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Insight

The Crypto Custody Checklist Most Investors Skip

Wallet security, transfer discipline and recovery planning belong inside the investment process.

By Rich Benvin · August 15, 2026

In crypto, operational mistakes can be irreversible. Custody is not a back-office detail; it is part of expected return. Separate daily-use and long-term wallets, protect recovery material offline, confirm destinations independently and make small test transfers. Create a secure plan for a trusted person if you become unavailable.

Put it into practice

  • Write down the decision before acting.
  • Define the risk in dollars and time.
  • Review the result and improve the process.