Strategic Planning

Sorin helps you build strategies that span multiple assets, venues, and markets — and refines them as you go. It flags inefficiencies, suggests improvements, and keeps every plan grounded in your portfolio and the current market state.

What You Can Ask

You Say	What You Get
"Build me a 3-leg strategy around the ETF decision."	Multi-leg structure with spot, perps, and options considerations.
"How should I hedge my current ETH exposure?"	Hedge options sized to your current position.
"I want to rebalance toward yield — give me a plan."	Step-by-step rotation plan across your holdings.
"Is there a cleaner way to express this view?"	Structural alternatives to a plan you've already drafted.
"What's the risk/reward on this setup?"	Scenario analysis with realistic upside, downside, and breakeven.

How Strategy Planning Works

1

Describe the Intent

Start with what you're trying to achieve. The more concrete the better.

• "I want yield without adding smart-contract risk beyond what I already have."

• "I want long exposure to restaking but hedged for a broad crypto drawdown."

• "I want to trade the ETF decision with limited downside."

2

Sorin Drafts a Plan

Sorin proposes a strategy structured around your intent, grounded in:

• Your current portfolio and how a new strategy interacts with existing positions

• Market structure — where the best expression of the view actually lives

• Liquidity constraints — what's realistic to size into

• Risk profile — sizing that matches your stated tolerance

3

You Refine Together

Strategy is iterative. You push back, swap legs, adjust sizes, and ask "what if" — Sorin recalculates in context. Every change is re-evaluated against your portfolio and the live market state.

4

Execute When Ready

Once the plan is solid, Sorin can move directly to execution. You never leave the interface.

What Sorin Catches

Inefficiencies

Sorin flags things like:

• Two legs that partially offset — you're paying fees to express a net position you could get more directly

• Sizing that doesn't reflect stated risk tolerance

• Execution venues where liquidity won't support your intended size

• Funding costs that eat into the expected return on a perps-based leg

Better Structures

Sorin suggests alternatives when they exist:

• Options instead of perps when asymmetry matters more than directional exposure

• Spot accumulation instead of leveraged longs when conviction is high but timing is uncertain

• Prediction market legs when an event-driven view has a cleaner expression there

Portfolio Interactions

A strategy doesn't exist in isolation. Sorin shows:

• How a new position changes your overall risk profile

• Correlations with existing holdings you might not notice

• Total portfolio exposure to any single narrative or asset

Example Conversation

You: "I want to take a long view on restaking over the next 3 months, but I'm worried about a broader crypto drawdown. Build me something."

Sorin: "Here's a draft, tuned to your moderate risk profile and your existing holdings:

Leg 1 — Spot long on your preferred restaking token. Size: 5% of portfolio. Thesis: direct exposure, no funding cost.

Leg 2 — Short BTC perps as a hedge. Size: equal notional to Leg 1. Thesis: if broader crypto drops, the hedge offsets most of the downside on Leg 1. Funding is currently ~4% annualized against you — factor this into holding cost.

Leg 3 — Optional: small long-dated ETH put. Size: 0.5% of portfolio. Thesis: protects against a deeper drawdown scenario the perps hedge can't fully cover.

Net exposure: Long restaking, flat on broad crypto beta, tail-hedged.

Risks to watch: Funding compression on Leg 2 (cheap hedge becomes expensive), restaking-specific protocol risk on Leg 1.

Want me to adjust sizing, skip Leg 3, or explore options on Leg 2 instead?"