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Jake Claver

Jake Claver

Author

Sep 7, 2026

8:02
But when people approach you, are they 30 years old? Is it a mixed bag? Like I just love like the 5,000
8:08
clients.
8:08
What does that demographic look like? Yeah, so we have 10 families we consult for.
8:11
When I originally started this, I started consulting for a few family offices.
8:14
People were nice to make some intros.
8:16
They kind of worked with us to cede the custody and get things off the ground.
8:19
And then we've broadened who we serve.
13:06
Interesting.
7:30
Speaking of, will you define them?
7:32
Yeah.
7:32
So a special purpose vehicle is a company formed where you can pool capital and then make a specific investment.
7:40
so when people think about syndicating a horse or syndicating a property right if you don't have all the money or maybe it's too much risk for you to put up all the money and you want to bring in your buddies with you this this is the formalized way to do that here in the us and there are other countries that also have um good regulation around spvs and private vehicles or pulled vehicles So we use the mastermind group that we have.
8:12
We have about 17,000 members in that group.
8:16
And we run private deals in that community, 506B, Reg D funds.
8:22
We use the platform that we acquired, which is Syndicately.

25 MINS LATER

33:16
What is your ultimate goal then?
0:43
And then we can kind of get into more specifics about the company and what you guys are doing.
0:46
Yeah.
0:47
So, you know, we have a mastermind group that we started about three years ago that a lot of this... other enterprises kind of spawned from.
0:53
And the mission there is to help a million people become financially free.
0:56
I believe that the education system that people are given doesn't really show them how money works on purpose.
1:02
They really aren't given the tools to be successful in life and in their finances.
1:07
And so that's what that group centered around.

24 MINS LATER

24:49
If you're somebody starting from zero today and you're going to try to help them navigate this and figure out how to build wealth, what do they do in this environment?
11:14
and
11:14
he was a billionaire and you would think that would be enough right but a lot of people that are in crypto They've made their wealth by taking risks.
11:24
And so it's hard to shift that paradigm from I've created wealth and now I need to be a steward away from continuing to double down and leverage yourself.
11:34
He did not do that.
11:35
He continued to leverage himself.
11:37
He took all of that Ethereum, leveraged it in Aave, borrowed USDT against it.
11:44
levered that USDT in Aave, doubled down again, and then took all of that out and put it in UST with Luna.

12 MINS LATER

23:41
okay
49:52
Hmm.
49:53
Uh, 'cause they have to implement digital currency first, and get people to adopt it, and all the stuff.
49:57
But, um, that's the reality.
49:59
And then, you know, people look at that like, oh, you know, oh, all these jobs are gonna be gone.
50:04
They will.
50:05
Uh, people are gonna have to retool, but you're gonna need a bridge for those people, just like I talked about.
50:08
If you lost your job, you need something to supplement you till you find the next thing.
52:07
[laughs]
13:14
For people that don't really understand what that means, give them a little two cents on dollar cost averaging.
13:21
So y- it's difficult to time the market, right? If you're trying to pick tops and bottoms, you're probably going to lose.
13:27
96% of traders lose money.
13:30
If you have a steady paycheck and you believe in something, whether it's a stock or crypto or anything else, you'd take, you know, a small portion of that, whatever you're willing to put in every single month or week or day, depends on your cash flow, and that's what you allocate, right? And you kind of set it and forget it, and then you're investing over a longer duration, you know, four, five, 10 years, maybe longer, depending on what type of product or account.
13:56
If you have an IRA or something like that, it's a long time for your retirement.
14:01
Um, but that's the way we suggest most of our clients participate in the market.
14:04
We're actually gonna build a...

50 MINS LATER

63:52
'Cause they have to.

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