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OCRISIS · Strategy

Crisis-Hedged Crypto 5

T2LiveS 1.43Cycle-tested
Reference net asset value
1,850.00usd

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

Buy OCRISIS
Family
Strategy
Risk profile
Conservative
Holdings
5
Weighting
Market cap, 40% cap
Rebalance
Monthly
Sharpe grade
1.43
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.

Five-asset crypto construction with an embedded 25-delta BTC and ETH put hedge triggered when DVOL crosses the 70th percentile. BTC and ETH carry the directional thesis, SOL provides smart-contract leg, USDC absorbs the cash buffer, PAXG sits as the physical-gold hedge. The option overlay caps drawdown at the cost of a defined premium, which is the trade most crypto-native allocators cannot run themselves. Deribit options integration scheduled for H2 2026, until then the basket runs unhedged with the option layer flagged as forward-look.

  • Strategy family · Conservative risk tier
  • Rule-based, divisor-method NAV

No committee note is published for this basket yet. The text above is its catalogue description; the framing beside it is derived from the mandate and the risk tier.

How it is meant to be used
Built forAllocators with strict drawdown caps and Tier 1 mandates.
Typical sizing30 to 60% of a crypto sleeve
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 · 38% of the basketBTC38%ETH · 22% of the basketETH22%USDC · 18% of the basketUSDC18%SOL · 12% of the basketSOL12%PAXG · 10% of the basketPAXG10%
Largest holding
BTC 38.0%
The single name that moves net asset value most.
Top three
78.0%
Share of the basket held by its three largest names.
Effective holdings
4.01
Equal weight equivalent of 5 named positions.
Published weights
largest first
Published weights for all 5 holdings, largest first.
HoldingShareWeight
01BTC38%
02ETH22%
03USDC18%
04SOL12%
05PAXG10%
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.

  • BTC38%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
  • USDC18%Growth

    Research note pending for this holding. Its weight and its role in the mandate are published above.

  • SOL12%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
  • PAXG10%Hedge

    PAX Gold is the largest tokenized physical gold asset on-chain. The cleanest macro-hedge expression in an on-chain portfolio.

    Performs in flight-to-quality, stagflation, and dollar-weakness regimes. Underperforms in pro-risk crypto cycles.

    custody concentration
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
2097 day window
Sharpe grade
1.43Strong
Measured over 2097 days against a bitcoin reference of 0.33.
Total return
+1359.3%
Across the full window, simulated.
Max drawdown
−66.0%
Deepest peak to trough. 378 days to recover.
Annualised volatility
41.8%
Standard deviation of daily returns, annualised.
Beta vs bitcoin
0.78
Correlation 0.90.
Effective holdings
4.01
Of 5 named. Equal weight equivalent, from the published weights.
Simulated rebalance
Quarterly
Backtest assumption, not a published cadence.
Jensen alpha
+14.5%
Excess over what beta to bitcoin alone explains.
R squared
0.80
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. OCRISIS is part of a public preview.

Loss tail
95% VaR · loss tailhistorical
1-week · 7d−9%
1-month · 30d−19%

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+1359.3%1.43+0.61
1 year−15.1%−0.48+0.34
6 months−15.9%−0.94−0.25
3 months+10.8%1.77−1.63
1 month−2.5%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.

Drawdowns are bounded relative to the broader crypto market. Constituent caps and liquidity filters contain concentration risk. Full risk parameters live in the methodology rulebook.

Structural flags
2 on this basket
  • Single-name concentrationMedium

    BTC carries 38% of the basket. A drawdown in this single name materially moves NAV.

  • Deep historical drawdownMedium

    Max drawdown reached −66% 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, 38.0% of the basket−19.0%Mechanical
The three largest holdings fall 30%BTC, ETH, USDC · 78.0% of the basket together−23.4%Mechanical
The deepest simulated fall repeatsRecorded once in the window, 378 days to recover−66.0%Recorded
A bad month, one in twenty95% historical value at risk over 30 days−18.6%Measured

The mechanical rows hold every other holding still, which is the optimistic case. This basket measured 0.90 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 OCRISIS

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.