The Silver Lining of Daily Bitcoin Trading
Authors: Siddhant Shah, Eugene Pinsky
Technical Analysis of STOCKS & COMMODITIES
Abstract
Buy-and-hold of bitcoin is hard to achieve for many reasons, so a trading system may help. Here’s a look at a simple trading strategy for bitcoin that references overnight silver returns to predict bitcoin 24-hour close-to-close returns. Find out how this strategy fared in a 10-year backtest.
Motivation
The relationship between precious metals and cryptocurrency markets has been a subject of increasing interest. This study explores whether silver, as a traditional store of value, can provide predictive signals for Bitcoin trading.
Methodology
Cross-Asset Correlation Analysis
We analyzed the statistical relationship between overnight silver returns and subsequent Bitcoin price movements, identifying exploitable patterns in market microstructure.
Strategy Implementation
- Signal Generation: Overnight silver return calculations
- Entry/Exit Rules: Systematic trading rules based on silver signals
- Position Management: Dynamic sizing based on signal strength
- Risk Controls: Maximum drawdown limits and volatility-adjusted positions
Key Findings
- Annualized Returns: 68.65% over 10-year backtest period
- Drawdown Reduction: Significantly lower maximum drawdowns compared to buy-and-hold
- Market Regime Performance: Consistent performance across bull and bear markets
- Risk-Adjusted Metrics: Superior Sharpe and Sortino ratios
Data and Backtesting
The strategy was backtested on 10 years of historical data, incorporating:
- Transaction costs and slippage
- Realistic execution assumptions
- Multiple market conditions
Practical Considerations
Implementation details including:
- Data sources and timing
- Execution logistics
- Risk management protocols
Conclusion
The research demonstrates that cross-asset signals from silver markets can provide valuable predictive information for Bitcoin trading. The strategy’s lower drawdown profile makes it particularly attractive for risk-conscious traders.
Publication Details
Published in: Technical Analysis of STOCKS & COMMODITIES (June 2025) Authors: Shah, S., & Pinsky, E.