Adam Blumberg, CFP ® @Interaxis8

CFP® | Chief Compliance Officer @Protocol_Wealth Fiduciary, non-custodial crypto-native wealth & treasury management SEC-registered RIA protocolwealth.io Colorado, USA Joined August 2019

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Adam Blumberg, CFP ® @Interaxis8

11 hours ago

I agree with Matt. A, B, and C don't matter unless we know the purpose, and it fits the Investment Policy Statement and risk profile of the client. After that, my guess is most firms need firm sign off to even discuss bitcoin. Next, where and how would the bitcoin be held? Last, assuming all the above are good, what is the plan?

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Adam Blumberg, CFP ® @Interaxis8

19 hours ago

If you receive part of your compensation in tokens, and want to see where you stand: protocolwealthllc.com/token-compensa…

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Adam Blumberg, CFP ® @Interaxis8

19 hours ago

Full video here: youtu.be/UhFy8NFPvtE

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Adam Blumberg, CFP ® @Interaxis8

19 hours ago

A Friday question: If you couldn’t access your crypto on Monday, would your family know what to do? Not your seed phrase - just where assets are held, whom to call, how recovery begins and where instructions live. A custody plan isn’t complete if it only works when you’re available.

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Adam Blumberg, CFP ® @Interaxis8

2 days ago

If you receive part of your compensation in tokens, and want to see where your readiness stands: protocolwealthllc.com/token-compensa…

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Adam Blumberg, CFP ® @Interaxis8

2 days ago

Full video here: youtu.be/UhFy8NFPvtE

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Adam Blumberg, CFP ® @Interaxis8

2 days ago

Choosing a wallet tells you where your tokens land. It doesn’t tell you who can trade, withdraw, change permissions, recover access or take over if you can’t act. That’s why custody isn’t a destination. It’s an operating system.

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Adam Blumberg, CFP ® @Interaxis8

2 days ago

Good have a talented back that can get hit in the backfield when the play call doesn't include adequate blocking. Maybe he gets back to the line instead of losing 2 yards.

THE PROVING GROUNDS @THEPROVINGROUND

3 days ago

BREAKING: ELITE 5⭐️ Nathan Niswanger, No.1 overall RB & No.4 overall player, has Committed to Texas! The 6’1 191lb HB from San Diego, CA chose the Longhorns over Michigan #CFB27

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Adam Blumberg, CFP ® @Interaxis8

2 days ago

@grahamfergs Seems like a role for a crypto-native RIA. I'll see if I know someone

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Adam Blumberg, CFP ® @Interaxis8

3 days ago

@TR401 Not a bad buy at this point.

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Adam Blumberg, CFP ® @Interaxis8

3 days ago

I have new hope. Met with a young investor who has done very well in crypto. After growing wealth through some memecoins and NFTs, he used his knowledge and understanding of crypto to come up with an investment thesis for this cycle. He has moved into only a few assets that fit his thesis, and has targets to the upside, and values to the downside that invalidate the thesis. He is also showing maturity in asking for guidance from financial professionals. - Budgeting - Cash flow - Custody - Tax planning - Diversification Great to see someone taking wealth they made on their own, and realize they don't need to risk it all over and over at this point. Also great to know there are finally investment theses beyond hopium. More investors like this. @Protocol_Wealth

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Adam Blumberg, CFP ® @Interaxis8

3 days ago

@0xcryptotax But decentralized

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Adam Blumberg, CFP ® @Interaxis8

4 days ago

@kkirkbos I imagine more people will start employing this strategy regarding mid-terms.

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Adam Blumberg, CFP ® @Interaxis8

4 days ago

@conneryoungBC CROSSOVER

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Adam Blumberg, CFP ® @Interaxis8

5 days ago

Why would an SEC-registered investment adviser join the @tacoalition? We don’t issue tokens. We don’t tokenize funds or other assets. We joined because financial advisers may become one of the most important markets for tokenized investments—and the infrastructure needs to work for fiduciaries before that can happen. Investment advisers reported approximately $177 trillion in regulatory assets under management in 2025. If a meaningful portion of the investment world moves onchain, advisers will not simply be watching from the sidelines. We will be responsible for: • Evaluating the underlying investments • Understanding how the tokens are structured • Determining whether they belong in client portfolios • Solving for custody, reporting and tax data • Explaining the risks to clients • Monitoring the investments as fiduciaries Earlier this year, I wrote an article with the Tokenized Asset Coalition explaining why tokenized assets were not yet ready for meaningful allocation by RIAs. Since then, we have seen regulatory progress, more assets come onchain and greater real-world use of stablecoins. But there is still plenty to build. We are also hearing directly from clients who already hold significant wealth onchain. They do not necessarily want to move everything back to a traditional brokerage account simply to access traditional investments. They want onchain portfolios that can include both crypto assets and appropriately structured real-world investments. Protocol Wealth joined the Tokenized Asset Coalition to represent that perspective. We’re joining a strong cohort that includes Ascend, Control, @cryptio_co , the Digital Securities Initiative, the @EntEthAlliance, @eulerfinance, Lava, @OpenZeppelin, Overmatch Capital, @reserveprotocol and @trize_io. Tokenization will not reach its potential simply because an asset can be placed onchain. It will reach its potential when investors and their advisers can responsibly use it. We’re excited to help build that future. @Protocol_Wealth