The Accountant Quits Podcast

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108

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May 2026

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The Accountant Quits helps finance professionals build real-world Web3 finance skills for accounting, treasury, and finance roles in crypto-native companies. Learn alongside a global community through the Crypto Accounting Academy and Crypto Treasury Management Academy. Our podcast features practitioners building and running finance teams in Web3. Website - www.theaccountantquits.com

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May 29, 2026Episode 1081 hr 6 min

#108: Real World Assets Tokenization with Duke Kim from Securitize

Securitize’s mission is to tokenize the world. With over $4 billion in AUM, they're the global leader in real-world asset tokenization, and their client list speaks for itself: BlackRock, Apollo, Hamilton Lane, and VanEck.Now they've partnered with the New York Stock Exchange to tokenize stocks.In this episode, I sit down with Duke Kim, Director of Institutional Solutions at Securitize Fund Services, to unpack what it actually means to put real-world assets onchain, why institutions are leaning in, and what the tokenization of stocks through the NYSE could mean for the future of finance.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - ⁠⁠⁠⁠⁠⁠⁠⁠https://www.onchainfinanceinstitute.com/courses⁠🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting - ⁠https://www.onchainfinanceinstitute.com/free-class⁠🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto - ⁠https://www.onchainfinanceinstitute.com/crypto-accounting-academy⁠💎 Join the next cohort of the Crypto Treasury Management Academy and learn how to optimize, allocate and protect your organization's treasury - ⁠https://www.onchainfinanceinstitute.com/crypto-treasury-management-academy⁠💰Simplify crypto AR, AP & accounting using Request Finance & get 2 months for free - ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.request.finance/partners/theaccountantquits⁠⁠⁠⁠⁠⁠⁠💰 The full-stack OS for Web3 businesses using Kryptos and 10% off (Code TAQ10) - ⁠⁠⁠https://affiliate.kryptos.io/signup?campaign=theaccountantquits⁠⁠⁠✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/ocf-institute⁠⁠👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Duke Kim: https://www.linkedin.com/in/thedukekim/🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered:(0:00) Coming Up(2:55) Duke’s origin story(7:48) Blackrock and tokenized funds(14:08) Feedback from asset managers(18:25) Securitize’s role in tokenization(21:29) $600m to $5bn AUM growth(24:54) Securitize Fund Services(29:52) Get 2 months for free with Request Finance(31:31) Tokenization of stocks with NYSE(38:58) Is tokenized security an ERC-20(39:34) Blockchains Securitize support(41:47) Tech stack for tokenized assets(48:19) Pricing source(50:00) Onchain vaults & Securitize(55:29) Trillion dollar opportunity for tokenization(59:24) Securitize IPO(01:01:24) Career opportunities at Securitize(01:02:30) Takeaways on tokenization(01:03:58) Favorite quote

May 5, 2026Episode 10746 min

#107 - Web3 Directorship Services with Petri Basson from Hash Directors

Most web3 founders appoint a director without truly understanding what that person is signing up for. Get it wrong, and it's not just a governance problem, it's a personal liability problem.Petri Basson, Founder of Hash Directors, has sat on foundations, non-token web3 projects, and crypto funds across the Cayman Islands. In this episode, he breaks down exactly what a director is responsible for and what happens when things go wrong.Petri is also an Advisor to Lemma, exTreasury, & Provenance, and serves as Chairman of BACI, the Blockchain Association of the Cayman Islands, known for also organizing Cayman Crypto Week.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - ⁠⁠⁠⁠⁠⁠⁠https://www.onchainfinanceinstitute.com/courses🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting - https://www.onchainfinanceinstitute.com/free-class🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto - https://www.onchainfinanceinstitute.com/crypto-accounting-academy💎 Join the next cohort of the Crypto Treasury Management Academy and learn how to optimize, allocate and protect your organization's treasury - https://www.onchainfinanceinstitute.com/crypto-treasury-management-academy💰Simplify crypto AR, AP & accounting using Request Finance & get 2 months for free - ⁠⁠⁠⁠⁠⁠⁠⁠https://www.request.finance/partners/theaccountantquits⁠⁠⁠⁠⁠⁠💰 The full-stack OS for Web3 businesses using Kryptos and 10% off (Code TAQ10) - ⁠⁠https://affiliate.kryptos.io/signup?campaign=theaccountantquits⁠⁠✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/ocf-institute⁠👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Petri Basson: https://www.linkedin.com/in/petri-basson/🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered:(0:00) Coming Up(2:35) How Petri got into web3(4:42) Web2 v/s web3 directorship(8:21) Hash Directors overview (10:40) Directorship: Cayman Foundation(16:54) Directorship: Non-token projects (18:25) Get 2 months for free with Request Finance(20:05) Directorship: VASP(25:35) Role of VASP Supervisor (29:05) Governance stack(31:55) Directorship: Crypto Funds (35:11) Non-executive directorship(36:45) Substance requirements in Cayman(40:49) Cayman Crypto Week & what is BACI(46:34) Reach out to Petri

