Wallet Allocation Review

Who this is for

Experienced token holders who already move capital across DeFi protocols and want an independent read on wallet allocation — not price predictions. Typical clients hold positions across lending markets, liquidity pools, and vested or locked tokens, and want clarity on concentration before the next rebalance.

What you receive

• A mapped inventory of wallets and major positions you disclose (read-only references or screenshots as you prefer)
• Concentration notes by protocol family, chain, and lockup horizon
• Correlation flags where yield sources share the same underlying risk
• Exit-friction comments: claim windows, cooldown periods, and illiquid remnants
• A plain-language allocation memo and a 60–90 minute walkthrough call

What is not included

We do not custody assets, execute swaps, vote in governance, or provide investment advice tailored as a recommendation to buy or sell a specific token. Tax filing and legal opinions sit outside this review.

How the review runs

1. Brief — You share the scope: which wallets, which chains, and which questions matter most.
2. Desk inventory — We build a position map and flag gaps in the materials you provided.
3. Allocation memo — Written findings with prioritised observations, not a ranked “buy list.”
4. Walkthrough — A live session to pressure-test the memo against how you actually operate.

Preparation

Have wallet addresses or redacted exports ready, note any positions you will not disclose, and list lockups you already know about. If you use the Crypto Portfolio Desktop companion, exporting a current desk view shortens the inventory step.

Constraints

Reviews assume you control your own keys. Multi-sig setups are welcome when signers agree on what may be shared. We work in English; Korean-language support for scheduling is available on request.

Next step

Inquire about a Wallet Allocation Review and mention approximate portfolio context so we can confirm fit and timing.