Ironclad Financials' Digital Assets Guide


Learn web3 (from


DeFi investments have seven main risk categories (from Coinbase's article, link)

Setup an Account to purchase digital assets

Option 1: Coinbase Account is a crypto brokerage where you buy or sell crypto in exchange for cash.

Option 2: Juno Finance Account

Trade 35+ cryptocurrencies from an FDIC-insured checking account that earns 5% yearly bonus (up to $25,000)

Setting up a Digital Wallet

Overview of hosted wallets and hardware wallets:

Download and Install MetaMask Wallet

Available as a browser extension and as a mobile app, MetaMask equips you with a key vault, secure login, token wallet, and token exchange—everything you need to manage your digital assets. MetaMask provides the simplest yet most secure way to connect to blockchain-based applications. You are always in control when interacting on the new decentralized web. MetaMask generates passwords and keys on your device, so only you have access to your accounts and data. You always choose what to share and what to keep private.

MetaMask 101 Course:

Interacting with Decentralized Apps (Dapps)

The following will require verification for use of Ironclad specific strategies (whitelisting), please submit an inquiry here:

L1 Advisors: A non-custodial, non-discretionary platform for advisors and clients

Supports Advisor←>Client interactions with swaps and Uniswap v3 liquidity pools:

Uniswap v3


How to swap tokens

Liquidity Pools

Understanding Uniswap v3 ranges

How to provide liquidity on Ethereum

How to provide liquidity on Optimism

How to Provide liquidity on Arbitrum