April 10, 2026Episode 1061 hr 14 min

#106: Web3 Fractional CFO and Directorship Services (With the Ex Head of Finance at Safe)

Token launches aren’t just hype, they come with tough decisions around valuation, post TGE treasury management, choosing market makers, and legal structures (Foundation and Token SPV)In this episode, Kevin Leuthardt (Founder of threek advisory, Fractional Web3 CFO and expert director, and former finance lead at Arweave, Safe, and WalletConnect) shares what really happens behind the scenes from TGE to governance and treasury management.If you’re building in Web3 and want to move beyond hype into real execution, this conversation will give you the clarity most teams wish they had earlier.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - ⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/courses⁠⁠⁠⁠⁠⁠ 🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting ⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/free-class⁠⁠⁠⁠⁠⁠ 🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto ⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/crypto-accounting-academy⁠⁠⁠⁠⁠⁠ 💎 Join the next cohort of the Crypto Treasury Management Academy and learn how to optimize, allocate and protect your organization's treasury ⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/crypto-treasury-management-academy⁠⁠⁠⁠⁠⁠ 💰Simplify crypto AR, AP & accounting using Request Finance & get 2 months for free - ⁠⁠⁠⁠⁠⁠⁠https://www.request.finance/partners/theaccountantquits⁠⁠⁠⁠⁠💰 The full-stack OS for Web3 businesses using Kryptos and 10% off (Code TAQ10) - ⁠https://affiliate.kryptos.io/signup?campaign=theaccountantquits⁠✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/ocf-institute👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Kevin Leuthardt: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/kevin-leuthardt/🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered:(0:00) Coming Up(2:56) Web3 journey to Fractional CFO(6:21) TGE readiness playbook(11:35) Post-TGE Founder mistakes(14:45) How many market makers(21:02) Loan option v/s retainer model(25:01) Market maker recommendation(27:16) Budget for market makers(29:01) Get 2 months for free with Request Finance(30:40) Web3 director roles explained(34:13) Personal liability for directorship(37:24) Swiss vs Cayman Foundations(40:28) Residency and directorship(42:31) Onchain treasury management execution(48:30) Counterparty & correlation risk(53:17) Web3 M&A with tokens(58:34) threek advisory services overview(1:02:39) Are tokens less appealing now(1:06:57) AI in Fractional CFO work(1:10:56) Key Takeaways(1:13:43) Reach out to Kevin

March 12, 2026Episode 10555 min

#105: Crypto Asset Management & Fund Accounting with Damon Xu from 1Token

Crypto funds trade across exchanges, wallets, custodians, and DeFi protocols.Trading may be easy but reconciling everything isn’t.In this episode, I speak with Damon Xu, Founder & CEO of 1Token, about the infrastructure behind institutional crypto asset management.1Token is a SOC 2 certified platform used by crypto funds and asset managers to manage portfolios, risk, and reporting across CeFi and DeFi, aggregating trades, transactions, and positions across exchanges, custody, OTC desks, wallets, and protocols while automating reconciliation, NAV, and reporting.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - ⁠⁠⁠⁠⁠https://www.theaccountantquits.com/courses⁠⁠⁠⁠⁠ 🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting ⁠⁠⁠⁠⁠https://www.theaccountantquits.com/free-class⁠⁠⁠⁠⁠ 🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto ⁠⁠⁠⁠⁠https://www.theaccountantquits.com/crypto-accounting-academy⁠⁠⁠⁠⁠ 💎 Join the next cohort of the Crypto Treasury Management Academy and learn how to optimize, allocate and protect your organization's treasury ⁠⁠⁠⁠⁠https://www.theaccountantquits.com/crypto-treasury-management-academy⁠⁠⁠⁠⁠ 💰Simplify crypto AR, AP & accounting using Request Finance & get 2 months for free - ⁠⁠⁠⁠⁠⁠https://www.request.finance/partners/theaccountantquits⁠⁠⁠⁠💰 The full-stack OS for Web3 businesses using Kryptos and 10% off (Code TAQ10) - https://affiliate.kryptos.io/signup?campaign=theaccountantquits✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/the-accountant-quits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Damon Xu: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/damon-xu-41163938/🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered:(0:00) Coming Up(3:12) Damon’s quant background(6:13) Early crypto fund challenges(8:38) About 1Token(9:44) Crypto PMS Explained(15:59) Get 2 months for free with Request Finance(17:39) PMS for market maker v/s asset manager(19:29) 1Token for fund admin(21:47) Comparing 1Token & Paxus, Geneva(24:36) 1Token v/s subledger(26:38) DeFi data(29:27) Valuation & pricing sources(32:38) 1Token’s risk management system(35:49) Understanding risk curators(40:17) How to Choose a risk curator(42:27) 1Token feature for onchain vaults(44:34) 1Token Demo(50:49) Using AI in crypto funds(54:37) Reach out to Damon

