Mon to Fri 9:00 to 18:30 Mountain · Denver, Colorado
Service 04 ยท For organizations

Crypto bootcamp for teams

A comprehensive, hands-on introduction to Bitcoin and crypto for a whole team. Everyone leaves owning Bitcoin in a wallet they set up themselves, having made real transactions, on a syllabus we agree in writing before the day.

Is buying Bitcoin investing, or gambling? Is it a real asset class or a fad? Should you hold only Bitcoin or diversify into other assets? Once money is in, how do you get it out, and when?

Those questions are hard to answer from the outside, because the signal-to-hype ratio in this space is poor and the tooling is still genuinely difficult to use, especially for organizations that need real custody and real controls rather than an app on somebody's phone.

Crypto Bootcamp is a hands-on introduction to Bitcoin and cryptocurrencies for a whole team at once. By the end of it, your people understand the fundamentals, own Bitcoin in a wallet they set up with their own hands, have personally made transactions, and can have an informed conversation about what your organization should and should not be doing here.

Who this is for

Companies weighing whether to accept crypto payments or hold any on the balance sheet. Family offices whose principals have exposure that nobody on staff fully understands. Registered investment advisors whose clients keep asking questions they cannot answer. Law firms that have started seeing crypto in estates, divorces, and disputes. And technology teams who have been told to "look into blockchain" and would like to start from something real.

No prior knowledge is assumed for any participant.

What we do

A discovery call first. Short, no charge, to work out what your organization actually wants out of this. The answers vary enormously: one firm needs its advisors able to hold a credible client conversation, another needs its finance team able to receive a payment safely.

A written statement of work. I put together a proposed agenda with the material to be covered, the goals for the day, and the deliverables. You approve it before anything is booked. Nobody discovers the shape of the engagement on the morning.

The workshop itself, remote over video or onsite at your offices. A full day is the usual recommendation and works well; half a day is enough for a focused subset. It is structured around doing rather than watching, so participants need their own laptops and the freedom to install software on them.

The modules

The agenda is yours, but the material is drawn from these, and the emphasis is always on practical application at your specific organization.

Custody for organizations. How to set up a wallet, and then the part that individuals do not need: multisignature arrangements where no single employee can move funds, distributed backup storage, what happens when the person who set it up leaves, and how custody responsibility is documented internally. Custodial versus non-custodial, hot versus cold, and BIP-39 seed phrases handled properly.

Transactions in practice. Sending Bitcoin correctly, fee mechanics, replace-by-fee, paying several recipients at once, address management, and reconciling what happened on chain with what your books say happened.

Market mechanics. How crypto markets differ structurally from equities, how orders actually execute, how to keep trading costs down, how limit orders control risk, and what the tax treatment looks like in broad terms. Mechanics, not strategy, and no recommendations about specific assets.

The crypto ecosystem. Who all the players are and what each one does: wallets and custodians, exchanges, merchant processors, lending, mining, and the identity and authentication layer. Plus the distinction between cryptocurrencies, utility tokens, security tokens, and NFTs, which matters more to your lawyers than to anyone else in the room.

Bitcoin economics. What underpins the value, how it compares to other asset types, what central bank digital currencies would change, and what the realistic threats are over different time horizons.

The no-BS module. The scam structures your staff and your clients will encounter: imposter schemes, fake trading platforms, pyramid schemes, pump and dumps, rug pulls. How to check whether an exchange or wallet is real. This draws on the 2021 scam survey and on active recovery casework.

Merchant acceptance. The realistic options for taking crypto payments, what self-hosted BTCPay Server requires to operate, securing a receiving wallet that several staff members touch, and the currency conversion problem that catches most first-time merchants.

What you leave with

A recording of the session if you want one. Every participant holding Bitcoin in a wallet they set up themselves, having made real transactions. A working software environment on their machines. And a written summary of what was covered and what I would recommend your organization look at next.

What this is not

Not investment advice: I am not a licensed advisor, and the day contains no recommendations about what your firm or your clients should buy.

Not legal, tax, or compliance advice. I will work alongside the people who do provide it.

Not custody. I do not hold keys, devices, or funds on your organization's behalf at any point.

Questions I get about this

How many people can take part?

The hands-on parts set the ceiling. Getting a room of people through wallet setup and a real transaction works well up to roughly a dozen; beyond that the session drifts towards a lecture, which is a worse use of the day. For a larger group I would rather run the same day twice.

Do participants need to buy anything beforehand?

Hardware wallets, if you want the group to leave holding cold storage, and those should be bought by you directly from the manufacturer rather than supplied by me. Everything else is software they install on the day. The statement of work lists exactly what to have ready.

Can you sign an NDA and work with our compliance team?

Yes. Engagements with regulated firms usually involve a conversation with compliance before the statement of work is agreed, so that the day covers what your people are actually permitted to do. I am not a compliance advisor and will not opine on your regulatory obligations, but I will happily shape the material around them.

Start with a discovery call.

Tell me what you are trying to protect and who needs to be able to reach it. The first 20 minutes are free, and you get a fixed-price quote after the call.

+1 214-659-1775 · [email protected] · Mon to Fri 9:00 to 18:30 Mountain