Pioneering Crypto Wealth Management Since 2018. DAiM is a fiduciary Registered Investment Advisor (RIA) specializing in comprehensive planning and wealth mgmt.

Joined January 2019
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At DAiM.io, we help investors build and protect long-term wealth by thoughtfully integrating Bitcoin and digital assets into well-structured portfolios and estate plans. Our approach emphasizes secure custody, clear governance, and trusted advisory relationships—so your assets are protected today and transferable tomorrow.
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Most portfolios are optimized for a monetary system that's quietly being restructured. De-dollarization. Sovereign debt spirals. Non-state monetary networks. The anxiety isn't irrational. It's pattern recognition. The real question: which side of the transition are you building on?
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SpaceX debuts today. By the end of the day, thousands of influencers will tell you they saw it coming and know what happens next. That's true in every investment market, including crypto. Our CEO Bryan Courchesne shares his thoughts on separating signal from noise in CoinDesk's latest Crypto for Advisors newsletter. coindesk.com/coindesk-indice… #Bitcoin #Crypto #Investing $SPCX
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The biggest risk most wealthy investors won't talk about? It's not a market crash. It's the quiet realization that the old playbook that built their wealth may no longer protect it. Strategic obsolescence is real. And it's quietly driving sophisticated repositioning into digital assets; Bitcoin, crypto, and beyond. Wealthy investors know: buying when assets are undervalued beats chasing them at all-time highs. At DAiM, we help families, founders, and institutions thoughtfully integrate digital assets into their broader wealth strategies with the structure, security, and fiduciary guidance they expect from traditional wealth management. Protect what you've built. Position for what’s next. → DAiM.io"
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DAiM - Comprehensive Wealth Management w/ Crypto retweeted
"Ethereum seems like a 2021 story." @Bryan_Courchesn of @daim_io tells @RemyBlaireNews that with $25 billion already tokenized and activity migrating to L2s like Coinbase's Base, $ETH isn't capturing the value, making it "really just an infrastructure" play inside the crypto ecosystem.
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Here's what to know about Crypto when it comes to building wealth. open.substack.com/pub/daimio…
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If your crypto portfolio is over $500K, self-custody risks permanent loss for heirs due to forgotten seeds, probate headaches, and missed tax opportunities. Switch to institutional management for secure estate planning, tax optimization, and peace of mind. Protect your wealth today: Learn more here: daim.io/trending-item/why-cr…
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Most investors add Bitcoin on top of their portfolio. What if you replaced part of your alternatives sleeve instead? Swapping 30-50% of gold, commodities, or hedge fund exposure with BTC has historically improved Sharpe ratios by 0.2-0.4 over rolling 4-year periods since 2017. Want to know what a Sharpe ratio is and how this is a big improvement? Email us at hq@DAiM.io
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A potential turning point for digital assets at the highest level of monetary policy.
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For investors, the implications span two dimensions. First, a Warsh-led Fed may adopt a more accommodative rate posture, which historically correlates with increased risk appetite across asset classes. Second, having a Fed Chair with firsthand familiarity in crypto infrastructure could reshape how regulators engage with digital assets at the institutional level. That said, investors should weigh the uncertainty that any leadership transition introduces, including potential policy shifts, confirmation conditions, and the inherent unpredictability of monetary policy direction. Macro catalysts cut both ways, and positioning around political outcomes always carries risk.
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At DAiM, we believe moments like these reinforce why crypto allocation decisions should be grounded in long-term strategy, not short-term headlines. If you're evaluating how macro shifts could affect your digital asset portfolio, that's exactly the kind of conversation a fiduciary adviser should be part of.
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"Once an investor concludes that Bitcoin is a legitimate asset class, that the supply-demand economics are real, that institutional adoption is genuine, that it has a place in a modern portfolio, they face a second question..." Read Bryan's feature in Economy Standard here: economystandard.com/how-to-t…
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Most investors freeze during Bitcoin drawdowns. A rules-based approach: pre-commit 40% at market, 25% at -30%, 20% at -50%, 15% at -70%. No emotions, no guesswork, just a plan you wrote when your head was clear. Want to map this out with someone experienced? Email hq@DAiM.io
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The wealthiest investors rarely ask "what will this return?" First. They ask "what does this protect me from?" Bitcoin's real appeal for HNW portfolios isn't on a spreadsheet. It's the comfort of a borderless exit that no single government or institution can revoke.
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See our latest feature on Business Express! business.express/the-differe… We dive into the crucial shift from simply owning digital assets to implementing a professional management strategy that includes institutional custody and tax-optimized rebalancing. Ready to institutionalize your crypto strategy? Contact DAiM today! 🚀 #Crypto #WealthManagement #Bitcoin #DAiM
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Excited to share our latest feature on Luxury Adviser: "The Investment Case for Bitcoin" We break down why Bitcoin’s fixed 21 million supply, combined with rising institutional adoption (ETFs, sovereign funds, corporate treasuries), creates a compelling long-term opportunity despite the volatility. A thoughtful read for anyone building a forward-looking portfolio. Check it out here: luxuryadviser.com/the-invest… #Investing #Crypto #DigitalAssets
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Here's something most wealth managers won't say out loud: the sophisticated investors exploring digital assets right now aren't driven primarily by greed. They're driven by a very specific fear, the fear of regret. Loss aversion research has long shown that the psychological pain of inaction outweighs the pain of a failed bet by nearly 2:1. For high-net-worth individuals who've spent decades reading markets and identifying macro shifts, the calculus is nuanced. They see monetary policy evolving, institutional adoption accelerating, and regulatory frameworks maturing. The question keeping them up at night isn't "what if crypto goes to zero?" It's "what if I watched a generational wealth shift from the sidelines and did nothing?" This reframe matters because it changes the entire conversation around portfolio allocation. When investors move from "should I speculate?" to "how do I manage the risk of non-participation?", the role of a fiduciary adviser becomes critical. Proper sizing, tax optimization, bitcoin custodial security, and long-term planning aren't afterthoughts. They're the difference between an emotionally reactive decision and a disciplined one. Understanding the psychology behind allocation is just as important as understanding the asset class itself. If you would like to discuss sizing, email us to book a call. hq@DAiM.io
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Big feature in Wealth Tribune: Bitcoin is now positioned as a powerful new asset class inside properly structured legal fee deferrals. The article breaks down how plaintiff attorneys can defer portions of their contingency fees tax-deferred. Huge thanks to our partnership with Structures Inc. and Amicus Settlement Planners on why investment strategy matters as much as the deferral setup itself. Read the full coverage here: wealthtribune.com/contingent… #Bitcoin #Crypto #LegalTech #WealthManagement #Deferral
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