Prepared as a single source of truth for the Platinum membership and the wider product ladder. Everything in this document is framed as education and process, consistent with Language Guide V2. Collective Shift teaches members how to think, how to build their own strategy, and how to operate safely. It does not give personal financial advice, buy or sell signals, or any promise of returns. Structure and tax topics are always covered as education and coordinated with the member's own licensed specialist.
1. What Platinum is
Platinum is the core, done-with-you Collective Shift membership, delivered across a full twelve months. It pairs the complete Collective Shift Operating System with live coaching, research, community and hands-on setup support, so a member moves from wherever they are today to running a deliberate, repeatable digital asset strategy of their own.
The membership is built around three promises. A member follows a clear, sequenced path from day one rather than guessing what to do next. A member is supported every week, with accountability and a place to get unstuck. And a member finishes the year able to run the system independently, with the discipline to protect what they have built.
Platinum sits in the middle of a three-tier ladder. Accelerator is the focused ninety-day version of Platinum for members who want a faster sprint. Black is the highest-touch, done-for-you digital asset wealth partnership for eight-figure net worth investors and business owners. The table below summarises the ladder; the detail for each tier follows in section 6.
| Tier | Positioning | Best fit | Price | Support |
| Accelerator | A focused 90-day sprint | Roughly US$100k to US$250k put to work | From US$6,500 | 48-hour support SLA |
| Platinum | Done with you, across the full year | Roughly US$250k to US$1M put to work | US$15,000 / year | 24-hour priority support SLA |
| Black | A done-for-you digital asset wealth partnership | Eight-figure net worth investors and business owners, roughly US$10M+ | US$36,000 / year | Concierge-level support |
2. How we invest: the method behind the membership
Everything Platinum delivers rests on a single, teachable method. Members learn a way of investing, not a list of tips. The method runs in three stages: Position, Multiply, Protect.
Position. We teach how members get set up the right way and how early-stage, native-market access works, the entries that rarely reach a public exchange. Position is about being in the right place, in the right structure, before the opportunity is obvious to everyone else.
Multiply. We teach how capital can be put to work through yield and staking on vetted platforms, so assets a member already holds can generate income within their own risk tolerance. Multiply is about making existing holdings work harder rather than sitting idle.
Protect. We teach how to take profits out and keep them, through profit-taking, structure and exit planning, rather than handing an avoidable share to tax. Protect is usually the emotional turning point of the journey, because it is the part most people skip and the part that decides whether gains are actually kept.
Underneath those three stages sit the core investment principles that Collective Shift teaches every member:
- Risk-to-reward, in both directions. Members weigh the downside as deliberately as the upside before any position is considered. "High risk" is never just "high reward".
- Frameworks over signals. We do not give buy-or-sell calls. We teach members to build their own thesis and decide with clear, written triggers rather than reacting to noise.
- Allocation by investor type. Wealth Generation, Wealth Protection and Income Creation each call for a different allocation posture. One size does not fit all.
- Signal versus noise. We teach which on-chain measures are worth tracking, such as NUPL, MVRV and the 200-week moving average, and how to filter out influencer noise.
- Technical analysis as a tool, not a strategy. Roughly 95 percent of day traders lose money. We teach technical analysis for timing context only, never as a standalone strategy.
For members who already hold digital assets, the advanced layer adds correlation analysis, drawdown budgeting, rebalancing rules and their capital gains implications, position sizing with the "sleep-at-night" test, and cycle-aware allocation.