February 27, 2026Episode 10445 min

#104: The Modern CFO Stack: Stablecoins & Yield with Stepan Simkin from Squads & Altitude

Your CFO is not your CTO, and in web3, confusing the two can cost you.After scaling Squads into the leading multisig on Solana (securing $12B+ in digital assets), Stepan noticed something surprising: teams were using multisigs as their business bank account.Self-custody? YesOperational efficiency? Not quite.And that gap led to Altitude.Altitude is a stablecoin-native finance platform combining payments (ACH, Wire, SEPA), treasury yield, AR/AP workflows, and soon corporate cards, giving companies global access without relying on a traditional bank.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - ⁠⁠⁠⁠https://www.theaccountantquits.com/courses⁠⁠⁠⁠ 🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting ⁠⁠⁠⁠https://www.theaccountantquits.com/free-class⁠⁠⁠⁠ 🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto ⁠⁠⁠⁠https://www.theaccountantquits.com/crypto-accounting-academy⁠⁠⁠⁠ 💎 Join the next cohort of the Crypto Treasury Management Academy and learn how to optimize, allocate and protect your organization's treasury ⁠⁠⁠⁠https://www.theaccountantquits.com/crypto-treasury-management-academy⁠⁠⁠⁠ 💰Simplify crypto AR, AP & accounting using Request Finance & get 2 months for free - ⁠⁠⁠⁠⁠https://www.request.finance/partners/theaccountantquits⁠⁠⁠💰The full-stack OS for Web3 businesses using Kryptos- https://kryptos.io/enterprise ✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/the-accountant-quits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Stepan Simkin: ⁠⁠⁠⁠https://x.com/SimkinStepan🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered:(0:00) Coming Up(3:05) Stepan’s Background(4:46) Stablecoin Adoption(8:40) From Squads to Altitude(12:49) Using a self custodial ‘bank’(16:12) Get 2 months for free with Request Finance(17:51) Stablecoin powered business banking(21:05) Yield on stablecoins(25:09) CFO’s due diligence(27:30) Privacy for payments(31:18) Privacy solution on Solana(32:19) Altitude Demo(35:42) Squads integration with Altitude(37:01) Onboarding to Altitude(37:33) Agentic automation workflows(40:28) Is Altitude for Solana users only(42:03) Accounting in Altitude(43:42) Closing thoughts(45:37) Reach out to Altitude

January 29, 2026Episode 10358 min

#103: Starting a Crypto Accounting Firm with Mackenzie Thota from Hash Basis

If you’re in a stable 9-to-5 job and thinking, “In 2026, I want to start my own crypto accounting firm” , this episode is for you.Starting an accounting practice isn’t just about technical skills. One of the first and most important decisions you’ll make is choosing your niche, and in crypto, that decision shapes everything that follows.My guest is Mackenzie Thota, Founder of Hash Basis. At only 25 years old, she left a secure crypto accounting role at Figment, one of the leading blockchain validators, to go fully entrepreneurial and build a crypto-native accounting & tax firm.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - ⁠⁠⁠https://www.theaccountantquits.com/courses⁠⁠⁠ 🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting ⁠⁠⁠https://www.theaccountantquits.com/free-class⁠⁠⁠ 🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto ⁠⁠⁠https://www.theaccountantquits.com/crypto-accounting-academy⁠⁠⁠ 💎 Join the next cohort of the Crypto Treasury Management Academy and learn how to optimize, allocate and protect your organization's treasury ⁠⁠⁠https://www.theaccountantquits.com/crypto-treasury-management-academy⁠⁠⁠ 💰Simplify crypto AR, AP & accounting using Request Finance & get 2 months for free - ⁠⁠⁠⁠https://www.request.finance/partners/theaccountantquits⁠⁠⁠✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/the-accountant-quits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Mackenzie Thota: ⁠https://www.linkedin.com/in/mackenziepatel/🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered:(0:00) Coming Up(3:13) Quitting the 9-5 job (6:11) Do you make enough money(10:20) Hash Basis overview(7:19) Checklist to start(13:12) Crypto tax or accounting first?(15:35) Finding your first client(17:09) Get 2 months for free with Request Finance(19:17) Finding your ideal clients(23:10) Sales call(25:38) Red flags on sales call(27:02) Client onboarding process(29:44) Pricing mistakes(32:48) What makes a client complex?(35:39) Learnings from external audits(36:54) Practice management tools(39:43) Other tools(40:29) Choosing a subledger(43:50) Recharge subledger expense to clients(44:44) Cost for minimum viable tech stack(46:36) Using AI/Automation(49:15) Hiring contractors remotely(52:05) Training the team(53:46) New DeFi challenges(57:24) Mackenzie’s advice(58:16) Reach out to Mackenzie

