Boutique Digital Asset Advisory

Digital Assets.
Structured Access.
Institutional DeFi Intelligence.

Levi & Co. Ventures is a boutique digital asset advisory firm focused on DeFi strategy, venture intelligence, structured access, crypto reporting and institutional-grade digital asset frameworks.

Crypto-native depth. Financial discipline. Risk-first execution
The Idea

A new bridge between DeFi and the banking system.

The next phase of digital assets is not only about buying Bitcoin or trading tokens. It is about creating professional frameworks that allow serious capital to understand, evaluate and access on-chain financial strategies.

Levi & Co. Ventures was created around one core idea: DeFi should not be presented only as wallets, swaps and protocols. It can be translated into institutional language. Structure, NAV, liquidity, custody, reporting, risk frameworks and professional due diligence.

DeFi
Structure
Risk
Reporting
Access
The Levi & Co. Instrument

Structured thinking for institutional DeFi exposure.

A live framework that translates complex DeFi activity into a professional financial product concept. Bankable access, periodic NAV, risk reporting and clear investor documentation.

01InvestorsFAMILY OFFICES, HNW02Bank / CustodianONBOARDING, KYC03SPV / InstrumentBANKABLE WRAPPER04DeFi StrategyYIELD · LP · HEDGING05Risk LayerSC · LIQUIDITY · CP06NAV & ReportingVALUATION · DISCLOSE
01
Investors
Qualified capital onboards.
02
Bank / Custodian
Familiar regulated rails.
03
SPV / Instrument
Bankable structured wrapper.
04
DeFi Strategy
Yield, liquidity, hedging.
05
Risk Layer
Mapped before deployment.
06
NAV & Reporting
Valuation back to investors.
What the Instrument Solves

Solving the friction between crypto and traditional finance.

01 / 04

Banking Friction

Many investors do not want to send capital directly to exchanges or wallets. Structured access can create a more familiar financial experience.

02 / 04

Tax Complexity

Direct DeFi activity can create many taxable events. A structured instrument can help separate investor-level reporting from internal strategy activity.

03 / 04

Operational Risk

Wallets, private keys, bridges, exchanges and smart contracts require professional operational procedures and custody logic.

04 / 04

Institutional Reporting

Serious capital requires NAV, reporting, risk disclosure, liquidity rules, due diligence materials and clear documentation.

Strategy Layers

From on-chain yield to institutional strategy.

The instrument framework studies multiple DeFi strategy layers, each with different risk, liquidity and return characteristics. Presented as research, advisory and structured strategy design. Never as guaranteed returns.

Layer I

Conservative Yield Layer

Stablecoin lending, stablecoin liquidity pools, short-duration strategies, cash buffer, low-volatility positioning and basic risk controls.

Risk18
Yield28
Layer II

Balanced DeFi Layer

ETH / USDC liquidity provision, staking, lending, managed LP ranges, partial hedging, funding strategies, Pendle-style yield markets and diversified protocol exposure.

Risk48
Yield58
RETURN ↑RISK →ICONSERVATIVEStable yieldIIBALANCEDDiversifiedIIIALPHAOpportunisticCAPITAL
Layer III

Opportunistic Alpha Layer

Higher-volatility LP strategies, DeFi derivatives, basis trades, funding-rate strategies, selective token exposure, volatility harvesting and advanced on-chain execution.

Risk82
Yield88
Allocation Logic
Each layer is studied independently. Capital is never assumed to flow upward without explicit risk acceptance, liquidity budget and reporting cadence.
Risk Architecture

Risk comes before yield.

Every strategy is mapped against a full spectrum of on-chain and operational exposures before capital is ever considered.

