Introduction
We observed that as institutional investors set up their digital assets operations, their knowledge of operational setups from traditional finance did not easily apply to digital assets. The abundance of new solutions in digital assets make vendor discovery and vendor connectivity (i.e., ensuring that all vendors work together smoothly) challenging.
This guide is meant to be most helpful to COOs, CISOs, CROs and CCOs in navigating technology selection to establish a digital assets operation. It outlines the institutional digital asset ecosystem, the digital asset trade lifecycle and best practices in setting up technology stacks.
Link to Report
Access the Institutional Onboarding Guide here.
Highlights
Best Practices of Tech Stack Setup:
- Sample Stack Setup
- An Institutional Real-World Digital Asset Lifecycle
- The Institutional Digital Asset Trade Lifecycle
Related Posts
Discover more about Circuit’s latest News and Research
How The $128m Balancer Exploit Happened
On November 3rd, 2025, an attacker weaponized Balancer’s rounding errors and complex features to manipulate token prices and steal $128 million across eight blockchains - all within two hours.
Inside the SEC’s Crypto Task Force Roundtable
No policy emerged, but the SEC’s private roundtable exposed how crypto’s core principles clash with outdated financial rules-and why new regulatory frameworks are needed.
SwissBorg/Kiln Exploit Breakdown
How $41M in SOL was stolen when a routine-looking transaction secretly reassigned staking account authority to attackers - leading to a full drain eight days later.

Built by experts who’ve made digital assets safer, and now, recoverable.
We believe asset recoverability is table stakes for the next era of digital assets.
