RE: LeoThread 2025-12-20 14-32
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This is an incredibly big idea
Think about it like this:
Right now, LeoStrategy RWAs are primarily a one-sided instrument. You buy them and HODL for yield
Without a conversion mechanism, the peg correlation is driven slowly toward equilibrium via the yield policy
If a conversion mechanism existed, the correlation of SURGE, TTSLA, TGLD and TNVDA would be tightly wrapped to their underlying tracked assets:
- $1 for SURGE
- 1:100 TSLA for TTSLA
- 1:100 GLD for TGLD
- 1:100 NVDA for TNVDA
This creates a two-sided market which then leads to more trading volume + confidence on RWAs which then leads to more market maker profits (since the two-sided trading actually creates volume) which then leads to LeoStrategy generating more daily cash to buy more LEO
It closes the loop on the model to make it:
- More profitable to LeoStrategy
- More useful to users
https://inleo.io/threads/view/leostrategy/re-leothreads-rvmawt8t