CFP® | Chief Compliance Officer @Protocol_Wealth Fiduciary, non-custodial crypto-native wealth & treasury management SEC-registered RIA

Colorado, USA
Joined August 2019
In 2020, most advisers were asking how to add bitcoin to a portfolio. I was asking what advice would look like when people earned, held, and built wealth onchain. That financial life now exists. We built Protocol Wealth to serve it. @protocol_wealth
2
1
7
24,307
October 5 changes who can sell $ENA. It does not decide who will sell or whether @Ethena succeeds. If the position is large enough to change your year, decide its size, liquidity needs, taxes and rules before the date. Our framework for holders
3
1
5
1,852
You paid the tax when your token was worth $2. Today, it's worth $0.80. The token price fell 60%. The tax calculation did not. More than an investment problem - taxes, liquidity, concentration, and every future unlock decision.
1
192
A liquidity event can change your net worth overnight—but it doesn’t create a life plan. Start with: What does this wealth need to make possible? Then plan stock sales, option exercises, taxes, cash flow and risk around the life you want to build.
1
1
7
721