you are interested - the relevant part is the section about our LBI-LEO wallet.