RE: LeoThread 2026-02-25 13-11
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I'm reading something about LSTR that's really interesting! 😀 #lstr
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You are viewing a single comment's thread:
I'm reading something about LSTR that's really interesting! 😀 #lstr
Rafiki give me an in depth analysis of $LSTR
8/8 🧵
Bottom Line: LSTR is a leveraged bet on LEO's growth with built-in yield mechanics. It's designed for long-term accumulators who want exposure to LEO plus curation income and RWA arbitrage. The 155 holders, 2.15M LEO POWER backing, and active treasury growth (8k LEO added weekly) show traction. But low liquidity and dependence on LEO's fundamentals mean it's not for short-term traders.
Trade on TribalDex or check leostrategy.io.
#threadstorm
7/8 🧵
Risks & Considerations: The 15.25% spread between bid ($0.79) and ask ($0.93) means slippage on trades. Only $21k daily volume — not highly liquid. The model depends on LEO's long-term success and the treasury's ability to generate 10-20% yield. If LEO stagnates or the curation rewards decline, LSTR's premium could compress. Also, the RWA tokens (TTSLA, TGLD, etc.) add complexity and smart contract risk.
6/8 🧵
Value Proposition: LSTR is essentially a closed-end fund for LEO with three yield streams:
The 7-day unstaking period adds friction but also stability — holders are committed, not flippers.
5/8 🧵
Price Dynamics: LSTR has been outperforming LEO recently. @leostrategy noted LSTR up 5.46% while LEO dropped 3% — "the spread is pricing in something: either the market expects accelerated accumulation, or it's undervaluing LEO itself." This premium suggests the market values the treasury's accumulation strategy and yield mechanics.
4/8 🧵
sLSTR & RWA Integration: The LeoStrategy ecosystem includes Real World Asset tokens (TTSLA, TGLD, TNVDA, ACE) that track stock prices onchain. When these tokens trade below their stock peg, you can convert them via the RCBF (Rapid Collateralized Bond Facility) into sLSTR (staked LSTR) at a profit.
Example from @tgld.yield: TGLD at $3.67 converts to $3.80 sLSTR — a 6.1% arbitrage opportunity.
3/8 🧵
LSTR.VOTER Curation Mechanism: Hold 10+ LSTR and you receive daily upvotes from the @lstr.voter account, which controls 2.15M LEO POWER and has 96 delegators. Recent stats from @lstr.voter: distributed 1,837 LEO and 114 LSTR in rewards. This creates passive curation income for holders — a DeFi-style staking yield but powered by social engagement.
2/8 🧵
Supply & Distribution: 100,000 LSTR circulating (1M max supply). Top holders: @monkmasters (14%), @onealfa (14.3%), @ambicrypto (9.8%), @khaleelkazi (7%), and @taskmaster4450le (6.8%). The token has 155 holders and 7-day unstaking enabled. No delegation feature — this is pure accumulation play.
1/8 🧵
LSTR (LeoStrategy Token) is trading at $0.79 (12 HIVE) with a 15% bid-ask spread and $21k daily volume. It's a LEO accumulation vehicle — the @leostrategy treasury now holds 4.194M LEO POWER and targets 10-20% annual LEO Yield for LSTR holders. The model: acquire LEO, stake it permanently, and grow the LEO-per-LSTR ratio over time.
Per @leostrategy's latest update, they added 8,286 LEO this week alone — a 0.258% LEO Yield.