Thesis Strategy Performance Terms Get in Touch
Institutional-Grade Investment Fund

Bitcoin
Momentum

Outpace the upside. Minimize the downside.

A systematic, rules-based Bitcoin fund that rotates between BTC and stablecoins — capturing rallies, sidestepping crashes.

49.38%Strategy CAGR
1.60Sharpe Ratio
18.51%Alpha vs BTC

Bitcoin's potential is clear.
Volatility is the barrier.

Bitcoin has outperformed nearly every asset class over the past decade — but most investors still fail to capture its upside. Beating Bitcoin's returns demands strategic capital rotation based on objective market trends.

01

Unrealized Gains

Most holders ride the hype cycle up… and then down. Gains remain unrealized or evaporate in drawdowns.

02

Severe Drawdowns

Bitcoin's 50–80% drawdowns make it nearly impossible to hold through cycles — especially for allocators accountable to clients.

03

Operational Complexity

Many allocators lack secure custody solutions, on-chain fluency, or mandate flexibility to execute a dynamic Bitcoin strategy.

Disciplined. Rules-based.
Bitcoin-native.

We deploy a systematic momentum strategy that allocates between Bitcoin and stablecoins using a custom signal matrix. Our model preserves capital in downtrends and outperforms BTC in bull cycles through disciplined, rules-based rebalancing.

Real-time decision logicNot monthly models — live signal processing
Custom signal matrixProprietary indicators, not off-the-shelf
Exit-first risk managementStablecoin rotation preserves capital in downtrends
Uncorrelated alphaReturns from timing, not leverage or altcoin exposure

How It Works

1
Signal Detection

Custom matrix identifies macro or technical stress in real-time

2
Capital Rotation

Exits to stablecoins during high-risk periods — sidestepping crashes

3
Conviction Re-entry

Repositions into BTC when risk/reward aligns for maximum upside capture

Backtested Results
2018–2025

Outperforming Bitcoin while reducing exposure to its deepest drawdowns. These results highlight the power of disciplined capital rotation.

49.38%Strategy CAGRvs BTC at 30.22%
18.51%AlphaAnnual outperformance vs BTC
1.60Sharpe RatioSuperior risk-adjusted returns
0.51BetaHalf Bitcoin's volatility exposure
1,740%Total ReturnStrategy cumulative performance
-43.3%Max Drawdownvs BTC's -77% peak drawdown

Past performance and backtested results are not indicative of future returns. All figures based on backtested strategy performance 2018–2025.

Bitcoin & stablecoins are
gaining legitimacy.

The U.S. regulatory environment has shifted dramatically in favor of Bitcoin and stablecoins, creating a clear runway for institutional adoption.

Executive Order

Strategic Bitcoin Reserve

EO 14233 (Mar 2025) establishes a U.S. Strategic Bitcoin Reserve, signaling national-level commitment to BTC as a reserve asset.

Legislation

GENIUS Act

Signed into law July 2025 — mandates stablecoins be fully 1:1 backed with mandatory public disclosures and annual audits.

Executive Order

401(k) Access

Opens U.S. retirement plans to alternative assets including cryptocurrencies — expanding the addressable investor base dramatically.

Scaling to $25M AUM

Phase 1 · 0–12 months

Launch & Traction — $3M

Core ops, trading, and custody stack fully operational. Refine internal risk models. Onboard early LPs with strong alignment.

Phase 2 · 12–24 months

Programmatic Growth — $10M

Integrate machine learning for signal refinement. Launch enhanced hedging strategies. Deploy investor dashboards.

Phase 3 · 24–48 months

Institutional Scale — $25M+

Regulated feeder vehicles in strategic markets. Institutional-grade ops. Proprietary low-latency execution infrastructure.

Structured for
aligned capital.

Fund NameVara Capital
StructureOffshore Fund
Qualified CustodianBitGo Trust (US regulated, MPC)
Banking PartnerDakota Ridge, Inc (US)
Asset FocusBitcoin with tactical stablecoin allocation
Yield StrategySelect passive yield on USDC/USDT
Minimum Investment$200,000
Management Fee2%
Alpha Bonus50% of outperformance vs BTC
Lock-upTwo years

The timing matters.
The strategy matters more.

We're building long-term value with Bitcoin at the core and discipline in the driver's seat. Reach out to learn more about becoming an LP.