Bitcoin for Financial Services Podcast

Website: basilic.io

Bitcoin Financial Services Media

Website: bffs.media

YouTube: @bffs_media

Show Sponsors

Basilic Financial — Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. basilic.io

Bitment — Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors. Clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. bitment.co

Satoshi Pacioli — Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals who speak Bitcoin. satoshipacioli.com

Your AI Agent Needs a Bitcoin Wallet. Here's Why.

Wed, 10 Jun 2026 14:00:28 GMT

Most people think of Bitcoin as something you hold. Moritz Kaminski, co-founder of Alby, says it's becoming something your AI agent spends.

Wyatt sits down with Moritz Kaminski to unpack why the Lightning Network is quietly becoming the payment rail of the agentic internet, what it actually looks like to give an AI agent a self-custodial Bitcoin wallet, and why micropayments are the unlock that nobody in the AI conversation is talking about enough.

Moritz Kaminski walks through his path from venture capital to building on open source Bitcoin infrastructure, why privacy on Lightning gives it a structural edge over stablecoins and on-chain crypto, and what Alby learned from putting a 100,000 sat bounty on a publicly available AI agent and telling the internet to hack it. Wyatt and Moritz get into the mechanics of routing nodes, native Bitcoin yield, and why major players like AWS, Cloudflare, Stripe, and MasterCard are all quietly building agentic payment infrastructure right now.

We close out with Moritz Kaminski's take on where Bitcoin adoption actually stands as a payment method, why the digital gold narrative is still the strongest on-ramp for financial professionals, and what he'd tell anyone sitting on the fence about trying Lightning for the first time.

🎟️ Join Us in Denver — Bitcoin Financial Services Summit The Bitcoin Financial Services Summit returns October 20–22 in Denver, Colorado. RIAs, CPAs, lenders, miners, treasury companies, and Bitcoin-native operators all in one room. If you want to understand where Bitcoin and finance is going next, this is where you need to be. Get your tickets at bffs.media

Chapters [00:00] Introduction to Bitcoin and Albi [04:08] Understanding the Lightning Network [08:36] Growth and Adoption of the Lightning Network [11:40] Albi's Mission and Product Offerings [14:40] Bitcoin's Journey as a Payment Method [17:33] The Future of Identity and Trust with Nostr [21:23] AI, Agents, and Micropayments [30:10] Unlocking Micropayments and AI Agents [33:08] Building for AI: The New Product Paradigm [35:33] Learning from Hacking: Enhancing AI Agents [37:27] Product Market Fit: Bitcoin and AI Workflows [40:05] AI's Influence on Bitcoin: A Market Perspective [42:16] Integrating Lightning into Investment Products [48:45] Untapped Opportunities in the Lightning Ecosystem [50:37] Communicating Bitcoin's Value to Clients

Guest: Moritz Kaminski

Host Links

Wyatt O'Rourke

Website: basilic.io

Bitcoin for Financial Services Media

Website: bffs.media

YouTube: @bffs_media

Show Sponsors Basilic Financial — Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. basilic.io

Your Bitcoin Estate Plan Has a Fatal Flaw (And It's Not Legal)

Wed, 03 Jun 2026 14:00:28 GMT

Most Bitcoin treasury companies talk about holding. Kyle Lawrence says the legal infrastructure around it is just as important.

Jordan and Wyatt sit down with Kyle Lawrence, Partner at Falcon, Rappaport, and Berkman, to get his take on why most Bitcoiners are one lost passkey away from a real problem, what the law actually says about unclaimed Bitcoin wallets, and why the road to hell is paved with good intentions when it comes to trusting your family with your keys.

Kyle breaks down his own journey from corporate M&A attorney to Bitcoin-focused legal counsel, why jumping down the rabbit hole through a Coinbase account was the best advice he ever got, and what five years of watching the space mature has taught him about where regulation is actually headed. Jordan and Wyatt get into the mechanics of wills, trusts, and estate plans for Bitcoin holders, why custody is the conversation that has to happen before any legal document gets signed, and how the Clarity Act could finally give the industry the roadmap it's been missing.

We close out with Kyle's honest take on the guys at the Bitcoin conference telling people to skip their tax returns, why "this law is stupid" has never once worked as a legal defense, and where to find his work if you want to go deeper.

