AllABCDEFGHIJKLMNOPQRSTUVWXYZ A Accredited Investor An individual or entity meeting specific financial thresholds established by securities regulators, qualifying them to… Learn More → Accumulation Phase A market cycle stage characterized by institutional and sophisticated investors quietly building positions following a… Learn More → Airdrop A token distribution mechanism where cryptocurrency projects deliver tokens directly to wallet addresses, typically for… Learn More → Algorithm A defined set of computational rules and procedures designed to solve specific problems or execute… Learn More → All-Time-High (ATH) The highest price level a cryptocurrency has ever reached throughout its trading history. ATH serves… Learn More → All-Time-Low (ATL) The lowest price a cryptocurrency has recorded since inception. ATL metrics provide context for drawdown… Learn More → Allocated Gold A form of precious metal ownership where specific, identified gold bars or coins are held… Learn More → Alpha A measure of investment performance relative to a benchmark index, representing returns attributable to active… Learn More → Alternative Assets Non-traditional investments falling outside standard asset classes of stocks, bonds, and cash, including private equity,… Learn More → Alternative Investments Asset classes outside traditional stocks, bonds, and cash equivalents, including private equity, hedge funds, real… Learn More → Explore 13 More Docs B Backtest The process of evaluating a trading strategy or investment model by applying it to historical… Learn More → Basis Point A unit of measurement equal to one hundredth of one percentage point (0.01%), commonly used… Learn More → Bear Market An extended period of declining asset prices, typically defined as a drop of 20% or… Learn More → Behavioral Finance A field of study combining psychology and economics to explain why people make irrational financial… Learn More → Benchmark A standard reference point against which investment performance is measured and compared. Common cryptocurrency benchmarks… Learn More → Benchmarking The process of comparing business processes and performance metrics to industry bests or best practices… Learn More → Beneficiary Planning The strategic process of preparing heirs and designating how assets will be distributed from trusts,… Learn More → Bitcoin Dominance The ratio of Bitcoin's market capitalization to the total cryptocurrency market capitalization, expressed as a… Learn More → Bitcoin ETF An exchange-traded fund that provides exposure to Bitcoin through traditional brokerage accounts without requiring direct… Learn More → Bitcoin Halving A programmed event occurring approximately every four years that reduces the Bitcoin block reward by… Learn More → Explore 6 More Docs C Capital Gains Profits realized from selling an asset at a higher price than its purchase cost. Cryptocurrency… Learn More → Capital Preservation A conservative investment strategy where the primary goal is to prevent the loss of initial… Learn More → Cash Flow Management The process of tracking, analyzing, and optimizing the net amount of cash receipts minus cash… Learn More → Central Bank Digital Currency (CBDC) A digital form of fiat currency issued directly by a nation's central bank, representing a… Learn More → Centralized Exchange (CEX) A cryptocurrency trading platform operated by a company that maintains custody of user assets and… Learn More → CFA Charterholder An investment professional who has earned the Chartered Financial Analyst designation, widely considered the gold… Learn More → Charitable Giving The voluntary donation of money, assets, or time to non-profit organizations supporting causes such as… Learn More → Chief Financial Officer (CFO) The senior executive in a family office tasked with managing the family's financial actions, including… Learn More → Chief Investment Officer (CIO) The executive within a family office responsible for the overarching investment strategy and performance of… Learn More → Circulating Supply The total quantity of a cryptocurrency's tokens currently available for trading in the public market,… Learn More → Explore 27 More Docs D Decentralization The distribution of authority, control, and operations across multiple independent participants rather than concentration in… Learn More → Decentralized Application (DApp) Software applications that operate on decentralized blockchain networks using smart contracts, functioning without central servers… Learn More → Decentralized Autonomous Organization (DAO) An organization governed by rules encoded in smart contracts, with decisions made through token-holder voting… Learn More → Decentralized Exchange (DEX) A cryptocurrency trading platform operating through smart contracts without centralized custody of user funds or… Learn More → Decentralized Finance (DeFi) A category of financial applications built on blockchain networks that provide services including lending, borrowing,… Learn More → Derivative A financial instrument whose value is derived from the performance of an underlying asset, index,… Learn More → Digital Asset A broad category encompassing any asset that exists in digital form with distinct ownership rights,… Learn More → Digital Transformation The integration of digital technology into all areas of a business, fundamentally changing how it… Learn More → Direct Investing A family office taking an equity stake directly in a private company or real estate… Learn More → Discretionary Mandate An agreement that gives an investment manager the authority to make buy and sell decisions… Learn More → Explore 7 More Docs E Economic Diversification The strategy of shifting an economy or a portfolio away from a single income source… Learn More → Economic Indicators Statistical metrics used by economists and investors to analyze current economic conditions and forecast future… Learn More → Economic Moat A competitive advantage that a company has over its competitors, allowing it to protect its… Learn More → Economic Outlook A forecast of the future direction of an economy, typically focusing on indicators like GDP… Learn More → Economic Substance Regulations Laws introduced in low-tax jurisdictions requiring companies to demonstrate that they conduct actual, value-generating activities… Learn More → Encryption The process of converting readable data into coded form that can only be accessed with… Learn More → Enterprise Blockchain Blockchain implementations designed for business applications, often featuring permissioned access, privacy controls, and integration with… Learn More → Enterprise Lifecycle Management (ELM) A holistic approach to managing the entire lifespan of a family office's business processes, software,… Learn More → Escrow An arrangement where assets are held by a neutral third party until specified conditions are… Learn More → ESG (Environmental, Social, and Governance) A set of criteria used to screen investments based on corporate policies and to encourage… Learn More → Explore 7 More Docs Loard More