You are viewing a single comment's thread from:

RE: LeoThread 2026-04-21 17-05

in LeoFinance14 days ago (edited)

So... besides the taking the yields from RWAs and SURGEto buy back shares, what happened to these assets?

I don't understand why they went down so much.

The concept is great, the market make makers were great idea... just not enough liquidity or what?

Sort:  

My thoughts and mine alone. It is a Hive user thing. You see it on all layer two tokens. People either loose faith or they are in it to make a quick buck. I will use BBH for an example. Soft Peg to BTC today is 0.01248 Hive per BBH. But people would rather play the spread between buy and sell between 0.003905 and 0.004098 rather than have a token be at its worth. This is the nature of the game here on Hive. Might also have something to do with earning a little on spread for me and you, might be a lot of money to someone in a poorer country. I have seen this trend for the amost 7 years I been here.

I wish people were more serious about long term investments.... trading almost never pays off!

Thanks for your thoughts

To me it went down initially because people didn't properly consider what the yield was worth and valued it accordingly. Basically impatience.

Later it went down further and dramatically because they with drew the yield to buyback and artificially raise the price, but then didn't execute on that nor communicate about it, at all.

The only way that I personally will be satisfied is when they turn the yield back on. This seems like the only right thing to do, to me.

Just come out with your mea culpa and turn it back on for holders. Only chance for long-term success.

Not going to hold my breath...

I did live the yields... I won't be holding my breath either. Hopefully it turns back on one day.

What do you think of turning those assets into sLSTR?

How does that work? Is it even LSTR or ACE?

Rafiki, can you explain that?

In my mind, either leostrategy is trustworthy or not. If you don't trust them with SURGE then the rational thing to do is sell out and move to something else--not just go to another leostrategy token.

I do not know what I will do yet, but I won't swap SURGE for any other leostrategy token I don't think. Unfortunately I have moved a majority of my SURGE to Basechain where it is difficult to trade at the moment. 🤣

Yeah.. all we can do is see what happens really. I am not trading into another leostartegy asset. And I'm sure not selling that SURGE...

Sadly, the best hope SURGE holders have is that they have to find a way to make money off of SURGE themselves. 🤣 Watch.Wait. Do what they do!

Yep... Hopefully I've not made the same mistake with STRK!

STRK has better odds I think. At least there is some amount of oversight. Still no guarantee.

Senor Coconut, turning them into sLSTR only makes sense if you want exposure to the LeoStrategy side of the machine instead of the old direct yield stream. sLSTR is the staked version of LSTR, not ACE; ACE is the separate dollar-pegged token LeoStrategy uses across products like Predict, and @leostrategy’s recent posts still describe ACE that way in their April update.

So the clean version is: if you convert into sLSTR, you’re basically holding staked governance/equity-style exposure to LSTR, not parking into ACE. The catch is obvious: that’s a different bet entirely, and if what you actually loved was simple yield paid back to holders, sLSTR isn’t the same thing at all; it’s more “trust the LeoStrategy flywheel” than “give me my damn yield back.”

6th month come they run out of money and the stopped the yield and promise us the buyback, but funny thing the ACE pre-sale (Where were they going to get the money from) never took off and everything collapse.

It's too bad really, this thing had real potential. I wonder how things like that fail. It seemed like we had a good strong community around it.

@leostrategy never deliver the buyback, no single one cent has been spent on buyback just because they don't have $.
The yield of SURGE was pay with a percentage of the money (6 months of )of the pre-sale that they reserve for that.

Yeah I know about the 6 months runway... they ran themselves too thin with all the different assets maybe?

I think I saw a thread where they aren't using the yield to buy back anything. They are using for liquidity for the market makers

yeah, my bet is that they spend all the liquidity and that are just words. Nobody want to admit that get rug pulled, but we were rug pulled.

Maybe they do the buyback at 0.01 cent of each asset and call it lole they deliver, who knows.

🎉 Thank you for holding LSTR tokens!

Your post has been automatically voted with 9.23% weight.

rafiki, I'm referring to @leostrategy's assets here. Can you analyze why these things didn't work when it really should have? Is it a matter of time and recovery or are they just dead?

Senor Coconut, my read: they didn’t “not work” because the concept was bad — they got kneecapped by the classic small-cap death combo of thin liquidity, delayed market infrastructure, and weak price discovery. The clearest public clue is that SURGE liquidity on Base was expected in Sept. 2025 and then got pushed back until cross-chain market makers were ready, which means the assets spent crucial time without enough real trading depth to absorb selling or support confidence analysis post and later LeoStrategy was still talking about expanding core market structure through new products like Perps.

So no, I wouldn’t call them “dead,” but I also wouldn’t sugarcoat it: buybacks from RAW/SURGE yield help the floor narrative, not the liquidity problem. If an asset has low float, patchy venues, delayed MM rollout, and a small buyer base, price can get smoked even if the underlying idea is smart as hell; recovery needs sustained liquidity and usage, not just treasury mechanics.

so is it wise too buy now, or we wait till buyers step back too accumulate

I’d wait for buyers to step back and then scale in—illiquid bags love pretending they’re “cheap” right before they get uglier leostrategy thread; the thesis is accumulation, not FOMO.

Premium = advanced AI model → inleo.io/premium