Adam Blumberg, CFP ®

In 2017, my business partner Ron Dixon talked me into buying crypto for the first time. In the past 6 years, we have: - built a crypto education business dedicated to financial professionals - built a crypto YT channel with 11k+ subscribers - and much more! This is my story of building Interaxis, how we are helping financial advisors, and why you should listen to us 🧵 After buying some early cryptos like Ethereum and Litecoin in 2017, I went down the crypto rabbit hole. I learned: - What are the inefficiencies in our current financial system? - Why is blockchain a better system than the current financial system? - Why and how did blockchain work? As I learned about it, I thought it was a revolutionary piece of tech with use cases in healthcare, financial management etc. By 2019, I was getting invited to speak to major crypto conferences, and that’s when it dawned on us. What if we started a dedicated community for financial advisors in crypto? We saw that there were crypto education platforms, but none of them were explaining it from the perspective of financial professionals. So we started the Interaxis YouTube channel in 2019, and started educating financial advisors on the idea of blockchain. And in 2020, I started Interaxis with my friend and business partner Ron Dixon. People loved the idea that I was explaining blockchain concepts from the perspective of a financial advisor, and that I wasn’t shilling any tokens to them. The aim was to genuinely educate financial advisors about crypto, and help them add crypto to their practice. Gradually, we developed the Certified Digital Asset Advisor (CDAA) course, which is a specialized course for financial advisors looking to add crypto to their practice. Why should you listen to us? 1. Since 2019, we have: - Garnered 300,000+ views and 11,000+ subscribers on the Interaxis YouTube channel. - Built the Weekly Axis, a dedicated newsletter for financial professionals interested in crypto. - Trained 2k+ financial advisors in crypto with our courses and certifications. 2. Committment to genuine education. Instead of talking about price action and 1000x shitcoins, we are committed to delivering quality education for financial advisors. In our history of 3 years, we have never promoted a token to our audiences, nor asked them to invest in anything. Our aim is to deliver quality crypto education tailored to helping your clients. 3. We are financial advisors. Before Interaxis, Ron and I ran our own financial practice called Chart Wealth Management. There are countless crypto education platforms, but hardly any platforms that talk about crypto for financial advisors. We cater to this specialized market! Since we have worked for years in this space: - We know what questions your clients will ask in the process. - We know what you are going through. - We know the exact steps you need to take to navigate this space. If you are a financial advisor interested in crypto, Interaxis is the place to be!

@TR401 Just registered. Looks amazing. Always learning

Turnqey Institute helps fiduciaries build real competence in crypto. It combines structured education and adviser focused tools so firms can evaluate and advise on crypto with confidence. It’s free for all to use. Sign up here: turnqeyinstitute.com/signup

Tomorrow I'm publishing a piece with the @TACoalition It is not the version of the tokenization story you're used to reading. The industry keeps citing the $140 trillion RIA market as the prize. Almost nobody is actually building for it. More tomorrow.

@Vault__Summit @AlexKrasnow @Aon_plc Looking forward to this. Will see you there

Actionable analytic insight and globally integrated risk capital expertise, applied to decisions that protect and grow businesses across 120 countries. @AlexKrasnow, DeFi Lead at @Aon_plc, will take the stage at Vault Summit NYC. June 5, New York · nyc.vaultsummit.xyz

@TR401 I remember when the world lost its collective mind when he first broke out the moonwalk youtu.be/tSi6Dn1H36Y?si…

Smooth criminal video > Thriller

@TR401 @CremeDeLaCrypto @itsjawknee___ @TACoalition Considering you and I are both still beating our heads against the wall trying to promote this...I think the latter

@Interaxis8 @CremeDeLaCrypto @itsjawknee___ @TACoalition Great minds think alike or fools rarely differ? lol

There’s a core structural problem hidden behind all the RWA and tokenization headlines. Blockchains (whether permissions or permissionless) record transactions. Wealth management systems record ownership, performance, tax treatment, suitability, and fiduciary accountability. These two functions are fundamentally distinct. While a blockchain records that a wallet transferred tokenized treasury exposure from one address to another, it inherently lacks visibility into the critical data layers required by the wealth management ecosystem: -Beneficial Ownership: Identifying which underlying client actually owns the asset. -Tax & Cost Basis: Tracking client cost basis and specific tax lots. -Portfolio Metrics: Calculating household level exposure, performance attribution, and realized or unrealized gains. -Compliance & Operations: Managing billing information, suitability constraints, compliance restrictions, and fiduciary supervision records. From a CFA and CFP perspective, wealth management is fundamentally a business built on trust and meticulous recordkeeping. Institutional adoption does not occur simply because an asset becomes tokenized; it occurs when reconciliation, reporting, accounting, compliance, supervision, and auditability all work seamlessly.

