The BESt Opportunity: Bitcoin Extraction Strategy Explained

1 | Executive Summary

Bitcoin is fast maturing into a macro asset held by institutions and ETF investors who now control more than 1.24 million BTC (≈6 % of supply) and they continued adding even through recent geopolitical shocks

Against this backdrop, our Bitcoin Extraction Strategy (BESt) targets two objectives that passive “buy-and-hold” cannot deliver:

1. Monthly BTC income paid directly in BTC.
2. Compounding upside when the Bitcoin price advances.

2 | Why Bitcoin Now?

Structural Tailwind	Proof-Point	Implication for Investors
Institutional adoption via spot ETFs	Long-only demand, not hedge trades, is driving flows; Bitcoin is “increasingly treated as an institutional asset”	Liquidity and price discovery have never been deeper.
Volatility reset	Implied vol fell to 36.27 %, the lowest since Oct-2023	Lower option premiums make yield-harvesting more efficient.
Accumulation on-chain	Long-term holders are locking up coins while whales reposition 96 % of exchange flows	Supply-squeeze conditions favour strategies that earn BTC while waiting for price expansion.

3 | Inside the Bitcoin Extraction Strategy (BESt)

Feature	What It Means	Benefit to You
Options-driven “extraction”	Systematically sells high-delta covered calls and cash-secured puts, delta-hedged with futures.	Earns real BTC every month—even in sideways markets.
Risk-managed overlays	Volatility filters and position caps adjust exposure in stressed conditions.	Targets downside protection without sacrificing upside capture.
Compounding engine	New BTC income is reinvested to scale notional each month.	Your BTC stack grows exponentially, not linearly.

4 | Performance Snapshot (Launch → 30 Jun 2025)

• H1 2025 BTC generated: +33 % (≈5.5 % per month)
• June 2025 result: +5.6 % in a choppy market
• Net outcome: Investors owned ~1.33 BTC for every 1 BTC allocated on 1 Jan 2025.

(Full audited metrics available on request.)

5 | Is BESt Right for You?

✅ You already hold BTC and want to increase exposure without deploying new fiat.
✅ You value income paid in Bitcoin, (but reported in dollars).
✅ You’re a HNW investor or family office seeking strategies uncorrelated to equities and bonds.
✅ You appreciate institutional-grade discipline: derivatives expertise, robust risk controls, and daily oversight.

6 | Next Step

To see how the same team applies these principles across a multi-manager, multi-strategy portfolio, download the Radiance Multi-Strategy Fund Fact Sheet (includes latest performance, mandates, and risk statistics).

Disclaimer: This document is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Please refer to the relevant Offering Memorandum before making any investment decision.