Robot Money Research · Treasury

Treasury Allocation for On-Chain Businesses

What 8 years of data says about holding ETH, stables, your own token, or rebalancing with regime signals.

Backtest window: 2018-02-282026-05-13
Research note — not financial advice, not a financial product. All numbers shown are backtest results computed from historical data and do not represent any tradable instrument, fund, or managed account. Past performance — especially backtested — does not predict future results. The data, methodology, and source code are public on /regime.

The treasury question

Most on-chain businesses hold their treasury in one of four ways: their own token, ETH or BTC, spot stables, or stablecoin yield (Aave, Compound, similar). Each choice has a real cost over a full cycle, and the data is public.

The bear from late 2021 through 2022 is the most useful recent natural experiment. ETH drew down ~94% peak-to-trough; most 2021-era project tokens are still down 80–95% from their peaks; pure spot stables earned nothing while everything around them moved. Treasuries that didn’t survive that drawdown are the silent majority of the story.

This piece compares the dominant on-chain treasury patterns against a regime-based 3-state allocation across the full 8+ year window, and decomposes where the value comes from.

The seven comparison points

Daily-rebalanced backtests for the strategies on-chain businesses actually pick between. Numbers from a deterministic, open-source pipeline; sources, code, and live snapshot at /regime.

Treasury approachCAGRMax DDSharpeSmart-contract / token risk
Regime-based 3-state (ETH+SP500+cash)+24.7%-44%0.87None — spot positions only
50/50 ETH+SP500 HODL+22.1%-73%0.67None
100% ETH HODL+13.8%-94%0.58None
100% SP500 HODL+12.8%-34%0.72None
100% cash — 3-month T-bill+2.6%0%None
DeFi stable yield (Aave-style)~5–8%*~0%†Smart-contract + depeg + protocol risk
Own / ICO token treasurytypically negative−80 to −95%Severe — concentrated, illiquid

* DeFi stable yields are time-varying and not backtested here (lending rates and protocol health change across cycles). † Excludes catastrophic events (depegs, exploits) which have caused major drawdowns in this category.

8 years on a single chart

Same starting capital ($1), same end date (May 2026), log scale so the doublings are visually comparable.

Equity curves of $1 invested in each approach, daily-compounded with a 10 bps transaction cost on regime-based rebalances. The composite line (cyan) holds 100% cash during risk-off regime calls, 50/50 ETH+SP500 during risk-on, and 50% cash + 25/25 ETH/SP500 during neutral. HODL baselines have zero rebalancing.

What the chart shows

Three things are visible:

  1. ETH HODL took a 94% drawdown. For a business treasury that needs to make payroll, that is a non-survivable event. The line eventually recovers, but the practical question is whether the company is still operating when it does.
  2. Spot stables yielded +2.6%. Zero drawdown is great; almost zero growth is a real opportunity cost over an 8-year window where the alternative grew 5–10× depending on which one was picked.
  3. The regime-based 3-state composite reached 6.12× with a -44% max drawdown. Better CAGR than any HODL baseline and roughly half the worst drawdown of the 50/50 blend.

Where the returns come from

The composite’s outperformance decomposes cleanly into two stacked effects, each valuable in its own way.

Stacked attribution: the green band is the return earned by holding a balanced 50/50 ETH+SP500 portfolio instead of cash — the always-on diversification premium. The cyan band is the additional return from the regime overlay tactically moving to cash during risk-off regime calls. The cyan band expanding through 2022 is the overlay’s tail-event protection paying out.

The green band — diversification — is the steady-state engine. Owning a balanced portfolio captures the long-term return premium of risky assets at a much lower volatility than concentrating in any single one. The band widens continuously across the full window, including through 2022, because two imperfectly-correlated assets average out each other’s drawdowns.

The cyan band — regime overlay — is the tail-event protection. It expands when the classifier moves the portfolio to cash ahead of and during the 2022 drawdown, locking in capital that compounds forward. Both effects are real value sources for a treasury, and both contribute meaningfully to the final result.

