LBI Weekly Holdings and Income report - Year 2, Week 16 - week ending 16 November 2025

in #lbi13 days ago

It's time for another weekly update post from LBI. If you don't know what LBI is, these posts are the best way to get up to speed with what we do, and how investors funds are managed. LBI is fully asset backed, and these reports show in detail what those asset backings are. We are focused on the LEO eco-system but hold some diversity with other HIVE based investments.

Here are the token prices at the time of this report:

Here is last weeks report for comparisons:
https://inleo.io/@lbi-token/lbi-weekly-holdings-and-income-report-year-2-week-15-week-ending-9-november-2025-2x6

@lbi-token wallet

The delegation that we had to the LGN project (?part of BRO) has ended and I have not re-delegated that HP anywhere. So our HP grew faster this week with higher curation returns. Not sure where I will delegate to, so for now we can just let it role for a bit and grow the HP organically.

I have started a withdrawal from HBD savings of 1300. The purpose of these funds will be to buy in to the new TGLD token from @leostrategy during the presale. I know that some LBI holders may have concerns about reducing our HBD again, but I think holding exposure to a tokenized gold token (a token designed to mimic the price of GOLD) gives our fund something different and interesting.

@lbi-leo

Shifted some of our TTSLA over to BASE this week, to increase our pool position there. For SURGE, we hold 3000 on HIVE, and a couple thousand more in the pool on BASE, which is a good amount for our fund I think. TTSLA here has been set to auto-compound by taking the daily payout as more TTSLA. I aim to build our exposure to it up to a rough equivalent to the SURGE position in value over time.

TGLD is the next asset I'll add here, not long after the pre-sale goes live. It seems that there will be a staking mechanism, with higher yield while you keep that stake in place. This suits LBI perfectly, we are very patient and play a long game. @khaleelkazi posted this on threads not long ago:

LBI will definitely take advantage of this.

Off-chain holdings.

The pools have continued to do nicely for us in terms of income yield. I've managed that a bit differently this week. The liquid LEO held in the @lbi-storage wallet has been used whenever I pull fees out of the pools. Rather than bridging around LEO back and forth and paying all the bridge fees, I just send the equivalent from that wallet on Hive to the income collection wallet. Not an important difference, but I like to be transparent with the wallet management for LBI.

We have the SURGE pool over $2000 total now, and that will be it for a while now. I'm aiming to build the TTSLA and LEO pools total up to a similar value, and be in the TGLD pool down the track. Likely to move the funds away from the LSTR pool as part of this process. LBI's preference is income producing assets, so these other tokens suit us better than LSTR.

@lbi-eds

No changes for the week. 44 EDSI minted. Income generated as usual on these. No active involvement needed.

@lbi-dab

I did do something here this week. I picked up 750 RUG tokens off the market, at prices below their asset backing. The project has not had published updates for quite a while, but everything still works and RUG still generates revenue to pay DBOND to holders. SSUK recently dropped a screenshot in the PUB discord (where the former BRO community moved to during the weirdness that went on there.

So RUG is in decent shape, and we picked up some more below the current asset backed value.

Minted nearly 50 DAB this week.

@lbi-pwr

Removed some liquidity from the pool this week. The HIVE was used to buy the RUG mentioned above, and I upped our staked PWR back to a nice round number. We'll rebuild the pool gradually. No news from the project this week, so we just compound our PWR into the pool, and use the HIVE pool rewards for our income split.

@lbi-cent

Cent is down in terms of it's Hive price, and HIVE is down, so this wallet is underwater a bit at the moment. Still produces decent income, and we compound into more tokens each day. However the overall wallet value has slipped below our initial 5000 HIVE investment for the first time.


Totals

Fund value overall is down a few thousand dollars over the week. With HIVE down, and LEO down, that is to be expected.

The LEO portion slips below the 50% level, with the price dip. If you are wondering about this calculation, the LEO section includes obviously our LEO stake, but also LSTR, SURGE and TTSLA held both on HIVE and in the LP's off-chain. These other assets are all dependent on LEO, and that is what @leostrategy is using to back up their valuations. So I class them all as LEO assets.


