Well, what a time to be putting out the weekly update post. HIVE is down under $0.08 and it seems like all things are down bad. Anyway, with last weeks update post missed, there is two weeks of news to update you all on for LBI so let's get into it.
(I love this gif that from the DUO project made for us.)
Prices at the cut-off time for this post:
Link to the last update two weeks ago:
@lbi-token/lbi-weekly-holdings-and-income-report-year-2-week-25-week-ending-18-jan-2026-qm
Assets
wallet
More DUO added to the wallet over the last two weeks. Whoever runs their dividend bot deserves a raise, it keeps working when many others from HE tokens fail. Lower HBD tally as we have used some as part of the current "buy-back-and-burn" project. Overall dollar value for this wallet is down $1000 over the last two weeks, but the HIVE and LEO valuations are up, meaning we have outperformed those two asset prices. HBD helps during price declines.
wallet
The main change here is that I've picked up some more ACE from the pre-sale. The wallet has lost $3,500 in value over the last two weeks, with all the Leostrategy tokens well below their "pegged" price, and SURGE in particular doing very badly.
We Will not be buying any more tokens until their yields get fixed, and back payments are made. There have been so many missed payments in the last week alone, worth at least 15 HBD. Our running tally is now up over 50 HBD of missed payments, and it seems to be getting worse, not improving. So no more ACE or compounding into anything till these yields get fixed and back paid. Sorry if that upsets anyone, but it's getting frustrating.
Here is the list of yield payments we have not received:
So, no more buys from LBI till this is fixed.
Added around 98 EDSI over the last two weeks, which is exactly on our average. No news to report, it just keeps doing it's thing for us and remains our most passive wallet.
I have bought a few more DAB for this wallet in the last couple of weeks. 229.713 to be exact. Still have a goal to get this wallet to 100 HIVE growth (as either DAB or DBOND) per week. I can tell you that in the last 7 days since last weeks report I didn't post, we have grown by 42.163 DBOND and 42.404 DAB (excluding the purchase) making 84.567 combined growth for the week. Getting there.
Dividends have been patchy this week, but as usual for DAB they have been back-paid promptly when they have missed.
Our best yielding wallet by a long shot. This wallet is just 2.3% of our funds assets, but provided 10% of the income pot this week. I'll happily continue to dribble available funds into building these pool positions further over time.
Totals
Value of the fund is down by close to $7,000 over the last two weeks. A small part of this is from using funds to buy back tokens, a big part of this is the continued decline in the HIVE price, and a decent chunk is from the decline in value of the Leostrategy tokens, particularly SURGE. Our valuations here in terms of HIVE, LEO, LSTR, SURGE and CENT are all up, meaning LBI has outperformed all those tokens. We are down ever so slightly compared to BTC.
Despite all these declines, we remain with 50% LEO for our asset base, with all the Leostrategy tokens included as LEO exposure.
Income
Should have been over 700 income for the week, but as I mentioned above, much didn't get paid. Not much more to say, and I can guess what some of the comment will be.
Buy-back program
Overall, since starting the buy-backs for LBI, first discussed in this post we have used a total of 4000 HIVE to fund the purchase of 3721.973 LBI tokens, at an average price of 1.075 each. These tokens have all been burned, reducing LBI's circulating supply. Buying these below the asset backed value is beneficial to all LBI holders. The down side to this is that those holding LBI in the liquidity pools are suffering impermanent loss, as prices in the pools move their positions perform worse than passive holders. However, much of those pools would have been in "impermanent gains" situation prior to the buy-backs, so it is all swings and roundabouts.
Liquidity update.
The buy backs have fueled a solid uptick in volume, with the HIVE pool still the busiest. The other pool with strong trade is the SURGE pool, with the volatility SURGE is experiencing seeing extra arbitrage activity through that pool.
This week there are currently 20169 LBI across all the pools, which is 10.53% of all the current supply.
I would like to draw your attention to the HIVE pool in the above image - the fee income on that pool is 7 day's, and that goes to LP's in a way that is hard to see, but very real. Annualized, that fee income is nearly 30% APR, which goes to show that that pool in particular needs more liquidity. In comparison, the LEO pool for example is running at 2.5% APR, SURGE is 9.3%, LSTR is 1.85%, BTC is 2.83% and CENT is 3.12%.
Conclusion.
Crap times for HIVE projects at the moment, with the price in the bin and moral around HIVE quite bad. LEO community is in a more positive mood, but things need to work. Launching new products when existing ones are not working as promised (Leostrategy in particular) is frustrating.
Have a great week LBI family.