CMFDH II — Fund Capacity Analysis (Dated Futures & Options)

CMFDH II — Fund Capacity Analysis

People ask how much money we can handle without harming performance. Here are our estimates of scalable deployment of dated futures & covered calls without performance degradation — October 2025.

Summary Conclusion

Our research confirms CMFDH II can confidently scale to approximately $100 million AUM without materially degrading performance or increasing execution slippage. This conclusion is grounded in verified cross-venue liquidity (CME, Deribit, Binance, Kraken, BitMEX) and in-house quantitative analysis.

Scope clarification: The $100,000,000 capacity figure is based solely on available public data from centralized exchanges (order books, volumes, and open interest). However, behind these venues operates a network of institutional market makers whose balance sheets and credit lines can significantly increase the executable volume in normal conditions. Visible bids/asks do not necessarily reflect total deployable “dry powder” in the marketplace, which can be accessed via blocks, RFQs, and liquidity programs.

1) Strategy Allocation

StrategyAllocationDescriptionPrimary Venues
Cash-and-Carry Arbitrage $50 million Buy spot BTC/ETH and sell dated futures to capture the term-structure premium (contango). CME, Binance, Kraken, BitMEX
Covered Call Writing $50 million Hold BTC/ETH and sell out-of-the-money calls for yield enhancement. Deribit, CME

This dual-alpha structure provides complementary exposures, smoothing returns across market regimes.

2) Market Liquidity & Capacity

ExchangeProductTypical Daily Volume (USD)Open Interest (USD)Fund Share of Market
BinanceDated BTC/ETH Futures>$14B>$11B<0.4%
CME GroupBTC Futures (all maturities)$10–20B$39B (record Q3 2025)≈0.1–0.2%
DeribitBTC Options≈$4.6–5.8B>$48B<0.1%
Kraken & BitMEXBTC/ETH Futures$0.5–1B$0.5–1BSupplemental

Sources: Exchange reports, CME Group data, Deribit Insights, NLC internal analysis.

3) Dated Futures Capacity (Cash-and-Carry)

  • CME Dec 2026 BTC futures show ~10,000–20,000 contracts OI (~$1–2B notional).
  • $50M position ≈ 4,200 contracts (~417 BTC) → <0.2% of total OI.
  • Average CME bid-ask ~11 bps; offshore venues often tighter; algorithmic multi-venue execution keeps slippage <0.05%.
  • The market has absorbed single-day forced unwinds of $19–$40B without structural impairment.

4) Options Capacity (Covered Calls)

  • Deribit maintains ≈80–85% share of BTC/ETH options OI; platform OI peaks >$40–50B.
  • 2026 expiries hold multi-billion OI; CME options add ~$8B regulated OI.
  • Daily options turnover >$5B supports staggered premium sales across strikes/expiries.

5) Structural Risk & Execution

  • Both strategies are fully collateralized — no liquidation risk.
  • Counterparty risk mitigated via multi-exchange diversification; partial CME usage adds regulated clearing.
  • CME’s upcoming 24/7 trading in 2026 expected to expand depth by ~20–30%.

6) Performance Scalability (Modeled)

  • Scaling $1M → $100M reduces returns marginally (~2–3 bps per +$10M) due to deep liquidity.
  • Projected (at scale): IRR ≈ 60–65% (net), Sharpe ≈ 1.6–1.8, Max Drawdown <7%.

7) Final Assessment

MetricResultBasis
Total capacity without degradation≈ $100MAggregate liquidity analysis
Headroom before >0.5% slippage$125–150M (projected)Depth modeling
Preferred split50% futures / 50% optionsBalanced alpha
Operational limiterCounterparty concentrationMitigated via multi-venue

Works Cited

  1. CME Group Quarterly Cryptocurrency Insights, Oct 2025
  2. Deribit Insights: Crypto Derivatives Analytics
  3. Internal analysis by Nicholas Levenstein & Company, 2025.