Two streams. One regulated narrative.
The revenue model separates (1) purchase revenue from (2) custody revenue. Purchases are executed in organic cycles, while custody accrues only on assets actually onboarded and held in custody.
Purchase fee
1.5% applied on executed purchases — recognised only in purchase months.
Custody fees
BTC 0.70% p.a. • Stablecoins 0.25% p.a. — accrues on assets in custody.
Organic cycles
Month 8 (5%), Month 10 (25%), Month 12 (75%) — aligned to institutional adoption stages.
Purchase & custody waterfall
A visual summary of the model: distributed purchase revenue plus custody revenue linked to onboarded AUM.
Custody fee decomposition
Custody fees are decomposed into three components to improve transparency for regulators, banks, auditors, and institutional investors.
Base-case inputs
• Total AUM: USD 700M
• Asset mix: BTC 60% (USD 420M), Stablecoins 40% (USD 280M)
• Purchase fee: 1.5% per cycle
• Custody fee: BTC 0.70% p.a., Stablecoins 0.25% p.a.
• Purchase cycles: Month 8 (5%), Month 10 (25%), Month 12 (75%)