The Bitcoin Hedge

This strategy concentrates on high-conviction positions that pair income generation with crypto exposure. BLOX serves as the core conviction play, positioned to outperform direct holdings of bitcoin or crypto-related funds directly through its actively managed approach and dual focus on capital appreciation and steady income generation. WNTR and SMST provide near-term hedge protection while market shenanigans around MSTR play out. These positions will either bolster us through short-term headwinds or gradually convert yield into BLOX as conditions improve.