RE: LeoThread 2025-08-13 21:50
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The key to $LSTR is how fast the Leo-to-LSTR ration increases.
It is not a matter of "if" but "when". Unlike most assets, it is the pace that is crucial.
That is why people are focusing upon feeding as much $LEO onto the balance sheet as possible.
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why is the pace so critical??
Balance sheet expansion is the lead domino to more offerings and therefore more acquisitions of LEO
The faster it expands, the faster it can continue to expand
Though it should be done strategically and with offerings that profit holders. This can be done if done right and microstrategy has proven it
In addition to what Khal said, the activity leads to higher $LEO price, making the impact of all feeder systems less (on a per Leo basis) since it costs more per unit.
The more that is on the balance sheet in a shorter period of time will help the flywheel later.
Would be cool to see a weekly report on this. How much did leostrategy hold last week vs how much did it gain this week.