Bitcoin Yield Fund

Making Bitcoin
Work

Institutional-grade yield strategies for the world's premier digital asset. Disciplined. Transparent. Bitcoin-native.

3-8% Target Net Annual Yield
BTC Denominated Returns
2024 Year Founded

Built for Bitcoin. Designed for Institutions.

Key Bay Capital is a specialized investment manager focused exclusively on generating sustainable, risk-adjusted yield on Bitcoin holdings.

$50B+ Institutional BTC Earning Zero Yield

We combine deep expertise in digital asset markets with institutional-grade risk management frameworks developed in traditional finance. Our team has navigated multiple market cycles, and our strategies are designed to perform across varying market conditions.

The Key Bay Capital Bitcoin Yield Fund is structured as a Cayman Islands Segregated Portfolio Company, providing institutional investors with a familiar, regulated vehicle for accessing Bitcoin yield strategies.

Billions in Bitcoin. Zero Yield.

Corporations, family offices, and institutional allocators have embraced Bitcoin as a treasury asset—yet most holdings sit idle, forgoing yield opportunities available to sophisticated participants.

We unlock yield from Bitcoin without compromising on security or taking directional risk. Our strategies are market-neutral by design, generating returns from structural inefficiencies in digital asset markets rather than speculation on price.

  • Basis trades capturing futures premium
  • Secured lending to vetted counterparties
  • Funding rate arbitrage across venues
  • Covered options strategies for premium collection

Four Pillars of Bitcoin Yield

PILLAR 01

Basis Trading

Capturing the persistent premium between Bitcoin spot and futures markets. This delta-neutral strategy harvests the cost of leverage in crypto markets without directional exposure.

8-25% Historical Annualized Premium

PILLAR 02

Secured Lending

Bitcoin-collateralized loans to institutional borrowers with rigorous credit underwriting. All loans are overcollateralized and subject to real-time margin monitoring.

50% Max LTV with Auto-Liquidation

PILLAR 03

Funding Arbitrage

Exploiting funding rate differentials across perpetual swap venues. When longs pay shorts (or vice versa), we position to collect these payments systematically.

24/7 Cross-Venue Automated Execution

PILLAR 04

Options Premium

Selling covered calls and cash-secured puts to collect premium from elevated implied volatility. Conservative strikes and systematic rolling maintain the Bitcoin position.

IV > RV Consistently Above Realized
Target Yield 3-8%
Returns In BTC
Structure Cayman SPC

Aligned with Bitcoin Holders

BTC Hurdle Rate

Performance fees are only charged on returns exceeding our target. We succeed only when you succeed—in Bitcoin terms.

Post-2022 Risk Framework

Our risk protocols were designed after the failures of 2022. Counterparty limits, real-time monitoring, and conservative leverage are foundational.

GP Commitment

The General Partner maintains a significant personal investment in the fund. Our Bitcoin is alongside yours.

🔒

Institutional Custody

Assets held with regulated, insured custodians. Multi-signature controls and geographic distribution of keys.

📊

Monthly Transparency

Detailed monthly reports with full position disclosure, counterparty exposure, and attribution analysis. Annual audits by a Big Four firm.

🛡

No Rehypothecation

Client Bitcoin is never pledged or lent without explicit allocation to a specific strategy. Complete segregation of assets.

Investor-Aligned Structure

Cayman SPC Fund Structure
BTC Hurdle Performance Fee Basis
Quarterly Liquidity Terms

Minimum investment and detailed terms available upon request for qualified purchasers.

Experienced. Specialized. Aligned.

Our leadership team brings decades of combined experience across traditional finance, digital asset markets, and institutional risk management. Each partner maintains a significant personal investment in the fund.

Request Team Information

Start the Conversation

The Key Bay Capital Bitcoin Yield Fund is available to qualified purchasers, family offices, and institutional allocators. We welcome the opportunity to discuss how our strategies may complement your Bitcoin allocation.

Investor Inquiries investors@keybaycapital.com