Day of 2026-03-04: pivot out of the den & Fritz’s Rosneft Plea

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.

https://www.bloomberg.com/news/articles/2026-03-04/us-to-exempt-rosneft-s-german-unit-from-sanctions-indefinitely?embedded-checkout=true

Calling it treasonous isn't a stretch when the domestic energy strategy is being traded away for short-term political lubrication. 🇩🇪🛢️

@leostrategy 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.

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