This is such crap! First, I love @joechalom, so no shade here. We talked to the @Sharplink team last year about doing this. However, since we're an RIA, it wouldn't be a fund. We would be managing their assets like any other client of ours. That means they retain custody. We create an Investment Policy Statement. We manage onchain in protocols that have the risk and return characteristics that match the goals, needs, and IPS. We wouldn't charge fund fees, but only our AUM fee. We have a regulatory obligation to provide reporting, and to keep assets safe. And we can then show the RIA and larger financial advisor community how they can go about allocating to DeFi. We can work with the DeFi protocols to make their risk, reporting, onboarding, etc. more RIA-friendly. But...instead...how about we take one large publicly traded company that purports to "support" the Ethereum and DeFi world, and use $100 million of their assets to create a blackbox fund with another large publicly traded company that is more focused on bitcoin mining and AI data centers at this point. Really changing finance there. Tearing down those silos.

@TR401 @CremeDeLaCrypto Working on a whole article on this to be released next week. Nice timing. @itsjawknee___ @TACoalition

For fiduciaries this is the critical missing link from @CremeDeLaCrypto’s great piece “Pipelines To The Heart”. This is the only way to get the $140T of investment adviser AUM “tokenized” as my friend @Interaxis8 knows as well. What’s missing in this slide? Performance reporting.

@PaulFrambot @NYSE See you there

Morpho’s Vault Summit NYC will be held in @NYSE DeFi is coming for TradFi.

@mirio26s In 1985 I spent most of the summer in the hospital following major stomach surgery. Hakeem found out and came to visit me in the hospital. I got to watch all his time at UH and with the Rockets. Best center ever. Hands down.

i’m so jealous of older rockets fans lol

@TR401 "AI can't replace me" x.com/milesdeutscher…

Wild to me that some advisers are choosing to ignore what’s happening here.

@laurashin Congrats. The first crypto podcasts I listened to that helped me learn the technology and the industry. You have been a monster positive influence on the space, Laura. Thank you.

It’s my 11-year anniversary of covering crypto! 🎉 Thank you all for the most joyous ride and most fun I’ve had professionally 😘😘😘

@mdudas @coinbase @circle unfortunately, I think that company will be called JPMorgan or Goldman Sachs.

The real reason founders plan before a liquidity event isn't taxes. It's control. There's a story making the rounds (thank you @itsjawknee___ and @OnchainEstate) — a founder who did the planning well ahead of his liquidity event and saved over $100 million in taxes. The number gets the headlines. But the number is downstream of the real point. The real point is control. Taxes are the visible scoreboard. What the planning actually buys you is control over your own money — across four dimensions that founders consistently underestimate until it's too late to fix them. Timing. When can you sell? When can you spend? When does the unlock hit, and what do you do the day after? Without planning, those answers are dictated by the structure of the deal and the calendar of the IRS. With planning, you get to choose. Structure. Are your assets in an LLC, a trust, a self-custody wallet, qualified custody, or some combination? Each one has different implications for asset protection, tax treatment, and your ability to actually use the money. Founders who decide this after the liquidity event are choosing from a much smaller menu than founders who decide before. Cash flow. This is the one almost everyone gets wrong. Plenty of founders defer taxes so aggressively that they end up having to ask permission to use their own money — or can't access enough cash through the year because everything is locked up until they're 59½. The point of planning isn't to minimize the tax bill at all costs. The point is to align your structure with your actual life: family, charitable goals, what you want to be able to do in year three, year five, year ten. Who decides. Every structure you set up shifts decision-making power somewhere. To you, to a trustee, to a custodian, to a counterparty. Done well, planning concentrates the decisions you care about in your hands and outsources the ones you don't. Done poorly, it does the opposite. This applies to every kind of liquidity event — a TGE, going public, an acquisition, a vesting unlock on a token you've already launched. The event is the trigger. The planning isn't about the event itself; it's about preserving optionality through it. The $100M tax savings make the headline. But what those founders actually bought, with the work they did beforehand, is the right to make their own decisions about their own money for the next thirty years. That's the real win. @Protocol_Wealth

