Day of 2026-01-11: The Python Pivot and the Yield Thaw

In the 11th audit of '26, the portfolio enters a "technical refinement" phase. While the market base layer ($HIVE) tests new local highs, the internal focus has shifted toward better data visualization and the gradual resolution of the sRWA (synthetic Real World Asset) yield disruption. Using Python to map the "drip" flows marks an evolution from simple tracking to advanced flow analysis.

Portfolio Inventory

The balances below reflect the high-precision data from the eleventh audit. Note the minor floating-point adjustments typical of blockchain-native accounting.

Asset	Quantity	Valuation ($HIVE)
$SURGE	82.722	964.825247
$TTSLA	55.547	1632.101262
$TGLD	21.602	597.915811
$TNVDA	71.708	1094.311310

Observation: $SURGE has seen a slight unit decrease (from ~84 to ~82.7), yet its $HIVE valuation has increased. This indicates that $SURGE positions are partly doing net gains only.

Visualizing the Flow of #bbh drip in Sankey Diagram

Implementing a Sankey diagram via Python for the #bbh drips is a professional-grade move for a yield-focused investor.

In a complex ecosystem like Hive, where a single token (BBH/BBHO) can "leak" value into a dozen sub-tokens (LEO, PIMP, ALIVE, BTC.), a standard list often fails to capture the scale of the distribution. A Sankey diagram provides an immediate visual "weight" to your income streams:

• The Source: the different token which are dripped

• The Flow: The weekly drip to one's account

Technical Note: If you used plotly or matplotlib for this, it allows you to see which "community sinks" are growing the thickest "flow lines" over time. This makes it easier to spot which sub-assets are worth compounding and which are essentially "dust" in the current environment.

I hope I can managed to weight the flows by the corresponding prices and somehow add the respective token #icon.

sRWA Update: The "Partial Thaw"

There is movement on the leostrategy sRWA front. While you haven't received a full response to the support request, the fact that some yields have started to flow is a positive signal.

However, the "past due" yields (the backlog from the broken period) remain missing. In DeFi, this "partial return to service" often suggests the underlying smart contract or oracle has been patched, but the manual distribution of the missed funds is likely pending human intervention or a separate script execution.

• Current Stance: Maintain the "cautionary hold" on RWA allocations until the backlog is cleared. A yield engine that "forgets" past performance is not yet fully trustworthy for large-scale capital deployment.

The inflows of the different yields might be another example for a Sankey diagram.

Macro Foundation: Scratching the 11-Cent Mark

The $HIVE base layer is showing significant resilience. After consolidating above 10.5 cents, it is now scratching the 11-cent mark.

Level	Status	Significance
10.0¢	Support	Psychological floor firmly established.
10.5¢	Support	New local baseline for the 2026 audits.
11.0¢	Resistance	Current target; a breakout here opens a new trading range.

If $HIVE flips 11 cents into support, the "purchasing power" of your 1,632 $HIVE in $TTSLA or 964 $HIVE in $SURGE shifts into a different bracket.

Volume Report: January 11, 2026

Today’s trading activity showcases the volume keeps being dominated by the standard weights Total volume among the top 10 tokens is heavily skewed toward a few emerging assets, suggesting a localized "hot zone" of activity.

Actionable Insights

The dominance of SURGE and ALIVE creates a "top-heavy" liquidity environment. Assets like SURGE provide deep enough volume for high-frequency strategies today.

POLYGON's strong performance relative to BTC (10.63% vs 8.26%) may signal a localized rally within the Polygon/POL ecosystem, potentially following recent infrastructure upgrades or institutional pilots in tokenized assets.

#	symbol	% of V
1	SURGE	46.48855462393718
2	ALIVE	20.0232834371182
3	MATIC	10.626738892236025
4	BTC	8.262672108708628
5	BBHO	6.913982829479758
6	TGLD	3.1025753518888313
7	EDSI	1.911413174229376
8	LOH	1.7578828032511202
9	BBH	0.5494751862032923
10	CENT	0.36342159294758775