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Crypto III: Taxes, Portfolio Strategy, and Building With It

The advanced work: cost basis and tax reporting, position sizing and risk, on-chain research, regulation, and using crypto rails in a real business.

Advanced
1 hr 30 min4 lessons8-question testAll courses

Interactive workshop

Build your crypto tax, strategy, and business plan

Tell me about your holdings, your records, and your business, and I will build the advanced checklist.

Join free to build your plan

Sections

Pass each section to unlock the next

Read it or listen to it, then clear the section test. Sections open one at a time.

Section 1

Cost basis, taxable events, and clean records

The IRS treats digital assets as property. Your cost basis is what you paid plus fees. Your gain or loss is the sale price minus that basis. Held one year or less, the gain is shor Join free to read, listen, and test.

Section 2

Position sizing, volatility, and the discipline

Locked

The first rule of this asset class: size the position so a total loss does not change your life. Crypto has repeatedly fallen more than seventy percent from its highs and taken yea Join free to read, listen, and test.

Section 3

Research: tokenomics, on-chain data, and reading the code's promises

Locked

Start with the whitepaper and ask what problem this solves that a plain database does not. If a blockchain is not needed, the token is decoration. Then find the team: real names, v Join free to read, listen, and test.

Section 4

Regulation, and using crypto rails in a real business

Locked

Multiple regulators claim jurisdiction. The SEC treats many tokens as securities under the Howey test — an investment of money in a common enterprise with an expectation of profit Join free to read, listen, and test.

Course test

Prove what you learned

Members take a 8-question test at the end of this course. Score 80% or higher and a certificate of completion is issued to your account.

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