Smart ContractR01 · CODE & AUDIT EXPOSUREStablecoin DepegR02 · PEG BREAKS UNDER STRESSLiquidityR03 · EXIT DEPTH & SLIPPAGECounterpartyR04 · PROTOCOL & VENUE RISKMarket VolatilityR05 · DRAWDOWNS & GAP MOVESImpermanent LossR06 · LP DIVERGENCE COSTOracleR07 · PRICE FEED INTEGRITYBridgeR08 · CROSS-CHAIN TRANSITCustodyR09 · KEY & SIGNER SECURITYOperationalR10 · PROCESS & HUMAN ERRORExecutionR11 · MEV, GAS, TIMINGRegulatoryR12 · JURISDICTIONAL SHIFTRiskARCHITECTURE12 · MAPPED EXPOSURES
NAV, Liquidity & Reporting

The discipline behind institutional access.

Institutional digital asset strategies require more than protocol knowledge. They require valuation methods, liquidity planning, cash buffers, redemption windows and disciplined investor communication.

01

NAV Framework

Periodic valuation of strategy assets, positions, rewards, hedges and liquid reserves.

02

Liquidity Design

Cash buffers, lockups, redemption windows and stress planning to avoid forced liquidation of DeFi positions.

03

Investor Reporting

Clear performance reporting, risk updates, exposure summaries and professional due diligence materials.

◆ This framework is conceptual and subject to legal, tax, regulatory and operational review before implementation.

Practice Areas

Advisory across the full digital asset stack.

01

DeFi Strategy Advisory

Protocol research, yield analysis, LP strategy, staking, lending, funding, hedging and portfolio construction.

02

Instrument Design Support

Advisory around strategy layers, risk framework, NAV logic, liquidity planning and investor-facing explanations.

03

Venture & Market Intelligence

Research on DeFi, tokenization, stablecoins, RWA, AI x crypto, blockchain infrastructure and Web3 capital markets.

04

Crypto Tax & Reporting

Transaction analysis, Koinly workflows, 1399 reports, wallet reconciliation and capital gains documentation.

05

Custody & Wallet Architecture

Cold wallets, multi-sig structures, custody procedures, wallet policy, operational security and key management.

06

Education for Professionals

Training for lawyers, accountants, founders, investors and financial professionals seeking practical blockchain expertise.

Why Levi & Co.

Crypto-native depth. Financial discipline.

A rare combination of early crypto experience, DeFi market knowledge, financial reporting discipline and professional advisory capability.

10+ years of digital asset market experience
Background across mining, wallets, exchanges, DeFi, staking, LPs and on-chain execution
Professional foundation in economics, accounting, tax and financial reporting
Experience with crypto tax documentation and blockchain transaction analysis
Deep understanding of DeFi risk, custody and protocol mechanics
Translation of complex on-chain activity into professional financial language
No hype. No unrealistic promises. No guaranteed return claims.
Founder

Founded by Yotam Levi.

Yotam Levi is a digital asset specialist with a background in economics, accounting, blockchain research, crypto tax and DeFi markets. His experience spans early crypto mining, decentralized finance, blockchain analytics, wallet infrastructure, institutional crypto reporting and advisory.

He founded Levi & Co. Ventures to create a professional bridge between crypto-native markets and serious financial decision makers.

Clientele

Built for serious market participants.

Qualified investors
Family offices
High-net-worth individuals
Founders & entrepreneurs
Lawyers & accountants
Asset managers
Financial partners
Structured product partners
Insights

Market intelligence.

Market Structure

DeFi Is Becoming Financial Infrastructure

How decentralized markets are evolving from speculation into structured financial systems.

Read note
Risk

Why Yield Needs Risk Architecture

Smart contracts, liquidity, stablecoins, custody and execution risk must be analyzed before any yield strategy.

Read note
Access

From Wallets to Bankable Access

The future of digital asset adoption may depend on professional wrappers, reporting standards and institutional distribution.

Read note
Contact

Build your digital asset strategy.

For investors, founders, professionals and financial partners seeking structured guidance in crypto, DeFi and digital asset markets.

◆ Private, Professional & Discreet