Monitor continuously
Blockrise monitors Bitcoin and each portfolio continuously.
Asset Management · Fundamentals Portfolio
A measured approach to long-term bitcoin exposure.
Fundamentals Portfolio holds bitcoin and euros. Blockrise adjusts the balance within a defined mandate for clients who accept bitcoin price risk and prefer a managed approach.
Bitcoin remains the long-term asset at the centre. Euros provide room to adjust exposure when market conditions change.
Four defining facts
01
Bitcoin and euros only.
02
Rebalanced at least monthly.
03
A wallet key held by the client.
04
0% performance fee.
The strategy
Balance without pretending to predict.
Bitcoin is the long-term asset at the centre of the portfolio. Euros give the portfolio manager room to increase or decrease exposure within a defined mandate.
The process manages participation and risk. It does not claim to time short-term market moves or prevent losses.
Long termBitcoin remains the core asset.
Defined freedomExposure changes only within the mandate.
Recorded decisionsEvery rebalance has a rationale.
bitcoin
euros
Illustrative composition, not a current allocation. Current figures are reported in the Fact Sheet.
The mandate
Clear boundaries. No hidden complexity.
The Portfolio Strategy states what the portfolio may hold and what it excludes.
The mandate permits
01
Bitcoin
02
Euros
The mandate excludes
01
Altcoins
02
Leverage
03
Derivatives and hedging instruments
The suggested minimum investment horizon is three years. The preferred horizon is seven years.
The process
One disciplined sequence, repeated.
Portfolio decisions remain within the formal mandate. The same process applies through changing market conditions.
Assess within the mandate
The portfolio manager assesses exposure against the strategy boundaries.
Rebalance at least monthly
Blockrise reviews and adjusts the balance through its regular process.
Intervene when required
The mandate permits an intermediate rebalance after exceptional market moves.
Ownership
Managed, but still verifiably yours.
Each client has a segregated on-chain wallet and holds a multisignature key. Blockrise holds a separate key for managed operations and cannot move client bitcoin independently.
Euros remain separate from bitcoin holdings. Clients can verify their bitcoin on-chain at any time.
Two keys.
One verifiable wallet.
Client
Blockrise
Segregated on-chain wallet
Suitability
A defined process for clients who accept bitcoin price risk and think in years, not months.
Documents
Current figures live in the Fact Sheet.
The formal mandate, current figures and portfolio decisions remain available as separate documents.
Risk information
Clients face bitcoin price volatility and may lose part or all of their investment. This page is for information only. It is not advice, an offer or a personal recommendation. Managed exposure can change the pattern of risk but cannot remove the possibility of loss.