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- Upturn Summary
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Upturn AI Summary
CoinShares Bitcoin and Ether ETF(BTF)
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 BTF
10/08/2026: BTF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
BTF is an actively managed ETF providing exposure to Bitcoin and Ether through CME-traded futures contracts. Its main strength lies in offering a regulated, single-ticker entry point to both assets for investors who prefer traditional brokerage accounts. It is best suited for tactical investors who understand the risks of futures-based strategies, including potential performance drag from contract rolling. Primary risks include extreme market volatility, concentration in the highly speculative crypto sector, and the availability of lower-cost spot-based alternatives. Potential investors should monitor the fund's expense ratio and liquidity relative to larger, spot-based competitors.
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 | It offers high-growth potential linked to the speculative nature of Bitcoin and Ether prices. |
| Momentum investor | Strong fit while signal remains positive | The fund is ideal for capturing short-to-medium term trends in crypto markets. |
| Value investor | Weak fit | Digital assets lack traditional cash-flow-based valuation metrics. |
| Dividend/Income investor | Weak fit | The fund does not pay dividends and carries no yield-generating properties. |
| Low-risk investor | Weak fit | High volatility makes this unsuitable for conservative portfolio strategies. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institutional participant comfortable with high-risk digital assets and futures-based products.
Suitability
Best for tactical, medium-term traders seeking to gain crypto exposure without maintaining digital wallets or accounts on crypto-native exchanges.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Cryptocurrency futures are subject to extreme and rapid price fluctuations. |
| Market risk | High | The entire crypto sector can experience significant downturns due to regulatory or sentiment shifts. |
| Concentration | High | The fund is concentrated entirely in the digital asset space. |
| Tracking/expense | Medium / high | Futures-based funds may experience tracking error due to contango in contract pricing. |
| Liquidity | Medium | Secondary market liquidity can tighten during extreme market stress. |
| Business/sector quality | Medium | The sector is still evolving and faces ongoing regulatory uncertainty. |
Risk Analysis
Volatility
BTF exhibits high historical volatility, consistent with the underlying price action of Bitcoin and Ethereum.
Market Risk
The primary risk is the extreme price volatility inherent in the crypto market, coupled with the structural risks of futures-based investing, such as roll yield erosion.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | CME Bitcoin Futures (seeks daily price exposure to Bitcoin) | 65 | This provides the primary price exposure to Bitcoin via regulated futures markets. |
| Derivatives | CME Ether Futures (seeks daily price exposure to Ether) | 30 | This provides the secondary price exposure to Ether via regulated futures markets. |
| Cash/collateral | US Treasury Bills / Cash Equivalents | 5 | Cash and high-quality liquid assets serve as collateral for the futures positions. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 183.64% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $16.87M |
| Issuer | CoinShares |
| Expense Ratio | 1.24% |
| Distribution Yield | 160.62% |
| Inception | Oct 21, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | -11.39% |
| 1 Year | -38.45% |
| 3 Year | +24.51% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 54.22% |
| 3Y Volatility | 60.49% |
| 3Y Sharpe Ratio | 0.6 |
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 |
|---|---|
| First American Funds. - Treasury Obligations Fund | 17.52% |
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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