Adam Blumberg, CFP ®

CFP® | Chief Compliance Officer @Protocol_Wealth
Fiduciary, non-custodial crypto-native wealth & treasury management
SEC-registered RIA

[Adam Blumberg, CFP ® @Interaxis8]

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!

[Adam Blumberg, CFP ® @Interaxis8]

@laurashin Worst CEO of all time.

[Adam Blumberg, CFP ® @Interaxis8]

@Ayyanrahman @onrefinance @RockawayX @Loopscale @elementaldefi Looking forward to this one.

[Adam Blumberg, CFP ® @Interaxis8]

@BarryOnHere Wow. I was in a small bar in Mexico on the Pacific coast trying to watch the game since I’m a Rockets fan. We had no idea what was happening.

[Adam Blumberg, CFP ® @Interaxis8]

@MikeIppolito_ Those rules of gravity follow realism and actual valuations. At some point there has to be some value created above and beyond the current price.

Most tokens were launched at valuations much higher than anything they add or produce. Then sailed higher on hopium, memes, etc.

[Adam Blumberg, CFP ® @Interaxis8]

@rwaweek Addressed the issues with RWA tokenization a couple weeks ago.

https://t.co/zHzBItbZUg

[Adam Blumberg, CFP ® @Interaxis8]

@HughKarp In traditional funds, the cascade of negative events can be offset by the slower pace, and human interaction needs.

In DeFi, where everything happens instantaneously, there's no brakes.

Risk isn't a problem...until it is

[Adam Blumberg, CFP ® @Interaxis8]

https://t.co/0o5Eva1Z5c

[Adam Blumberg, CFP ® @Interaxis8]

Part 2 of What Wealth Management Becomes is live:
Vaults have a Duration Problem

Vaults usually get discussed as a yield story. I think that badly undersells them. They're becoming the default wrapper for an entire generation of onchain assets — which makes the question of what's inside them, and who's actually watching it, a fiduciary question, not a product one.

The piece makes an argument I expect some people to push back on: 2008 wasn't fundamentally a crisis of leverage. It was a crisis of opacity and unmonitored interconnection — no one could see how the pieces were wired together until they failed at once. Blockchain transparency, paired with AI that can actually monitor it, gives this market the tools to avoid that failure mode for the first time.

But there's one risk the current design hasn't answered: real-world duration on the underlying, instant liquidity on the wrapper, and no lender of last resort when those two collide.

That's the conversation I'll be having with [co-panelists] at Vault Summit on Friday. If you're in NYC, bring your disagreements.

Part 3 — what comes after the qualified custodian — drops later this month.

@RockawayX
@SentoraHQ
@SteakhouseFi
@Re7Labs
@Bitwise
@Protocol_Wealth

[Adam Blumberg, CFP ® @Interaxis8]

https://t.co/0o5Eva1Z5c

[Adam Blumberg, CFP ® @Interaxis8]

@TuongvyLe12 Love reading these articles.

Taking the spirit of the laws and adapting the new technology.

[Adam Blumberg, CFP ® @Interaxis8]

A few weeks ago I published a piece arguing that tokenization has a fiduciary problem — that the industry has been building real infrastructure without resolving who, exactly, is responsible for the risk inside it.

The conversation that followed has been better than the article. Matthew Snider built a whole framework around it. @Ayyanrahman pushed back on X in a way that genuinely sharpened my thinking — that exchange became the spine of what I'm publishing tomorrow.

This Friday, June 5, I'm carrying the same question onto a stage at Vault Summit NYC. The panel is "Vaults Are Bigger Than You Think: New Asset Classes Coming Onchain" — which is, more or less, the thesis I've been circling all year.

Tomorrow: the written version. Friday: the live one.

If you're in NYC, come find me.

@protocol_wealth

[Vishal Kapadia @vishkap]

Heading to @proofoftalk at the Louvre in Paris this week to explore the state of play for institutional adoption of digital assets. Appreciate RT for reach to connect with others attending

[Adam Blumberg, CFP ® @Interaxis8]

As a lifelong Rockets fan, I can’t imagine a more annoying NBA Finals

[Adam Blumberg, CFP ® @Interaxis8]

@PONTA6565 Only one player has ever won:

•NBA MVP
•Defensive Player of the Year
•NBA Finals MVP
•NBA Champion

In the same season

[Adam Blumberg, CFP ® @Interaxis8]

@HiltnerJim The risk management isn't even close yet.

[Adam Blumberg, CFP ® @Interaxis8]

@SportsStatsFan 2 of the top 5 players of all time

[Adam Blumberg, CFP ® @Interaxis8]

@TR401 @DeFi_Dad @rleshner @SuperstateInc @edge_pod Would love that.

Article 2 coming out next Wednesday

[Adam Blumberg, CFP ® @Interaxis8]

@jessepollak Not remotely ready

https://t.co/zHzBItbZUg

[Adam Blumberg, CFP ® @Interaxis8]

@CIG_Crypto Here is Matthew's article

https://t.co/5FJHv9MMoc

[Adam Blumberg, CFP ® @Interaxis8]

Matthew Snider of @CIG_Crypto published an article this week about the Tokenization's Missing Buyers (link in comments).

I highly recommend it for anyone in the tokenization space.

One thing I'd push on, since it sharpens his argument: I don't think the fiduciary buyers are simply "missing." They're present and they have conviction — I run a book of exactly these clients. The buyers exist; what's missing is the operational ability to act on the conviction we already have.

That's a more uncomfortable framing for the industry, because it means the demand-side excuse ("advisors are still skeptical / education will fix it") is wrong.

We're not skeptical. We're blocked.

Custody fragmentation, KYC rebuilt at every issuer, positions that won't flow into the reporting systems we actually run on — those are the blockers, and they're operational, not attitudinal.

So the question for everyone building isn't "how do we convince advisors." It's "who builds the cross-platform infrastructure that lets a willing fiduciary actually hold the asset."