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Upturn AI Summary
Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF(BITC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BITC
10/02/2026: BITC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
BITC provides tactical exposure to Bitcoin by dynamically rotating between the cryptocurrency and US Treasuries based on trend signals. Its primary strength lies in its attempt to provide a smoother risk-adjusted return profile compared to a static investment in Bitcoin. It serves as an ideal tool for investors who believe in Bitcoin's long-term potential but wish to mitigate the impact of major drawdowns. Investors must be aware of the risks associated with trend-following model errors, futures-based tracking, and the inherent volatility of digital assets. The fund is best suited for growth-oriented investors who value active management and are willing to monitor the fund's signal efficacy over time.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit while signal remains positive | This fund captures high-growth potential of Bitcoin when the trend is bullish. |
| Momentum investor | Strong fit while signal remains positive | The fund is specifically designed to capitalize on momentum by rotating in and out of the asset class. |
| Value investor | Weak fit | Bitcoin does not have traditional valuation metrics, making it a poor fit for value-oriented strategies. |
| Dividend/Income investor | Mixed fit | The Treasuries portion provides some income, but the primary goal is capital appreciation rather than yield. |
| Low-risk investor | Weak fit | Despite the rotation strategy, the underlying Bitcoin exposure remains inherently high-risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to the crypto space but who is uncomfortable with the full 'buy and hold' volatility of Bitcoin.
Suitability
Best suited for intermediate to advanced investors willing to accept active management risks for potentially smoother return profiles.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Bitcoin's price is historically prone to extreme fluctuations that impact portfolio value. |
| Market risk | High | The fund is highly sensitive to broad market sentiment regarding digital assets. |
| Concentration | Medium / high | Portfolio performance relies heavily on the rotation between two specific asset classes. |
| Tracking/expense | Medium | Active management and futures costs can create a drag on long-term performance. |
| Liquidity | Medium | Futures markets may experience liquidity crunches during extreme market stress. |
| Business/sector quality | Medium | The regulatory landscape for Bitcoin remains subject to significant legislative changes. |
Risk Analysis
Volatility
BITC exhibits high volatility inherent to Bitcoin, modulated by periodic allocations to lower-risk Treasuries.
Market Risk
The primary risk is a rapid decline in Bitcoin price while the fund is heavily exposed, potentially offset by the Treasury sleeve.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Bitcoin (via Futures and ETPs) | 50 | This portion provides the fund's exposure to Bitcoin's price movements when the trend signal is positive. |
| Fixed-income type | US Treasury Securities | 45 | This provides a defensive cash-equivalent position when the trend signal suggests exiting Bitcoin. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Minimal cash is held for liquidity and to support margin requirements for futures contracts. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 1.21% | Avg. Invested days 28 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $14.51M |
| Issuer | Bitwise Investments |
| Expense Ratio | 0.8500000000000001% |
| Distribution Yield | 3% |
| Inception | Mar 20, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.01% |
| 1 Year | -11.95% |
| 3 Year | +38.46% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 22.55% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| DWS Government Money Market Series - Institutional | 22.89% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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