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Pick your niche / Niche moments
Crypto investors

10 moments for crypto investors.

Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.

  1. First big gain

    “Your crypto is up 5x. Every swap you make is a taxable event.”
    Ringtone
    The exchange balance
    What's at stake
    Crypto-to-crypto trades are taxable.
  2. Tax forms from exchanges

    “Exchanges now report more to the IRS. Your records need to match.”
    Ringtone
    Your 1099-DA or exchange tax form
    What's at stake
    Reporting changes and cost basis tracking.
  3. Crypto as most of your net worth

    “Crypto is 70% of your net worth? That's a concentration risk.”
    Ringtone
    A net worth check
    What's at stake
    Diversification.
  4. Self-custody and inheritance

    “If you died tomorrow, could your family access your wallet?”
    Ringtone
    Your seed phrase in a drawer
    What's at stake
    Estate planning for digital assets.
  5. Tax-loss harvesting

    “Crypto down this year? Losses can offset gains.”
    Ringtone
    A red portfolio
    What's at stake
    Harvesting losses and rules.
  6. Staking and mining income

    “Staking rewards are income when you receive them.”
    Ringtone
    Staking rewards in your wallet
    What's at stake
    Taxation of rewards.
  7. Crypto ETFs

    “Bitcoin ETFs let you hold crypto in an IRA. That changes your tax picture.”
    Ringtone
    An ETF in your brokerage
    What's at stake
    Tax-advantaged crypto exposure.
  8. Selling to buy a house

    “Selling crypto for a down payment? Plan the taxes and the lender's paperwork.”
    Ringtone
    The mortgage application
    What's at stake
    Documentation and taxes.
  9. Exchange failure

    “Funds stuck on an exchange that failed? Document everything for taxes and claims.”
    Ringtone
    A withdrawal freeze
    What's at stake
    Counterparty risk and loss claims.
  10. Gifting crypto

    “Giving appreciated crypto to charity can avoid the capital gains tax.”
    Ringtone
    Year-end giving
    What's at stake
    Charitable strategies.

Make a video about one See advisors for crypto investors

General education, not financial advice. Check rules and figures against current law before you publish.