Conviction-Based Bitcoin Accumulation

Build The Income Flywheel
To Accumulate Bitcoin Forever

A systematic strategy that evolves with your portfolio—from maximum velocity to fortified stability.

Don't Wait 20 Years

The strategy: accumulate aggressively, accept volatility, and only stabilize once the flywheel is self-sustaining.

Bitcoin: Going Up Forever (But Requires Strong Hands)

The core thesis is simple: Bitcoin is going up forever, but the journey will be rocky. This strategy embraces volatility rather than fearing it. Every drawdown becomes an opportunity to accumulate more at better prices, funded by income from your yield blend positions. No market timing—just building through every cycle.

The Bitcoin/Gold Blend

BTGD isn't a hedge—it's your growth blend. Bitcoin and Gold together capture upside as smart money moves into hard assets. Gold tends to shine during risk-off periods, providing a smoother path while maintaining Bitcoin exposure for the long-term trajectory. This blend is your base growth engine.

The Yield Blend: Income Quality AND Recovery

Not all yield is created equal. The ideal income blend combines assets with positive or recapturable total return. If they can't recover well, they need to yield enough to make up for permanent loss. The best blend combines expected positive price appreciation with strong yield.

BLOX, ULTY, WPAY, and MSTW together form your yield blend—each offering strong income with quality diversification. This blend generates substantial cash flow without baking in permanent capital decay.

How The Blend Works Together

The yield blend isn't uniform—different elements accelerate and stabilize the net result. Some assets provide high volatility with recovery potential, others offer steadier income streams. Together, they create a diversified income engine that generates substantial cash flow while managing overall portfolio behavior. This is permanent capital thinking—accepting short-term volatility for long-term compounding.

Simple Equal Weighting: Your Easiest Lever

The simplest approach is equal weight across your chosen assets. When new capital comes in, deploy it to the most underweight positions. Volatility works in your favor—positions that drop get more capital, positions that soar get less.

But these are YOUR levers to control. Equal weight is manageable in your head—but don't feel locked in. This is your strategy.

The Two Phases

Start simple, evolve gradually. Your strategy grows with your portfolio.

Phase 1: Maximum Velocity (<$500k)

Keep it simple. Five core assets, equal weight in your head.

Growth Blend

BTGD

Bitcoin/Gold base growth

Yield Blend

ULTY
WPAY
MSTW
BLOX

Diversified income generation

The Approach: Equal weight is your starting point—it's manageable in your head. When new capital comes in, deploy it to the most underweight positions. Volatility works in your favor: positions that drop get more capital, positions that soar get less. But these are YOUR levers to control. Equal weight is suggested, not required.

Phase 2: Building Stability ($500k+)

Time to refine. Start thinking about tweaks and stability.

What Changes At This Level?

Consider STRC for Stability

STRC offers stable ~10% APY. Build this position with dividend income rather than rebalancing existing holdings. Your dividends are substantial enough now to grow stabilizing positions rapidly.

Play With Your Weights

Equal weighting is still your baseline, but now you have room to experiment. Want more growth? Overweight BTGD. Want steadier income? Favor the lower-volatility assets in your yield blend. These are your levers.

Focus on Dividend Deployment

By this phase, your monthly dividend income is meaningful. Direct fresh dividends strategically—build STRC for stability, rebalance underweight positions, or lean into conviction plays. The flywheel is working.

The Goal: Whether you hit $500k/year income from a $500k super-volatile portfolio or a $5M stable one—you're evolving toward the latter. Dividend income gets reinvested until your annualized dividend income reaches 2x your annual expenses. Once you hit that milestone, this phase is about gradually reducing volatility while maintaining the compounding flywheel.

How We Got Here

From algorithmic optimization to conviction-based investing

We built sophisticated tools first—screeners filtering 500+ dividend assets, simulators backtesting with real historical data, allocation engines with multiple weighting formulas. The full quantitative arsenal.

We tested every algorithmic approach we could think of. Dozens of backtests. Sharpe ratio optimization. Blended CAGR. Risk-adjusted returns. The works.

Then we discovered something crucial: for newer ETFs with limited history, conviction beats algorithms every time.

The most compelling income ETFs—WPAY, BLOX, even MSTW—are only months old. There's barely any historical data. You can't backtest what doesn't have a track record. Algorithms can't optimize the future.

So we evolved. The tools became validators, not dictators. We use them to research individual assets, understand risk metrics, and pressure-test our ideas. But the strategy itself? Pure conviction. Five core assets, equal-weighted, with an unwavering philosophy about Bitcoin accumulation and income quality.

The Tools That Helped Us Get Here

Available for your own research and validation

Asset Screener

Filter 500+ dividend assets by Sharpe ratio, blended CAGR, payout frequency, and volatility. Research individual ETFs and understand their metrics.

Explore Screener

Portfolio Simulator

Backtest strategies with real historical data. Run automated screener-based strategies or track manual portfolios to validate your approach.

Get Access

Quantitative Metrics

Blended CAGR, multi-timeframe analysis, and Sharpe ratios. Understand true compounding potential beyond simple yield.

See Metrics

These tools help validate conviction strategies through quantitative analysis. They're available for your own research, testing theories, and making data-driven decisions. The engine is provided—you control the strategy.

Ready to build your treasury engine?

Grow income. Accumulate Bitcoin. Stay in control.