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Crypto Custody
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Macro Crypto Report

I wrote a crypto report giving a broad overview of what is currently taking place in the crypto and DeFi space.  

I usually write macro reports but this is the first one I have written in the crypto/DeFi space. These are just the main things I am currently seeing. I am sure there are errors in some of the things I am seeing because I am so new to the space but we adapt as we go.  

Several things as a backdrop: 1) I started doing much more extensive research in crypto/defi about a month ago. 2) All of the resources I used are free and in the spreadsheet on my previous posts. 3) I have created a DeFi portfolio allocation strategy based on a lot of my research thus far and might share it in the near future.  

Some of the logic and correlations I use are a little looser just because I didn't have the time to break them down a lot more. But I would appreciate any feedback or thoughts that you guys have. Again, I am more focused on being right than being idealistic so I am happy to change my views at any time.  

Download here: `https://rvtv.io/JSeidman_CryptoOverview

*not investment advice

*I am long a basket of assets in the crypto/DeFi space

Process, Governance, Custody, Security Top 3s

Survey: what are your Best 3 Lessons Learned and implemented for various Cryptos, Stables etc

  1. Processes for buy, selling, recording, 
  2. Governance for personal, family, firm, family office
  3. Custody, type of hard wallet, faults, secure storage etc
  4. Security: from process to custody to use of various Apps like Auth, Proton Mail etc

I found the RV interview with Ash Bennington and Alex Mashinsky to be more illustrative and relevant to your question from a mechanics perspective @ 

https://www.realvision.com/shows/the-interview-crypto/videos/celsius-network-regulations-yield-on-crypto-assets17

Perhaps from there you can deduce why they're generally higher than real estate yields. I have a few thoughts on that, but I'll leave you to decide.