LBI Weekly Holdings and Income report - Year 2, Week 12 - week ending 19 October 2025

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It's time for our weekly update post where we look at all our holdings in the LBI fund, and any changes that may have happened through the week. This week has been a busy one, so lets dive right in.

Token prices at cutoff time:

Last weeks update:
https://inleo.io/@lbi-token/lbi-weekly-holdings-and-income-report-week-63-week-ending-12-october-2025-6wb


@lbi-leo wallet.

Just a couple of hours ago, I unstaked our sLEO on Arbitrum. The yield was quite low, and while it was safe, it isn't very exciting for us. at 5000 LEO only we have a vary small share of the rewards, but the big fees to bridge where a disincentive to moving more over. So, I am trying something different. Those funds have been re-allocated to provide liquidity to the Uniswap v4 LEO/USDC pool. Here is our position:

I have not done much personally with these type of concentrated liquidity pools, so I went for a fairly wide range so the position stays in range. I'll monitor daily and see how it goes. This should generate more fee income for us than the sLEO would, but I'm learning on the job with this so I'll keep the position size at its current level for a while.

Overall wallet value is up a bit on last week, so that is a win.

@lbi-token wallet.

Changes here also this week. I decided to sell our BXT position. With all of Hive Engines problems, and @gerber announcing he would shut down the dCity game, I felt it was a good time to move on from BXT in-case a similar fate happens. Much love for Beeswap, and Gerber, but I just wanted to move on from the BXT investment. We got a decent Hive price through the pool for our position, with all our tokens bought below 2 HIVE each, and sold well above that.

Also, as I mentioned last week, I have traded our BRO's into more LGN. I think we are better off focusing on one of the BRO related tokens, and LGN is a better yield for us. @raymondspeaks big re-launch is happening in the coming days, so we shall wait and see for that.

Wallet value is down, as the BXT sale proceeds mostly moved out of this wallet into other parts of the fund as you will soon see.

@lbi-eds

Nothing new to report for this wallet this week. We gained 36 EDSI over the week, plus 2.2 HP from inflation. Income came in as always. Nothing new, just the same reliable performance as always. Passively adding almost 40 HIVE value per week to our balance sheet - nice.

@lbi-pwr

Funds added to this wallet again this week, bumping the HP by a couple thousand, and topping up the pool position a tad. Goal is 25-30 K HP, so we shall keep topping up if we sell other assets.

@lbi-dab

Minted 45 DAB over the week, and 8.707 DBOND. Looks like the DBOND from RUG came in just after the cutoff for this report, but that is another 13 DBOND. Like the EDS wallet, this wallet is now passively adding 60-70 Hive value per week to our balance sheet. No changes over the week.


Introducing @lbi-cent.

A brand new division of LBI has been set up this week, with 5000 HIVE seeded into the @lbi-cent wallet. These funds have been deployed into 4 different CENT liquidity pools. CENT's pools are well incentivized, and CENT is a very liquid little token and project. I've been watching quietly for a bit, and taken some lessons for LBI from the way they have multiple pools creating numerous arbitrage opportunities. To learn more about CENT, follow @centtoken and @anadolu.

Here are the wallet holdings currently. I pull the value by looking at the current number of each tokens in the pool, and using the exchange rates shown at the start of this post, rather than just trusting the Tribaldex or Beeswap displayed value. Often these are wonky as they calculate based on the order book market for the token, not the pool value (strangely). We have put our funds into the CENT pools with LEO, HIVE, BTC and ETH.

No more funds will be added in for a while, so it will be easy to see how this wallet performs. 5000 HIVE in, currently up a bit. As for income, each day we receive a collection of tokens as rewards for these positions. I swap them all into CENT and see how much we have. Then I will swap 25% of the income to LEO and send it to our @lbi-income wallet. So this wallet will be sending 25% of it's income to the income split, and the remaining 75% will get compounded back into the pools.

