When to Move Crypto to Custody. Jake Claver in this recording: “A lot of people, once they have over six, seven figures in crypto, they probably want at least a decent portion of that in institutional custody.”
What this recording covers
The criteria for transitioning digital assets into institutional custody form the primary subject of this recording. Claver responds to an inquiry regarding when an asset holder should allocate holdings into managed institutional storage. He explains that the decision depends on individual comfort levels and portfolio scale, noting that participants frequently utilize professional custody once holdings reach substantial multi-figure values. Claver describes how market participants commonly distribute their holdings across distinct storage methods. These methods include maintaining active balances on trading venues, securing core holdings through cold storage hardware, and placing long-term allocations with institutional custodians to access structured financial products. He highlights key institutional custody features, such as asset segregation and bankruptcy-remote legal protections, emphasizing that spreading assets across complementary holding structures supports varied administrative and security requirements.
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.