Bitcoin-Backed Lending Portfolio Analyzer

Model the impact of bitcoin-backed loans on your portfolio's net interest income. Adjust parameters to see how different allocation strategies affect returns.

Start with your institution

Search any US bank or credit union to auto-fill the model with their latest call report data. You can adjust every input afterwards.

FDIC and NCUA call report data

Model Inputs

$100M$10B

Percentage of loan book allocated to bitcoin-backed loans

0%25%

Interest Rates

3%12%
6%18%

Risk Parameters

1%6%

Applies to the traditional book only

0%3%

Covers liquidation slippage, gap risk, and program operating cost on the bitcoin-backed book

0 bps100 bps

Key Assumption: Bitcoin-backed loans are over-collateralized at 50% LTV with automated margin calls. Expected losses and program costs on the bitcoin-backed book are captured by the adjustable haircut above (default 10 bps). The model excludes regulatory capital treatment and CECL provisioning.

Current Portfolio NII

$20.00M

100% traditional

New Portfolio NII

$21.03M

5% bitcoin allocation

Incremental NII

+$1.03M

+5.13%

Yield Uplift

+20.0 bps

Blended: 6.20%

Net Interest Income Comparison

Current Portfolio $20.00M
Baseline
With Bitcoin Allocation $21.03M
+5.13%

Portfolio Composition

Traditional: $950.00M (95.0%)
Bitcoin-Backed: $50.00M (5.0%)

Sensitivity Analysis: Impact at Different Allocation Levels

Allocation Bitcoin Loans Portfolio NII Incremental Net Yield Uplift

Model Assumptions & Notes

Bitcoin loans fully collateralized at 50% LTV with automated liquidation
Losses and operating costs on bitcoin-backed loans modeled through an adjustable haircut (default 10 bps)
No bitcoin price speculation or volatility modeling included
Interest rates and cost of funds assumed constant for analysis period

This model is for illustrative purposes only and does not constitute financial advice.

New to Bitcoin-Backed Lending?

Learn the fundamentals with our interactive educational guide.

Bitcoin-Backed Lending 101

Ready to explore Bitcoin-backed lending?

Talk to our team about how Galoy's infrastructure can help your institution launch bitcoin-backed lending services.

Schedule a Demo