Gentleman James is the Founder of iYield and Adam Blumberg is the Founder of Interaxis, and VP at Enclave Group.

In this episode, we explore how applying a financial planning mindset to crypto can help investors manage wealth, navigate market cycles, and prepare for a future dominated by onchain finance.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
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► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

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Timestamps

0:00 - Intro
1:54 - James and iYield origin story
5:10 - Adam Blumberg’s origin story
8:38 - Sponsor break
11:22 - How clients interest in crypto has changed over the years
15:33 - Overview of iYield
21:25 - Sponsor break
22:02 - How do needs of the crypto wealthy differ from traditional wealth?
27:07 - How’s TradFi handling the crypto market drawdown?
31:25 - Planning what to do with crypto in case of death
33:47 - What will bring more TradFi clients onchain?
39:02 - Sponsor break
40:38 - How will AI affect financial planning?
49:46 - Closing

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🔗 Guest Links 🔗

► Try iYield for free at: https://iyield.com/
► iYield on X: https://x.com/iYieldCrypto
► James on X: https://x.com/gentlemanjamesw
► Adam Blumberg on X: https://x.com/interaxis8

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If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.