June 16 to September 16 QTD portfolio comparisons:
Bitcoin only control group: (106,000 to 116,000)
33% BTC | 66% Bitwise OWNB ETF: 0.2% BTC gain
33% BTC | 66% Grok AI managed portfolio: -0.25% BTC loss
33% BTC | 40% MSTR 10% Metaplanet 10% SmarterWebCo 6% MSTR Leaps: -15% BTC loss
As much as it sucks to be beat by AI, bitcoin, and by a passive ETF, this makes me happy about the OWNB etf. Passive investing has a lot of proponents, and this is an ETF of companies who have committed to a bitcoin standard in some shape or form.
The OWNB weighting for Tesla is 1.8% which isn't far off of the Nasdaq weighting. Tesla is the most interesting stock to me outside of bitcoin. However, I don't want the TESLA risks of CEO, batteries, supply chains, LLM hallucinations, etc. I also don't want the public miners.
what i'm trying to do is just strip out the companies from OWNB that have any risk other than accumulating bitcoin. I just want the ones that have publicly active management so I can judge their characters/actions. I want the 20% foreign exposure that the classic portfolio recommends. even tho this is kinda silly because bitcoin is already global.
I can't go to public mining sites and make sure they are getting good deals on land, electricity, etc. I can watch presentations of BTCTC CEOs and have confidence for how they handle business.
December 16, 2025 will tell if my bets paid off, and I will beat OWNB, AI and "just buy bitcoin".
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