Our Research

An small Business

has built up 100,000 CHF in cash reserves over several profitable years. The managing director is interested in modern diversification strategies and books an initial consultation with us.

During this initial consultation, the client gains insight into a realistic scenario involving partial allocation to Bitcoin. After weighing the opportunities and risks, the managing director chooses an 80% risk mitigation strategy, as liquidity and stability are particularly important to him.

He thus opts for a 20% allocation of available capital, which proves to be a strategically sound decision. In concrete terms: 20,000 CHF is invested in Bitcoin, while 80,000 CHF remains liquid.

Based on Historical Data

we are able to provide a reliable initial estimate of expected performance. In doing so, we consider key indicators such as:

• ROI (Return on Investment)
• CAGR (Compound Annual Growth Rate)
• Drawdown risk
• Volatility compared to traditional reserves
• and the potential impact on the capital's purchasing power over time

This data-driven analysis allows the client to clearly understand the potential and limitations of a Bitcoin-based treasury strategy – and to make informed decisions accordingly.

Although the managing director opts for higher liquidity, he plans to hold the Bitcoin long-term. However, he is still uncertain about the future. This is a known and complex concern – and completely valid.

We therefore calculate multiple different time horizons and allow the client to choose the one that fits best. In this case, a period of less than 5 years is selected, specifically based on the past 3 years.

With this important context, we can develop a much clearer understanding of the client’s concrete expectations.