Crypto Bundles
Diversified Crypto Portfolios for Retirement Accounts
Explore crypto bundles and experience the power of automatic rebalancing.
What Are Crypto Bundles?
Crypto Bundles* are diversified portfolios composed of multiple cryptocurrencies, grouped around specific areas of the crypto market that can be rebalanced automatically over time. You can invest in a thematic bundle with a focus on areas like blue chip coins, tokenized finance, AI, privacy/security, and DeFi. For added flexibility, you can also customize your chosen bundle or create a fully personalized portfolio using the range of tradable digital assets available on the BitcoinIRA platform.
Why Create a Crypto Bundle in an IRA?
Crypto bundles simplify diversification of your investment across a basket of assets with only a few simple clicks. This may reduce the impact any single coin’s volatility could have on your overall portfolio. Leverage automatic rebalancing to possibly help maintain your target mix over time within your tax-advantaged IRA.
Our crypto bundles also allow users to continue owning the underlying assets in your IRA unlike some other funds. The built-in diversification and automation make crypto bundles a powerful tool for both newcomers and seasoned investors looking to capture possible growth in the rapidly expanding digital asset space.
Benefits of using bundles with BitcoinIRA
Diversified Exposure
Access to a preset selection of digital assets through a single, unified portfolio, directly inside your tax-advantaged retirement account. By grouping specific crypto tokens, the portfolio structure provides exposure to multiple segments of the blockchain ecosystem within a single allocation framework.
Streamlined Management
Simplify your portfolio organization directly inside your tax-advantaged IRA. This approach helps you to oversee your digital strategy within a single retirement framework and reduces administrative complexity.
Automated Portfolio Management
Utilize automated rebalancing to help keep your holdings stay aligned with your target risk profile. As market prices change, the system can adjust asset weights to help maintain the selected allocation parameters.
Operational Efficiency
Reduce the need for frequent manual trades and constant monitoring of individual price movements. By automating asset allocation, the platform helps minimize human error and execution friction, allowing your retirement portfolio to operate efficiently 24/7. You set the strategy and can sit back, relax and let our automatic rebalancing do the work.
Crypto Blue Chip
A bundle composed of established blockchain networks
A bundle that groups well-known digital assets with relatively large market presence and longer operating histories. Made available to account holders who want to hold multiple digital assets within a retirement account.
Includes Bitcoin (BTC), Ethereum (ETH), Solana (SOL), XRP (XRP), Cardano (ADA)
Includes
Bitcoin
BTC
20%
Ethereum
ETH
20%
Solana
SOL
20%
XRP
XRP
20%
Cardano
ADA
20%
Tokenized Economy
The core assets powering the future of tokenized finance and real-world assets
A basket capturing the shift from traditional finance (TraFi) to tokenized assets, smart-contract automation, and on-chain governance.
Includes Chainlink (Link), Sky (SKY), Ethereum (ETH), Ondo (ONDO)
Includes
Chainlink
LINK
25%
Sky
SKY
25%
Ethereum
ETH
25%
Ondo
ONDO
25%
AI On Chain
Emerging technology exposure within a retirement account
Digital assets associated with blockchain-based projects connected to artificial intelligence, data, and decentralized computing.
Includes Render (RNDR), Fetch.ai (FET), JasmyCoin (JASMY), Numeraire (NMR)
Includes
Render
RNDR
25%
Fetch.ai
FET
25%
JasmyCoin
JASMY
25%
Numeraire
NMR
25%
Privacy & Security
A privacy-first asset designed for confidential digital transactions
A focused exposure to zero-knowledge privacy technology enabling shielded transactions and on-chain confidentiality.
Includes Zcash (ZEC), Quant (QNT), VeChain (VET)
Includes
ZCash
ZEC
33%
Quant
QNT
33%
VeChain
VET
33%
DeFi
Exposure to decentralized financial infrastructure
Digital assets associated with decentralized finance protocols used within blockchain networks.
Includes Aave (AAVE), Sky (SKY), Curve (CRV), Balancer (BAL), Compound (COMP)
Includes
Aave
AAVE
20%
Sky
SKY
20%
Curve
CRV
20%
Balancer
BAL
20%
Compound
COMP
20%
Personalized Bundles
Tailor your portfolio to your strategy
Browse BitcoinIRA’s expansive selection of tradable coins to engineer a custom strategy. Define your assets, set your target percentages, and choose your desired rebalancing frequency. The automated engine handles the execution, ensuring your retirement portfolio stays aligned with your blueprint.
How can you start investing in a Crypto Bundle today?
Step 1
Customize Your Strategy
Select a bundle, choose your digital assets, and define your allocation percentages.
Step 2
Activate Your Capital
Fund the bundle using available funds within your BitcoinIRA account.
Step 3
Personalize Your Portfolio
Assign a portfolio name and select an optional rebalancing frequency.
Step 4
Maximize Your Freedom
Enjoy the convenience of hands-free rebalancing while your assets stay aligned with your goals.
Questions?
Get Answers
Our team of crypto IRA experts have
decades of experience helping clients
through every step of the retirement
savings process.
decades of experience helping clients
through every step of the retirement
savings process.
Bundles are tools for grouping and managing multiple digital assets within a retirement account. They offer features such as asset grouping and optional rebalancing. Digital assets involve risk, and decisions about using bundles are made by the account holder.
Account holders can modify the assets included in a bundle and adjust allocation percentages using available account features.
Account holders can select a rebalancing setting for a bundle using available account options. Rebalancing settings include:
- Weekly
- Monthly
- Quarterly
- Manual (no automatic rebalancing)
Rebalancing settings can be changed at any time through the account dashboard
Rebalancing transactions that occur within a Crypto IRA are processed within the account. Tax treatment depends on the rules applicable to the specific IRA type (Traditional or Roth). Account holders should consult a tax professional regarding their individual circumstances.
Account holders may allocate available Crypto IRA funds across multiple bundles. Up to four bundles can be held at one time, excluding Individual Holdings.
Bundles follow predefined allocation settings selected by the account holder and may be automatically rebalanced based on those settings. They are not traded or managed on a discretionary basis.
Each bundle must include at least two assets. This minimum is required for rebalancing functionality, which adjusts allocation percentages between multiple assets.
*Crypto bundles are provided for convenience only. Bundle names, descriptions, and the inclusion of any digital asset do not reflect market analysis, risk assessment, performance expectations, or investment strategy. The digital assets included in a bundle do not constitute investment advice, recommendations, or endorsements. Purchasing a bundle involves the same risks as purchasing the included digital assets individually. Account holders are responsible for conducting their own research and determining whether any digital asset is appropriate for their circumstances.
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