About Allisora

Two strategies. One framework. Allocating through the cycle, not against it.

Allisora is a crypto asset management firm. We manage investor capital using our cycle framework — on-chain behavioral analysis combined with global macro liquidity context. We never trade short term. We never short. We never use leverage. We allocate long term and rebalance as the cycle moves. We charge management and performance fees.

Markets are always correctly priced given all available information, sentiment, and behavior at any moment. There is no mispricing. What exists instead are cycles — self-reinforcing behavioral patterns driven by reflexivity, where rising prices attract buyers which drives prices higher until the cycle exhausts itself and reverses naturally.

Our edge is not knowing better than the market what something is worth today. Our edge is reading where the cycle is right now through on-chain behavioral data, and understanding where cycles tend to go next based on the mechanics that drive them. Macro liquidity tells us the overall environment. On-chain data tells us exactly where participants are behaviorally within the cycle. Together these two inputs give us a positioning framework that is systematic, unemotional, and repeatable.

We are building in public. By openly sharing our research, documents, and process, we aim to build trust and demonstrate our capability. If you would like to understand our framework, see our Approach page or our Research.

For serious inquiries and to start investing: Contact us.