Conviction Over Convention
A New Benchmark for Wealth
I want to share a story about a friend who came to me at the beginning of the year. He had taken significant losses in his individual brokerage account and was growing frustrated with the underwhelming performance of his IRA. Like many investors I speak with, he was tired of cookie-cutter advice and legacy products that no longer matched today’s market realities.
We began talking about Bitcoin.
I asked him why he hadn’t considered it, not just as a trade, but as a strategic position. Bitcoin has been the best-performing asset class over the past decade, and yet it remains widely misunderstood. I shared with him my investment thesis, which is publicly available at http://almsofcrypto.money, and encouraged him to take a fresh look.
A few weeks later, he came back ready to act. We signed a memorandum of understanding and power of attorney, and on March 14, 2025, I put my playbook into motion in his Roth IRA and Taxable account.
We began by liquidating his legacy positions, shedding the dead weight of underperforming funds and opaque ETFs. These were familiar names, the kind of products you’d expect from traditional advisors with access to big fund families and cookie-cutter models:
JPMorgan Hedged Equity Fund
American Century Emerging Markets Fund
Columbia Dividend Income Fund
T. Rowe Price Capital Appreciation Fund
Schwab U.S. Dividend Equity ETF (SCHD)
…and many others.
We repositioned the portfolio with a quant-based, actively managed strategy designed for this new financial era. His capital was reallocated toward Bitcoin, Bitcoin Treasury companies, and other high-conviction crypto-related equities, ETFs, and selectively traded options designed to generate alpha, enhance yield and manage downside risk.
The Results
As of June 30, 2025, just over three months since initiating the strategy, the results speak for themselves:
Roth IRA Account: +32.84%
Individual Brokerage Account: +58.80%
Now compare that to:
Bitcoin: +21.64%
NASDAQ 100: +17.79%
S&P 500: +11.20%
Russell 2000: +8.93%
Dow Jones: +7.80%
20 Year Treasury Bond ETF: -2.13%
These results aren’t a fluke, they’re the product of over 10,000 hours studying Bitcoin, a professional trading background, and the intentional application of an systematic strategy aligned with today’s rapidly evolving financial system.
Modern portfolios must evolve, and that evolution includes Bitcoin. The 60/40 portfolio is dead. It was designed for a world that no longer exists, one with stable inflation, predictable growth, and trust in central banks. Investors who want outperformance today must rethink their approach. Bitcoin is the new benchmark, and it has outperformed every major asset class by a wide margin since 2012.
Bitcoin-Informed Strategy vs. Wall Street Tradition
Over just 3.5 months, the impact of my management has helped my friend see the value in our approach. In the IRA account, performance would have been a modest 7.09% gain which we turned into a 32.84% return, an increase of +26 percentage points. The individual brokerage account, which would have suffered a –26% loss, turned into a +58.80% return, marking an 85% improvement.
The Next Chapter: Where Software Meets Strategy
In addition to this win I’m thrilled to share that Matt Slagle, my long-time partner in our software company has officially joined me as co-founder of our new fund, The Bitcoin Denominator Group. We are currently repurposing our proprietary trading software to automate portfolio execution and risk management in real time, optimized for the 24/7 crypto market structure. This technology will power the fund’s core strategies, delivering performance with precision. We are now in pre-launch and expect to be capital-ready before the end of this year (hopefully this Fall).
An Open Invitation
This isn’t just about launching a fund. It’s about helping people build their Bitcoin strategy, regardless of their wealth level or investment goals.
So whether you’re:
A high-net-worth individual looking for alternatives to passive models…
A family office interested in asymmetrical upside…
Or just someone curious about how Bitcoin fits into a modern portfolio…
Reach out to me directly at jeffreytief@proton.me or schedule a call with me today by clicking on this link here.
I’m happy to connect, share insights, and help you navigate this rapidly evolving space.
Bitcoin isn’t going away. The only question is whether you’re ready.
Best regards,
Jeff Tiefenthaler
Website: https://almsofcrypto.money/
LinkedIn: https://www.linkedin.com/in/jefftief/