01Strategy

Long. Short.
By the cycle.

A single long–short book of crypto perpetual futures. Direction and leverage are reweighted as the cycle turns — net-long through accumulation and markup; reduced, then net-short, through distribution and markdown.

·The Approach
Approach

Long–short crypto perps.

One book. USDT-margined perpetual futures on crypto majors. No spot positions, no separate hedge book — direction and size both follow where the cycle is.

Universe
USDT perpetuals · crypto majors
Direction
Long acc / markup · short dist / markdown
Leverage
Up to 3× · cycle-throttled
Sizing
Phase-scaled position size
Venue
Bybit · USDT perpetuals
Cadence
Reweighted on signal or phase change
·Position by Phase

One book. Four positions.

Phase 01
Accumulation
Direction
Net long
Leverage
≤ 1.5×
Notes
Build long off capitulation reads; spot-like exposure with low leverage.
Phase 02
Markup
Direction
Full long
Leverage
≤ 3×
Notes
Press the trend; add leverage as breadth and on-chain confirm.
Phase 03
Distribution
Direction
Market-neutral
Leverage
Notes
Reduce exposure; pair longs with hedges as funding runs hot.
Phase 04
Markdown
Direction
Net short
Leverage
≤ 2×
Notes
Flip net short on extended names; defensive on dominance shifts.
·Discipline

Discipline, not discretion.

Rebalance
On signal or on phase change
Risk Cap
Position 35% notional · book 70% notional
Stops
ATR-anchored · time-based
Reporting
Daily NAV · weekly attribution
Reconciliation
Daily against exchange records