Why Financial Advisors Should Use a Crypto-Native Custodian

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The incredible rise in popularity of cryptocurrencies from a small group of techno-anarchists into a worldwide phenomenon surprised everyone in traditional financial circles. But after many of those former traditionalists saw the light and embraced Bitcoin and other digital assets, hundreds of companies sprung up to provide the financial ecosystem needed to support these investments. […]

Investing in Crypto Now is Like Buying the Internet Back in 1996

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“Any sufficiently advanced technology is equivalent to magic.” — Arthur C. Clarke, Futurist & Science Fiction Writer January 3, 2022 was a special day in the history of cryptocurrency. It was Bitcoin’s 13th birthday. The (still) anonymous creator, Satoshi Nakamoto, released the Bitcoin white paper on January 3, 2009 and the world was forever changed. To appreciate […]

Why Digital SMAs Are The Best Solution for Crypto Investing

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“Blockchain [startups] are now sucking in top-tier Silicon Valley tech talent faster than any boom since the Internet.” — Naval Ravikant, Indian-American entrepreneur and investor. He is the co-founder and former CEO of AngelList. Blockchain-powered networks, also referred to as cryptocurrency or digital assets, are driving a revolution in wealth management, finance and payments. Startups […]

Why Bitcoin Has Reached a Tipping Point with Financial Advisors

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“It’s easier to build a new financial system than it is to reform the existing one.” — Naval Ravikant, entrepreneur, investor, co-founder AngelList The ecosystem that has grown up around digital assets over the past 12 years since the Bitcoin network first went live has been nothing short of a revolutionary time for financial services.  […]

Money Re-Imagined: Cryptocurrency & the Disruption of Investing

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As part of this year’s Riskalyze Fearless Week Client Conference, CEO Aaron Klein asked if I had a topic that I’d like to be interviewed about. I suggested cryptocurrency, since I’d been interested in it for a number of years and believe it has the potential to transform financial services and wealth management. I was […]

4 Hurdles Bitcoin Must Overcome to be a New Asset Class

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In the year 1637, in what is now the Netherlands, market speculators bid up the prices for tulip bulbs to astronomical amounts.  In one alleged transaction, a single bulb of the Viceroy variety was traded for 1,000 pounds of cheese, 12 sheep and 8 pigs. The Tulip Mania, as it was later called, ended with […]

99 Takeaways from the Riskalyze Fearless Investing Summit 2018

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If there is one other thing that Aaron Klein does well, besides building a successful software company, it’s running a conference. Last year’s client conference in Lake Tahoe was a smashing success, so expectations were high for The Riskalyze Fearless Investing Summit 2018 held in San Antonio, TX. We really shouldn’t have been worried at […]

7 Challenges Holding Back Blockchain


Nearly three years ago, Internet pioneer and Silicon Valley uber-investor Marc Andreessen wrote an article in the New York Times about how the technology behind Bitcoin, the digital currency, is in a state similar to the World Wide Web in the 1990’s. He predicted that a company using Bitcoin technology, would soon lead a wave of disruption across the financial services […]