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Ledgerworks Institute

Track 03 · Intermediate

Digital Asset Management

The operational discipline of holding digital assets on behalf of yourself or others.

  • 21 hours
  • 5 modules
  • 16 units
  • $340 or included in full access
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About this course

Holding assets is an operations problem long before it is an investment problem. This course covers custody models, key ceremonies, reconciliation, record-keeping and the reporting obligations that follow — the work that determines whether a position survives a staff change or a lost device.

Portfolio construction is taught as a set of constraints and limits, including where diversification stops helping. No allocation is recommended, and no model portfolio is supplied.

What you will be able to do

  • Choose between custody models on stated operational criteria
  • Run and document a key ceremony with separation of duties
  • Reconcile on-chain positions against internal records
  • Maintain cost-basis and reporting records that survive an audit

Syllabus

21 hours of contact material

01Custody models3 units · 4 hr 10 min
  • Self-custody, qualified custodians and hybrid arrangements
  • Multi-signature and threshold signing compared
  • Counterparty risk and what a custody agreement actually says
02Operational security4 units · 4 hr 40 min
  • Key ceremonies, quorums and separation of duties
  • Device lifecycle, firmware and supply-chain considerations
  • Access reviews and offboarding
  • Exercise: write a key ceremony script
03Portfolio construction and its limits3 units · 4 hr 20 min
  • Correlation, concentration and what diversification cannot do
  • Rebalancing mechanics and their costs
  • Liquidity constraints and redemption planning
04Reconciliation and record-keeping3 units · 4 hr
  • Chain data versus internal ledgers
  • Cost-basis methods and their consequences
  • Evidence: what to keep and for how long
05Continuity and recovery3 units · 3 hr 50 min
  • Incapacity, succession and documented recovery
  • Incident response for a suspected key compromise
  • Tabletop exercise: a device is missing on a Friday evening

Who it is for

  • Operations and finance staff handling digital assets
  • Founders holding treasury assets without a written procedure
  • Individuals whose holdings have outgrown a single device

Prerequisites

Blockchain Fundamentals and Self-Custody & Security, or equivalent working experience.

What is included

  • Video and written notes for every unit
  • Key-ceremony and reconciliation templates
  • Access to the portfolio ledger tool
  • Certificate of completion

Assessment

Four exercise sets plus a written operating procedure for a scenario of your choosing. Marked pass or resit.

Educational disclaimer

Ledgerworks Institute provides educational content and learning tools only. Nothing on this platform constitutes financial advice, an investment recommendation, or a guarantee of any outcome. Cryptocurrency and digital-asset markets carry substantial risk, including the total loss of capital. Conduct your own research and consult a qualified, licensed professional before making any financial decision.

Read the full disclaimer