It seems the geopolitical theater is getting as messy as the De-Fi memos. While the "King" plays a dangerous game of fossil-fuel diplomacy in DC, I’m left cleaning up the administrative debris of a portfolio that is growing despite the "ex-communication."😜
Rosneft's 🇩🇪 units
The news of "Fritz" urging the "Caesar" in DC to lift sanctions on Rosneft’s German units feels like a slap in the face to anyone tracking the industrial shift. It’s a classic move: preaching green transition while begging for the old oil-machine to keep humming.
Calling it treasonous isn't a stretch when the domestic energy strategy is being traded away for short-term political lubrication. 🇩🇪🛢️
sloppy memos & lump sums
My status with LeoStrategy remains "ex-communicated," but the pipes aren't entirely dry. Some when today they managed to send out a yield for $TTSLA. The memo claimed it was a "daily yield," but the math doesn't lie—it was a sum of the past 8 days, which is a good thing.
Sending out 8 days of back-pay labeled as a single day suggests their automated systems are failing, and manual intervention is getting desperate.
The bridge issues still in the fog. $TTSLA stuck since:
And I don't care about the $SURGE stuck on the way.
Edit 5th March:
The yields came thru, let's see how stable it's this time, cause the excuse had been the same as before. Public hive infrastructure, this and that.
March 1 => March 4
I’ve seen some massive growth in $LEO and $TGLD, while my $SURGE debt is finally starting to contract. The $BTC liability, however, is getting expensive. $TGLD got dump by some people, maybe fed up completely with the yields halted or just in need of quick money, but they dumped it with 5 $HIVE per unit. All I can see, your contribution is noted, many thanks.
Asset / Liability | Balance Delta (%) | Value Delta ($HIVE) (%) | Status |
|---|---|---|---|
$LEO | +24.13% 🦁 | +19.96% 🚀 | Dominant Pillar Growth |
$BBH | -1.76% 📉 | +4.20% 📈 | Value Efficiency |
$BBHO | +2.07% 📈 | -9.54% 📉 | Strategy Cooling |
$BTC (Liability) | +17.76% 🌋 | +27.56% 🔥 | Debt Heating Up |
$SURGE (Liab) | -3.64% ✅ | -0.05% ❄️ | Liability Shrinking |
$TGLD | +4.52% 📀 | +6.57% 🚀 | Hedge Expansion |
$LSTR | +0.34% 📈 | +1.29% 📈 | Steady |
$DAB | -0.26% 📉 | -0.42% 📉 | Slight Bleed |
$TTSLA | -0.45% 📉 | -1.15% 📉 | Yield-adjusted Dip |
$MATIC | -0.02% 🧱 | 0.00% 🧱 | Static |
Daily Volume: The SURGE Vortex (Static)
The volume remains heavily concentrated. $SURGE is still devouring nearly 60% of the energy, leaving the sRWAs to fight for the scraps.
# | Symbol | % of V | Market Pulse |
|---|---|---|---|
1 | SURGE | 59.53% | 🌪️ High Gravity ⬇️ |
2 | BTC | 15.62% | 🪙 Macro Anchor |
3 | BBH | 8.87% | 🚀 Value Trading |
4 | ACE | 8.67% | 📈 Secondary Engine |
