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Bitcoin Income Strategy Calculator

Bitcoin-backed income strategy

Can borrowing against Bitcoin create income without giving up the BTC?

Model a strategy that borrows against Bitcoin, deploys the proceeds into income-producing preferred equity, and compares the resulting cash flow and modeled wealth with simply holding the Bitcoin.

How this calculator works

Choose the Bitcoin-backed loan's LTV and APR, then model 12-month terms with annual refinancing, capitalized or interest-only payments, and either STRC or SATA preferred equity as the income asset.

Set up the strategy

Choose the income asset, loan amount, financing assumptions, Bitcoin growth assumption, and modeling period.

Amount deployed into the selected preferred equity.
0%80%
1 year10 years
Current BTC price Loading... Fetching live spot price

Financing assumptions

Adjust the collateral ratio and borrowing cost used throughout the model.

20%70%
Higher LTV reduces the starting BTC required but leaves less collateral cushion.
0%20%
Applied to monthly interest payments or annual capitalization, depending on structure.
12-month loan termAnnual refinancePreferred equity modeled at par

Interest structure: choose whether interest is added to the refinanced loan balance or paid monthly from cash flow.

Monthly interest payment--
Net monthly cash--
Ending loan balance--

Modeled outcome

Compare the strategy's annualized wealth growth with the selected BTC growth assumption used for a simple HODL baseline.

Net CAGR of this strategy-
- vs HODL

- modeled net position

Waiting for a live Bitcoin price to complete the model.

Initial BTC collateral--
Net cash collected--
Projected BTC collateral value-At the selected BTC growth rate
Preferred equity value-Modeled at par

What this means

Adjust the assumptions above to see how BTC growth, loan structure, and preferred-equity yield change the modeled outcome.

Detailed comparison

Review the mechanics behind the headline result and how the loan balance and monthly cash flow behave over time.

Strategy economics

At inception
Starting LTV50%
Borrowing APR8.5%
Initial BTC collateral--
Monthly debt service-
Net monthly cash--
At year 5
BTC value-
Preferred equity at par-
Loan balance-
Net cash collected--
Net position-
Compared with HODL
HODL CAGR-
Strategy CAGR--
Loan balance over time-
Monthly cash to borrower-

How the modeled strategy works

Three steps connect the Bitcoin collateral, preferred-equity income, and annual loan refinancing.

1

Borrow against Bitcoin

The model sizes BTC collateral using your selected LTV. Capitalized interest requires more collateral at inception because the first year's interest is included in the loan of record.

2

Deploy proceeds into STRC

The loan proceeds are modeled as purchasing STRC at par and generating 11.5% annual distributions.

3

Refinance annually

Capitalized interest grows the loan balance at each annual refinance. Interest-only keeps principal flat while monthly interest reduces the cash distribution available to the borrower.

Methodology, assumptions, and exclusions
  • The selected loan amount is deployed into the selected preferred equity. BTC collateral is sized using the user-selected LTV ratio.
  • For capitalized interest, the first year's interest at the selected APR is included in the initial loan of record and collateral requirement. The balance then increases at each annual refinance.
  • For interest-only, principal remains flat and monthly interest at the selected APR is deducted from preferred-equity distributions.
  • Preferred equity is modeled at par for the entire period. No market-price appreciation or decline is included.
  • Distribution rates are assumed to remain constant. Actual distributions may change.
  • The BTC growth input is hypothetical and is applied to the posted Bitcoin collateral for the full period.
  • The model does not separately include margin calls, liquidation thresholds, collateral top-ups, fees, taxes, custody costs, security-price volatility, refinancing availability, or counterparty risk.
  • Strategy CAGR uses total modeled ending wealth relative to the initial BTC collateral value. Intermediate cash distributions are not assumed to be reinvested.