The IRS’s 1099-DA tax form for reporting digital asset gains comes with a burden of over-reporting, Coinbase's tax experts warned.
WebN backed innovative digital asset firms like KAIO, Twinstake, TruFin and Geometry.
Crypto tax platform, Awaken Tax, polled 1,000 crypto holders about a radical shift from self-disclosure to automatic reporting of transactions.
The firm, which holds mortgage provider licenses in ten U.S. states with more to follow, has a perfect track record of zero margin calls across its mortgage portfolio.
"401ks exist to help people save for a secure retirement, not gamble on speculative assets," said an industry observer.
Despite expectations for some IPO and venture activity in 2026, fewer investors feel as confident as they did last year, according to the latest CfC St. Moritz report.
The appetite for traditional and emerging hedges remains limited among wealthy families, according to JPMorgan Private Bank’s 2026 Global Family Office Report.
Holders with large troves of unreported crypto held offshore are rightly getting nervous about new and invasive tax-reporting regimes.
Without proper planning, inherited crypto can easily be lost to delays, missing keys or fiduciaries unfamiliar with the asset class, experts warn.
Cometh founder Jerome de Tychey is applying DeFi lending and borrowing on platforms like Aave, Morpho, and Uniswap to structures that help the ultra-wealthy secure loans against their massive crypto fortunes.
The Animoca Brands co-founder, who is also an avid NFT collector, said there's a community of owners who bought to own, not sell.
A wallet linked to a pump.fun memecoin turned $285 into a small fortune on Monday, reviving concerns about insider activity during the latest memecoin surge.
The transaction was done with the help of tokenization specialist Propy and involving property firms Ciprés and Rilea Group.
Brighty co-founder Nikolay Denisenko, a former lead backend engineer at Revolut, says his startup has brokered over 100 deals for HNWIs to buy apartments in Europe.
Bybit’s top performing fund saw returns of 20.3% APR driven by the exchange’s flagship high-yield USDT-based strategies.
Binance’s head of VIP and Institutional, Catherine Chen, talks about the conversations she has been having with ultra-wealthy investors and family offices.
Coinbase is dramatically expanding the assets available to trade on its platform, including novel cryptocurrencies, perpetual futures, stocks and prediction markets, starting with Kalshi.
The wealth advisory firm enlisted the help of crypto-based algorithmic trading firm Arch Public to create the strategy.
The bank has bought the Securitize For Advisors unit, bringing the RIA-focused crypto wealth management platform in-house.
Recall Labs, a firm that has run 20 or so AI trading arenas, pitted foundational large language models (LLMs) against customized trading agents.
Kraken VIP members are paired with a specialist relationship manager, backed by 24/7 support and early insight into Kraken’s full product ecosystem.
Denis Dariotis, the youthful founder and CEO of cryptocurrency-focused trading software firm GoQuant, talks about building a billion-dollar-a-day trading startup during his formative years.
Binance Prestige is a new white glove service targeting wealthy crypto investors and family businesses with assets in the order of around $10 million.
The chief of crypto-focused multi-family office Digital Ascension Group talks about his VIP services for wealthy holders of digital assets.
Tom Lee's company could trap shareholders amid low staking yields, hefty embedded fees and vanishing NAV premium, 10x Research founder Markus Thielen warns.
Swiss software firm Avaloq, which serves numerous private banks and wealth managers, surveyed trends in high net worth (HNW) investing in the UAE.
The crypto-backed lender's new offering, built with Blockware and Mark Moss, targets wealthy bitcoin holders with tax write-offs and monthly income from mining.
The application includes language related to crypto and Web3, such as managing financial services, downloadable software, and SaaS tools for managing crypto-related functionality.
Yuma Asset Management, a gateway to the Bittensor AI ecosystem for accredited investors, is the latest decentralized AI driving force from DCG's Barry Silbert.
Neverless lets everyday investors use automated recurring buys with up to 5x leverage to grow bitcoin holdings