HIGHSTAKE LLC
FUND ID · HSL-M55-USDT · CONFIDENTIAL
Q2 2026 · TEAR SHEET

HIGHSTAKE — SYSTEMATIC COUNTER-TREND

Quantitative · digital assets · counter-trend mean-reversion · fully automated
FundHighstake LLC
DomicileSaint Vincent & Grenadines
RegistrationFSA/SVG framework
Strategy familyQuantitative · counter-trend mean-reversion
Investment universeCrypto perpetual futures (USDT-margined)
VenuesBinance Futures · Bybit Perps · Hyperliquid
Capacity per SMA~$5M without performance degradation
Track record ·
Reporting basisNet of trading, funding, commissions · before performance fee
CustodyClient-controlled exchange accounts
CUMULATIVE
SHARPE>3.0
MAX DD−6.7%
POS. MO/
α vs S&P
α vs BTC
EXECUTIVE SUMMARY

Highstake operates a fully automated, dynamically market-neutral trading system that captures short-term price dislocations in cryptocurrency perpetual futures markets. The strategy reacts to forced-flow events — leveraged unwinds and reactive crowd flow — entering counter-trend positions when price deviates from volume-weighted fair value by statistically significant margins. Position sizing is calibrated in real time to multi-horizon volatility; the system stands down entirely when edge conditions are absent. The infrastructure is in-house; execution is zero-discretion.

Over the 16-month period (Jan 2025 — Apr 2026), the strategy delivered cumulative net trading return across consecutive positive months, with maximum drawdown contained to −6.7%. Performance has been uncorrelated to BTC spot (r≈0.12) and equity beta.

02. MONTHLY NET STRATEGY RETURNS
SUMMARY
Months observed
Positive months
Negative months0
Hit rate100.00%
Avg monthly (geometric)
Avg monthly (arithmetic)
Best month
Worst month
Annualized return
Cumulative return
DISTRIBUTION (MONTHLY %)
03. CUMULATIVE vs BENCHMARKS
HIGHSTAKE - - - BTC (BTCUSDT, Binance) ····· S&P 500 (^GSPC)
BENCHMARK COMPARISON
HIGHSTAKEBTCS&P 500
Cumulative
Alpha vs HS (pp)
Correlation (r)
Best 1-mo+23.7%+5.4%
Worst 1-mo−15.2%−5.1%
RELATIVE PERFORMANCE
BTC drawdowns ≥10%4 events
HS positive in same windows4 / 4
S&P recovery (Apr '26)+22.6%
HS return same month+4.58%
Months HS > BTC16 / 16
Months HS > S&P16 / 16
04. RISK FRAMEWORK & STATISTICS
RISK-ADJUSTED METRICS
Sharpe (display, conservative)>3.0
Sharpe (monthly, precise)
Sharpe (daily, precise)
Sortino (monthly)
Calmar (ann ret / max DD)
Annualized vol (monthly)
Annualized vol (daily)
DAILY DISTRIBUTION (n=429)
Positive days (%)
Flat days
Negative days
Best day
Worst day
VaR 95% (1-day)
CVaR 95% (1-day)
Skewness
Excess kurtosis
DRAWDOWN TABLE (≥0.3%)

Headline drawdown −6.7% includes intraday and notional-equity excursions; daily figures show end-of-day equity only.

OPERATING BOUNDS
Leverage range3x – 6x
BTC correlation~0.12
Avg holding62.8 min
Position sizingAdaptive · multi-horizon vol
Stand-down protocolAuto when edge absent
Circuit breakersRealized-vol triggered
Maker/Taker ratio80 / 20 (VIP-tier dependent)
05. STRATEGY & PROCESS
EDGE
01Counter-trend mean-reversion. Trades against forced-flow dislocations — short-term price deviations from volume-weighted fair value, driven by leverage imbalances and reactive crowd flow.
02Fully automated. Zero discretion. In-house bot infrastructure executes, monitors, and risk-manages every position end-to-end with no manual intervention.
03Dynamic market-neutral. Long and short exposure adapts to flow conditions in real time. The system hedges when required and stands down when conditions are absent.
04Execution discipline. Edge from frequency, structure, and flow gating — not directional bets. Process over prediction.
RISK FRAMEWORK
01Layered counter-trend entries. Positions built at progressively favorable levels. No single entry carries full exposure.
02Adaptive volatility sizing. Position sizing calibrates to volatility across multiple horizons — from intraday to multi-hour.
03Proprietary flow & liquidity gating. System enters only when forced-flow activity and liquidity depth confirm sufficient edge.
04Automated circuit breakers. Real-time override during black-swan events. Stop-loss triggers disarm system when realized vol surges beyond pre-set levels.
PERIOD ATTRIBUTION
EXECUTION PROFILE
Median trade duration<30s
Avg holding (blended)62.8 min
Trades / quarter (avg)~580
Symbols traded (Apr '26)52
DenominationUSDT primary · BTC/ETH on request
06. TERMS, FEES & DISCLOSURES
SMA TERMS
PERFORMANCE FEES (TIERED)

Applied to realized profit only · never on AUM · never on unrealized marks.

SERVICE PROVIDERS
CustodyClient-controlled exchange accounts
Fund administratorTBD
Legal counselTBD
RegistrationFSA/SVG framework
REQUEST ACCESS: invest@highstake.app · highstake.app
Confidential · for qualified allocators only
DISCLOSURES

Past performance is not indicative of future results. Digital asset trading involves substantial risk, including potential loss of principal. Highstake LLC is not registered as an investment adviser in any jurisdiction; the fund operates on a private placement basis, available only to qualified allocators meeting the minimum allocation threshold. Returns shown are net strategy returns: net of trading, funding, and commission costs; before performance fee. Performance fees are tier-based on realized profits as shown above; LP-experienced returns are net of those fees. S&P 500 and BTC comparisons shown for directional context only; the strategy is non-correlated to equity beta or BTC spot. Headline maximum drawdown of −6.7% is the conservative reported figure; precise daily-resolution drawdown is shown in the Risk Analysis page. Final terms confirmed in the SMA agreement. This document is confidential and intended solely for the named recipient.