Crypto for Planners

In this episode, we dive into the recent ruling on the Ripple case, which has significant implications for the crypto industry and financial advisors. The judge's decision clarified that XRP, in and of itself, is not a security, but certain transactions involving it could be considered securities. This has brought much-needed clarity to the regulatory landscape and has implications for other tokens listed on exchanges.

The ruling also provides relief for financial advisors who were worried about the risk of putting their clients into digital assets that might later be deemed securities. With this precedent, advisors can feel more confident exploring growth and venture assets for their clients without the fear of potential legal repercussions.

Additionally, the episode touches on the recent news that NASDAQ has decided to step back from offering digital asset custody services due to uncertainties in the regulatory environment. This decision comes as a surprise and leaves some questions about the future of custody services in the industry.

Learn more about PlannerDAO here: https://www.plannerdao.com/

Join the community here: https://www.plannerdao.io/

Learn about the CDAA designation here: https://www.certifieddigital.org

Connect with Adam: Linkedin.com/in/adamblumberg/

Twitter: @Interaxis8

Connect with Steve: Linkedin.com/in/stevelarsen1/

Twitter: @Defi_Steward

In this special Fourth of July edition of the "Crypto for Planners" podcast, we embrace the holiday spirit and dive into the intersection of crypto and American independence!We draw parallels between major historical events leading up to American independence and significant developments in the crypto world. Let’s talk French and Indian War's impact on Britain's debt to the birth of Bitcoin after the 2008 financial crisis, they highlight the need for crypto as a response to traditional financial shortcomings. History not your thing? Never fear. We share our favorite American movies you should watch over the holiday.

Learn more about PlannerDAO here: https://www.plannerdao.com/

Join the community here: https://www.plannerdao.io/

Learn about the CDAA designation here: https://www.certifieddigital.org

Connect with Adam: Linkedin.com/in/adamblumberg/

Twitter: @Interaxis8

Connect with Steve: Linkedin.com/in/stevelarsen1/

Twitter: @Defi_Steward

In this podcast episode, Adam and Steve discuss the surprising move by BlackRock to submit an application for a Bitcoin ETF, which had a positive impact on the market. They speculate on the reasons behind BlackRock's decision and the potential influence and political connections at play. The conversation also touches on the SEC's actions against crypto natives and the emergence of traditional finance players like fidelity and Schwab in the crypto space.

Together, they question whether these developments align with the original principles of cryptocurrency and emphasize the need to evaluate if these steps are worthwhile for the industry.

Learn more about PlannerDAO here: https://www.plannerdao.com/

Join the community here: https://www.plannerdao.io/

Learn about the CDAA designation here: https://www.certifieddigital.org

Connect with Adam: Linkedin.com/in/adamblumberg/

Twitter: @Interaxis8

Connect with Steve: Linkedin.com/in/stevelarsen1/

Twitter: @Defi_Steward

The recent SEC showdown with Binance and Coinbase has created quite a buzz in the world of altcoins. It turns out the SEC has been busy classifying some of these bad boys as securities.

To make matters more interesting, the SEC even dropped a list of specific coins they consider to be securities. That sent Robinhood into a frenzy, forcing them to kick those coins out of their platform. Talk about a liquidity drain and a major price dip!

Now, this whole SEC crackdown has got financial advisors sweating bullets. They're worried about the legality of exchanges and how it might impact their clients. It's like walking on eggshells when dealing with altcoins that could be classified as securities.

But wait, there's more! These cheeky coins also made their way into industry indexes. Can you imagine the impact on diversification strategies? It's like throwing a monkey wrench into the mix!

All this craziness goes to show that financial advisors need to keep their wits about them. Staying informed and being cautious is the name of the game. Knowing the ins and outs of the regulatory landscape and understanding the associated risks is crucial. It's a wild ride out there, folks! Buckle up and stay on top of your altcoin game!

Learn more about PlannerDAO here: https://www.plannerdao.com/

Join the community here: https://www.plannerdao.io/

Learn about the CDAA designation here: https://www.certifieddigital.org

Connect with Adam: Linkedin.com/in/adamblumberg/

Twitter: @Interaxis8

Connect with Steve: Linkedin.com/in/stevelarsen1/

Twitter: @Defi_Steward Connect with the DAO: www.plannerdao.com

Welcome to our latest episode where Adam and Steve break down DeFi lending protocols, with a special focus on Maple Finance and Goldfinch. These innovative platforms are creating a bridge between the worlds of traditional finance and cryptocurrency.

Discover how these protocols work, allowing users to deposit stablecoins into pools where expert underwriters, like Maple Finance's pool delegates, determine who's eligible to borrow. Much like a traditional bank, but with enhanced transparency and efficiency.

Adam and Steve also shed light on how you can select the pool for your funds, which determines the type of loans you'll be dealing with. Moreover, learn how you can access up-to-the-minute information about the allocation, risk, interest, and payments.

With Goldfinch, get to understand their unique focus on lending to businesses in the developing world. A move that truly encapsulates the ethos of DeFi, enabling more people to participate in the global economy.

This episode is crucial for investors and financial advisors looking to stay updated on the interest-bearing options in the crypto world, alongside the added benefits of custody, transparency, and efficiency that blockchain technology offers. Tune in and get ready to be part of the future of finance!

Connect with Adam: Linkedin.com/in/adamblumberg/

Twitter: @Interaxis8

Connect with Steve: Linkedin.com/in/stevelarsen1/

Twitter: @Defi_Steward Connect with the DAO: www.plannerdao.com

In this episode, hosts Adam and Steve are joined by special guest Matt Kolesky to dive deep into the SEC's proposed Safeguarding Client Assets rule. The rule aims to update the current custody rule but has sparked debates about its necessity and potential repercussions.