The five-year portfolio framework
As a teaching framework, members are shown one illustrative way to structure a portfolio across a full cycle. It is a framework to calibrate to a member's own risk tolerance, tax position and time horizon, not a recommendation.
| Sleeve | Band | Role |
| Bitcoin (core) | 50 to 60 percent | The reserve sleeve. Lowest expected drawdown of the group, highest institutional bid, cold storage preferred. Capital preservation with asymmetric upside. |
| On-chain business (productive core) | 20 to 30 percent | The productive collateral layer: protocols with real, growing adoption and revenue, not just a ticker. This is the insight that sets the approach apart. |
| Sector basket (growth) | 10 to 20 percent | Diversified across infrastructure, real-world assets, DeFi blue-chips and privacy primitives. Concentrated by conviction, not sprayed across hundreds of names. |
| Stables and cash (dry powder) | 5 to 15 percent | Deployable in tranches at pre-set drawdown levels. Optionality is the antidote to fear when the market is falling. |
Illustrative framework only. Not financial, tax or legal advice. Calibrate the bands to your own risk tolerance, tax position and time horizon, and confirm any allocation with your licensed adviser.
3. The Collective Shift Operating System: the 8-step strategy
The Operating System is the spine of the Platinum experience. It is delivered as live and recorded video modules with a thirty-day intensive onboarding, and it walks a member through building their own written strategy, step by step. The eight Level 1 steps are below, each with what it is and why it matters.
Step 1. Foundations. A live two-hour Foundations session covering Ben's story, why digital assets matter, market cycles and the Collective Shift philosophy, with no jargon and nothing assumed. A member starts from a clear, shared mental model instead of piecing it together from scattered sources.
Step 2. Bitcoin Conviction. First-principles Bitcoin education that builds genuine conviction in why Bitcoin is fundamentally different from every other asset. A member can then hold through volatility with conviction rather than selling at the worst possible moment.
Step 3. Altcoins, Reframed. A reset of how a member thinks about altcoins, using fundamental analysis for digital-asset projects instead of treating them like lottery tickets. A member learns to tell a real project from a narrative, and to size accordingly.
Step 4. How We Invest. The Collective Shift investment principles and a Portfolio Allocation framework, so a member can think about risk properly and build their own thesis. The portfolio is then built on deliberate allocation and risk rules, not guesswork.
Step 5. Buy & Sell. The practical getting-started module: funding an exchange, setting up recurring buys, and navigating bank blocks, step by step. The mechanics stop being a barrier, so the plan actually gets executed.
Step 6. Send & Store (Security). Self-custody and hardware-wallet setup, with security that scales to the size of a member's portfolio. A member truly controls their wealth and removes single points of failure.
Step 7. Tax. Foundation-level digital-asset tax education covering capital gains events, the twelve-month discount, record-keeping and the right tools to brief an accountant. A member understands the tax side and how to stay compliant, so there are no surprises at June 30.
Step 8. Sell Strategy. A written, systematic exit plan covering target-based selling, dollar-cost-averaging out and trailing stops. This is the module that helps prevent round-tripping gains, so the decision to take profit is planned in advance rather than made emotionally.
The eight steps map back onto the method as follows: Foundations through How We Invest build the thinking and set up Position; Buy & Sell, Send & Store and the native-markets work sit across Position and Multiply; Tax and Sell Strategy deliver Protect.
4. Platinum deliverables and features
The full Platinum feature set is below, grouped by what a member gets and what each part is for. Every item is a real Collective Shift deliverable.
