Learn · Topic
Trading & Investing
Cryptocurrency trading and investing in plain English: order types, futures, position size and how to build a portfolio you can stick to.
103 guides48 beginner55 intermediate

Start with this guide
Trading & InvestingBeginnerHow to roll an old retirement plan into a crypto IRAYou can move an old workplace retirement plan into a crypto IRA through a self-directed custodian. A direct transfer avoids taxes and penalties.All Trading & Investing guides
Every guide in this topic, labelled by level.
Trading & InvestingBeginnerHow to calculate your crypto portfolio returnCrypto portfolio return is current value plus withdrawals minus deposits, divided by deposits. Record every fee and reward before you value holdings.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to Calculate Average Purchase Price for CryptoAdd up what you paid for one cryptocurrency, including buying fees, then divide by the coins bought. Keep each buy's date and amount for US tax records.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to account for stablecoins in a portfolioYou account for stablecoins by tracking each as a cash-like holding, logging issuer, network, quantity, date, and value, then reporting taxable events and yield.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerCrypto concentration risk: what it is and how to spot itCrypto concentration risk is too much portfolio value in one coin, platform, or sector. It also hides directly in custody, issuers, and staking.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to evaluate a new crypto project before you spendEvaluating a crypto project means checking team, code, tokenomics, liquidity, and community before you spend. Confirm the contract on a block explorer.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerToken supply and unlock risk: how to assess themYou can assess token supply and unlock risk by reading official tokenomics and verifying the same supply and vesting data on a blockchain explorer.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to compare two crypto projects fairly and without hypeCompare two crypto projects fairly by setting one reference date, using the same criteria for both, and checking supply, unlocks and value capture.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerCrypto investment thesis: what it is and how to test itA crypto investment thesis is a written case that a token can gain value. It names evidence you can check and the signs that would prove it wrong.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to document why you bought a tokenTo document why you bought a token, write a dated note before or right after the trade and file it with the details, wallet, hash and cost basis records.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerCrypto exit plan: what it is and what it coversA crypto exit plan is a written plan for selling or transferring crypto later, naming a trigger, an amount, a destination, and your tax records.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to manage volatility in your crypto portfolioYou manage crypto volatility with a holdable allocation, a cash and stablecoin buffer, spread purchases and rebalancing; records and account checks follow.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to distinguish risk tolerance from risk capacityRisk tolerance is comfort with crypto swings; risk capacity is ability to absorb losses. A drawdown and a staking lockup show the gap to you.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerToken liquidity risk: what it means and how to spot itLiquidity risk is the chance you cannot sell a token quickly without pushing its price down. Wide spreads, slippage and thin order books are common signs.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerCounterparty risk in crypto investing: what it meansCounterparty risk in crypto investing is the chance a custodian or protocol fails and your coins are lost. Crypto at an exchange is not FDIC insured.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to assess a crypto project’s team and governanceAssess a crypto team by verifying identities, tracing past projects, and mapping who controls votes and treasury keys. Then record findings and set alerts for changes.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to read a project’s token distributionTo read a project's token distribution, check the allocation chart, supply figures, and unlock schedule against the token contract on a block explorer.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to spot unrealistic crypto yield claimsSpot an unrealistic crypto yield claim by comparing it with staking and lending rates, then check the platform's registration and withdrawal terms.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerMeme coin investing risks: what to knowMeme coin investing can lose most or all of your money because prices depend on hype, and many tokens are scams. Thin liquidity can trap sellers.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerPresale token risks: what can go wrong before listingPresale tokens are sold before any listing, so the tokens may never trade, the team can abandon the project, and FDIC and SIPC do not cover losses.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerCrypto index funds: what they are and how they workA crypto index fund tracks a basket of coins set by an index. The fund rebalances and may trade as an ETF, a trust or a private fund for US investors.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerCrypto index products: how rebalancing worksCrypto index products rebalance by trading assets back to target weights. The index methodology sets the review dates, weight caps, and drift triggers.3 min read · Updated Oct 6, 2026
Trading & InvestingIntermediateCrypto vs gold: how their risks differCrypto and gold differ most in custody, volatility, and backing. Crypto risks are lost keys and failed exchanges; gold brings storage and dealer risk.3 min read · Updated Oct 6, 2026
Trading & InvestingIntermediateCrypto vs stocks: how the markets differCrypto trades around the clock on global venues, while US stocks keep weekday hours; ownership, oversight and tax timing also differ in important ways.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerWhy Crypto Correlates With Other Risk AssetsCrypto correlates with risk assets because buyers treat it as a speculative bet, and the link is strongest with tech stocks and dollar liquidity.2 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to track portfolio exposure across exchanges and walletsTrack crypto exposure by listing every exchange account and wallet with read-only access. Record cost basis when you acquire crypto, not only when you sell.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to plan for crypto taxes before you sellCrypto taxes are due on sales, swaps and staking rewards, so work out cost basis and holding periods before you sell. Form 1040 asks a digital asset question.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerHow to assess a crypto investment without a price predictionAssess a crypto investment by use case, team, tokenomics and on-chain activity. Read the whitepaper and tokenomics page, check users, audits and unlocks.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerAltcoin due diligence: questions to ask before buyingAsk what an altcoin does, who runs it, how its tokens unlock, where it trades, and how US law treats it. Check supply, team, liquidity, and tax rules.3 min read · Updated Oct 6, 2026
Trading & InvestingBeginnerBest crypto to invest in lists: how to judge themRankings pick winners by their own criteria and incentives, not by one universal winner. Check for paid or sponsored disclosure before you trust a list.3 min read · Updated Oct 6, 2026
