Plan detail

Allocation Blueprint Workshop

A longer workshop for holders building their first target map — cash buffer, core coins, and satellite sleeves before any rebalance.

  • Format Workshop (solo or pair)
  • Duration 2.5 hours
  • Location Two Exchange Square or video
  • Pricing From HKD 4,200
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Allocation Blueprint Workshop

Purpose

For people who have collected coins over time without a written policy. We design a first allocation blueprint: cash buffer, core holdings, and smaller satellite sleeves — then translate it into weights you can monitor on Smart Crypto Calculator PC.

Included

Facilitated discussion, draft target table, suggested review cadence, and a starter drift-band set. Pair workshops welcome one co-holder (partner or family member) at no extra seat fee.

Constraints we respect

Coins you refuse to sell, employer lockups, and exchange availability in Hong Kong stay as hard inputs. We will not invent a “perfect” model that ignores those limits.

Next step

Reserve a Blueprint Workshop and share roughly how many distinct assets you hold.