Product & Market

PLASMA turns options into a core wealth strategy — a seamless portfolio overlay. Volatility, market innovation, and AI make this our moment.

Strategic Use Cases for Navigating Market Volatility

Generate Consistent Income

For investors who own stocks and need cash

Earn income by selling calls against your existing stock positions, creating a steady stream of cash flow.

Example: Earn 8-12% annual yield on your blue-chip stocks (or even bitcoin) by selling covered calls.

Buffer Market Downturns

For investors concerned about market volatility

Use put options to create downside protection for your portfolio, limiting losses during market corrections.

Example: Protect your S&P 500 exposure against a 10-15% market drop while maintaining most of your upside potential.

Buy the Dip Smartly

For investors with cash in volatile markets

Sell puts on your cash instead of rushing into stocks, controlling your entry points with precision.

Example: Set your own buy price for NVDA while earning premium income as you wait for your target entry point.

Tax-Efficient Rotation

For investors with legacy stock positions

Use options to rotate out of concentrated positions tax-efficiently, reducing risk while preserving capital.

Example: Gradually reduce your legacy AAPL position while minimizing tax impact and maintaining upside exposure.

The Market is Shifting Fast

Options are no longer a niche product. They're becoming mainstream, but the right tools haven't caught up.

Options Volume

20%+ YoY

Now exceeding 50 million options trades per day, representing over $3 trillion in stock exposure. Retail traders account for nearly half, including 8 million trades per day from Robinhood alone. 2025 is on track to see almost 15 billion of option trades for the year.

Source: Cboe, State of the Industry: Quarterly Derivatives Market Insights, Jan 2025

Options-Based Investment Strategies

50%+ YoY

Option-based ETFs have reached $150B+, yet that's a fraction of the $35T+ in U.S. investible wealth — the majority of which sits in managed accounts, where scaling options requires PLASMA.

Source: BlackRock, 2025

The Real Problem

Placing an options trade is no longer the barrier — what's missing is investment technology that scales utilization by answering the real question:

"How do I adapt what I own (stocks) to what I need (financial outcomes)?"

not: what's my next trade?

PLASMA uses AI-powered personalization and automated trading to keep you focused on outcomes—not complex option chains.

Market Opportunity in US Wealth Management

TAM

SAM

SOM

TAM | Total Addressable Market

$35+ trillion

US Wealth Management Assets Today (2024)

Source: Cerulli Associates

SAM | Service Available Market

$4+ trillion

Equity/Cash assets managed by sophisticated advisors that may be invested in option strategies using PLASMA.$10B+ recurring revenue available today → $15B+ by 2030

SOM | Service Obtainable Market

$40+ billion

PLASMA-powered assets with 1% share$100M+ recurring revenue obtainable today → $150M+ by 2030

Our Solution

PLASMA automates options strategies for wealth portfolios, empowering advisors to deliver them to 100% of their clients — not just a handful.

Personalized Strategies

Create and manage thousands of personalized strategies, whether built on your own expertise or guided by AI.

Advisor-Friendly

Designed specifically for wealth management, not trading, with tools that scale across client portfolios.

Revenue Generator

Benefits firms as well, since options generate meaningful commission revenue that brokers love.