01Both
Executive & Board Briefing
A structured, board-ready briefing on the current Bitcoin and stablecoin landscape, tailored to your credit union's size, member base, and risk appetite.
- Shared vocabulary across the board
- Clear map of what's decision-worthy this quarter
- Anticipated regulatory and vendor moves
02Stablecoins
Stablecoin Readiness Assessment
Practical evaluation of where your credit union can safely engage with stablecoins: rails, custody partners, compliance posture, and member-facing use cases.
- Rails matrix (ACH, RTP, on-chain) with tradeoffs
- Reserve quality & custody partner shortlist
- GENIUS Act / NCUA compliance posture
03Bitcoin
Bitcoin Strategic Advisory
The long-horizon work: framing a treasury thesis, custody architecture, and member-education strategy that fits a member-owned institution.
- Written treasury thesis for the board
- Custody architecture options paper
- Member education roadmap
04Both
Implementation & Vendor Guidance
Independent vendor diligence, RFP support, and integration guidance across custody, payments, and compliance vendors.
- Independent vendor shortlist & scoring
- RFP structure and evaluation rubric
- Integration risk map
05Both
Ongoing Advisory Retainer
A standing relationship with monthly board updates, ad-hoc questions, and priority scoping for new decisions as the market evolves.
- Monthly board memo
- On-call advisory for the exec team
- Priority access to new research