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sigma_btc30

Sigma BTC (vol-target 30)

Volatility target on cbBTC/USDC — allocation breathes with realised vol.

Moderate

Sigma BTC is a dynamic strategy: instead of fixed weights, it recomputes ω = clamp((σ_target − σ_riskless) / (σ_risky − σ_riskless), floor, cap) on every rebalance trigger. When BTC vol is low, the portfolio drifts toward the cap (100% cbBTC); when vol is high, toward the floor (30% cbBTC, 70% USDC).

The idea: a vol-targeting sleeve is cyclically inverse to crypto sentiment — ω rises in calm uptrends and falls in volatile crashes. Floor=30% means: even under stress, conviction-hold is preserved; cap=100% means: in calm bull phases, the position is fully long.

Trigger logic: ω is recomputed every 90 days (quarterly) OR whenever |Δσ_smoothed| ≥ 15pp. Per-asset backtest 2022-2026: target=0.30/floor=0.30 lifts Sharpe from 0.49 to 0.67 (+38%) and Calmar from 0.47 to 0.60 (+26%) versus the default 0.55/0.50.

Risk profile

Vol p.a. (expected)30%
Max drawdown (expected)42%
Recommended horizon≥ 18 months
Rebalance triggerno drift rebalancing
Cadencequarterly OR Δσ ≥ 15pp

Dynamic allocation

ω varies between floor and cap based on realised 90d vol

0%30% (Floor)100% (Cap)

Floor (min. CBBTC)

30% CBBTC

+ 70% USDC

Cap (max. CBBTC)

100% CBBTC

+ 0% USDC

Target vol p.a.30%
Riskless assetUSDC

ω = clamp((σ_target − σ_riskless) / (σ_risky − σ_riskless), floor, cap)

When vol is low, allocation drifts toward the cap; when vol is high, toward the floor. ω is only recomputed on trigger — quarterly (every 90 days) or when vol has moved ≥ 15 percentage points (pp) since the last trigger. Example: σ_old=65% → σ today=82% gives 17pp and fires a trigger. Between triggers the allocation drifts freely with the price — no additional drift rebalancing.

Live backtest and current signal

The Sigma engine runs live with daily 90d-vol updates. The research page shows the current signal, the historical allocation curve and all KPIs for BTC, ETH, SOL and XRP.

Open research page

Where this strategy fits

  • Automatically de-risks during high-vol regimes
  • Floor=30% preserves conviction-hold even in crashes
  • Live engine + backtest available on the research page
  • Dedicated Safe + isolated Roles permissions from the Balanced vault

Things you should know

  • More complex than static strategies — behaviour varies by vol regime
  • In calm bull phases, cap=100% can reduce drawdown protection to zero
  • Maximum backtest drawdown 2022-2026 despite tuning is -42% (BTC bear)
  • Between triggers the allocation drifts freely with the BTC price — no micro-corrections, ω only resets on the next Sigma trigger