Treasury planning for digital assets

Applying treasury discipline to digital assets to support liquidity, risk control, and financial stability.

Digital asset treasury planning focuses on the disciplined management of token holdings, stablecoins, and other on-chain assets alongside traditional cash resources. For Web3 and token-enabled businesses, treasury decisions affect runway, risk exposure, and operating flexibility in ways that conventional cash management does not address. Without a clear framework, teams risk volatility, liquidity constraints, and misaligned capital decisions.

Effective digital asset treasury planning is essential for maintaining financial stability as on-chain activity scales. By integrating asset management, liquidity planning, and risk controls into a cohesive treasury strategy, businesses gain clearer visibility into available resources, improved capital efficiency, and greater confidence in both internal decision-making and external stakeholder communication.

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Digital asset treasury planning brings structure and control to on-chain assets, supporting liquidity, risk management, and disciplined capital use.

  • Integrating digital assets with fiat cash runway

  • Liquidity planning for operating expenses and obligations

  • Timing and planning for conversions between digital assets and cash

  • Scenario analysis for market volatility and liquidity constraints

Liquidity & Runway Management

Risk & Exposure Management

  • Assessing exposure to asset price volatility and concentration risk

  • Establishing risk limits and rebalancing frameworks

  • Evaluating custody, counterparty, and platform risks

  • Stress-testing treasury positions under adverse conditions

Controls & Governance

  • Defining treasury policies and approval frameworks

  • Establishing clear decision rights and oversight processes

  • Supporting audit, diligence, and investor transparency

  • Aligning treasury practices with regulatory and compliance considerations