Education and strategy
| Feature | What it is |
| The Collective Shift Operating System | The full Shift OS, delivered as live and recorded video modules with a thirty-day intensive onboarding. A repeatable system a member can run for the whole cycle. |
| Weekly coaching calls | Live weekly coaching calls with the team, for accountability and a place to get unstuck every week. |
| Weekly market update | A weekly read on what is moving and what it means, so a member stays current without living on screens. |
| Ben's monthly deep dive | A monthly deep dive on the macro picture and the bigger themes, so a member understands the why behind the strategy. |
| Content and mastermind database | The full library of past sessions, masterminds and education, so a member can go as deep as they want, on their own time. |
Research and intelligence
| Feature | What it is |
| Daily Pulse and Weekly Outlook | Daily and weekly market intelligence, delivered in a usable form so the research is effectively done for the member. |
| Deep Dive asset reports | In-depth research reports on individual assets and themes. |
| Airdrop and DeFi guides | Practical guides for participating safely in native-market and on-chain opportunities. |
| Ask the analysts | Direct access to ask the analysts questions, so a member can pressure-test their thinking before acting. |
| Collective Shift portfolio access | Visibility into how the team applies its own methodology, with the thesis and research behind it, plus rebalancing reviews. A transparent reference point to learn from. |
Support and access
| Feature | What it is |
| 1-on-1 sessions with the education team | Sessions to discuss learning goals and how to get the most from the research and content, plus quarterly education check-ins. |
| Quarterly strategy calls and annual review | Quarterly one-on-one strategy calls, rebalancing and risk reviews, and an annual portfolio review. |
| Level 2 verified investor community | Access to a vetted room of genuine investors, not anonymous noise. |
| Online and in-person masterminds | Regular online masterminds plus an in-person mastermind ticket to meet the team and members face to face. |
| Dedicated client success manager | Weekly check-ins through the early phase and a single point of contact who runs the cadence. |
Setup and operations
| Feature | What it is |
| Platform setup and optimisation | Full setup and optimisation of a member's platform and tools, on the right rails from the start. |
| Exchange partner setup | Connection to exchange partners so accounts are set up correctly. |
| Tax partner integration | Connection to tax partners to get structure and record-keeping right, as education alongside a licensed specialist. |
| Native markets and yield setup | Members learn how to access native and on-chain markets, set up a self-custody wallet, and put assets to work to generate a yield, with security front of mind. |
5. The delivery journey across the year
Platinum is delivered in stages so a member is never left to work it out alone. The timeline below is the standard delivery model.
First 48 hours. Discovery and setup. A dedicated client manager is assigned. The member receives a personal welcome and a discovery call to confirm goals and starting point, completes the profile survey, receives their investor profile, and books a private one-on-one strategy session with an analyst.
First 7 days. Kickoff, profile and framework. The investor profile is mapped to the goals and risk tolerance the member described, with a walkthrough of how the framework applies to a position like theirs. The member attends a kickoff workshop on the macro view and the core principles, begins the eight-step video modules, and attends their first weekly coaching call and market update.
First 30 days. Build, optimise and switch on yield. Weekly check-ins with the dedicated client success manager, one-on-one education sessions, access to the content database, integration with tax and exchange partners, and the platform set up and optimised with yield switched on.
Days 30 to 90. Native markets and on-chain access. Access to native (on-chain) markets, the member's DeFi wallet set up and secured, and guided execution so they can operate in native markets with confidence.
Days 180 to 365. Protect: tax, profit-taking and exit. As the plan matures, focus shifts to protecting what has been built: tax structuring reviewed with tax partners, a profit-taking framework set against targets, and clear exit strategies so gains are realised with intent, not emotion.
Months 2 to 12. Ongoing strategy, education and coaching. The membership layer that runs underneath everything: quarterly one-on-one strategy calls, rebalancing and risk reviews, monthly progressive sessions and live Q&A with senior analysts, Daily Pulse and Weekly Outlook intelligence, the Level 2 verified community, and an annual mastermind ticket.
The 90-day journey at a glance
The first ninety days follow a clear arc to graduation. Month one is Foundations and the practical how-tos (Steps 1 to 8, the weekly beginner call, and a one-on-one post-foundations deep dive). Month two is the eight-step strategy process, where the member builds their own written strategy. Month three is optimise and refine, with weekly market updates and iteration of the sell plan. At day ninety there is a quarterly one-on-one graduation with strategy sign-off, after which ongoing quarterly analyst reviews continue.
6. The product ladder in detail
Accelerator: the 90-day version of Platinum
A focused ninety-day sprint that condenses the full Platinum delivery model. It suits members putting roughly US$100k to US$250k to work who want momentum quickly.
- The full Platinum delivery model, condensed into a focused 90-day sprint
- Discovery, investor profile and strategy mapping in the first weeks
- A 1-on-1 analyst portfolio review to finalise the action plan
- Collective Shift portfolio access and core research (Daily Pulse, Weekly Outlook)
- Pro member community access
- Priority support during the 90 days
Price: from US$6,500. Support: 48-hour support SLA.
