Crypto treasury management Academy

Your hub to learn basic to advanced crypto treasury management and high-performance crypto financial strategies.

Introduction

In crypto, the spotlight is often on the engineering or business development teams. But as the events of 2022 have shown, neglecting an organization's financial plumbing has led to the spectacular implosion of key industry players.

Poor crypto treasury management practices, and improper tooling can have catastrophic consequences. From using Slack emojis to approve corporate expenses, not keeping a registry of employees on payroll, or having zero hedge against token prices going south because we are in a “supercycle”.

Money is to organizations, what blood is to our bodies. Whether your organization is a DAO, Foundation, or dApp builder, good crypto treasury management is critical to staying alive and healthy. Just ask exchanges like FTX, CeDeFi lending platforms like Celsius, as well as the thousands of teams and investors that relied on them to manage their crypto treasuries! 

There is an extensive body of literature on treasury management in traditional finance (TradFi). But many of those concepts don’t translate directly into decentralized finance (DeFi). There are also a number of blog articles, and commentaries on crypto treasury management spread across the internet. But there isn’t a single place that condenses all that knowledge into a simple, practical guide.

We’ve done all that heavy lifting for you.

What Is Crypto Treasury Management

Learn to identify and understand the three key pillars of managing a crypto treasury, map out key areas of responsibility, and identify what the key goals are for crypto treasury managers.
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Crypto treasury meaning
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Scopes of responsability
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Objectives
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Key Activities

Crypto liquidity management

If money is to organizations what blood is to our bodies, liquidity management is about ensuring that there is sufficient blood in the system, and that it flows efficiently.

Ensuring liquidity is the primary goal of good crypto treasury management. Especially in bear markets, when token prices and company valuations tank, the distinction between liquidity and solvency becomes sharper.
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What is liquidity in crypto
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Budgeting & forecasting
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Crypto payments

Crypto funding management

Raising external funding is an important subject that has been explored extensively elsewhere - from token sales, to various staking and yield farming mechanics.

Thus, this chapter focuses on two subdomains to investing a crypto treasury: (i) crypto trading & hedging, and (ii) crypto portfolio management.
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What is crypto funding
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Fundraising
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Trading & Hedging
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Portfolio Management

Crypto risk management

Crypto treasury risk management is the practice of mitigating money-related risks in DAOs, Foundations, or any organization using crypto in its operations, or holding substantial amounts of crypto assets on their balance sheet.

This chapter will focus on how Web3 CFOs can identify and assess the different risks they may be exposed to from various treasury activities, and develop appropriate response plans ahead of time to reduce potential downsides.
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What is risk management in crypto
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Liquidity risk
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Market risks
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Operational & compliance risks
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Counterparty risks

Crypto treasury management software and solutions

Understand the key features and benefits of a good crypto treasury management system and how it can offer visibility into organization-wide positions, automate manual processes, facilitate decision-making for internal management teams, and simplify financial reporting in crypto.
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What is a crypto treasury management system
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Key features & benefits
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Evaluating tools
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Crypto asset management software
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crypto portfolio management software
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DAO treasury management

Many of the principles and best practices of crypto treasury management discussed in previous chapters are equally relevant for DAOs.

However, there are key organizational features of DAOs that require special attention. You’ll learn how to apply these in the context of DAOs.
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What are DAOs
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Unique features of DAO governance
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What is DAO treasury
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Understanding DAO treasury management

Manage your crypto treasury with Request Finance

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