During the discussion, the hosts question whether the proposed rule is attempting to address non-existent problems, considering that custody for financial advisors has been functioning effectively. They draw parallels to Lt. Daniel Kaffee's famous line, "Why the 2 orders?" to emphasize the redundancy of some aspects of the rule.

The conversation also highlights the proposed rule's focus on combating fraud and theft, despite such activities already being illegal. This raises concerns about the necessity and effectiveness of additional regulations. Additionally, the potential consequences of the onerous rules are explored, including the potential impact on competition, favoring larger firms while hindering smaller, niche players.

One key point of contention is the classification of most crypto custodians as non-qualified, which would limit investors' access to professional guidance and diminish their options in the growing crypto market.

Ultimately, the episode underscores the potential ramifications of the proposed rule, including increased costs for financial advice, reduced competition, and limited investor choices. The hosts encourage listeners to engage in the discussion surrounding these regulatory changes and consider alternative approaches that balance investor protection and innovation.

Tune in to gain valuable insights and join the dialogue on the potential ramifications of the proposed Safeguarding Client Assets rule.

Connect with Adam:Linkedin.com/in/adamblumberg/Twitter: @Interaxis8Connect with Steve:Linkedin.com/in/stevelarsen1/Twitter: @Defi_StewardConnect with the DAO:

https://www.plannerdao.com/

https://www.plannerdao.io/

In this week's episode of Crypto for Planners, Steve and Adam talk about the importance of the Certified Digital Asset Advisor (CDAA) being international.

Crypto is global, and so is the need for the CDAA. Each region has its regulations, custodians, and use cases, and the developing world will need guidance on participating in the financial system. To be a valid designation, the CDAA must be managed by an independent group, PlannerDAO, in line with CPA and CFP.

Therefore, it's essential to ensure that anyone helping others with their money has an education standard for crypto. Stay tuned to this week's episode of Crypto for Planners and learn more about the importance of education partners in Europe, Dubai, and Turkey.

Connect with Adam: Linkedin.com/in/adamblumberg/

Twitter: @Interaxis8

Connect with Steve: Linkedin.com/in/stevelarsen1/

Twitter: @Defi_Steward Connect with the DAO: www.plannerdao.com

In this episode, Steve and Adam delve into the key takeaways from the Consensus 2023 conference in Austin, which attracted an impressive 15,000 attendees despite the challenging market conditions. Listen in as they discuss:

* The increased focus on financial advisors and the events tailored specifically for them.

* The evolving landscape of traditional finance professionals entering the crypto space.

* The exciting potential between PlannerDAO, Kraken, and Anchorage to create innovative solutions for Registered Investment Advisors (RIAs).

Stay tuned for more expert conversations on crypto, finance, and the future of the industry. Don't forget to subscribe, rate, and review! 🎧

#Consensus2023 #Crypto #Finance #RIA #Regulation #Collaboration

Connect with Adam:Linkedin.com/in/adamblumberg/Twitter: @Interaxis8Connect with Steve:Linkedin.com/in/stevelarsen1/Twitter: @Defi_StewardConnect with the DAO:

https://www.plannerdao.com/

https://www.plannerdao.io/

Join us as we explore the rapidly changing landscape of crypto regulation, its implications for financial advisors, and the importance of staying informed in this dynamic space.

In this episode, we discuss the rapidly evolving landscape of crypto regulation and its implications for financial advisors. With the market picking up and a flurry of new developments, it's crucial for advisors to stay informed about these changes and understand how they can impact their clients' investments.

One key point made during the discussion is that despite the current regulatory uncertainty, it's essential for financial advisors to learn about crypto and blockchain technology. This not only helps them stay ahead of the curve but also offers a better understanding of the global economic system. As other countries continue to advance in their crypto regulations, the US might find itself playing catch-up, making it all the more important for advisors to be knowledgeable in this area.

Learning about crypto and blockchain technology can also provide financial advisors with a more comprehensive understanding of the US and world economic systems. This knowledge is invaluable when advising clients on investment options that may be more relevant and in line with the ongoing global financial transformations.

In conclusion, the key takeaways from this episode are:

* The crypto regulatory landscape is continually changing, and it's essential for financial advisors to stay informed and up-to-date.

* Learning about crypto and blockchain technology can provide valuable insights into the global economic system and better prepare advisors for the future.

* It's crucial for financial advisors to start learning and experimenting with crypto now, rather than waiting for absolute clarity in regulation.

Don't forget to join us on Monday, April 24th for a special webinar with SEC Commissioner Hester Peirce, where she'll discuss some of these critical regulatory issues in more detail. If you're listening to this after the date, be sure to check out the recording of the event. Thanks for joining us, and we look forward to catching up with you next time!

Almost anything of value can be tokenized and tokenization of financial and real-world assets could be the “killer use-case” blockchain needs to drive a breakthrough. We forecast $4 trillion to $5 trillion of tokenized digital securities and $1 trillion of distributed ledger technology (DLT)-based trade finance volumes by 2030.- Money, Tokens, and Games by Citi GPS

Connect with Adam:Linkedin.com/in/adamblumberg/Twitter: @Interaxis8Connect with Steve:Linkedin.com/in/stevelarsen1/Twitter: @Defi_StewardConnect with the DAO:

https://www.plannerdao.com/

https://www.plannerdao.io/