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!

@MariaShen Distribution is a huge challenge. Most people aren't crypto-native. We're working on this through our RIA. RIAs control over $140 trillion in the US.

The SEC and CFTC just drew the map of crypto. And if you're holding digital assets — whether you're a founder, a VC, or running a protocol treasury — you need to understand what just changed. The token taxonomy isn't just regulatory housekeeping. It's the starting gun for institutional capital that's been sitting on the sidelines. For years, pension funds, family offices, and corporate treasuries have had the same conversation: "We're interested in digital assets, but we need clarity on how they'll be regulated." That clarity just arrived. Think about what happens when institutional money that's been waiting finally gets the green light. We're not talking about retail FOMO — we're talking about systematic, large-scale allocation decisions that could reshape liquidity across the entire crypto ecosystem. But here's what most people are missing: if you already hold significant digital asset wealth, your existing planning probably just became obsolete overnight. Estate documents, tax strategies, treasury management approaches — they were all built under the old framework. The protocols scrambling to meet the "decentralization threshold" will create volatility in the short term. Some will make it, others won't. If you're a founder or treasury manager, this isn't the time to hope your token lands in the right category. The market doesn't reward hope. It rewards preparation. This regulatory clarity isn't just changing the rules — it's changing who gets to play the game. @Protocol_Wealth

Hook em

@keyrock @Securitize @blockworksDAS @SecuritizeBilly @parkeraedwards @hiFramework @stefwynendaele Hope to meet your team there

@DeFi_Dad @Protocol_Wealth protocolwealthllc.com

@DeFi_Dad @Protocol_Wealth We changed our name late last year after merging with another RIA.

I traded ETH for tokenized silver shares in my wallet last month. It took a few seconds. This isn't some DeFi experiment anymore. We're seeing S&P 500 index shares tokenized and trading on Hyperliquid. Oil futures. Real assets moving on-chain at the speed of a swap. Think about what this unlocks for portfolio management. Say you work for an oil company — your salary, bonus, and stock options all tied to energy prices. Today, hedging that exposure means calling your broker, waiting for settlements, dealing with account minimums and trading hours. Tomorrow? An AI agent will trade tokenized oil futures in your portfolio at 2 AM if crude starts moving against you. The same speed and precision we've had with DeFi tokens is coming to every asset class. Your treasury can rebalance based on real-time market conditions. Your personal portfolio can be hyper-personalized to your actual life, not some generic allocation model. AI will find these opportunities. Blockchain will execute them instantly. Most of traditional finance is still thinking in terms of quarterly rebalancing and business hours. Meanwhile, the infrastructure for real-time, global, 24/7 portfolio management is being built right now. The question isn't whether this is coming. It's whether you'll be ready when it arrives. We're ready @Protocol_Wealth

@TR401 Speaking of "certain age" Last 3 songs at the coffee shop It's Tricky It Takes Two Cool like Dat Kids next to me can't understand how I know every word.

@Interaxis8 💯

If you’re of a certain age on here you remember what it was like when this came on in party when it first dropped…😮‍💨

@sonyasunkim I've been stoked about lending based on RWAs for several years. Glad we're finally getting there. youtu.be/RGGqfl-q33M

@DeFi_Dad @VanityFair Nah...you're cool enough to know you don't need to be in that pic to be cool.

Been extremely disappointed I was not included in the @VanityFair piece. You will be hearing from my PR team 🙇‍♂️

@TR401 So anyone can give advice on it without being registered. Also makes sense

@Interaxis8 $SHIB is a commodity. Sure, that makes sense.

Last night the SEC and CFTC dropped something the crypto world has been waiting years for. A joint taxonomy of digital assets. And it actually makes sense. Here's the breakdown: Digital Commodities — Bitcoin, ETH, SOL, Cardano, Litecoin, and others. Not securities. Digital Collectibles — NFTs, meme coins. Not securities. Digital Tools — Governance and utility tokens. Not securities. Payment Stablecoins — Dollar-pegged, used for payments. Not securities. Digital Securities — Tokenized real estate, private credit, oil & gas. Still securities. Makes sense. This is genuinely good news. But here's what I think most people are missing. This taxonomy gives protocols a path. A path to decentralization. A path to having their token classified as a digital tool rather than a security. And over the next couple of years, we're going to watch a lot of projects make deliberate moves to get their token into the right category. That has real valuation implications. We're going to get better price discovery — because the market will start pricing digital tools differently from digital commodities. That's a meaningful shift. For founders, VCs, and protocols holding large token positions: now is the time to start thinking about planning and diversification. Because the repricing is coming, and the direction isn't certain yet. The CLARITY Act is still ahead of us. More clarity is coming. But this is a great start. Happy to talk through what this means for your specific situation. @Protocol_Wealth

Most protocol treasuries are run backwards. The typical approach: Hold 98% of your own token, pray it goes up, stress about runway when markets crash. The smarter approach: Treat your treasury like what it actually is — a bank account for building. Your treasury isn't a speculation vehicle. It's your operational lifeline. The goal isn't to maximize token exposure; it's to maximize your ability to execute regardless of market conditions. Think about it in buckets: • Operations fund: Stablecoins and blue-chip assets to pay bills and salaries • Strategic fund: Capital for acquisitions, token buybacks, or market opportunities • Ecosystem fund: Resources to support builders on your protocol When your treasury is diversified beyond your own token, you can focus on what actually drives value — building a protocol people want to use. You're not forced into panic mode every bear market or distracted by price pumps in bull runs. The irony? Protocols with disciplined treasury management often see better token performance over time. Because they can consistently ship, support their ecosystem, and think strategically instead of reactively. Treasury management isn't about "when moon." It's about building sustainable value that makes the moon question irrelevant. @Protocol_Wealth

@FAfied32 @CoinbaseInsto I feel like you've been down this path as well

@Interaxis8 @CoinbaseInsto Chat/phone people were clueless about the process, I'm guessing? And had no updated info or even who to reach directly?

Update: 3 weeks since I submitted an application for my LLC. I have an email that it was approved. Nothing but a message upon logging in saying it's in process. Phone support - we can't help you Chat support - we can't help you @CoinbaseInsto is pretty pathetic

@0xcryptotax @brian_armstrong Worse because you know they should be better. And I keep hearing "please understand we have to keep up with regulations." as an excuse.

@Interaxis8 @brian_armstrong Modern day Chase, but somehow worse still.

Regular reminder that Coinbase has a support team that's so bad it makes airlines look like heroes, but they spent time and money trying to make creator coins work. @brian_armstrong

@Interaxis8 OF WHAT ADAM?

Beware

@BradeauxNBA not having a PG is the issue. Also, this team is so much less athletic. They don't cut, move, etc. They stand around and watch KD and Sengun dribble. Amen has taken a step back because his athleticism is being wasted. Last year was more fun

It amazes me that some people think Kevin Durant is the issue with the Rockets. I can only imagine how ugly this season would be without him.