Jake private guide

Jake private guide

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Family Office Professional | Investor | Fintech & web3

Expert

03/20/2026

03/20/2026

Legacy planning gap: technical knowledge

concentrated with one spouse. Federal banking charter provides institutional security. Beneficiary designations operate identically traditional accounts. Complexity removed, accessibility maintained. Follow for more.

03/20/2026

Fidelity, PayPal pursuing banking licenses. Uphold applying securities dealer status. Platforms

enable cross-asset trading: securities for crypto, commodities for crypto. Apple stock grocery payments possible if government captures real-time tax revenue. Fintech banking convergence accelerates.

03/20/2026

Permissioned domains, DEXs, batch processing amendments pending votes enabling institutional scale. XLS-64/65/66: pseudo accounts, borrow-lend, liquidity pools voting Q1. Securities law revisions integrate DeFi compliance domestically.

03/20/2026

🧠This info will reframe your whole strategy with crypto
Follow me & Comment "BOOK" to get access to our exclusive guide in your DMs!
Too many crypto holders use old strategies to protect and maximize their wealth. However, some have found a new way to manage and protect their digital assets.
What if you could use a legal business structure that:
➡️Shields assets like Fortune 500 companies do
➡️Unlocks privacy features most overlook
➡️Offers unique benefits for making use of your portfolio
Learn why the most successful crypto investors opt for Wyoming LLCs...and the reasons might
just surprise you!
What's in the guide?
➡️3 must-ask questions for your CPA
➡️Why privacy ≠ protection (and why both matter)
➡️→Real-world examples on smart business structures
➡️→The checklist every crypto investor needs
The secret to long-term crypto success? Education and strategy.

Ready to level up? DM me "BOOK" + Follow me = Get the free guide

03/20/2026

Most people holding digital assets are just sitting on them. Jake Claver of Digital Ascension Group and Tillman Holloway and Andrew Parish of Arch Public are ready to show what it actually looks like to put those assets to work.

Arch Public has built algorithmic trading tools that let everyday investors run the kind of automated, rule-based strategies that used to be reserved for hedge funds, buying on dips, harvesting volatility, and building positions without the emotional rollercoaster. In this webinar, Jake and Tillman break down how some have stopped treating crypto like a lottery ticket and started treating it like a compounding machine.

Whether you're sitting on Bitcoin, XRP, or a mix of assets, this conversation is about the potential of turning a static position into something that actually grows.

03/20/2026

Comment Setup or Guide to Send you a Step by Step Guidelines of how to get started

03/19/2026

You've been stacking XRP for years... but if it hits where people think it's going, your estate plan just became the most important thing you haven't done yet. This is how a $900M wealth builder is passing crypto to his kids without letting the government take half, and without a bad divorce wiping it out overnight.

Photos from Jake private guide's post 03/18/2026

Investor types matter more than most people raising capital realize. The same deck can close one investor and lose another in the same room. The numbers did not change. The priorities did. Every investor is solving a different problem at this stage of their financial life. Legacy protection, steady yield, control inside the deal, or sector expertise. If the pitch speaks to the wrong priority, the opportunity gets missed. This carousel breaks down seven investor mindsets and what each one actually listens for before making a decision.

Before your next meeting, spend 15 minutes figuring out which of these 7 types is sitting across from you. Check their past deals. Ask a mutual contact. Look at what they've written or said publicly. Then build your talking points around what they actually care about.

Save this before your next investor meeting. Which of these seven types have you had the hardest time reading in a room?

03/18/2026

Original investment withdrawal de-risks completely. Playing house money afterward. But institutions won't hold idle XRP, will fund on-chain yield products. 20%+ annual cash generation possible. Japan's 20% flat tax versus US potential exemption analysis.

03/18/2026

PPLI lets you hold Bitcoin and XRP tax-deferred for life with no annual taxes or capital gains taxes hitting you. Heirs inherit it tax-free, and you can borrow against it tax-free too.

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