Insights & Resources

Analysis, commentary, and practical guidance on digital asset law and emerging technologies.

About These Insights: The articles and content on this page are provided for general informational and educational purposes only. They do not constitute legal advice and should not be relied upon as a substitute for legal counsel. No attorney-client relationship is created by reading, commenting on, or sharing this content. The law changes frequently, and the information provided may not reflect the most current legal developments. For advice about your specific situation, please consult with a qualified attorney.

Client Guide

October 15, 2025

Qualified Crypto Custodians: Regulatory Requirements and Selection Guide

GENIUS Act and state regulations require 'qualified custodians' for digital asset reserves. This guide covers regulatory standards, SOC 2 requirements, custodian comparison (Coinbase, BitGo, Anchorage, Fireblocks), and selection criteria.

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Legal Update

October 8, 2025

CFTC Commodities Regulation for Crypto: Bitcoin, Ethereum, and Digital Assets

The CFTC regulates Bitcoin, Ethereum, and other digital asset commodities—especially derivatives and DeFi protocols. Understand CFTC jurisdiction, registration requirements, and enforcement priorities for 2025.

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Case Study

October 8, 2025

Crypto Bankruptcy: Recovering Assets from Failed Exchanges (FTX Lessons)

Recovering assets from failed crypto exchanges like FTX requires strategic navigation of bankruptcy proceedings. Learn proof of claim filing, recovery timelines (18-36 months), and creditor representation options from attorney who worked these cases.

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Client Guide

October 8, 2025

How to Get a Crypto Exchange License: State-by-State Requirements

Launching a crypto exchange requires navigating 49 state money transmitter licenses plus federal registration. This guide breaks down requirements, costs ($1-3M), strategic state selection, and BitLicense compliance.

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Client Guide

October 8, 2025

Crypto Tax Lawyer's Guide: 2025 Reporting Requirements & IRS Compliance

Navigate 2025 crypto tax compliance with confidence. Complete guide to Form 1099-DA, cost basis tracking, DeFi taxation, and IRS reporting requirements—with real cost estimates and actionable strategies.

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Client Guide

October 8, 2025

SEC Crypto Enforcement Defense: What to Do When You Get a Wells Notice

Received an SEC Wells Notice? Time is critical. This guide covers immediate response steps, defense strategies, cost estimates ($100K-$500K+), and settlement vs. litigation frameworks from former SEC attorney.

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Client Guide

October 8, 2025

Token Launch Legal Checklist: Avoiding SEC Enforcement in 2025

Launching a token in 2025 requires careful SEC compliance. This checklist covers Howey Test analysis, Regulation D/S/A exemptions, distribution mechanics, and pre-launch legal requirements—with costs ($50K-$250K) and timelines.

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Legal Update

June 1, 2025

The CLARITY Act Explained: CFTC vs. SEC Jurisdiction Finally Defined

After years of regulatory confusion over whether tokens are securities or commodities, the CLARITY Act proposes the first comprehensive framework dividing SEC and CFTC authority. Here's how to determine which regulator governs your token.

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Client Guide

March 1, 2025

Money Transmitter Licensing in 2025: State-by-State Strategy for Crypto Startups

Forget the conventional wisdom about licensing in all 49 states. Strategic state selection, partner bank alternatives, and exemption analysis can save crypto startups $500K-$1M+ in first-year compliance costs. Here's the framework.

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Case Study

February 15, 2025

DAO Liability After Lido: Why You Need a Legal Wrapper

The Lido DAO case confirmed unlimited personal liability for token holders and VCs operating without legal entity structures. Here's why 'decentralization' isn't a liability shield and which legal wrappers protect your personal assets.

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Regulatory Alert

February 1, 2025

FinCEN's CVC Kiosk Crackdown: What Crypto ATM Operators Need to Know

FinCEN's August 2024 notice targets crypto kiosks after 10,956 fraud complaints and $246.7M in losses. Enhanced due diligence, SAR filing, and Travel Rule compliance are now expected. Here's your compliance quick-start checklist.

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Client Guide

January 20, 2025

Treasury Management for Crypto Companies: A Practical Legal and Operational Guide

FTX's collapse exposed why treasury management is a legal requirement, not just best practice. Here's your complete framework with California DFAL compliance, real custodian pricing, multi-sig architecture, and phased implementation costs ($50K-$6M annually by scale).

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Legal Update

January 15, 2025

California AI Law SB 1047: Compliance Guide for Startups

California just created the nation's most comprehensive AI regulatory framework. Effective January 1, 2026, SB 1047 establishes transparency requirements, incident reporting, and safety testing obligations for frontier AI models. Here's your compliance roadmap.

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Client Guide

January 15, 2025

The GENIUS Act is Law: Your 6-Month Stablecoin Compliance Roadmap

Federal stablecoin registration takes effect July 1, 2025. Here's your month-by-month action plan with realistic cost estimates, strategic decision frameworks, and concrete steps to achieve compliance before the deadline.

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Legal Update

January 15, 2025

The SEC's Crypto Pivot: What the Dismissals and Task Force Mean for Your Startup

The SEC just dismissed enforcement actions against Coinbase and Kraken while launching a Crypto Task Force. This isn't just policy—it's a watershed moment. Here's your strategic playbook for navigating the shift from enforcement to regulatory clarity.

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