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 Hmmm...replaces several people, but only a $200 limit? Let me go to my spreadsheet and calculate this. Give me a minute...

NGMI

Some people will read this and think borrowing against tokenized shares is degen activity. Here is where I see it from an RIA perspective. When our clients hold assets like equities or ETFs, they are highly liquid. The idea of owning these assets is that they increase in value, and one day we can choose to sell them to pay expenses, lower volatility, invest elsewhere. This means the client now holds less of the asset that hopefully appreciated, and possibly a tax liability. If we can borrow against those shares, we create new options for generating cash. Think of buying a car, funding college, or paying for your daughter's wedding. More options = more efficiency. We can find the most efficient source of cash at any moment when we have more choices.

Bring your $GLXY onchain through @SuperstateInc and tap into attractive stablecoin borrow rates on @kamino

Some people will read this and think borrowing against tokenized shares is degen activity. Here is where I see it from an RIA perspective. When our clients hold assets like equities or ETFs, they are highly liquid. The idea of owning these assets is that they increase in value, and one day we can choose to sell them to pay expenses, lower volatility, invest elsewhere. This means the client now holds less of the asset that hopefully appreciated, and possibly a tax liability. If we can borrow against those shares, we create new options for generating cash. Think of buying a car, funding college, or paying for your daughter's wedding. More options = more efficiency. We can find the most efficient source of cash at any moment when we have more choices. @SuperstateInc @galaxyhq @kamino

@plumenetwork @usetoku @WisdomTreePrime The ultimate onramp is receiving your salary onchain. This is a step beyond - receiving salary onchain, while earning. Well done, @plumenetwork @WisdomTreePrime

Payroll, tokenized. We’re rolling it out first with @usetoku and @WisdomTreePrime Eligible Plume contributors can now choose to receive a portion of their salary in shares of a regulated money market fund. Tokenization becomes true infrastructure when it integrates into familiar financial workflows. This is how real-world assets integrate with our everyday lives, starting with something as simple as getting paid.

Every endowment, pension fund, and sovereign wealth fund has one. Most crypto protocols have never heard of it. It's called an Investment Policy Statement — and it's the document that separates institutional treasuries from everyone else. An IPS is not complicated. It's a written document that defines what your treasury is for, what it can hold, how decisions get made, and what your risk tolerance is. It's the governing document for every treasury decision. Without it, every allocation, every yield strategy, every rebalancing decision is made from scratch — undocumented, undebatable, and impossible to hold anyone accountable for. A solid IPS covers five things: 1. Purpose. What is the treasury designed to do? Fund operations? Fund growth? Preserve capital through a bear market? Generate yield to reduce token selling pressure? The answer shapes every other decision. 2. Asset allocation targets. What percentage can be in the native token, stablecoins, blue-chip crypto, and off-chain assets — with acceptable ranges for each? Without defined targets, there is no such thing as being "out of range." 3. Risk tolerance. What is the maximum drawdown the treasury can absorb without threatening operations? This number defines how conservative or aggressive the allocation should be. 4. Yield strategy. What yield-generating activities are permitted, at what risk tier, and with what counterparty limits? Yield is appropriate for treasury capital — but only within defined guardrails. 5. Governance. Who can approve what? What are the rebalancing triggers? What does the decision record look like? Most protocols don't have an IPS because building the protocol came first, and treasury management felt like a problem for later. The regulatory environment is changing that calculus — institutional counterparties are beginning to ask for this documentation, and the protocols that have it will have a meaningful advantage. If your treasury doesn't have an IPS, that's the first thing to fix — before custody, before yield, before anything else. It takes a few hours to draft and it changes every conversation you have with serious counterparties. Happy to share what a solid one looks like. Drop a comment or send a DM. @Protocol_Wealth @steerprotocol

@thelearningpill Great analysis and article. To this point, most "treasury management" has been all about holding the native token. However, this is the time to get strategic, and go into survival mode WRT treasury management. x.com/Interaxis8/sta…

@thelearningpill We've been talking treasury management as well, and ran a workshop for protocols last week. x.com/Interaxis8/sta…

Top crypto protocols sit on a $5.6 billion blind spot 80% of their wealth is concentrated in their own native tokens. They are rich on paper but broke when markets crash, leaving millions in missed income behind. Read the analysis 👇

@brianman1 x.com/Interaxis8/sta…

2 hours tsa pre check line at lga terminal b

43 minutes through TSA precheck at LGA terminal B

In New York today talking to protocol teams about treasury management. Here's the timing argument I keep making: Regulatory clarity is coming. Institutional money follows. And with institutional money comes scrutiny — real scrutiny of what protocols are actually worth, how they're run, and whether they can sustain themselves. That window between now and then is the time to get your treasury right. Not because your token price needs to go up. It doesn't. The token price will do what it does. But because you control how you manage your treasury — and right now, that means: → Getting into something more stable → Building a yield strategy that funds operations → Setting your DEX liquidity pools appropriately → Making sure you can keep building through the next drawdown without depending on token appreciation The protocols that do this work now will look very different from the ones that didn't when the institutional money arrives. Will share how the conversation went. @Protocol_Wealth @steerprotocol

@antoniogm More importantly, when everyone gets paid in stables to their wallet, the wallet becomes the banking app. We're already used to banking on our phones, so this won't be a huge stretch

What non-crypto people don't realize is that crypto makes it possible for every app to become a 'bank' and offer yield on balances, payments, investments, and a lot more. Every app where people get paid--Instacart, DoorDash, Uber, etc.--will become banking and brokerage apps.

I agree. The supply is there, but not the demand yet. A distribution strategy including RIAs will help. Need to not only make it less "scary" to come onchain, but have someone explain how it works, where these RWAs fit into an allocation, etc.

@HiltnerJim @SuperstateInc Huge day, Jim. Looking forward to bringing even more assets onchain

1/ We founded @SuperstateInc with one mission: build institutional-grade technology to bring Wall Street onchain. Modern infrastructure leveraging blockchain technology that the world's best asset managers and issuers could actually trust and run on.

@carlosdomingo @NYSE Tokenized equities into onchain portfolios is going to move us closer to all assets onchain youtu.be/jFtVQHlE_aQ

We have just announced a major partnership with @NYSE to support the development of tokenized securities markets, with Securitize named as the first digital transfer agent eligible to mint blockchain-native securities for corporate or ETF issuers on the upcoming NYSE-affiliated tokenized securities platform (the Digital Trading Platform). But there is more to it 👇

@rleshner @SuperstateInc @InvescoUS The move from virtually no onchain funds, to all onchain funds will happen faster than we think. Better get ready with infrastructure, advice, ratings, etc.

Big news: @SuperstateInc and @InvescoUS are working together to build the future of tokenized funds. Our original fund $USTB will soon become Invesco USTB, the first product by an established asset manager running on the Superstate tokenization platform 📈

This is fantastic. One of the big hangups for RIAs entering the onchain world is the apparent lack of QC. @veda_labs and @TuongvyLe12 are asking the SEC to address the spirit of the Custody Rule, and adapt new technology.

@fintechfrank So everything is moving toward a 24/7, fully integrated financial system

Wow this is big Nasdaq is partnering with Talos to plug crypto trading + risk tools into the same infrastructure banks use for stocks and bonds. Translation: crypto is moving toward a 24/7, fully integrated financial system. Source: Bloomberg