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OCRLOW7 · Diversified

BTC-Decorrelated 7

T1LiveKYCS 1.35
Reference net asset value
180.00usd

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

Buy OCRLOW7
Family
Diversified
Risk profile
Conservative
Holdings
7
Weighting
CorrelationOptimized
Rebalance
Quarterly
Sharpe grade
1.35
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.

Engineered for low BTC correlation while keeping Sharpe respectable. Heavy on US tech equity (NVIDIA, Microsoft, Apple) and gold for the de-correlation engine, with a 20% crypto sleeve (BTC + ETH) and a 10% broad-market ETF for upside participation. Backtested Sharpe 1.35 over 729 days, max drawdown -23% (less than half of BTC's -49% in the same window), correlation to BTC -0.07. The portfolio complement for an allocator who already holds BTC directly.

  • Diversified 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 ruleCorrelationOptimized
Risk tierConservative
Composition

7 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
7 holdings
GLDon · 22% of the basketGLDon22%NVDAon · 18% of the basketNVDAon18%AAPLon · 15% of the basketAAPLon15%MSFTon · 15% of the basketMSFTon15%BTC · 10% of the basketBTC10%ETH · 10% of the basketETH10%SPYon · 10% of the basketSPYon10%
Largest holding
GLDon 22.0%
The single name that moves net asset value most.
Top three
55.0%
Share of the basket held by its three largest names.
Effective holdings
6.42
Equal weight equivalent of 7 named positions.
Published weights
largest first
Published weights for all 7 holdings, largest first.
HoldingShareWeight
01GLDon22%
02NVDAon18%
03AAPLon15%
04MSFTon15%
05BTC10%
06ETH10%
07SPYon10%
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.

  • GLDon22%Hedge

    SPDR Gold Shares is the largest gold ETF and the cleanest tokenized expression of an institutional gold position.

    Performs in flight-to-quality, inflation-up, and dollar-weakness or central-bank-buying cycles.

    correlation dilution if duration sells off
  • NVDAon18%Core anchor

    NVIDIA is the single largest contributor to risk-adjusted returns in the equity universe over the 2-year backtest window. Designs the GPUs that train every frontier model.

    Performs in AI-capex-up regimes. Sensitive to hyperscaler demand-softening signals and to China-export-control news.

    valuation extensionChina export-control exposure
  • AAPLon15%Core anchor

    Apple is the largest consumer-electronics franchise and the most cash-generative public company.

    Defensive within tech. Outperforms in quality-rotation regimes. Lags when AI-narrative beta drives the tape and Apple's AI positioning is questioned.

    regulatory pressure on App Store
  • MSFTon15%Core anchor

    Microsoft is the dominant enterprise-software franchise and the largest beneficiary of the AI-software margin pool through Azure and the OpenAI partnership.

    Performs in enterprise-AI narrative phases. Defensive in flight-to-quality regimes. Sensitive to cloud-margin compression news.

    AI-capex margin compression
  • BTC10%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
Show the remaining 2 holdings
  • ETH10%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
  • SPYon10%Core anchor

    SPDR S&P 500 ETF Trust is the largest US equity ETF and the canonical broad-market index.

    Performs in broad-equity-up regimes. Sensitive to sector concentration in Mag 7 names that drives a non-trivial share of the index.

    Mag 7 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
729 day window
Sharpe grade
1.35Strong
Measured over 729 days against a bitcoin reference of 0.33.
Total return
+55.8%
Across the full window, simulated.
Max drawdown
−23.0%
Deepest peak to trough inside the window.
Annualised volatility
·
Standard deviation of daily returns, annualised.
Beta vs bitcoin
−0.03
Correlation −0.07.
Effective holdings
6.42
Of 7 named. Equal weight equivalent, from the published weights.
Simulated rebalance
Quarterly
Backtest assumption, not a published cadence.
Jensen alpha
·
Excess over what beta to bitcoin alone explains.
R squared
·
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. OCRLOW7 is part of a public preview.

Loss tail
95% VaR · loss tailhistorical
1-week · 7d−5%
1-month · 30d−10%

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+259.6%1.44+1.09
1 year+26.0%1.65+2.48
6 months+2.4%0.29+0.97
3 months+7.7%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
3 on this basket
  • Top-name weightLow

    GLDon is the largest position at 22%. Capped by methodology but still drives index direction.

  • Short price historyHigh

    NVDAon, MSFTon, AAPLon and 2 more have under a year of usable history. Backtest metrics carry wider error bars.

  • Routing dependenceMedium

    Routes through Dinari (stocks) and Backed Finance (ETFs). Settles on the EVM rail. KYC at the OLTA layer, not available in the US today.

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
GLDon loses half its valueLargest holding, 22.0% of the basket−11.0%Mechanical
The three largest holdings fall 30%GLDon, NVDAon, AAPLon · 55.0% of the basket together−16.5%Mechanical
The deepest simulated fall repeatsDeepest peak to trough in the measured window−23.0%Recorded
A bad month, one in twenty95% historical value at risk over 30 days−10.3%Measured

The mechanical rows hold every other holding still, which is the optimistic case. This basket measured −0.07 correlation to bitcoin over its window, which is loose enough that the holdings can move apart. Even so, a shock rarely lands on one name alone. Read the figures as a floor on the damage, never a ceiling.

Further reading

The research behind the construction

Take a position in OCRLOW7

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.