Platinum: done with you, across the full year
Structured guidance over twelve months, for members putting roughly US$250k to US$1M to work. This is the core offering described in sections 1 to 5.
- Full Shift OS, delivered live and recorded, with a 30-day intensive onboarding
- Weekly coaching calls, weekly market update and Ben's monthly deep dive
- Online and in-person masterminds, plus the content and mastermind database
- 1-on-1 analyst sessions, quarterly strategy calls and an annual portfolio review
- Daily Pulse, Weekly Outlook, Deep Dive asset reports, Airdrop and DeFi guides
- Collective Shift portfolio access, rebalancing reviews and ask the analysts
- Native markets and yield setup, with tax and exchange partner integration
- Level 2 verified investor community access
Price: US$15,000 per year. Support: 24-hour priority support SLA.
Black: the done-for-you digital asset wealth partnership
Black is not a research subscription. It is a digital asset wealth partnership for eight-figure net worth investors and business owners, the kind of operator who has built real wealth and now wants their digital asset position run at the same standard as the rest of their portfolio. Membership is by invitation only and hand-selected by Ben. These members do not want another curriculum to work through. They want their portfolio grown, and they want the work done for them.
So Black is built around how we invest, not what a member needs to learn. The Position, Multiply and Protect method runs through everything, applied directly to the member's own holdings rather than taught as theory. The team does as much of the work as possible. The member stays in control and executes the decisions, while the strategy, research, structuring guidance and ongoing management are carried by Collective Shift on their behalf.
The partnership is delivered through the following access:
- A 1-on-1 onboarding strategy session with Ben to set the direction, run personally rather than in a group
- Direct message access to Ben himself for the conversations that matter
- Monthly 1-on-1 calls with a dedicated analyst who knows the member's portfolio, for review and forward planning
- A dedicated client success manager as the single point of contact who keeps everything moving
- The Private Inner Circle, a closed community of eight-figure investors for genuine networking, deal flow and the sharing of what is working
- A Quarterly Virtual Boardroom, a closed-door strategic session on the macro picture, positioning and what comes next
- Two in-person Masterminds each year with networking, held in Melbourne in June and Sydney in November
- The Collective Shift Operating System delivered 1-on-1 and built around the member's portfolio, integrated into the monthly coaching rather than handed over as a course
- A personal 30, 60, and 90-day onboarding plan, the same proven structure used across the membership but delivered one-on-one
- Full research and Collective Shift Portfolio access, with the thesis and reasoning behind every position
- Priority, concierge-level response across the partnership
Structuring, tax and estate topics are covered as education and coordinated with the member's own licensed advisers. As across the rest of the product ladder, Collective Shift provides education, research and strategic guidance, and does not provide personal financial advice.
Price: US$36,000 per year. Members who pay annually upfront receive fourteen months of partnership for the price of twelve. Support: concierge-level.
7. How a member is matched to a tier
Members are prescribed a single tier rather than shown a menu. The match is based on the larger of the member's current digital-asset portfolio size and the capital they intend to put to work over the next twelve months.
- Accelerator for roughly US$100k to US$250k.
- Platinum for roughly US$250k to US$1M.
- Black for eight-figure net worth investors and business owners, roughly US$10M-plus, by invitation only.
Where a member's stated twelve-month target points to a larger figure, the recommendation moves up a tier rather than down. Black is reserved for eight-figure net worth investors and business owners and is offered by invitation only, hand-selected by Ben.
8. Compliance framing
This document, and every member-facing deliverable it describes, is general education about how Collective Shift teaches members to think about investing. It is not personal financial advice and not a recommendation to buy or sell any specific asset. Allocation examples and the five-year framework are illustrative. Yield figures are illustrative, carry risk and are never guaranteed. Any past-research example is shown with a past-performance disclaimer and is not a guide to future results. Structure and tax topics are always confirmed with a registered tax agent or licensed specialist. The satisfaction guarantee, where offered, applies to the cost of the subscription fee and does not extend to any investment outcomes.
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