The Bitwise BTC/ETH Equal Weight Strategy offers investors a rules-based, passive approach to gaining balanced exposure to the two dominant digital assets in the cryptocurrency market: Bitcoin (BTC) and Ethereum (ETH). Designed for clients of registered investment advisors (RIAs) on the Eaglebrook Platform, this strategy provides a structured, transparent, and professionally managed way to invest in the foundational assets of the crypto economy.
Whether you're a seasoned investor or new to digital assets, this strategy simplifies portfolio construction by maintaining an equal allocation between BTC and ETH—two assets with complementary roles in the blockchain ecosystem.
How the Strategy Works
The core of the Bitwise BTC/ETH Equal Weight Strategy lies in its simplicity and discipline. Rather than relying on active market timing or speculative bets, the strategy follows a rules-based, passive investment model. It tracks the Bitwise BTC/ETH Equal Weight Crypto Index, which rebalances monthly to maintain a near 50/50 weighting between Bitcoin and Ethereum.
This approach ensures that neither asset dominates the portfolio over time, automatically selling a portion of any outperforming asset and buying the underperformer to restore balance. This built-in discipline helps manage volatility and avoids emotional decision-making—critical advantages in a fast-moving market.
👉 Discover how a balanced crypto strategy can strengthen your portfolio
Index Performance Snapshot
As of: July 3, 2025
| Period | Index Return | Bitcoin Return |
|---|---|---|
| 1 Month | 0.8% | 3.3% |
| 3 Months | 39.4% | 34.0% |
| YTD | -1.7% | 17.6% |
| 12 Months | 26.5% | 84.3% |
| Since Inception (April 18, 2022) | 63.7% | 169.9% |
Note: Index performance does not reflect fees or expenses. It is not possible to invest directly in an index. Past performance is no guarantee of future results.
While Bitcoin has shown stronger long-term returns, the equal-weight strategy has delivered more diversified exposure, smoothing out performance across market cycles. During periods when Ethereum outperforms—such as during network upgrades or increased decentralized application (dApp) activity—the strategy benefits significantly.
Portfolio Composition
As of: July 3, 2025
- Ethereum (ETH): 50.2%
Price: $2,587.16 | Daily Change: -0.7% - Bitcoin (BTC): 49.8%
Price: $109,845.00 | Daily Change: +0.1%
The portfolio is rebalanced monthly to maintain equilibrium between the two assets. Minor deviations (e.g., 50.2% vs. 49.8%) may occur due to market movements between rebalancing dates.
This equal allocation reflects the belief that both assets play essential roles:
- Bitcoin serves as digital gold—a decentralized store of value.
- Ethereum powers smart contracts and decentralized finance (DeFi), offering utility and innovation.
By holding both, investors gain exposure to both value preservation and technological advancement in the crypto space.
Key Features of the Strategy
✅ Passive & Rules-Based
No active trading or subjective decisions—rebalancing occurs automatically based on predefined rules.
✅ Transparent Index Methodology
The underlying index is publicly available with clear methodology, ensuring full visibility into how weights are calculated and adjusted.
✅ Direct Asset Ownership
Investors hold actual Bitcoin and Ethereum, not derivatives or ETF shares. This provides direct exposure and potential tax advantages.
✅ Tax Reporting Support
Clients receive pro forma Form 8949 statements for taxable events, simplifying year-end tax reporting—a major benefit for U.S. taxpayers.
✅ Flexible Contributions
Investors can contribute via:
- U.S. bank wire (USD)
- Bitcoin (BTC)
- Ethereum (ETH)
This flexibility makes it easier for both traditional and crypto-native investors to participate.
Frequently Asked Questions
Q: Who is eligible to invest in the Bitwise BTC/ETH Equal Weight Strategy?
A: The strategy is available exclusively to clients of registered investment advisors (RIAs) who are part of the Eaglebrook Platform. No investor accreditation is required.
Q: How often is the portfolio rebalanced?
A: The portfolio is rebalanced monthly to maintain an approximately equal weight between Bitcoin and Ethereum, ensuring consistent exposure over time.
Q: Do I own the underlying crypto assets directly?
A: Yes. Investors have direct ownership of Bitcoin and Ethereum, which are held in custody by regulated institutions like Gemini or Anchorage.
Q: What are the custody arrangements?
A: Assets are securely held by industry-leading custodians—Gemini Trust Company or Anchorage Digital Bank—both regulated U.S. entities offering robust security and insurance.
Q: Are there management fees?
A: While specific fee details are not listed here, all expenses are disclosed in official product documents such as the Fact Sheet. Fees typically cover management, custody, and administrative services.
Q: How does taxation work?
A: Since investors own the assets directly, they are responsible for reporting capital gains and losses. The manager provides pro forma 8949 forms to assist with tax preparation.
Infrastructure & Oversight
The strategy is supported by trusted financial and legal institutions:
- Manager: Bitwise Investment Advisers, LLC
- Custodian: Gemini Trust Company or Anchorage Digital Bank
- Legal Counsel: Wilson Sonsini Goodrich & Rosati
These partnerships ensure regulatory compliance, operational reliability, and investor protection—key considerations in the evolving digital asset landscape.
👉 Learn how secure custody can protect your digital investments
Why Consider an Equal Weight Approach?
Many crypto portfolios are heavily concentrated in Bitcoin alone. While BTC has historically led returns, Ethereum has shown strong growth potential—especially during bull cycles driven by innovation in DeFi, NFTs, and Layer-2 scaling solutions.
An equal-weight strategy offers:
- Diversification across two leading assets
- Volatility moderation through systematic rebalancing
- Exposure to both store-of-value and utility-driven use cases
Rather than betting on one winner, this approach embraces the idea that both Bitcoin and Ethereum will continue to play pivotal roles in the future of finance.
👉 See how strategic rebalancing can optimize long-term returns
Getting Started
To invest in the Bitwise BTC/ETH Equal Weight Strategy, individuals must work through a financial advisor who is part of the Eaglebrook Platform. Investment deposits and withdrawals are processed daily, offering liquidity and flexibility.
There is no requirement for investor accreditation, making this accessible to a broad range of high-net-worth individuals and institutions seeking professional-grade crypto exposure.
For more information, advisors and investors are encouraged to consult official disclosures and connect directly with the Bitwise team through their platform partners.
Core Keywords
- Bitwise BTC/ETH Equal Weight Strategy
- Bitcoin and Ethereum investment
- Equal weight crypto portfolio
- Passive crypto investing
- Crypto index strategy
- Direct crypto ownership
- Monthly rebalancing crypto
- Regulated crypto custody
This strategy represents a modern approach to digital asset investing—combining simplicity, transparency, and institutional-grade infrastructure to meet the needs of today’s discerning investors.