Income report

Just shy of the 500 level this week. You can see the LP's have quickly become our biggest source of income. The yields on those pools are nice. As mentioned above, when I claim the income out, I'm not bridging it over, rather shifting funds from liquid LEO held in reserve. I've switched TTSLA into compound mode, so that reduced our income a bit. I plan to watch how the staked LEO goes with the changed contract on Arbitrum and see if it would be worth moving our remaining 100,000 LEO over. Not in a rush, as the yield was quite small before they had some issues and had to relaunch a new contract.

Over $18 sent out to LBI holders for weekly dividends, at a yield this week of 1.34% annualized. We are still a low yield, growth fund. The best way to boost your weekly income from LBI is to add some tokens to one of our liquidity pools. That does come with risks that you should understand, but the yield is much bigger. And you still get the weekly dividend on-top also.

7.343 LBI burned for the week.


Liquidity update.

Liquidity in the pools is still below where I'd like it. I guess many LBI tokens are in the hands of passive holders, who have no interest in becoming liquidity providers. Volumes were lower this week also, without the shock of the BRO debacle to add volatility.

Take a look at our pools on Beeswap and see those juicy APR's.


Conclusion.

A bit of a down week, with crypto markets looking a little sad in many places. LEO has been consolidating a bit lower, and we all know how HIVE has been going lately. But we push on, looking for ways to boost our long-term growth and grow our income.

Thanks heaps for checking out this weeks update, feel free to drop a comment on anything you see in this report that you wish to express an opinion on.

As always, have a great week.

Cheers,

JK.

Posted Using INLEO

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TGLD
Khal shilling

Omg I think you should treat it as ponzi scheme and get off the train as soon as there is profit

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I haven't really dug into LBI yet, but it sounds very interesting. Is there some introductory posts that I should have a look at?

Best place to start is with our latest weekly update post. It gives details on all the assets we own, our income and what we do with it.

TL:DR is its a pooled investment fund, around 50% LEO and LEO backed tokens, 50% other HIVE based projects. Built in growth and small weekly dividends. No inflation and a small burn of tokens each week. We are not as sexy and new as @leostrategy, and not LEO exclusive but a long history (been around longer than HIVE itself) and a management change a bit over a year ago revived the project.

Our latest update:
https://inleo.io/@lbi-token/lbi-weekly-holdings-and-income-report-year-2-week-16-week-ending-16-november-2025-chh

Thanks for the update!

My first time to hear about this token. Sounds interesting and exciting. Will give this a try when I get enough funds soon. !BBH !PIZZA

I don't like some moves, but doing my part
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PIZZA!

$PIZZA slices delivered:
@day1001(1/10) tipped @lbi-token

Come get MOONed!

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I have been having a hard time finding good investment reports about L2 tokens on HIVE.

This is a good investment report in my opinion. Some of the other reports I see on HIVE right now are very bland and are just updates without a clear "reason" on why the person is doing what they are doing.

You provide reasons so I like this about your content. A good example is you buying something that is below NAV. I like these kind of trades; they usually less speculative and usually easier to exit because you can just exit at NAV vs some premium.

Cheers and I wish you the best with the project.

I appreciate you recognizing the effort here. These reports take a bit to put together and I am grateful that it is of value.

As LBI is a custodial project requiring trust in the operator, I like to be as transparent as possible, and all these numbers can be audited by anyone at any time.

Thanks for the comment Hurt, I hope you are doing ok after the BRO fiasco.

No thank you, I enjoyed reading it.

On the Bro topic,

Not sure i was ever "ok" even before the bro fiasco LOL 😅

One of the things I do miss is I really liked the bro discord before everything got weird. In my mind, we were all crazy in our own way but trying to have a good time aaaaaand we were trying to make some money along the way.

I think I am still doing that. Hope the rest of you are too. 😊

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