RE: LeoThread 2025-08-05 22:42
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LeoStrategy will likely hold 1.5M LEO by the time we are done buying with our initial sale proceeds along with the revenue that is already being generated by our various mechanisms
The LEO price may trade closer to $0.20 in the coming days/weeks. This will put the value of LSTR holdings at $300,000 meaning the fair value of LSTR tokens should be $3.00.
Currently, LSTR is trading for $1.45
The more revenue we generate, the more LEO Per Share (LPS) that we accrue for LSTR shareholders. With the above capital stack, LPS is 15 LEO per share of LSTR
Every revenue-generating app/service/product we launch simply buys more LEO and stakes it permanently as accretive LPS for LSTR shareholders
That 15 LEO Per Share of LSTR metric will continue to rise over time and as LEO's USD valuation rises, LSTR becomes a leveraged ETF with increasing exposure to the LEO asset. Imagine 30 LPS. If LEO is $1, LSTR's fair valuation would be $30 per share
one question. How does the pricing in pool get updated based on the Leo held by @leostrategy?
Unfortunately the pool is not liquid so the discount is difficult to arbitrage.
Actually, I was imagining a 50 LPS and a $10 LEO but in my vision a lot has to do with how much volume is going through LeoDex. That is $500 per share. Time will tell how the next round of LSTR sales goes.
It will be hard to get 1.5M tokens with the liquidity there now. Price is going to spike hard this week.
Amazing