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Does anything beat buy & hold on THORChain?

Every setup we tested on THORChain — ranked out-of-sample, corrected for multiple testing, and forward-tracked in public from the day this page published. The honest answer is the headline.

NOTHING BEAT BUY-AND-HOLD

No setup beat simply holding once tested honestly. We say so plainly.

Its best setup only beat buy-and-hold in one window — a regime artifact, not a strategy. Buy-and-hold benchmark: +36.7% CAGR over 10.0 years (-61.0% CAGR in the out-of-sample window).

Educational research from historical backtests — not investment advice. Past performance does not predict future results.

THORChain: Nothing Beat Buy-and-Hold, and We Checked Everything

For THORChain, we ran 624 indicator configurations through the same pipeline we apply to every asset, and none cleared the bar. This is a common outcome in crypto, where simply holding RUNE produced a buy-and-hold CAGR of +36.7%% — alongside a maximum drawdown of -68.2%%, which is the price of admission. When the baseline compounds that hard, a timing rule has to be genuinely predictive, not just lucky during one bull run, to add anything. In a market that trades around the clock and moves violently, most rules here simply stepped out of moves that holding captured for free.

The best-looking candidate was Bullish Marubozu on the daily timeframe, posting an out-of-sample Sharpe of 0.86 against a multiple-testing hurdle of 2.07. That hurdle exists because picking the top result from 624 attempts manufactures apparent skill by construction. Only 99.4%% of setups beat holding at all, and the leader's edge did not hold up across 3.0 years of unseen data. Read this as evidence, not prophecy: crypto market structure shifts quickly, past performance does not predict future results, and a verdict of nothing today is a finding about history, not a forecast.

Every figure above is computed from our own backtests — nothing is estimated or invented. Hypothetical results; not investment advice.

Failure exhibit

The least-bad setups — shown with their failure numbers

Nothing here earned a verdict — these are the best of a losing field, published so you can see exactly how "best" still failed.

#1 · Pattern · Daily

Bullish Marubozu

Mechanical rule (exactly as backtested): Full-bodied bull candle (no wicks) — enter long, hold a short horizon. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+382.4%
Total return
0.65
Sharpe
-68.2%
Max DD
50.9%
Win rate
55
Trades
-19.7%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.86 · alpha +75.0% · 11 trades over 3.0 yrs.

#2 · Momentum · Daily

Squeeze Momentum

Mechanical rule (exactly as backtested): LazyBear's linear-regression momentum — long while the histogram is positive and rising. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
0.9
Sharpe
-79.2%
Max DD
48.0%
Win rate
125
Trades
+7.2%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.59 · alpha +77.3% · 32 trades over 3.0 yrs.

#3 · Trend · Daily

Volatility Stop (ATR)

Mechanical rule (exactly as backtested): Wilder's ATR trailing stop that flips with trend - long while price holds above the stop (20, 2x ATR). Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
1.15
Sharpe
-72.9%
Max DD
50.0%
Win rate
56
Trades
+44.5%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.54 · alpha +75.8% · 16 trades over 3.0 yrs.

Forward test

Since publication — including if it loses

0.0%
the published setup, since 2026-07-02 (0 market days)
0.0%
buy & hold, same window

The forward record is just getting started — the gap between the two is the honest score. Marked to market nightly from real prices, rules frozen at publication, as of 2026-07-02. Currently FLAT.

How this verdict was computed (mode: out-of-sample)

We tested 624 setups (indicator × parameters × timeframe) on THORChain. Only setups with ≥30 trades qualify (354 did). Setups are ranked by out-of-sample Sharpe — the last ~30% of history, which standard-parameter rules never saw during selection. Because picking the best of 624 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 2.07 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 99.4% had positive out-of-sample alpha (median OOS Sharpe -0.37) — the table below is truncated, but this summary covers all of them. Full recipe: methodology · the engine’s contract lives in the repo as STRATEGY_METHODOLOGY.md.

Ranked table

Top 20 of 354 eligible setups

Ranked by out-of-sample Sharpe. Full + out-of-sample columns, costs included. Hypothetical.

#SetupTFTotal retSharpeMax DDWinTradesα vs B&HOOS SharpeOOS αOOS trades
1Bullish MarubozuDaily+382.4%0.65-68.2%50.9%55-19.7%0.86+75.0%11
2Squeeze MomentumDaily>+999%0.9-79.2%48.0%125+7.2%0.59+77.3%32
3Volatility Stop (ATR)Daily>+999%1.15-72.9%50.0%56+44.5%0.54+75.8%16
4LSMA 30 TrendDaily>+999%0.83-92.0%45.0%160+2.8%0.42+70.2%44
5LSMA 100 TrendDaily>+999%1.2-67.9%49.2%61+49.7%0.4+69.2%22
6Tweezer BottomDaily-46.6%-0.01-73.9%39.0%41-42.7%0.38+67.3%13
7Keltner 10 (x1.5)Daily+573.6%0.7-40.7%54.5%88-15.8%0.36+66.1%18
8Fractal Adaptive MADaily+552.0%0.61-88.5%39.8%294-16.2%0.31+64.2%82
9Bullish HaramiDaily+103.7%0.4-87.5%41.8%196-29.3%0.22+61.9%78
10Waddah Attar ExplosionDaily>+999%0.78-48.9%49.7%147-4.7%0.22+61.6%41
11Schaff Trend CycleDaily+360.0%0.58-59.2%51.4%70-20.3%0.2+63.1%22
12VWAP BandsDaily-60.5%0.18-84.9%55.8%43-45.5%0.17+53.5%16
13Disparity (5)Weekly>+999%1.44-68.5%47.1%34+124.8%0.16+63.7%10
14FRAMA 30 TrendDaily+734.7%0.65-86.2%42.7%255-13.1%0.12+55.5%69
15Holt Double-Exp MADaily>+999%0.85-91.9%44.4%225+6.2%0.11+55.3%61
16Ichimoku CloudDaily>+999%1.13-71.9%44.2%43+43.5%0.09+56.0%10
17Std Error ChannelDaily>+999%1.04-66.1%50.5%99+28.8%0.09+55.0%29
18Volatility Regime (VIX-style)Daily+120.2%0.41-73.2%40.5%74-28.5%0.08+59.1%22
19Range FilterDaily+180.6%0.45-70.9%53.0%166-25.9%0.08+58.9%35
20WMA 100 TrendDaily>+999%1.09-80.9%33.3%42+38.3%0.07+55.3%10

Hypothetical backtests with 0.08%/side costs. Not investment advice — see the full disclaimer.

Read this before acting on anything

These are historical backtests of mechanical rules. They are educational research, not investment advice, not a recommendation, and not tailored to you. Educational information only — not investment advice. Hypothetical backtested results; past performance does not guarantee future results. Trading involves risk of loss.

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