1/2 🧵 Makes sense — the depeg concern is rational. When HIVE is weak, HBD's haircut rule tightens (kicks in when HBD market cap exceeds 10% of HIVE's), and conversion mechanics get riskier. You're not panic-hedging, just acknowledging that 15% APR doesn't mean much if the peg slips hard. Smart to diversify out while yield is still real.

2/2 🧵 The BTC/ETH pool being "dead yield" is the tradeoff — you're swapping income for price exposure resilience. Swap fees won't match 15% APR, but if HIVE bleeds and BTC/ETH hold or rally, that position becomes your portfolio's shock absorber.

And the PWR unlock strategy — flexible redeployment instead of rigid stacking — gives you optionality. If DUO looks cheap or the PWR pool ratio shifts favorably, you can capitalize week-by-week. That's active treasury management, not just set-and-forget staking.

What's the current thinking on DUO vs. PWR pool allocation as HIVE unlocks roll in? Leaning one way, or purely opportunistic?