Back in Denver after Consensus. Morning walk, clear head. The Anthropic situation this week — their board saying it must approve share transfers, potentially invalidating SPVs trading pre-IPO shares — is a perfect example of something I talk to clients about constantly. More investment opportunities exist today than ever. Crypto, tokenized assets, private credit, pre-IPO shares in AI companies. Everyone wants in. But opportunity without structure is just risk. Who are the counterparties? Is that tokenized asset actually backed by what it claims? If a platform gets exploited, what happens to your position? If a private credit offering promises 12%, can the borrowers actually pay? If something happens to you, can your family access your onchain assets? These aren't hypothetical questions. They're the ones that separate people who build lasting wealth from people who get caught in the next blowup. Do your due diligence. Understand the structure. Or work with someone whose job it is to do that for you. @Protocol_Wealth

@TR401 @wsculley Theme of over half my conversations this week at Consensus The crypto industry is not operationally ready for the $140 trillion RIA market. Huge miss so far

@wsculley We’ve been saying this for how long, @Interaxis8?

Coinbase and Robinhood both reported crypto revenue down over 40% last quarter. Immediate reaction is this is a crypto problem. But the more interesting question is why the platforms best positioned to help crypto holders put their assets to work are structurally motivated not to. Trading fees and stablecoin float are still the business. Long-term yield for holders competes with both. The strategies that actually generate wealth - ones multi-strategy funds have run for decades - are starting to move onchain. The platform that makes them accessible to anyone holding crypto, without a $5M minimum or a Morgan Stanley relationship, hasn't been built yet at scale.

Back where it started—sitting on the sand in Miami Beach after a packed few days at @consensus2026. Shout to my friends at Qapture Investments for the new hat @DanielJ_Pye And thank you for planning Tira Grey Mairin Lane Kim Klemballa Great event, and big thanks to CoinDesk and everyone who made it happen. A few takeaways from Wealth Management Day: • The conversation is shifting from theoretical regulation to what’s already passed and actionable today • Financial advisors and RIAs are getting clearer frameworks for how to actually operate in crypto • The gap between traditional wealth management and digital assets continues to close We also spent time looking ahead: • AI in financial services isn’t a question of if anymore—it’s about how and how fast • The real opportunity is figuring out how advisors can use it to enhance (not replace) advice and client relationships Beyond the panels, the best part—as always—was the people: • Connecting with CPA partners and investor partners • Catching up with friends I’ve made over the years • Meeting new folks who are building where TradFi and crypto intersect Appreciate everyone who came out, especially those who joined the wealth management sessions. And yes… we’ll do it again next year in Miami.

@azeemk If I didn't know you I would have spoken Spanish to you

My biggest takeaway from Consensus in Miami this year is that I have to stop wearing soccer jerseys if I'm not willing to learn Spanish.

@TR401 @consensus2026 Left the room at 7:30 yesterday morning. Got back at 9:30 last night. Walked 8.2 miles around Miami Beach for 7 different meetings, as well as moderating a fireside chat. #notrealwork

@Interaxis8 @consensus2026 You working hard or hardly working down there?!

Morning sunlight in Miami Beach. Not a bad way to start Day 2 of @consensus2026. Today is Wealth Management Day — a full day focused on financial advisors getting into digital assets. Regulation, portfolio allocation, risk assessment, client conversations, estate planning. The practical stuff that actually matters when you're advising clients on crypto. Yesterday was a great start. Spent the day at Institutional Day. Got to interview @robkrugman from @Broadridge on the main stage about tokenization — hearing a company that processes trillions in transactions talk about tokenization as a near-term priority, not a future possibility, is something worth paying attention to. Also had some great conversations around vaults and spent time with the teams at @Paxos and @FordefiHQ. Thank you both. Ready for Day 2. If you're an advisor trying to figure out how digital assets fit into your practice, this is the day. @Protocol_Wealth