Holding Crypto — Make It Work for You. Jake Claver, recorded April 2026.
More on this subject: jakeclaver.com.
What this recording covers
Claver explains how accredited investors select between different fund structures based on their specific cash flow requirements and financial timelines. He describes an income fund designed to provide ongoing cash flow for client accounts and a growth fund intended to accumulate a larger quantity of digital assets over time. Qualification for these structures depends on meeting specific net worth or income thresholds. For younger individuals with long-term holding horizons, Claver notes that expanding asset quantity through a growth structure often aligns with their objectives. Conversely, retired clients or individuals who hold substantial digital assets but lack immediate liquidity may utilize an income structure to support daily lifestyle expenses or offset advisory fees. Asset allocations are regularly reviewed during quarterly check-ins and annual planning evaluations to reflect changing personal circumstances.
Where this fits
This page hosts a recorded video and a short summary of what it covers. It is general information, not investment, tax, or legal advice, and not a recommendation to buy or sell any asset or to form any entity. Rules change and older recordings may describe a position that has since moved. Speak to a qualified professional before acting.