The attribution, in numbers

The same decomposition as a 2×2 table. Read across rows for the diversification effect (100% ETH → 50/50 blend); read down columns for the regime overlay effect (HODL → composite).

 No regime (HODL)With regime (Composite)Δ from regime
100% ETH+13.8% / 0.58 / -94%+31.4% / 0.77 / -63%+17.6pp CAGR · +0.19 Sharpe · +30pp DD
50/50 ETH+SP500+22.1% / 0.67 / -73%+24.7% / 0.87 / -44%+2.6pp CAGR · +0.21 Sharpe · +29pp DD
Δ from diversification+8.3pp CAGR · +0.09 Sharpe · +20pp DD-6.7pp CAGR · +0.10 Sharpe · +19pp DD

Each cell: CAGR / Sharpe / Max drawdown. Both effects contribute to Sharpe and drawdown protection meaningfully. Diversification adds the larger CAGR step in the path from ETH to the composite; the regime overlay adds the larger Sharpe step and a deep drawdown cut.

Performance through each cycle phase

The 8-year aggregate makes the headline easy to read. The phase-by-phase view shows when each strategy was earning its return, which matters for a treasury that operates through every part of a cycle, not just the average.

PhaseComposite50/50 HODL100% ETH HODLCash
Pre-2020 + COVID
Feb 18 → Dec 20
+30.3% / -35%+14.4% / -60%-5.1% / -87%+1.4% / 0%
2021 mania
Dec 20 → Nov 21
+247.9% / -8%+251.4% / -8%+645.5% / -18%+0.0% / 0%
2022 drawdown
Nov 21 → Dec 22
-17.9% / -21%-46.7% / -54%-71.3% / -77%+1.8% / 0%
Recovery
Dec 22 → Jan 24
+8.9% / -0%+54.1% / -8%+81.4% / -15%+5.1% / 0%
Recent
Feb 24 → today
+1.2% / -29%+14.8% / -31%-0.5% / -55%+4.3% / 0%

Each cell: annualized CAGR over the phase / max drawdown within the phase. Phase boundaries are calendar-defined.

The composite delivers its largest separation during the 2022 drawdown, where it holds capital that the HODL strategies are forced to give back. Through the 2021 mania the composite keeps pace with the blend. In benign phases (Recovery, Recent), the diversified HODL captures more upside while the composite holds defensive cash positions and earns the T-bill yield on that portion. The combination across all phases is what produces the 8-year outperformance.

Considerations

  • Sample window. 2018–2026 covers roughly two full crypto cycles. A larger sample would tighten confidence on the magnitudes.
  • Backtest, not deployment. Real execution introduces slippage, gas costs, custody overhead, and behavioural drift. Realized performance will differ from backtested.
  • In-sample / out-of-sample. The in-sample window (through Jan 2024) contains the 2022 drawdown; the out-of-sample window (Feb 2024 onward) has been comparatively benign. The composite’s value is concentrated in periods that contain tail events.
  • Methodology is fixed, not tuned. Thresholds (0.33 / 0.67 percentile bucket, 5-day confirmation, 2σ fast-track) are chosen from published convention and from the data’s own noise distribution, not from backtest CAGR.

What this is

A public research artifact: open data, open code, deterministic computation, one-page methodology. Not a fund, a managed account, a token offering, a financial product, or a recommendation. The full mechanics — indicators, weights, regime smoothing, correlation analysis — are inspectable at /regime. Source code and CSV history are in the public repository linked from the same page.

Disclaimer. All performance figures in this article are backtest results, not live trading or fund returns. Backtests are hypothetical, assume frictionless execution where not modeled, and benefit from hindsight in the choice of indicators and parameters. Past performance — particularly backtested — is not indicative of future results. Nothing here constitutes investment advice or an offer to buy or sell any security or digital asset. Smart-contract, custody, regulatory, and counterparty risks are not fully reflected in any of these numbers. Readers should consult qualified advisors before making allocation decisions for any treasury, personal or institutional. Robot Money operates this as published research; it is not a registered investment advisor.