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Risk Management in Crypto: Institutional Controls

TL;DR

Durable performance starts with controlled downside. Define hard limits before execution and enforce them consistently.

Clear explanation

Crypto moves faster than discretionary reaction speed, so risk rules must be explicit and pre-committed.

Core controls include per-trade risk caps, daily stop limits, portfolio heat limits, and correlation checks.

Institutional practice separates signal quality from risk permissions, especially in high-entropy regimes.

Technical example: portfolio heat control

A portfolio limits total open risk to 2.5% of NAV; one proposed correlated position is rejected.

  1. Compute trade risk from entry, stop, and size.
  2. Aggregate risk across correlated positions.
  3. Reject or resize positions above heat cap.
  4. Log decision with score and SNAP context.

ASCII model

Signal quality -> Risk gate -> Position sizing -> Heat check -> Execution

Risk controls by layer

LayerControlFailure prevented
TradeFixed risk per positionSingle-trade outsized loss
BookHeat + correlation limitsClustered drawdown
ProcessDaily stop + reviewPolicy drift

Internal links

FAQ

Most common crypto risk mistake?

Oversizing during unstable regimes and ignoring correlation concentration.

Should stops always be static?

Not usually. Volatility-aware stops are generally more robust in crypto.

How should policy be documented?

Use a written rulebook with limits, escalation triggers, and review cadence.