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Daily Archives: juin 5, 2026

Detailed financial trading screen with colorful charts and data representing market fluctuations.

The construction of a conditional hedge for Bitcoin (BTC) against systemic risks from Commodity Trading Advisors (CTAs)

CTAs, large systematic trend-following funds, can trigger massive redemptions and forced selling during correlated drawdowns in tech indices like the Nasdaq-100. This poses a liquidity risk for crypto portfolios exposed to tech beta. The study models BTC's exposure to the Nasdaq-100 using a time-varying beta derived from DCC-GARCH, empirically calibrated at 0.45. This indicates that…

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