Ready
Know where assets will live and how recovery works.
Foundation research
Build the operating foundation before choosing more coins
Foundation research prioritizes understandable value propositions, deep liquidity, mature custody, allocation controls, and repeatable execution.
Foundation does not mean safe. It means the evidence and operating path are usually easier to verify than in smaller, narrative-dependent assets.
Deep
Verify spread, depth, withdrawals, and fallback venues.
Capped
Set portfolio and loss limits before selecting assets.
Secure the operating layer
Exchange security, wallet recovery, address verification, records, and withdrawal testing matter before asset selection.
- Account security
- Custody and recovery
- Small transfer test
Prefer claims that can be checked
Foundation candidates should have accessible documentation, observable use, mature market access, and understandable downside.
- Primary sources
- Observable demand
- Clear token or asset role
Use fewer positions with explicit jobs
Every holding should have a defined role, cap, review date, and replacement rule. More tickers do not automatically create useful diversification.
- Role in portfolio
- Maximum allocation
- Review and exit rules