WANT TO NAVIGATE THE INTRICATE WORLD OF TOKENISATION OR LEARN ABOUT INVESTING IN DIGITAL ASSETS?
I equip individuals and money managers with the know-how and tools to gain diversified exposure to new asset classes and decentralised finance product & service offerings.
If you’re interested in building a personal or professional portfolio of tokenised assets, I’d be happy to guide you along every step of the way.
- Strategy insights
- Portfolio strategies, activities and trading
- Derivatives and leverage
- Custody and counterparty risk
- Liquidity and lock-ups
- Valuation and portfolio administration
Market Research & Analysis
- Market size
- Team expertise
- Ecosystem governance
- Historical tokenised asset
- Project and roadmap analysis
- Developer ecosystem analysis
- Legal & regulatory
NB: The characterisation of the income...
NB: The characterisation of the income/gains derived from crypto investment portfolios could depend on whether the investments are treated as securities, commodities, or other property for tax purposes. A variety of sources of income may require special consideration from a tax perspective (e.g. staking income from running proof of stake nodes, mining income, token rewards, coin-lending and tokens received from hard forks or airdrops). These sources of income/gains can often have unintended tax consequences. For example, if income from staking/rewards is treated as services income the activities giving rise to the income may constitute a trade or business. For clarity on these and other issues, I can recommend legal professionals in the cryptocurrency space.
This webpage is for informational purposes only and should not be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction in any jurisdiction. I do not offer financial or crypto trading advice, but assist with project analysis, token purchase, portfolio security and management.