SMA Strategies

Bitwise 10 Crypto Index Strategy

The Bitwise 10 Crypto Index Strategy provides diversified access to the leading crypto assets, screened for certain risks and weighted by market cap, through a strategy well suited to financial professionals. With separately managed accounts an investor directly owns all of the crypto assets in the account (unlike with a fund or pooled investment vehicle). The crypto assets are held by Gemini, a fiduciary and qualified custodian, and can be easily monitored and managed by advisors. Available to investors on the Eaglebrook platform.

Documents

Please see additional product-specific disclosures in the Fact Sheet.

Benchmark Performance

As of: April 26, 2024 8:00 PM UTC

1 Month
3 Months
YTD
12 Months
Since
Inception †
Bitwise 10 Large Cap Crypto Index *
-10.9%
45.2%
41.8%
104.1%
860.5%

* Performance of an index is not illustrative of any particular investment. It is not possible to invest directly in an index. Index performance does not include the fees and expenses that are charged by the Manager, Platform, or Financial Advisor. An actual account may not hold all of the constituents of the Index, as SMA holdings are subject to the availability of the assets on the Eaglebrook platform. Past performance is not a guarantee of future performance. Please refer to additional important disclosures here.

† “Since Inception” refers to performance since Index inception. Bitwise 10 Large Cap Crypto Index inception date: November 22, 2017. Bitwise 10 Crypto Index Strategy inception date: March 28, 2023.

Index Constituents*

As of: April 26, 2024 8:00 PM UTC

Name
Weight
Market Cap
Price
Change (24hr)
BitcoinBitcoin
69.7%
$1,244,791,168,409
$63,314.10
-0.6%
EthereumEthereum
21.8%
$388,418,789,502
$3,234.82
3.3%
SolanaSolana
3.5%
$63,144,653,546
$142.23
-0.3%
XRPXRP
1.6%
$28,534,317,352
$0.52
-1.3%
CardanoCardano
0.9%
$16,417,844,119
$0.47
0.2%
AvalancheAvalanche
0.7%
$13,013,292,060
$34.48
-1.1%
PolkadotPolkadot
0.5%
$9,129,031,177
$6.79
-0.7%
ChainlinkChainlink
0.5%
$8,314,509,794
$14.16
-3.3%
PolygonPolygon
0.4%
$7,213,021,681
$0.73
2.7%
UniswapUniswap
0.3%
$5,941,188,869
$7.88
2.1%

* After monthly rebalances there may be a delay in changes being reflected here. An actual account may not hold all of the Index constituents, as SMA holdings are subject to the availability of the assets on the Eaglebrook platform.

Index and Strategy

Index

Bitwise 10 Large Cap Crypto Index*

Strategy

Rules-Based, Passive

Rebalance

Monthly

Methodology

See methodology here.

* An actual account may not hold all of the constituents of the Index, as SMA holdings are subject to the availability of the assets on the Eaglebrook platform.

Key Facts

Minimum Investment

$10,000

Liquidity

Daily*

Asset Class

Crypto Assets

Investor Qualifications

Must be a client of an RIA on the Eaglebrook Platform

* Investment deposits and withdrawals will be processed on a daily basis.

Fees and Expenses

Expense Ratio

2.50%

Performance Fee

0%

Details

Attorney

Wilson Sonsini Goodrich & Rosati

Tax

Eaglebrook

Custodian

Gemini

Manager

Bitwise Investment Advisers, LLC

SMA Platform

Eaglebrook

Offer Summary

Separately managed account

Taxation

Investor has direct ownership of crypto assets. Pro forma 8949 statements are provided for clients with taxable activity.

Contributions

U.S. bank wires, BTC, or ETH only

Become an investor in the Bitwise 10 Crypto Index Strategy today.

The Bitwise 10 Crypto Index Strategy is a smart and convenient way for advisors to gain broad exposure to the leading investable crypto assets by market cap. No accreditation is required. Investors must place investments through their financial advisor. Please connect with our team for more information.