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Intermediate guides
You know the basics and want to understand how things really work.
193 guides

All intermediate guides
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Market DataIntermediateSpot vs futures crypto ETFs: what you ownA spot crypto ETF holds actual coins while a futures crypto ETF holds contracts, so roll costs and tracking error can pull their returns apart.3 min read · Updated Oct 6, 2026
Taxes & RegulationIntermediateCrypto wash sales: what the IRS rule saysThe wash sale rule does not apply to cryptocurrency for US federal income tax. The IRS treats crypto as property, so a loss sale goes on Schedule D.3 min read · Updated Oct 6, 2026
Taxes & RegulationIntermediateHow crypto mining income is taxed in the USIn the US, the IRS taxes mining rewards as ordinary income at fair market value when received, and a mining business usually owes self-employment tax.3 min read · Updated Oct 6, 2026
Taxes & RegulationIntermediateCrypto exchange tax report incomplete: what to doCorrect an incomplete crypto exchange report with your own records before you file. The IRS asks about digital assets on Form 1040 or Form 1040-SR.3 min read · Updated Oct 6, 2026
Taxes & RegulationIntermediateWhy crypto exchanges request identity documentsUS crypto exchanges request identity documents because FinCEN anti-money laundering rules require customer verification to open an account or move money.2 min read · Updated Oct 6, 2026
Taxes & RegulationIntermediateWhen Is a Crypto Transaction Taxable in the US?Crypto is taxable in the US when you sell, swap, spend or earn it; buying and holding is not taxable, because the IRS treats it as property.3 min read · Updated Oct 6, 2026
Taxes & RegulationIntermediateHow to report a lost or stolen cryptocurrency holdingReport lost or stolen crypto to the exchange, police, the FTC and the FBI's IC3. A blockchain transfer stays final, so reports build a record, not a refund.3 min read · Updated Oct 6, 2026
Market DataIntermediateWhat is realized capitalization for Bitcoin?Realized capitalization values each bitcoin at the price when it last moved on-chain and sums those values to estimate the total cost basis of the UTXO set.3 min read · Updated Oct 6, 2026
DeFi & Web3IntermediateCentralized vs decentralized exchanges: how they compareCentralized exchanges hold your crypto and require ID, while decentralized exchanges trade from your wallet through smart contracts and liquidity pools.3 min read · Updated Oct 6, 2026
Market DataIntermediateMarket cap vs fully diluted valuation: key differencesMarket cap uses circulating supply while FDV uses total supply, so a token can show two very different valuations. A wide gap signals future tokens.3 min read · Updated Oct 6, 2026
Taxes & RegulationIntermediateWhat Happens If You Do Not Report Crypto Taxes?Skipping crypto on your taxes can bring IRS penalties, interest and an audit. A willful failure to report can lead to criminal tax evasion charges.3 min read · Updated Oct 6, 2026
Taxes & RegulationIntermediateCrypto tax calculator USA: what the IRS providesThe IRS does not offer a crypto tax calculator for USA taxpayers. Report gains on Schedule D and answer the digital assets question on Form 1040.3 min read · Updated Oct 6, 2026
Market DataIntermediateCrypto fear and greed index: what it measures and how to read itThe crypto fear and greed index turns crowd emotion into one score. It blends volatility, momentum, social posts and surveys into a daily reading.3 min read · Updated Oct 6, 2026
Trading & InvestingIntermediateBest cryptocurrency IRA: how to compare your optionsNo single crypto IRA is best. Compare account type, provider, fees, assets and custody, and note that IRS rules require a qualified custodian.3 min read · Updated Oct 6, 2026
Stablecoins & NetworksIntermediateUSDT vs USDC: how the stablecoins differUSDT and USDC differ in issuer, reserves, and regulation. Tether issues USDT offshore; Circle issues USDC and is US-regulated with monthly attestations.3 min read · Updated Oct 6, 2026
Market DataIntermediateCrypto ETPs: what they are and what you ownA crypto ETP is an exchange-traded product that tracks a crypto asset's price. You buy it in a brokerage account and do not own the underlying coin.3 min read · Updated Oct 6, 2026
Market DataIntermediateHow banks custody digital assets for clientsBanks custody digital assets through a regulated trust unit or a hired qualified custodian, and the coins are not a bank deposit or FDIC-insured.3 min read · Updated Oct 6, 2026
Market DataIntermediateHow to read a crypto ETF prospectus: fees, risks and taxA crypto ETF prospectus lists fees, holdings, risks and tax rules; start with the fee table, then check spot versus futures and the custodian.3 min read · Updated Oct 6, 2026
Market DataIntermediateHow Crypto ETFs Fit Into a Traditional PortfolioCrypto ETFs trade like stocks and usually fit as a small satellite in a stock-and-bond portfolio. Spot funds hold coins; futures funds hold contracts.3 min read · Updated Oct 6, 2026
Market DataIntermediateCrypto futures ETFs: how they roll contractsA crypto futures ETF rolls by selling expiring contracts and buying later ones. The fund begins early, following the schedule in its prospectus.3 min read · Updated Oct 6, 2026
Market DataIntermediateWhat crypto ETF flows cannot tell youCrypto ETF flows cannot tell you who bought or why. They track net creations and redemptions, often leaving out secondary trades and fund switches.3 min read · Updated Oct 6, 2026
Market DataIntermediateInstitutional crypto custody: what it is and who uses itInstitutional crypto custody holds crypto for funds and companies, not retail users. It usually uses segregated wallets and multi-party approvals.3 min read · Updated Oct 6, 2026
Market DataIntermediateCrypto ETF flows: what they say about demandCrypto ETF flows show net demand for fund shares, not total coin demand. US bitcoin and ether fund reports are delayed, estimated and not real-time.3 min read · Updated Oct 6, 2026
Market DataIntermediateCrypto ETF inflows and outflows: how creations workETF inflows are net share creations and outflows are net redemptions; the first US spot bitcoin ETFs, approved in January 2024, used cash creations.3 min read · Updated Oct 6, 2026
Market DataIntermediateEthereum ETF vs holding ETH directly: what differsAn Ethereum ETF is fund shares at a broker; holding ETH directly means you control the token in your own wallet. Spot ETFs won SEC approval in 2024.3 min read · Updated Oct 6, 2026
Market DataIntermediateHow to compare spot Ethereum ETFs: cost and custodySpot Ethereum ETFs hold ether or track its price, so compare cost, trading, custody and tax reporting; the SEC approved US spot ether funds in 2024.3 min read · Updated Oct 6, 2026
Market DataIntermediateWhy crypto ETF trading hours matter for your exposureCrypto ETFs generally trade during the regular US stock session, so overnight crypto moves wait for the next open and the ETF price can gap at the bell.3 min read · Updated Oct 6, 2026
Market DataIntermediateSpot Bitcoin ETFs: how to compare cost, tracking and custodyCompare spot Bitcoin ETFs on expense ratio, tracking, liquidity, custody and taxes before you buy. The first US spot funds won SEC approval in January 2024.3 min read · Updated Oct 6, 2026
Market DataIntermediateSpot Bitcoin ETF: what it is and how it worksA spot Bitcoin ETF holds actual bitcoin and trades on a stock exchange. You buy and sell shares through a regular brokerage account in the US.3 min read · Updated Oct 6, 2026
Market DataIntermediateCrypto ETF custody risks and who holds the coinsCrypto ETF custody risk is the chance a fund's custodian fails, is hacked, or loses keys. You hold shares, not coins. SIPC does not cover the fund's coins.3 min read · Updated Oct 6, 2026
