The ETF Built for the Advisors Without a Bitcoin Plan
Find out why the smartest moves for advisors when it comes to crypto is to keep it simple, and how one fund simplifies the process in this episode of Behind the Ticker.
In this episode of Behind the Ticker, Brad Roth, CIO of Thor Financial Technologies, talks with Mike Willis, Co-Founder and CEO of Cyber Hornet ETFs about how he became a Bitcoiner, crypto and bitcoin investing, proxy voting, the Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF (BBB), and more.
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Highlights From This Episode
- From stock picker to index convert: After seven years of beating the S&P 500, Mike Willis was humbled by 2013's 32% market return, a result his portfolios couldn't touch despite thousands of hours of work. That wake-up call led him to found his own firm and launch an index fund, eventually evolving into a Bitcoin convert who met with Jack Bogle in his final months.
- BBB's 75/25 design is built around human behavior, not just math: The flagship ETF holds 75% S&P 500 and 25% Bitcoin, rebalanced monthly, a ratio chosen because it keeps drawdowns within the threshold most clients can actually tolerate before they call their advisor and bail. The track record backs it up: 39% in a strong Bitcoin year, +10% in a down one, and a ±5% band YTD while Bitcoin and major altcoins are off 50–70% from their highs.
- The monthly rebalance is a built-in discipline machine: By systematically trimming Bitcoin when it rips and buying more when it sells off, the rebalance removes emotion from the hardest decisions in crypto investing. It's a structural buy-low-sell-high mechanism that most individual advisors would struggle to execute manually through a 50% drawdown.
- Cyber Hornet is also taking on the index voting problem Bogle warned about: INDEX, the firm's S&P 500 Fund, was conceptualized years before the major issuers offered anything similar. With BlackRock, State Street, and Vanguard controlling 81% of index fund voting power, Mike sees returning that influence to actual shareholders as both a fiduciary obligation and a centerpiece of what makes his firm different.
Disclaimer: The market insights, projections, and investment strategies expressed in this article are solely those of the contributor and do not necessarily reflect the views or opinions of ETF.com. This content is provided for informational purposes only and does not constitute financial, investment, or legal advice.
