Institutional Bitcoin Yield Solutions
Conservative BTC Portfolio
The Conservative BTC Portfolio is designed for allocators who prioritise balance-sheet stability and low-volatility BTC-denominated rewards.
Balanced BTC Portfolio
The Balanced BTC Portfolio is structured for allocators seeking a higher reward profile while remaining within clearly defined risk limits. Both portfolios are multi-manager and multi-venue, built from numerous independent, low-correlated return streams across CeFi and DeFi venues.
Clients allocate BTC balances into segregated BTC Yield Portfolios via Coinchange infrastructure. Rewards accrue in BTC and remain variable over time — no outcome or level of yield is guaranteed.
Yield is derived from blockchain protocol incentives and a diversified set of CeFi and DeFi programs across CEX and DEX venues.
Our Portfolio Architecture
Multi-manager portfolio construction
BTC Yield Portfolios are constructed as multi-manager, multi-venue portfolios, combining independent trading programs and liquidity placements that are intentionally designed to be low-correlated for balanced yield.
Diversified non-correlated return streams
Each portfolio blends market-neutral and hedged return engines with calibrated directional components, aiming to reduce reliance on any single venue, protocol, or trading style.
Programmatic risk management
Coinchange’s risk engine monitors position health, venue concentration, protocol risk scores, and liquidity thresholds, continuously rebalancing the portfolios as conditions change.
Institutional-grade liquidity profile
Portfolios are designed with institutional liquidity in mind, targeting weekly liquidity windows and T+5 settlement under normal market conditions, with daily NAV and performance reporting.
Blending CeFi and DeFi allocation for maximized returns
Diversification through delta-neutral and
hedged strategies
Weekly liquidity windows
Automated allocation, dynamic risk management and rebalancing
BTC Portfolio Allocations
Each portfolio is multi-manager and multi-strategy, engineered to reduce volatility and deliver non-correlated performance across changing markets. Allocations are professionally managed and dynamically rebalanced using our proprietary risk engine.
The table below shows target portfolio sleeves expressed by type of return engine (delta-neutral, market-neutral, low-risk directional, etc.). Actual portfolio composition varies over time based on market conditions, liquidity, and risk assessments. Allocations are professionally managed and dynamically rebalanced by Coinchange’s risk engine; no specific allocation, outcome, or level of yield is guaranteed.
Metric
Conservative
Balanced
CeFi Delta Neutral
60%
45%
DeFi Market Neutral
25%
15%
Low-Risk Directional (hedged/no leverage)
15%
15%
Mid-Risk Directional Strategies
—
15%
High-Risk Directional Strategies
—
5%
Total
100%
100%
Blending CeFi and
DeFi allocation for
maximized returns
Weekly liquidity
windows
Automated allocation,
dynamic risk management
and rebalancing
Diversification through
delta-neutral and
hedged strategies
BTC Earn Portfolios
Conservative
The Conservative BTC Portfolio targets low volatility and BTC-denominated rewards with an emphasis on capital stability. It is built as a diversified, multi-manager portfolio predominantly composed of delta-neutral and market-neutral sleeves, with limited hedged directional exposure.
Balanced
The Balanced BTC Portfolio seeks higher BTC-denominated rewards within a clearly defined risk budget. It maintains a core of neutral portfolio sleeves, complemented by a larger share of calibrated directional sleeves, all within a multi-manager framework designed to keep individual return engines low-correlated to one another.
Infrastructure profile:
- Custody via institutional providers (e.g., Fireblocks\ Copper)
- Liquidity profile: T+5 settlement under normal market conditions
- Reporting: Daily NAV, portfolio composition and performance
- Denomination: Rewards accrued in BTC
- Design: Built for compliance, transparency, and scalable integration via API, UI, or smart contracts
Performance Metrics (Net of Fees)
Last updated November 2025
Metric
Conservative
Balanced
Target Yield (APY)
8.00%
12.00%
YTD APY (2025)
5.32%
4.40%
2024 APY
8.67%
15.38%
Cumulative Return (as of 2025)
14.45%
20.46%
Sharpe Ratio
4.00
2.58
Max Monthly Drawdown
-0.39%
-1.48%
Avg. Drawdown
-0.94%
-0.90%
Avg. Recovery Time (Days)
2.5
3.2
Key Risks & Important Information
Real-time NAV and transparency
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Market and volatility risk
Although portfolios emphasize neutral and hedged sleeves, they remain exposed to market dislocations, liquidity gaps, and execution risk, which can result in drawdowns.
Counterparty and protocol risk
Portfolios rely on third-party exchanges, custodians, and on-chain protocols. Failures, hacks, or defaults at these venues may lead to partial or total loss of assets.
Regulatory and jurisdictional risk
Access to digital-asset portfolios and the regulatory treatment of yield on digital assets differ by jurisdiction and may change over time.
Not a deposit or bank product
BTC Yield Portfolios are not bank accounts, are not deposits, and are not covered by deposit-insurance schemes (e.g., FDIC, SIPC or equivalents)
This information is intended for institutional and professional counterparties only and does not constitute a recommendation or an offer or solicitation to transact.
Coinchange Financials, Inc.
261-250 University Avenue
Toronto, Ontario M5H 3E5 CANADA
Coinchange Financials Inc.
Corporation Trust Center 1209
Orange St.Wilmington,
DE 19801 USA
Coinchange Financials SP. Z.O.O.
Grzybowska 80/82/700
00-844 Warszawa, Poland
Suite 705, 2980 NE 207th Street, Aventura, Florida 33180
Note: Crypto assets are not legal tender, are not backed by the government, and crypto accounts held with Coinchange are not subject to FDIC or SIPC protections. The value of crypto assets are not static and can fluctuate substantially. Not all products and services are available in all geographic areas and are subject to Coinchange’s applicable terms and conditions. Eligibility for particular products and services is subject to final determination by Coinchange. Rates for our products are subject to change. Nothing on this website should be construed as a recommendation for any action. Coinchange is registered as a Money Services Business (MSB) number 31000304503627 with the US Financial Crimes Enforcement Network (FinCEN).
