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personal_v1_balanced

Personal Balanced

Three equal-weight legs: USDC stable buffer, ETH beta, BTC beta on Base.

Moderate

Personal Balanced is the trial allocation of the first productive Elyx vault: 40% USDC as liquidity-and-stability anchor, 30% WETH and 30% cbBTC as symmetric participation in the two largest crypto assets. It is deliberately simple — no vol-target, no sector rotation, no bridges.

The strategy targets a middle ground between pure capital preservation and full crypto exposure. It inherits 60% crypto beta but dampens drawdowns through the stable buffer and the evenly-spread risk across two assets instead of one.

Rebalancing is event-driven with a 5% drift threshold and 200bps slippage default — empirically validated across stages 1-3 of the $950 trial. Typical trade cadence is every 1-3 weeks depending on the volatility regime.

Risk profile

Vol p.a. (expected)22%
Max drawdown (expected)30%
Recommended horizon≥ 12 months
Rebalance trigger5% drift
Cadenceevent-driven (drift ≥ 5%)

Target allocation

How the strategy aims to distribute capital

USDC
40.0%
WETH
30.0%
CBBTC
30.0%

Backtest Dec 2024 – May 2026

500 days of real BTC + ETH market data · 9 rebalances at 0.1% swap fee · defillama (BTC + ETH daily closes); USDC modelled at $1.00

Total Return

-10.4%

CAGR

-7.7%

Max drawdown

-37.9%

Vol p.a.

34%

Rebalance day

Walk-forward simulation of the strategy against real BTC and ETH daily closes. Rebalancing fires when drift > threshold, with a 0.1% swap fee as realistic friction. Past performance is no indicator of future results.

Where this strategy fits

  • Symmetric risk allocation across BTC + ETH without staking lock-ups
  • USDC buffer dampens crash drawdowns without giving up upside
  • Live in the 40/30/30 vault as a $950 trial since 2026-05-01
  • Roles permissions tightly scoped to KyberSwap + ERC20.approve

Things you should know

  • Crypto drawdowns of 35-45% in bear cycles are realistic
  • USDC carries stable-issuer risk (Circle)
  • No yield on the USDC sleeve — that lands with Yield-USDC v2