To Research4
Evaluate L1/L2 ecosystems
Complete when: Finalized shortlist of 3 high-conviction Layer 2 tokens based on TVL and developer activity.
high
2d
Founder
research
Analyze staking yields
Complete when: Comparison sheet of APY, lock-up periods, and smart contract risk for top 5 staking assets.
medium
4h
Ops
finance
Assess regulatory risks
Complete when: Summary of current SEC stance on identified altcoins and potential compliance flags.
high
1d
Founder
legal
Research DeFi lending protocols
Complete when: Risk assessment of Aave vs Compound for idle USDC deployment.
low
2d
Growth
research
To Buy4
Set up cold storage wallet
Complete when: Hardware wallet initialized, seed phrase backed up in physical safe, address verified on testnet.
high
4h
Ops
security
Onboard to regulated exchange
Complete when: KYC approved, 2FA enabled, and fiat deposit method linked for instant access.
high
2h
Founder
ops
Execute BTC/ETH accumulation
Complete when: 60% of initial capital allocated to BTC/ETH via DCA strategy over 30 days.
high
1w
Founder
trading
Purchase selected altcoins
Complete when: 30% capital deployed into shortlisted altcoins at target entry prices.
medium
1d
Growth
trading
To Hold/Stake3
Stake ETH on liquid restaking
Complete when: ETH deposited into Lido or Rocket Pool, receiving stETH/rETH, yield tracking active.
high
2h
Ops
defi
Deposit USDC for lending
Complete when: Idle stablecoins supplied to verified DeFi protocol for passive yield generation.
medium
1h
Ops
defi
Transfer long-term holdings to cold wallet
Complete when: >50% of BTC/ETH moved to hardware wallet, transaction confirmed on blockchain.
high
2h
Founder
security
To Monitor3
Configure price alert dashboard
Complete when: Alerts set for 10%, 20%, and 50% drops/gains on all portfolio assets.
high
2h
Growth
ops
Set up portfolio tracking bot
Complete when: Automated daily email digest of PnL, gas fees, and staking rewards received.
medium
4h
Ops
automation
Weekly portfolio review meeting
Complete when: Review performance vs benchmark, check for protocol exploits, and assess macro trends.
high
1d
Founder
strategy
To Sell/Rebalance3
Define rebalancing triggers
Complete when: Documented rules for rebalancing (e.g., asset drift >10% or quarterly schedule).
medium
2h
Founder
strategy
Set stop-loss orders
Complete when: Hard stop-losses set at -15% for high-risk altcoins to preserve capital.
high
1h
Growth
risk
Execute profit-taking strategy
Complete when: 20% of altcoin gains converted back to stablecoins or BTC upon hitting targets.
medium
2h
Founder
trading