BX Partners Unveils Risk-Aware Bitcoin Model for Financial Advisors
Financial advisors seeking to incorporate Bitcoin into client portfolios now have a new tool at their disposal. BX Partners, an investment consulting platform, has launched the BX Risk-Aware Bitcoin Model, designed to reduce volatility and downside risk. The model combines two independent strategies: Dynalogic's tiered, price-contingent process and Phaseinvest's Phase Detection Engine (PDE) momentum strategy.
The Dynalogic component uses the iShares Bitcoin Trust (IBIT) and sells into strength and buys into weakness by design. This helps to embed a natural sell-high, buy-low discipline without relying on human judgment. The PDE layer identifies structural breaks in Bitcoin's volatility and determines the current market regime, then measures momentum only within that phase.
The BX Risk-Aware Bitcoin Model has produced impressive backtested results, generating a total return of 160.3% between June 2021 and June 2026, compared to 89.3% for a traditional buy-and-hold strategy. The model also achieved 35% lower annualized volatility while reducing maximum drawdown by 17 percentage points.
According to BX Partners' co-founder Christopher McHeffey, the new model solves a real problem advisors face daily: how to address client demand for Bitcoin without exposing portfolios to its historically significant volatility. The BX Risk-Aware Bitcoin Model is available through the BX Index platform and also accessible on the UX Wealth platform.