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Baseline Portfolio
Stablecoins USDC, USDT), Tokenized Gold (PAXG)
Target: 10%+Core Portfolio
Stablecoins USDC, USDT), Tokenized Gold (PAXG), Ethereum, Bitcoin
Target: 30%+Heavyweight Portfolio
Stablecoins USDC, USDT), Tokenized Gold (PAXG), Ethereum, Bitcoin, Solana, Hyperliquid, Bittensor.
Target: 50%
Baseline Yield: consistent 20% APR on stable assets regardless of market conditions.Optimized Yield: Target 40-50%+ APR from bluechip assets.Absolute Self-Custody: 100% sovereignty of assets via hardware wallets, eliminating 3rd-party risks.Peace-of-Mind: Feel confident in portfolio structure as a wealth generation and protection tool.Time Freedom: Accomplish desired outcomes with max efficiency, without crypto becoming a job.
Important macro moves e.g. the crash forecast last November crash and defensive recommendations.Suggestions of early-stage tokens/projects that show genuine potential.Any findings relating to broader economy beyond just crypto.
Setup of required platforms, tools, and secure wallet.Asset selection of digital assets based on market condition.Phased deployment of yield generation strategies.Efficient fiat-to-crypto pathway to minimize transaction fees and friction.
Assistance setting up crypto debit cards (spend crypto without converting back in fiat).Advice on tax optimisation and structures (potentially trusts)Identify how you could integrate crypto into your business, specifically to take payments in stablecoins for rapid cross-border payments. ()How to use digital assets as collateral to take out fiat cash loans buy real-world assets (like real estate) without triggering a capital gains taxable event.Operational security guidelines on best security/privacy and scanners for maximum protection and awareness against phishing and other attacks.Setup “digital inheritance” protocols to safely pass on access to beneficiaries in case of death or incapacitation.Setup elegant, easy-to-use automated portfolio management dashboard for visibility + alerts.How to make larger fiat to crypto deposits or crypto to fiat withdrawals without unnecessary fees or blocks.
Pareto Portfolio
80/20 DeFi investment strategy
Problem
Inflation is accelerating and eroding purchasing power, driven by massive money printing and spiralling national debts.
However, the returns available with traditional investments to counter this have become insufficient with many not even outpacing inflation.
Solution
One of Decentralised Finance’s (DeFi) core features is user participation: essentially people are compensated for contributing their digital assets to support lending, trading, liquidity, and network operations. Referred to as “yield”.
This mechanism means it’s possible to generate significantly higher returns than any passive income opportunities traditionally available. Providing the perfect opportunity for low low-maintence capital growth.
Challenges
The best yield generating strategies in DeFi are not publicised nor well known. I have met crypto holders with $2m+ on Coinbase who bought years ago who were not aware of what’s possible.
Coinbase and other centralised exchanges also block access to the wider DeFi landscape. Rather than expose you to these opportunities, they instead offer low interest products where they can put your capital to work themselves.
Destination
If you’re interested in capitalising on the greater returns available in DeFi with minimal complexity and without making crypto a part-time job..
I will work with you 1-1 to implement a simple, low risk & maintenance DeFi portfolio producing 30%+ annual capital growth in consistent cashflow.
My strategy at this time (2026) focuses entirely on yield generation and choosing the best assets for this. The priority is consistent and long term growth, not trying to pick the next coins that will go up in value.
(You will still benefit from price appreciation as will gradually increase the volume of each asset you own).
When put in place and operating, this portfolio strategy would just require 30-mins or less a week to monitor. More time and input would be required for a more advanced and varied execution where 60-80% returns are achievable. However, I believe my core framework is the sweet spot between complexity, effort, and return.
Phased Structure
The idea is to start with the lowest risk assets first i.e. Stablecoins, and then put those to work successfully before purchasing anything else. Once deployed properly the portfolio and returns can be expanded.
Asset allocation:
Goals & Target Outcomes
Based on the numbers I have personally experienced and consistently seen others achieve.
Quantitative Goals
Qualitative Goals
Ongoing Market Intelligence
Responsible portfolio management requires staying properly informed and aware. Fortunately, 99% of the cognitive load and effort can be "delegated" - like a hedge fund manager with a dedicated research arm.
The quality and scope of market intelligence I already have flowing to me is extremely high. Simply, I will keep you informed of anything relevant or notable that comes up.
Market intelligence would include:
Market intelligence sources: I have setup my own applications that uses AI to process data pulled in from a myriad of sources. I also have direct links with numerous elite research teams, including Decentralized Masters and YieldSchool.
Implementation
I will work closely with you and assist:
In a very short time you will have a machine that is steadily multiplying your capital Build a defensive foundation that protects purchasing power against inflation and market volatility.
Working Together
The different ways we would communicate to get this done as efficiently as possible.
Pre-recorded videos outlining easier setups, strategy breakdowns, asset selection and advised ratios.
1-1 Zoom calls for more complex discussions and walkthroughs.
1-1 WhatsApp messaging for quick questions and ongoing support.
Bespoke Loom videos if more efficient than a live call for either of us.
Length of Engagement
Implementation
No fixed timeline. We have a set outcome and I’ll dedicate whatever time & energy is required to get you there. Due to do the simplicity & my experience I know it won’t take too long, but I don’t want to exert any time pressure (e.g. In 6-months I won’t do calls or message you).
Lifetime support
I will continue to share market intel and new opportunities as they will always be flowing in... and if you have a question or want some advice 2-years from I’m always happy to help (and will likely have a team also).
The time & energy commitment from my side will be predominantly at the start.
Cost: TBC
(In process of calculating my potential input requirements and capacity, but intention is to keep as low as possible.
Bonuses (beyond implementation)
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