01Both
Executive & Board Briefing
A structured, board-ready briefing on the current Bitcoin and stablecoin landscape, tailored to your institution's charter, client base, and risk appetite.
- Shared vocabulary across the board
- Clear map of what's decision-worthy this quarter
- Anticipated regulatory and vendor moves
02Stablecoins
Stablecoin Readiness Assessment
Practical evaluation of where your institution can safely engage with stablecoins, rails, custody partners, compliance posture, and client-facing use cases.
- Rails matrix (ACH, RTP, FedNow, on-chain) with tradeoffs
- Reserve quality & custody partner shortlist
- GENIUS Act / OCC / SEC compliance posture
03Bitcoin
Bitcoin Strategic Advisory
The long-horizon work: framing a treasury thesis, qualified-custody architecture, and client-facing product strategy that fits an institutional balance sheet.
- Written treasury thesis for the board
- Qualified custody architecture options paper
- Client product & disclosure roadmap
04Both
Implementation & Vendor Guidance
Independent vendor diligence, RFP support, and integration guidance across custody, payments, and compliance vendors.
- Independent vendor shortlist & scoring
- RFP structure and evaluation rubric
- Integration risk map
05Both
Ongoing Advisory Retainer
A standing relationship, monthly board updates, ad-hoc questions, and priority scoping for new decisions as the market evolves.
- Monthly board memo
- On-call advisory for the exec team
- Priority access to new research