Protocol Wealth

Adam Blumberg, CFP ® Verified account @Interaxis8 · 2d

Most crypto employees are told how many tokens they will receive

Far fewer are given a framework for what happens next

- When do the tokens vest?
- When are they taxable?
- Is anything being withheld?
- Where will they be held?
- Is there enough liquidity to sell the desired amount without materially affecting the price?
- How much should remain exposed to the token?
- What happens if the employee loses access - or if something happens to them?
- How does this wealth help pay taxes, buy a house, fund education or create long-term financial independence?

Token compensation is not simply another line on a pay statement

For some employees and early contributors, it may become the largest financial asset their family owns

That is why in addition to the @bloccelerate Founder Summit, I'm meeting with crypto companies in New York this week about employee education and individual planning around token compensation

The goal isn't to tell everyone to sell

It's to help people understand what they own, what decisions are approaching and how those decisions connect to the rest of their lives

If your company provides token compensation - or you personally receive it - let's talk soon

Send me a message if you’d like to talk.

@Protocol_Wealth

View quoted post on X

Adam Blumberg, CFP ® Verified account @Interaxis8 · 4d

Onchain does not have to mean on your own

You can retain control of your assets and participate in DeFi while receiving professional help with due diligence, custody, allocation and execution

Self-custody and professional financial advice are not mutually exclusive

@QaptureX

View quoted post on X

Qapture Investments @QaptureX · 5d

The Qapture Safe Haven Vault ($QHVN - USD) is live.

Our 3+ year stablecoin yield strategy, now available as a vault: providing liquidity to blue-chip USD stablecoin pairs on established DeFi protocols, within defined risk limits.

The first strategy on Qapture Vaults. Eligible investors only.

View quoted post on X

Adam Blumberg, CFP ® Verified account @Interaxis8 · 5d

Access to an onchain strategy is not the same as having an investment plan.

Before allocating to a stablecoin yield strategy, an investor still needs to understand:

• Where the yield comes from
• Which protocols and counterparties are involved
• How liquidity and redemptions work
• What smart contract and operational risks exist
• How wallet permissions and transaction approvals are controlled
• How activity will be reported and incorporated into the broader portfolio
• Whether the strategy is appropriate for the investor’s circumstances

That is the reason for the advisory layer in our new collaboration with @QaptureX.

Qapture manages the QHVN strategy and its DeFi execution.
@Protocol_Wealth helps eligible U.S. clients evaluate suitability, complete onboarding, understand reporting and coordinate the investment with the rest of their financial lives.

@FordefiHQ supplies the MPC wallet and transaction-control infrastructure supporting the onchain operations.

Moving an investment onchain does not remove the need for diligence, portfolio construction or ongoing advice.

It makes the coordination between those functions even more important.

prnewswire.com/news-releases/…

View quoted post on X

Adam Blumberg, CFP ® Verified account @Interaxis8 · 6d

I’m heading to New York City this week for the @bloccelerate Founder Summit.

I’m looking forward to the conversations around AI, crypto and the next economy - but I’m also setting aside time to meet with people working through a more immediate issue: token compensation.

More founders and employees are receiving a meaningful portion of their wealth in tokens. That creates planning questions that don’t fit neatly into either traditional equity compensation or ordinary crypto investing:

How should you plan around an unlock or vesting schedule?

Where will the liquidity come from when you want or need to sell?

How much should you reserve for taxes?

How should you handle custody, concentration and family cash-flow needs?

And how do you execute the plan without having to manage every detail yourself?

If you receive token compensation-or work in People, Finance or Legal at a company that offers it-I’d enjoy comparing notes while I’m in New York.

Send me a message if you’d like to find time this week.

@Protocol_Wealth

View quoted post on X