Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Canonical Asset

BTC Bitcoin

Crypto No sector No exchange USD Active

Latest pricing comes from the newest ingested market-data snapshot when one exists. Portfolio values fall back to the latest transaction price only if snapshot coverage is still missing.

Research Notes Asset Brief Portfolios Watchlists
Held In Portfolios
1
Tracked In Watchlists
1
Personas Referencing
1
Latest Quote Snapshot
$67,701.59
Baseline seeded snapshots • Captured May 28, 2026 4:05 PM
Held Shares
0.2500
Held Market Value
$16,925.40

Recent Price History

Baseline seeded snapshots • newest first
Latest ingested quote history
5 sessions of snapshot coverage
BTC close $67,701.59
Latest close $67,701.59
Window move +3.7%
Range $63,366.37 - $70,582.11
$67,894.32 $66,497.05 $65,099.77 May 22 May 26 May 28
Snapshot history only. This surface does not claim live or streaming market data.
Date Open High Low Close Volume Captured
May 28, 2026 $68,459.85 $70,582.11 $65,704.39 $67,701.59 2,537,500 May 28, 2026 4:05 PM
May 27, 2026 $66,571.13 $69,311.26 $64,707.14 $67,325.17 2,222,500 May 27, 2026 4:00 PM
May 26, 2026 $66,498.97 $68,745.92 $64,537.25 $66,873.46 1,907,500 May 26, 2026 4:00 PM
May 25, 2026 $66,271.19 $68,325.60 $64,415.60 $66,271.19 2,695,000 May 25, 2026 4:00 PM
May 22, 2026 $65,658.14 $67,595.06 $63,366.37 $65,292.50 2,380,000 May 22, 2026 4:00 PM

Portfolio Presence

Portfolio Persona Shares Latest Price Mkt Value Gain/Loss
Moonshots
High Risk
 Speculative Bets
Julio Marchi
 0.2500 $67,701.59
Baseline seeded snapshots · May 28, 2026 4:05 PM
$16,925.40 +$675.40
+4.2%

Watchlist Presence

Speculative Radar
Speculative Bets · Julio Marchi
High Ready
BTC remains the cleanest high-beta macro liquidity expression.
Treat as capped-risk satellite exposure.
Operating Plan
Edit Plan
Manage BTC as a capped-risk satellite: add on controlled pullbacks, trim into euphoric extensions, and respect macro breaks.
At trim target Mapped to latest ingested price $67,701.59
$56,000.00 $67,701.59
Invalidate $56,000.00 Entry Low $62,000.00 Entry High $66,000.00 Trim $67,500.00 Current $67,701.59
Entry: +2.6% above zone Trim: +0.3% above target Risk: +17.3% cushion
Review Apr 25, 2026 37 days overdue Cadence 14d
Entry Zone $62,000.00 - $66,000.00
Trim $67,500.00
Invalidate $56,000.00
Monitor: Check ETF inflow trend, liquidity backdrop, and post-halving supply narrative at the next review.
Execution: Keep the sleeve capped; any trim above target should fund either cash or core ETF exposure.
Added Jun 12, 2025

Catalyst & Event Timeline

baseline records only — no live news feed
Add Event

Upcoming & Active

BTC Macro Correlation Risk
Apr 19, 2026 · Ongoing · Seeded baseline
Bitcoin elevated correlation to risk-off equity moves in current macro environment. Monitoring for portfolio concentration impact.
Risk Alert Medium Edit

History

Date Type Title Importance Status Source
Jan 10, 2026 Regulatory BTC ETF Approval — US Spot Product
Baseline record of US spot Bitcoin ETF approval landscape. Relevant for BTC p...
 Medium Completed Seeded baseline Edit

Research Notes

+ Note All notes →
Thesis Risk Apr 1, 2026 Seeded baseline
Macro Correlation Risk Limits Portfolio Diversification Value
Bitcoin has shown elevated correlation to risk-off equity moves in the current macro environment. The diversification value assumption in the original portfolio thesis is partially compromised.
Macro Context Mar 1, 2026 Seeded baseline
Spot Bitcoin ETF Approval Expanded Institutional Access
US spot Bitcoin ETF approval in January 2024 materially expanded institutional and retail access to Bitcoin exposure without self-custody. Demand from ETF inflows has been a durable bid source.