Uphold Launches Automated, Data-Driven Trading Strategies for Everyday Crypto Investors

San Francisco, USA, October 22, 2026

• Two automated strategies bring rules-based approaches long used in professional equity markets to non-expert investors.
• Investment decisions driven by data, not sentiment, ensuring customers don’t miss the trades that matter.
• Independently backtested over five years, the flagship Momentum Strategy delivered 32.9% average annual historical returns a year*, while softening the market’s worst decline by around 40%.
• Completely secure set-up, with funds remaining inside user accounts and no lock-in periods.

Uphold, the infrastructure provider for on-chain finance, today launches investing on autopilot with two automated, always-on, data-driven strategies that run entirely inside a user’s Uphold account. At launch, customers can choose between two strategies: the Momentum Strategy and the Big10 Strategy.

The Momentum Strategy invests across the ten largest crypto assets by market capitalization, excluding stablecoins. It scores each eligible asset on momentum measures and holds only those showing the strongest and most consistent momentum. When an asset’s momentum fades, the strategy moves that part of the portfolio into cash. This ensures that customers hold assets moving towards a higher fair value and avoid those heading lower.

The Big10 Strategy gives customers full, always-invested exposure to the market’s current leaders. It holds the ten largest digital assets by market capitalization, excluding stablecoins, weighted by their market capitalization, and rebalances as the market changes.

“Most of the gains in crypto come from a handful of trades each year,” said Simon McLoughlin, CEO of Uphold. “The Momentum Strategy is built to be there for those moments, without you having to decide which asset to buy or sell next. Decisions are driven by data rather than sentiment, using momentum investing, one of the longest-established approaches in finance.”

Uphold refined the Momentum Strategy against five years of real market data, including the 2022 crash, with input from its trading team. Independently backtested from 2021 to 2025, the Momentum Strategy returns averaged 32.9%* a year. During market sell-offs, it moved holdings into cash, softening the market’s worst decline by around 40%.

“We’re bringing approaches long used in traditional finance to everyday crypto investors,” said Nancy Beaton, President Consumer. “These strategies answer the two questions that matter most: what to buy and when to trade. They run automatically, so people don’t have to watch the market or time it themselves.”

Importantly, everything runs inside Uphold: there are no third-party bots and no API keys, so nothing else ever gets access to the account. This ensures users can automate their trading without exposing themselves to additional unwanted security risks from third-party operators.

Getting started is simple: choose the amount, choose the strategy, turn it on. Strategies are funded in U.S. dollars, with no lock-ups and no withdrawal penalties. Customers can top up or withdraw to USD at any time, and their money never leaves their Uphold account.

Autopilot strategies will also be available to Uphold’s Enterprise customers, who access the capabilities of the Uphold platform via APIs, enabling them to launch digital asset services in months rather than years.

Past performance is not indicative of future results and is not a projection of future returns.

Autopilot is a rules-based algorithmic trading feature that executes weekly Uphold-prescribed, pre-validated trading strategies on supported crypto-assets. It is not personalized investment advice. Users cannot alter, affect or influence any aspect of the strategies deployed. If you are dissatisfied with a strategy you must opt out of Autopilot. Participation is entirely voluntary, and you may stop participating at any time. Only USD may be contributed or withdrawn to Autopilot and all trades are a taxable event.  Autopilot does not ensure a profit. Past and backtested performance do not guarantee future results. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially, and should not be relied upon as such. Crypto-assets are volatile and can fluctuate significantly in response to industry, political, regulatory, market or economic developments. By participating in Autopilot you acknowledge and accept the potential loss of some or all of your investment’s value. Uphold and its affiliates do not provide investment, tax or legal advice. 

About Uphold 

Uphold, is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking and investments. Offering Consumer Services, Business Services and Institutional Trading, Uphold makes financial services easy and trustworthy for millions of customers in more than 140 countries. 

Uphold integrates with more than 30 trading venues, including centralized and decentralized exchanges, to deliver superior liquidity, resilience and optimal execution. Uphold never loans out customer assets, except at customer request, and is always 100% reserved. 

The company pioneered radical transparency and uniquely publishes its assets and liabilities every 30 seconds on a public website (https://uphold.com/en-us/transparency).

Uphold is regulated in the U.S. by FinCen and State regulators; and is registered in the UK with the FCA and in Europe with the Bank of Portugal. Securities products and services are offered by Uphold Securities, Inc., a broker-dealer registered with the SEC and a member of FINRA and SIPC.

To learn more about Uphold’s products and services, visit uphold.com.

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Marc Sparrow
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