January 16, 2026Episode 10249 min

#102: Navigating Web3 Treasury with Rohit Goel from Protocol Labs

Treasury management is one of the most foundational, and least standardized functions in web3.As organizations operate across fiat, stablecoins, and native tokens, treasury teams are no longer just tracking balances. They’re responsible for protecting liquidity, managing financial risk, designing governance and internal controls, and ensuring the organization can operate and survive long-term.Rohit Goel, Treasurer at Protocol Labs, the creators of Filecoin and IPFS, joins us to share practical frameworks and hard-earned lessons on web3 treasury management.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - ⁠⁠https://www.theaccountantquits.com/courses⁠⁠ 🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting ⁠⁠https://www.theaccountantquits.com/free-class⁠⁠ 🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto ⁠⁠https://www.theaccountantquits.com/crypto-accounting-academy⁠⁠ 💎 Join the next cohort of the Crypto Treasury Management Academy and learn how to optimize, allocate and protect your organization's treasury ⁠⁠https://www.theaccountantquits.com/crypto-treasury-management-academy⁠⁠ 💰Simplify crypto AR, AP & accounting using Request Finance & get 2 months for free - ⁠⁠⁠https://www.request.finance/partners/theaccountantquits⁠⁠✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/the-accountant-quits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Rohit Goel: https://www.linkedin.com/in/rohitgoelcfa/🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered:(0:00) Coming Up(3:33) Rohit’s web3 journey(5:12) Treasurer role explained(11:14) Web2 vs web3 treasury(14:04) Building a strong web3 treasury(18:25) Financing options in web3(19:39) Get 2 months for free with Request Finance(21:27) Endowment portfolio approach(24:19) Building diversified crypto treasuries(28:48) Outsourcing using derivatives to investment managers(31:33) Onchain treasury monitoring(34:13) Counterparty risk management(38:05) Web3 treasury governance(42:02) Building real-time crypto dashboards(43:55) Tools for managing cash flow(44:52) Skills for Web3 finance(48:48) Reach out to Rohit

December 11, 2025Episode 10144 min

#101: Web3 Fundraising with Max Torres (SAFE, SAFT)

Fundraising in web3 isn’t just web2 with a token attached.On Episode 101, we break down what actually changes when you introduce tokens, interoperability, decentralization, and community ownership into the funding model.I’m joined by Max Torres, Managing Partner at Taco3 Ventures and former Head of Finance at 0x Labs, where he helped raise $85M across Series A & B.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - ⁠https://www.theaccountantquits.com/courses⁠ 🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting ⁠https://www.theaccountantquits.com/free-class⁠ 🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto ⁠https://www.theaccountantquits.com/crypto-accounting-academy⁠ 💎 Join the next cohort of the Crypto Treasury Management Academy and learn how to optimize, allocate and protect your organization's treasury ⁠https://www.theaccountantquits.com/crypto-treasury-management-academy⁠ 💰Simplify crypto AR, AP & accounting using Request Finance & get 2 months for free - ⁠⁠https://www.request.finance/partners/theaccountantquits⁠✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/the-accountant-quits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Max Torres: ⁠https://www.linkedin.com/in/maxaotorres/🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered(0:00) Coming Up(2:27) Max’s web3 background(7:03) Fundraising in web2 v/s web3(9:06) SAFE & SAFT(11:11) Pro-rata rights of token supply(14:01) Fundraising Preparation(17:50) Get 2 months for free with Request Finance(19:29) Understanding Tokenomics(23:01) Fundraising process for founders(26:46) Fundraising data platforms(28:05) Closing the deal(31:04) Launchpads as fundraising tools(34:14) Future of web3 fundraising(37:11) Taco3 Ventures services(39:08) CFO role in web3(41:25) CFO skills for web3(44:27) Reach out to Max

