Crypto Strategy and Consulting Services

Do you currently own cryptocurrencies or are you looking to start a portfolio?

My name is Jackie Liu. My opinions are sought after by crypto project teams, reporters and individual investors. With an extensive knowledge of distributed systems, blockchain technology, and international business – I provide paid consultations to help you access the information you need to successfully manage your own portfolio.

Coin Analysis

Name any crypto project and get the technical low-down on its strengths & weaknesses, competitors, and likelihood the team can successfully deliver on its roadmap. Using comparable analysis with traditional companies & similar blockchain projects, we can determine a possible price target based on network value, addressable market and circulating supply.

Ask Me About Any Coin »

Portfolio Allocation

Let’s go over some model portfolios, capitalizing on upcoming themes in the crypto market at different levels of risk/reward, from speculative altcoin portfolios (whitepaper or alpha stage projects) to balanced portfolios concentrated on proven coins focusing on store and transfer of value. 

Request a Portfolio Review »

Digital Security

Nothing is more important than keeping your cryptoassets safe from hackers. As a professional Linux sysadmin & cybersecurity expert, I can help you safeguard your private keys using a method that balances ease of use and protection against your desired threat model — from running a full node on your computer to air-gapped, offline transaction signing. 

Protect Your Cryptoassets »

Exchange Account Opening

Depending on your trading style, I can connect you with the best exchanges that accept users from your country of residence, support the fiat/cryptocurrency pairs you need, and provide good liquidity and order execution. If you want to open an institutional account in the name of a corporate entity, I can also help arrange that.

Find an Exchange That Suits Your Needs »

Tax Planning and Strategy

Interested in tax planning opportunities that could result in massive savings? I can provide information on incentives such as the Puerto Rico capital gains tax exemption, investing in cryptocurrencies within a self-directed IRA structure, or moving abroad to other tax-friendly jurisdictions, and refer you to qualified CPAs and attorneys who understand crypto taxes in the US.

Optimize Your Tax Situation »

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