The Asset (r)Evolution Podcast

Digital Asset Market Update Q2-2022 Host Marc Nichols and returning guest Matt Kolesky, Director of Arbor Digital, present a digital asset market update for Q2 of 2022 in this special episode. They discuss the external factors affecting digital asset markets, the internal factors at play, and the current regulatory landscape. They also share a portfolio update and take a look ahead at Q3 and Q4 of...

[Episode Title] Host Marc Nichols is joined by Adam Blumberg, Matt Kolesky, and Justin Pullaro to discuss the Responsible Financial Innovation Act and SEC working groups. They also share their expectations for crypto in the short term. Arbor Digital is a team of passionate professionals dedicated to responsibly constructing and managing digital asset portfolios by continually evaluating blockchain...

Translating Crypto with Byron Gilliam Host Marc Nichols is joined by three superstar guests in this episode: Adam Blumberg, Matt Kolesky, and Justin Pullaro. The panel discusses the Responsible Financial Innovation Act and SEC working groups. They also share their expectations about crypto in the short term. Arbor Digital is a team of passionate professionals dedicated to responsibly constructing...

AIMA's Dive into Digital Assets with Michelle Noyes In this episode, Marc Nichols is joined by Michelle Noyes , Managing Director at AIMA , the Alternative Investment Management Association. Michelle shares her background and her own crypto story - both personal and professional - and she and Marc discuss AIMA and its mission. They also dive into the topic of women in crypto and the opportunity fo...

[Episode Title] do not include the episode number In this episode, host Marc Nichols is joined by guest Matthew McClintock , Founder of Evergreen Legacy Planning. Matt shares his personal journey into crypto, and he and Marc discuss common legacy planning strategies that are a good fit for digital assets. Matt also shares the common mistakes he sees, and how to avoid them. Arbor Digital is a team...

[Episode Title] do not include the episode number This episode features host Marc Nichols and guest Jerald David , president at Arca , discussing the Blockchain Transferred Fund . Jerald shares the mission of Arca and Arca Labs, and he explains what you need to know about the Blockchain Transferred Fund and the evolution of the pooled investment fund. He and Marc discuss the features and benefits,...

[Episode Title] do not include the episode number In this special edition episode, Marc Nichols goes solo to discuss stablecoins, why they're important... and what's next. Marc provides a high-level dive into Terra (LUNA ) and UST and discusses the major recent collapse. Marc continues to discuss risk management regardless of whether investing in digital or traditional markets. Gemini Cryptopedia:...

[Episode Title] do not include the episode number This week, host Marc Nichols is joined by guest Tom Dunleavy , Senior Research Ananlyst at Messari , a research and data tools provider. Tom shares his personal journey from TradFi into Crypto and why he looks at crypto through a macro lens. He and Marc discuss what institutions are paying attention to in crypto, and they also dive into the correla...

Host Marc Nichols speaks with Sara Adami-Johnson , attorney and senior wealth planning consultant at BMO Private Wealth in British Columbia, Canada. They dig into the relatively new topic of digital asset estate planning, and why it’s becoming necessary. Sara shares three considerations when managing digital assets within an estate plan, plus three common estate planning solutions. Marc and Sara a...

Marc Nichols is joined by Jordan Bass, a CPA and tax attorney specializing in crypto, for an informative discussion about the current crypto tax landscape. Jordan discusses the services provided by both his companies, Bass Law and Taxing Cryptocurrency , and he and Marc provide clarity for listeners on crypto tax topics. They also share mistakes investors should avoid. Arbor Digital is a team of p...

Your One-Year Crypto Education Plan In this third installment of the crypto education series, Marc is joined once again by Matt Kolesky, President at Arbor Capital & Director at Arbor Digital. They provide a comparative analysis of the DACFP and the CDAA, plus share other education resources that offer extreme value to financial professionals or anyone else interested in getting into digital a...

Crypto Education Series: CDAA Designation Program Review Our host Marc Nichols is joined again by the President at Arbor Capital & Director at Arbor Digital, Matt Kolesky for the 2nd part of the 3 part crypto education series. In this episode, Marc and Matt discuss and review The Certified Digital Asset Advisor certificate program (CDAA). The two provide an overview of program content as well...

DACFP Review Our host Marc Nichols is joined by President at Arbor Capital & Director at Arbor Digital, Matt Kolesky for the first part of a three-part series focusing on crypto education. In this episode, the two discuss a brief history and overview of the Digital Assets Council for Financial Professionals (DACFP) . The two provide an overview of DACFP Certificate Program Content as well as t...