November 20, 2025Episode 10045 min

#100: Operational Security for Onchain Treasuries with Safe (prev. Gnosis Safe)

Operational security is becoming the biggest priority in crypto, here’s how top teams protect their onchain treasuries.Safe is the gold standard for smart contract wallets, securing over $60billion for organizations like the Ethereum Foundation, Optimism, Polygon, Chainlink, Morpho, and ENS.In this episode, with Shebin John, Research Engineer at Safe Research, we explore how they’re building the next generation of treasury security, bringing approvals, spending limits, and segregation of duties directly into smart contract wallets.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - https://www.theaccountantquits.com/courses 🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting https://www.theaccountantquits.com/free-class 🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto https://www.theaccountantquits.com/crypto-accounting-academy 💎 Join the next cohort of the Crypto Treasury Management Academy and learn how to optimize, allocate and protect your organization's treasury https://www.theaccountantquits.com/crypto-treasury-management-academy 💰Simplify crypto AR, AP & accounting using Request Finance & get 2 months for free - ⁠https://www.request.finance/partners/theaccountantquits✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/the-accountant-quits⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Shebin John: https://www.linkedin.com/in/shebinjohn/🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered(0:00) Coming Up(2:42) Thank you for Episode 100(3:41) Onchain treasury security challenges(5:50) Safe Modules and Guards(9:32) How Guards Work(10:59) New feature with Spaces (13:43) Delegate call overview(16:11) Guardrail protection explained(18:28) Get 2 months for free with Request Finance(20:08) Fiducia & co-signers(24:58) Policy Engines(30:55) Implementing Policy Engine(32:51) Zodiac’s Role Modifier(34:52) Safe Research’s vision(38:01) Other Safe projects(39:42) Adoption hurdles(41:25) Implementation barriers for finance teams(42:59) Concluding thoughts(45:35) Reach out to Shebin

October 22, 2025Episode 9949 min

#99: Institutional Crypto Trading & Yield with Bo Zhang from Function

Why are so many Web3 projects with massive treasuries not doing active treasury management?That’s the question we explore in this episode with Bo Zhang, COO at Function: a project building the rails that allow Bitcoin to actually function: liquid, composable, and yield-generating.Together with Bo, we dive deep into the intersection of institutional trading & token management, treasury management, and working with market makers.Bo is also one of the instructors of our upcoming course: the Crypto Treasury Management Academy launching October 29th, designed to help web3 finance professionals learn how to optimize, allocate, and protect their organization’s crypto treasury.✅ OUR RESOURCES🌐 Join a global community of web3 accounting & finance professionals - ⁠⁠⁠⁠⁠⁠https://app.theaccountantquits.com/ ⁠⁠⁠⁠⁠⁠🤓 Join the FREE Crypto Accounting Class & learn how to start working in web3 accounting ⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/free-class⁠⁠⁠⁠⁠⁠⁠⁠ 🙌 Join the next cohort of the Crypto Accounting Academy and learn how to manage a business using crypto ⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/crypto-accounting-academy⁠⁠⁠⁠⁠⁠⁠⁠ ✊ Follow The Accountant Quits on Socials👉 LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/school/the-accountant-quits⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Twitter(X): ⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/accountantquits⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theaccountantquits⁠⁠⁠⁠⁠⁠⁠⁠ 🎙️ Follow Episode Guest Bo Zhang: https://www.linkedin.com/in/bozhang7940/🎧 WebsiteFor show notes and past guests, please visit ⁠⁠⁠⁠⁠⁠⁠⁠https://www.theaccountantquits.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠ Topics covered(0:00) Coming Up(2:44) Background in web3(6:02) Stress testing DeFi protocols(11:25) Treasury management for web3 projects(14:41) Active treasury management (17:36) Get 2 months for free with Request Finance(19:16) Working with market makers(22:54) Crypto hedging basics(26:27) Outsourcing crypto hedging(28:19) Do web3 organizations use derivatives(29:24) Evolution of Bitcoin DeFi(35:56) About Function & FBTC(37:30) Lessons from Ren Protocol(42:14) Function’s vision & RWAs(45:32) Guiding principles for web3 treasuries(48:36) Reach out to Bo Zhang