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CI6
OCI6 · Core

OLTA Core Index 6

T1LiveS 1.28Cycle-tested
Reference net asset value
4,127.50usd

Calibrated launch value from the rulebook. The live reading, the chart and the order panel sit on the desk.

Buy OCI6
Family
Core
Risk profile
Conservative
Holdings
5
Weighting
Market cap, 40% cap
Rebalance
Drift banded at 25%
Sharpe grade
1.28
The thesis

Why this basket exists

What the construction is trying to capture, who it is built for, and how it is meant to be sized inside a wider allocation.

OCI6 captures the six crypto majors that, together, represent over 70% of the asset class by market cap. It is the simplest expression of a buy-the-market allocation: own the leaders, weighted by liquidity and capped at 30% to keep BTC from steamrolling everything else. If a single index has to anchor a crypto sleeve, this is it.

  • Divisor-method NAV, S&P 500 standard
  • 30% per-name cap prevents single-asset concentration
  • Tier 1 institutional eligibility

Written by the OLTA investment committee for this basket.

How it is meant to be used
Built forFamily offices and treasuries opening their first crypto allocation. Mandates that need broad exposure without picking individual coins.
Typical sizing60 to 80% of a crypto sleeve · 5 to 15% of total portfolio
Weighting ruleMarket cap, 40% cap
Risk tierConservative
Composition

5 holdings, drawn to scale

Each tile's area is its weight in the basket, so the picture and the table below it are the same data read two ways.

Weight by area
5 holdings
BTC · 40% of the basketBTC40%ETH · 22% of the basketETH22%SOL · 15% of the basketSOL15%BNB · 13% of the basketBNB13%XRP · 10% of the basketXRP10%
Largest holding
BTC 40.0%
The single name that moves net asset value most.
Top three
77.0%
Share of the basket held by its three largest names.
Effective holdings
3.88
Equal weight equivalent of 5 named positions.
Published weights
largest first
Published weights for all 5 holdings, largest first.
HoldingShareWeight
01BTC40%
02ETH22%
03SOL15%
04BNB13%
05XRP10%
Total100%
Holdings

Why each name earned its seat

Research notes per constituent: the case for the asset, the regime that suits it, and the risk the seat carries.

  • BTC40%Core anchor

    Bitcoin is the only crypto asset that clears the institutional bar on every dimension: deepest order books, longest track record, lowest custody friction.

    Strongest in flight-to-quality and pro-risk macro phases when liquidity is abundant. Underperforms in altcoin rotations and AI-narrative cycles.

    concentration risk
  • ETH22%Core anchor

    Ethereum is the only smart-contract platform with the TVL, developer mindshare, and settlement depth to count as core infrastructure.

    Outperforms BTC in DeFi cycles and L2 adoption waves. Lags when narratives shift to alt-L1s or when L2 fragmentation eats into mainnet fee capture.

    fee-revenue regime risk
  • SOL15%Growth

    Solana is the highest-throughput smart-contract platform in production and the credible challenger to Ethereum at the application layer.

    Highest beta of the L1 majors. Outperforms in retail-led risk-on phases. Drawdowns sharper than BTC in flight-to-quality regimes.

    historical outagesvalidator concentration
  • BNB13%Core anchor

    BNB captures the cash flow of the largest centralized crypto exchange. Quarterly burn-and-buy gives it the cleanest token-to-revenue link of any major.

    Tracks Binance volume more than crypto beta. Faces regulatory tail risk when Binance is under enforcement scrutiny.

    regulatory tail riskexchange concentration
  • XRP10%Core anchor

    XRP is the payments-rail asset that retained its market position through the SEC litigation period and the 2024 settlement.

    Outperforms when payments-narrative or banking-partnership news drives flow. Underperforms in DeFi or smart-contract-led cycles.

    narrative dependencecentralized issuance
The record

What the numbers say

Simulated on historical constituent prices. A Sharpe is only published once the measured window clears 90 days, and drawdowns keep their sign.

Backtested record
2114 day window
Sharpe grade
1.28Strong
Measured over 2114 days against a bitcoin reference of 0.33.
Total return
+2324.4%
Across the full window, simulated.
Max drawdown
−78.4%
Deepest peak to trough. 378 days to recover.
Annualised volatility
57.4%
Standard deviation of daily returns, annualised.
Beta vs bitcoin
1.05
Correlation 0.88.
Effective holdings
3.88
Of 5 named. Equal weight equivalent, from the published weights.
Simulated rebalance
Quarterly
Backtest assumption, not a published cadence.
Jensen alpha
+14.0%
Excess over what beta to bitcoin alone explains.
R squared
0.78
Share of the basket's moves bitcoin explains.
Bitcoin reference · Sharpe 0.33 · max drawdown −76.6%
OCBE100 reference · Sharpe 0.34 · max drawdown −61.1%

Every figure above is simulated on historical constituent prices for a basket that has not traded. It describes how the rules would have behaved, not how they will behave. OCI6 is part of a public preview.

Loss tail
95% VaR · loss tailhistorical
1-week · 7d−12%
1-month · 30d−26%

Max expected loss over the horizon · 95% confidence · historical distribution. There is a 5% chance the actual loss is larger.

Across timeframes
vs bitcoin
Simulated return for this basket over five windows, with a Sharpe and a comparison with bitcoin wherever the window is long enough to publish one.
WindowReturnSharpevs BTC
Full window+2324.4%1.28+0.47
1 year−26.9%−0.62+0.21
6 months−26.1%−1.03−0.35
3 months+14.6%2.04−1.37
1 month−2.0%Not graded·

Returns are simulated over each window. A Sharpe is published only once that window clears 90 days, so the shorter rows read Not graded and carry no comparison with bitcoin. Short windows flatter and punish at random; read the full window first and treat the rest as texture.

Risk

What could go wrong

Priced off this basket's own weights rather than off a generic disclaimer, so every figure below can be checked against the table above.

Concentrated in six assets. Drawdowns track the broader crypto market closely. Not a hedge; expect 30 to 50% peak-to-trough during cycle bottoms.

Structural flags
2 on this basket
  • Single-name concentrationHigh

    BTC carries 40% of the basket. A drawdown in this single name materially moves NAV.

  • Deep historical drawdownHigh

    Max drawdown reached −78% in the backtest window. Size accordingly.

If it goes wrong
effect on net asset value
4 downside scenarios for this basket, and the loss each one would put on net asset value.
ScenarioLoss on net asset value
BTC loses half its valueLargest holding, 40.0% of the basket−20.0%Mechanical
The three largest holdings fall 30%BTC, ETH, SOL · 77.0% of the basket together−23.1%Mechanical
The deepest simulated fall repeatsRecorded once in the window, 378 days to recover−78.4%Recorded
A bad month, one in twenty95% historical value at risk over 30 days−25.9%Measured

The mechanical rows hold every other holding still, which is the optimistic case. This basket measured 0.88 correlation to bitcoin over its window, so its holdings tend to fall together rather than one at a time. Read the figures as a floor on the damage, never a ceiling.

Further reading

The research behind the construction

Take a position in OCI6

The desk carries the live net asset value, the chart and the order panel. Funds in this public preview are simulated, so an order here moves a simulated balance and settles nothing. The EVM settlement rail opens with mainnet in the first half of 2027.