DeFi checklist
A practical DeFi due-diligence checklist covering instrument, asset, protocol, chain, controls, liquidity, valuation, custody, tax, suitability, and monitoring.
2 min · reviewed 2026-08-11
Smart-contract risk
A practical smart-contract risk framework for financial advisors covering scope, upgrades, dependencies, audits, bug bounties, incidents, governance, and monitoring.
2 min · reviewed 2026-08-11
On-chain liquidity
An advisor framework for on-chain liquidity: distinguish TVL, withdrawable liquidity, utilization, market depth, redemption queues, slippage, and stressed exits.
2 min · reviewed 2026-08-11
Defensible diligence file
Digital-asset diligence file: scope, evidence, research, shelf, client eligibility, advisor rationale, review triggers, monitoring, and version history.
2 min · reviewed 2026-08-11