Our buy in to CENT has sprung us up near the top of the rich-list, effectively in fourth position when you exclude @null

So while this wallet is just 1.63% of our fund, it has given us a significant position in the CENT eco-system. I plan to learn more so we can see what other ways we can contribute to the growth of CENT (and thus benefit our holdings).

Read on in the Liquidity section below about the new CENT/LBI liquidity pool.


Totals

We recovered nearly $4000 from last weeks bloodbath edition of LBI updates. HIVE has not really moved in price, but LEO has so we are up overall. HIVE value is up, LEO value is down which are expected outcomes of these price moves. The CENT value has been added so you can compare the price in the pool to the asset backed value.

There is our asset split for our investments.


Income

If you are new to looking into LBI (perhaps a CENT person that wants to know what we are all about) each week we collect our income into a dedicated wallet - @lbi-income. Those income streams are actually a portion of our earnings for the week. Many tokens like EDSI get minted each week, and stay in their respective wallets as asset growth. Only certain "incomes" actually get sent to this Income wallet.


At the end of the week, the income gets split up as shown. 40% gets sent out as dividends to all LBI holders. LBI in pools is included in this distribution. (the SURGE and CENT pools have not been added in yet, they should be added to our div bot for next weeks div). As you can see, the Yield is only small, but keep in mind that the dividend is just a portion of some of our income. LBI is really a growth fund, with a small dividend attached.

Currently 45% of the income goes to @lbi-pool to fund our LP rewards. So our LP yield is "real yield", funded from income and not inflation. I (@jk6276) receive a payment for running the fund, @spinvest as the original founders of LBI and advisors/backup keyholders get a small cut also. Finally, we use 2.5% of our income to do a small buy-back-and-burn each week. This week we burnt 4.868 LBI from our supply.


Liquidity report.

Two new pools this week. LBI/SURGE and LBI/CENT bring us now up to 7 Liquidity pools for LBI. Too many???

Here is the thinking. Hive Engine trading is fee free (aside from the pool fee which goes to LP's). This means there are many arbitrage bots trading through pools, especially if there are good arbitrage routes available. The SURGE pool gives us a three pool route between LBI/LEO/SURGE. The CENT pool enables multiple arb routes, such as LBI/CENT/BTC, LBI/CENT/LEO, LBI/CENT/HIVE. With decent volumes comes a well balanced token price and fair prices regardless of which pool you trade in. LBI managed to buy a top 4 position in CENT token in a matter of days, without making a significant impact on the price. This is because I could buy in small chanks, and then wait till the pool got traded back to its original price (roughly) before making the next purchase.

There are all our pools, ranked by the last 7 days of trade volume. Notice the HIVE pool is the busiest, with more trade going through it than the LEO pool, despite having much less liquidity in it.

Last week our trade volume was $2,734 through all pools across the week. This week just ended, it has been $4074, so a significant increase which is good.

The SURGE pool has just myself as an LP so far. I encouraged LBI holders to wait until we know for sure that the SURGE in that pool will be counted for the weekly SURGE dividend. Once we know that, I plan to add some liquidity rewards to the pool. The LSTR rewards will expire soon, and I'll renew them at the same time.

We have seven pools now, I'd love it if LBI holders would consider the options and see if any of them are appealing to you.


Conclusion

Busy, busy week. Hive engine issues and downtime, exiting BXT, setting up @lbi-cent, adding 2 new pools, and opening a concentrated liquidity position in LEO/USDC on Arbitrum. Hopefully there will be less going on next week, and all these changes can be given some time to consolidate and settle in.

Thanks heaps for checking out this lengthy report. Welcome to some new LBI holders from the CENT community.

If you have any questions, feel free to drop them in the comment section below.

Cheers,

JK
@jk6276 for LBI.

Posted Using INLEO



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3 comments
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I support your choice. I pulled my BXT position in the pool as well. I haven't sold it yet, but I didn't have that much to begin with, so I am not too worried about whatever happens with it.

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I hope that with time freed up from closing DCity that Gerber can find ways to boost Beeswap. It is an excellent alternative to the main front ends for Hive Engine.

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Yes, I prefer it over tribaldex.

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