The Coin Workbook

Do it once, with the steps written down

Do it once, with the steps written down

Each walkthrough is one task, broken into steps you can follow without guessing what the writer meant. Where a step cannot be undone, it says so before you take it.

  1. 01
    exchange

    Closing an Exchange Account Without Leaving Dust Behind

    Six steps to leave a venue properly, including the small balances that cannot be withdrawn economically.

    October 22, 2026 · 2 min to read, longer to do
  2. 02
    custody

    Writing a Handover Note So Someone Else Can Find the Funds

    Nine lines that let another person recover a position without you. The document that most holders never write.

    October 17, 2026 · 2 min to read, longer to do
  3. 03
    licensing

    Preparing the Documents an Exchange Will Ask For

    A checklist to assemble before opening an account, so verification is one sitting rather than five rounds.

    October 12, 2026 · 2 min to read, longer to do
  4. 04
    custody

    Auditing Which Apps Still Have Access to Your Accounts

    Permissions granted once stay granted. A quarterly review takes ten minutes and closes doors nobody remembers opening.

    October 8, 2026 · 2 min to read, longer to do
  5. 05
    acquiring

    Receiving Your First Payment From a Client, End to End

    Seven steps from agreeing the invoice to money in the bank, with the two conversations that have to happen first.

    October 2, 2026 · 2 min to read, longer to do
  6. 06
    custody

    Doing a Practice Recovery Before You Need a Real One

    A rehearsal that takes thirty minutes and converts a backup from an assumption into a verified fact.

    September 26, 2026 · 2 min to read, longer to do
  7. 07
    corporate wallet

    Labelling Addresses So Your Records Make Sense Later

    A five minute convention that turns an unreadable transaction history into something you can reconcile in a year.

    September 22, 2026 · 2 min to read, longer to do
  8. 08
    offramp

    Converting a Payment to Fiat the Same Day It Arrives

    Six steps from an incoming crypto payment to money in a bank account, and where the delays actually sit.

    September 17, 2026 · 2 min to read, longer to do
  9. 09
    exchange

    Setting Up Two-Factor Authentication That Survives a Lost Phone

    Most people set up two-factor in a way that locks them out when the phone breaks. Six steps that do not.

    September 13, 2026 · 2 min to read, longer to do
  10. 10
    swap

    Replacing a Stuck Transaction Instead of Waiting

    A transaction sitting unconfirmed can often be replaced or accelerated. Four steps, and the cases where neither works.

    September 8, 2026 · 2 min to read, longer to do
  11. 11
    custody

    Splitting a Recovery Phrase Across Two Locations Safely

    Naive splitting makes a phrase easier to break, not harder. Three approaches that work and one that does not.

    September 3, 2026 · 2 min to read, longer to do
  12. 12
    acquiring

    Reading a Block Explorer to Confirm a Payment Arrived

    Five fields on an explorer page tell you whether a payment is done, pending or never going to arrive.

    August 28, 2026 · 2 min to read, longer to do
  13. 13
    custody

    Turning On Withdrawal Allowlists and What They Block

    An allowlist restricts withdrawals to addresses you approved in advance. Five steps to set one up and what it does not cover.

    August 23, 2026 · 2 min to read, longer to do
  14. 14
    custody

    Verifying a Wallet Download Signature in Four Steps

    How to check that the wallet software you downloaded is the software the developers published.

    August 18, 2026 · 2 min to read, longer to do
  15. 15
    corporate wallet

    Exporting a Full Transaction History for Your Accountant

    Five steps to produce a record that an accountant can work from, and the four fields that must be in it.

    August 13, 2026 · 2 min to read, longer to do
  16. 16
    custody

    Recovering a Wallet on a New Device, Correctly

    Six steps to restore access, and the three mistakes that turn a recovery into a loss.

    August 8, 2026 · 2 min to read, longer to do
  17. 17
    custody

    Checking an Address Before You Press Send

    Four checks, thirty seconds, and the end of the single most expensive mistake in crypto.

    August 3, 2026 · 2 min to read, longer to do
  18. 18
    offramp

    Moving Funds Off an Exchange, Step by Step

    Seven steps from an exchange balance to a wallet you control, with the two irreversible moments marked.

    July 29, 2026 · 2 min to read, longer to do
  19. 19
    custody

    Setting Up a Hardware Wallet Without Losing the Recovery Phrase

    The device is the easy part. These eight steps are about the twenty four words, which is where people actually lose money.

    July 24, 2026 · 2 min to read, longer to do
  20. 20
    offramp

    Sending a Test Transaction Before the Real One

    Six steps that cost one network fee and remove the most expensive mistake available in this subject.

    July 18, 2026 · 2 min to read, longer to do