CS10023 Overview

• Fraud
• Identify Theft
• Immediate Settlement
• Access to Everyone
• Lower Fees & Cost Savings

• Understand Crypto is still highly risky
• No such thing as guaranteed returns; be vary of high yield
• Be prepared for high volatility and understand the risk profile – assets can go to zero
• All crypto assets are different:
• Limited protection
• Understand security
• DCA can help smooth out volatility

If you have never created an exit plan, some things to consider include the following:

• Your original plan: What was your original goal or plan when you first entered the space or bought those assets?
• Have you made life-changing amounts of money: This is all up to your personal opinion/circumstance. We define this as any amount of money we would lose sleep over not taking off the table and would significantly alter an aspect of our life.
• Tax implications: When is your tax due, what does your jurisdiction say about capital gains tax (CGT), and can you get a discount on CGT for holding? Please see your tax professional!
• Judging your timeframe: Often, an exit plan doesn’t mean exiting 100% of your position—having a stable base is critical for me. It can depend on your timeframe and whether you believe in holding an asset for x years; this can influence how much of a % you exit.
• Specific targets: It might be a specific time you want to sell or a certain price level, such as a plan to sell x% of an asset when it reaches x price. You can also prepare a plan for downward price action and what points you would sell or what you would do if the price reaches certain lows.

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