A weekly-rebalanced, crypto-proxy portfolio investing mainly in six crypto-related stocks (heavily weighted to MSTR) with a Bitcoin buy trigger and a planned mid-2025 exit/short, plus occasional changes to COIN. High risk and highly Bitcoin-correlated.

- You invest a fixed mix across six tickers: MSTR (50%), COIN (25%), MARA (6%), HUT (6%), BITF (7%), RIOT (6%). - Each week you rebalance to keep those weights, which may involve buying more of underperformers and selling over performers. - There is an option to move up to 10% of cash into Bitcoin when BTC trades around $26k (the note mentions deploying cash to BTC at that level). - An exit/short plan is planned for roughly mid-2025: you either exit or take a short position for about a year, then reinvest. - A post-2023 note indicates a reduction (removal) of a 25% COIN allocation, showing the plan can be adjusted over time. - This strategy concentrates on crypto exposure via stocks rather than buying BTC directly, exposing you to Bitcoin price moves through MSTR and the mining stocks, plus additional leverage to Bitcoin via COIN and the miners. It is intended for a Roth-style account and involves high risk and trading activity, not passive investing.

Out-of-sample annualized return ~40% vs SPY ~21%, via a concentrated crypto-proxy basket with weekly rebalancing and Bitcoin beta. Higher volatility and larger drawdowns, but substantially stronger upside for bold, risk-tolerant investors.