Crypto Indexes and Crossroads 2022 Guest Steve Larsen makes his second appearance on the podcast, and he and Marc discuss two exciting opportunities. First, they dive into what you need to know about the PDAO index and the current landscape of crypto indexes. As co-founder of PlannerDAO, Steve also discusses this decentralized community of financial advisors and shares information about the Crossr...

Flourish Crypto What can Flourish Crypto offer to advisors across the country? Marc Nichols welcomes guest Ben Cruikshank , head of Flourish Crypto, for an in-depth discussion of Flourish . Ben shares what Flourish Crypto is and talks about their journey into this space. He discusses where the platform fits compared to other solutions, and its exciting future capabilities. Marc and Ben also touch...

What's Next for NFTs? Marc Nichols welcomes guest Diana Britton of WealthManagement.com this week to discuss her personal experience with NFTs and what she has learned from interviewing industry leaders. The pair speculate about what’s next for NFTs, given the use case evolution, as well as recent NFT activity and scams in the space. They also touch on Diana’s podcast and Advisor Health. Arbor Dig...

Marc Nichols is joined this week by preeminent personal finance thought leader and New York Times bestselling author Ric Edelman . They discuss what’s in store for crypto in 2022, and how advisors can benefit from it even if they don’t believe in it. Ric also shares his and DACFP’s mission to educate financial professionals on crypto, and he talks about his new book , DACFP’s in-person event in Au...

[Episode Title] do not include the episode number Marc Nichols and guest Doug Schwenk, CEO of Digital Asset Research , discuss the importance of quality market data and analysis in this episode, as well as how it can assist advisors in evaluating digital assets. Doug also shares the DAR story, how his company is helping to set the standards in this space, and future services coming to the world. ...

[Episode Title] do not include the episode number In this collaboration with the hosts of the Crypto for Planners Podcast , Marc Nichols is joined by Steve Larsen , Justin Pullaro , and Adam Blumberg for a review of the 2021 digital asset markets and key learnings from the year. They also discuss the decentralized podcast model, the most significant events in crypto that lead to adoption over the...

[Episode Title] do not include the episode number In this episode, Marc Nichols talks with Alexandra Dest , CEO, and Founder at Willow Investments , and Paul Farella , Owner and Managing Director at Willow Investments. They discuss why “profit, people, planet” is woven into the fabric of Willow, how they evolved to have a crypto offering, and what the future holds for advisors. Alexandra also disc...

Economic Empowerment through Crypto with Cleve Mesidor Host Marc Nichols is joined by a guest who wears many hats. Cleve Mesidor is the author of “My Quest for Justice in Politics & Crypto” and she is also head of the National Policy Network of Women of Color in Blockchain , public policy advisor to the Blockchain Association , the founder of LOGOS Blockchain , a former Obama appointee, and a...

What is a DAO and a Look Into the CDAA This week host Marc Nichols sat down with Adam Blumberg , financial advisor, and Co-Founder at Interaxis , an organization dedicated to educating people about technology and finance, to find out more about DAOs (decentralized autonomous organization), becoming a CDAA (Certified Digital Asset Advisor), and what's next in the world of Decentralized Finance. Thi...

The RIA of the Future and FB goes META Marc Nichols is joined by Justin Castelli, Financial Advisor and Founder of RLS Wealth and RLS Wealth, Pursuit™, Chief of Staff at Onramp Invest , and Co-Founder of The AGC™ . As a Registered Investment Advisor, Justin shares what he’s seeing in the evolution of the fin-tech space and what it means for the RIA of the future. He and Marc also dive into Faceboo...

Will Crypto be Regulated Away? The Evolution of Tech and Financial Services Marc Nichols talks with Cathy Yoon, general counsel at crypto trading powerhouse INX Limited and steering committee member for Global Blockchain Convergence . With her heart and soul in the blockchain/crypto space, Cathy is a firm believer in blockchain as a tech stack and in the opportunities, it provides for the future o...

Alternatives to Direct Exposure to Crypto Marc Nichols and guest Dan Weiskopf @ETFProfessor of ETF Think Tank and Toroso Asset Management discuss investing in Blockchain and explore opportunities outside of direct exposure to crypto. Dan shares what he has learned analyzing Blockchain-based companies, and discusses what he has gotten right - and wrong. He also shares the themes he’s watching close...