Marathon Money Podcast - Roll With Marathon Money and Win the Stock Market Race · Marathon Money Podcast - Roll With Marathon Money and Win the Stock Market Race

UpTrade (Australia) — A Deep Dive into Their Analyst-Driven Crypto Brokerage

·36 min·2 clips
Jeff says Uptrade pairs brokerage with analysts from crypto hedge funds who can simplify complex moves.
1. Marathon Money Podcast focuses this episode on Uptrade (Australia) and its analyst-driven crypto brokerage service. 2. Kenny hosts Jeff Zylstra, the CEO and founder of Uptrade, because Kenny says Coinbase feels expensive and he wants an alternative. 3. The episode asks whether Uptrade can bridge the gap between crypto risk and crypto knowledge with people, research, and faster support. 4. Jeff says Uptrade is a "personalized boutique cryptocurrency brokerage service" built to work like a traditional stockbroker. 5. He says clients get a free 15-minute call with a professional broker before any account setup. 6. Jeff says every broker must have at least seven years of successful trading and investing experience in crypto. 7. He says most brokers also bring traditional financial backgrounds and work with people at different levels of crypto knowledge. 8. The onboarding discussion covers individuals, companies, trusts, LLCs, and foundations across almost any country. 9. Jeff says an individual can be set up in 15 minutes if the information is correct, and entities can move just as quickly with proper documentation. 10. He says the platform uses a basic KYC process and assigns a person to walk clients through onboarding by phone. 11. Jeff demonstrates a dashboard with top losers, top gainers, and the most popular assets traded by Uptrade customers. 12. He says the platform's popularity data reflects client activity and can reveal what high-net-worth users and "whales" are buying and selling. 13. He says the current platform does not yet include charting tools, because most clients want to know the price and speak to a broker for TA. 14. Jeff says most Uptrade clients are swing traders or long-term holders rather than high-frequency traders. 15. He shows portfolio tools for net profit and loss, lifetime distribution, and total unrealized P&L. 16. He says Uptrade makes tax reporting easier by exporting trading history in a format any accountant can read. 17. Jeff walks through a trade ticket that can buy XRP, then says the system checks 20 or 30 markets including Binance, Qcoin, Kraken, and Coinbase. 18. He says the platform can swap assets directly, such as Bitcoin to Ethereum or Render to Data, which he says reduces fees and speeds execution. 19. The tone is practical and product-focused, with live screen-sharing, direct answers, and repeated emphasis on simplicity and client support. 20. Crypto investors who want guided trading and research help would probably like this episode, while high-frequency traders who want leverage might skip it.

As heard by us

A practical crypto platform pitch focused on fees, speed, and research tools.

Marathon Money turns a familiar Coinbase complaint into a cleaner pitch for something leaner: if Coinbase feels expensive, what else is built for crypto investors?

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Why you'd press play

If Coinbase fees are bugging you, this is the crypto brokerage pitch you should hear first.

Read the full recommendation in PlayNext →
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