← Research

CoAgentic Markets · strategy platform

Multi-Asset Basket · diversification study

A deterministic 5-asset X-Layer book — crypto-heavy (ETH, xBTC, OKB) + tokenized equities (SPCXx, NVDAx) — regime-weighted, paper-tracked against equal-weight and buy-hold ETH. Kept as a comparative study: this crypto-heavy book beats equal-weight on return and drawdown, while the equity-forward TEI trails it — the two together show how asset mix drives the outcome. Research, not investment advice; updates every ~15 min.

basket-v1

+33.97%

max DD 3.93%

buy-hold ETH

+37.92%

max DD 6.58%

equal-weight

+33.32%

max DD 4.09%

Paper NAV · indexed to 100

59 days · 2026-07-262026-09-22

95100105110115120125130135140145ETH 137.9basket 134.0eq 133.3

basket-v1 (emerald) beats naive equal-weight (zinc) on return and drawdown, but trails a concentrated ETH bet (sky) — the honest cost of diversification in an ETH bull. Its edge shows when ETH isn’t the whole story.

Constituents · regime-weighted

ETH
up · 50.4%32.9%
xBTC
up · 41.4%11.8%
OKB
up · 49.2%21.2%
SPCXx
up · 66.4%14.1%
NVDAx
up · 35.2%20%

Weights are dollar base weights (SPYx dropped — no on-chain candles, fails the activity screen). Paper-first, shadow-gated; no live capital follows without proven evidence and explicit authorization. Live state as of 2026-09-23T19:43Z UTC.