🎟️ Join Us in Denver — Bitcoin Financial Services Summit The Bitcoin Financial Services Summit returns October 20–22 in Denver, Colorado. RIAs, CPAs, lenders, miners, treasury companies, and Bitcoin-native operators all in one room. If you want to understand where Bitcoin and finance is going next, this is where you need to be. Get your tickets at bffs.media

Chapters [00:00] Introduction and Background [05:53] Kyle's Journey into Bitcoin and Law [09:49] Legal Implications of Unclaimed Bitcoin [13:35] Regulatory Landscape and the Clarity Act [20:44] The Commodity vs. Security Debate [24:17] From Conference Tales to Asset Protection [26:23] Navigating Estate Planning and Asset Protection [28:32] Understanding Custody and Digital Assets [32:29] Wills, Trusts, and Their Interplay [36:35] The Treasure Map of Bitcoin Inheritance [39:23] Bridging Bitcoin Ideals with Legal Realities [41:36] Tax Obligations and Bitcoin Compliance [45:58] Introduction to Bitcoin Financial Services Summit [46:27] The Importance of Community in Bitcoin Integration [46:48] BfFSPOutroFullAudioVideoPR001.mp4

Guest Links

Kyle Lawrence

Website: frblaw.com

Podcast: Block and Order

Host Links

Jordan Guess

X: x.com/jordanguess

LinkedIn: linkedin.com/in/jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Bitcoin for Financial Services Media

X: x.com/bffs_media

Website: bffs.media

YouTube: @bffs_media

Offense vs. Defense: How Bitcoin Treasury Companies Actually Work

Wed, 27 May 2026 14:00:27 GMT

Most Bitcoin treasury companies talk about holding. Sam Callahan says the ones worth watching are playing offense.

Jordan and Wyatt sit down with Sam Callahan, Director of Bitcoin Strategy and Research at OrangeBTC, to get his take on why the offensive treasury model beats the defensive one, what it actually looks like to raise capital in a market three years behind the US, and why every bull vs. bear debate eventually comes down to one question.

Sam breaks down his own journey from sports physical therapist to prolific Bitcoin researcher, why proof of work is still the best way to break into the industry, and what building the Bitcoin Canon at Swan taught him about how deep the rabbit hole actually goes. Jordan and Wyatt get into the mechanics of Bitcoin treasury companies, why scale and liquidity are the only real moats, and how OrangeBTC pulled off the first Bitcoin-backed institutional loan in Latin America with the largest bank on the continent.

We close out with Sam's honest take on the Coffeezilla and Jeff Walton debate, why critics of the treasury model are really just bearish on Bitcoin, and where to find his research if you want to go deeper.

Chapters [00:00] Intro [05:03] How Sam Found Bitcoin [10:43] From Physical Therapy to Bitcoin Research [14:01] Writing as Proof of Work [24:28] Current Role and OrangeBTC [30:50] Does Bitcoin Get You a Girlfriend [33:23] What Is a Bitcoin Treasury Company [36:04] Offensive vs. Defensive Treasury Strategy [39:26] Proof of Reserves and Transparency [43:12] Institutional Adoption and Bitcoin Education in Brazil [48:17] Geopolitical Context and Bitcoin's Role [51:14] The First Institutional Bitcoin Loan in Latin America [55:17] Why Sam Is Bullish in 2026 [01:05:48] Breaking Down the Coffeezilla Debate [01:13:07] Where to Find Sam

Guest Links

Sam Callahan

X: @samcalla

Website: orangebtc.com

Host Links

Jordan Guess

X: x.com/jordanguess

LinkedIn: linkedin.com/in/jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Bitcoin for Financial Services Media

X: x.com/bffs_media

Website: bffs.media

YouTube: @bffs_media

The Fix Every Financial Advisor Needs

Wed, 20 May 2026 14:00:28 GMT

Most financial professionals start a podcast thinking it will grow their business. Brandon Keys says you are doing it backwards. Jordan and Wyatt sit down with Brandon Keys from Green Candle to get his unfiltered take on why personal brand has to come before the podcast, what it actually takes to build content that converts, and how financial professionals can stop trading time for leads.

Brandon breaks down his own journey from forensic engineer to full-time Bitcoin media strategist, why Bitcoiners can spot inauthenticity from a mile away, and what the give first mentality looks like when you are trying to build trust in financial services. Jordan and Wyatt get into the one-to-many content strategy that replaces the endless cycle of cold intro calls, why evergreen YouTube videos are the most underrated client acquisition tool in the industry, and what actually causes most people to quit content after two or three videos.

We close out with Brandon's honest breakdown of what he would do differently if he were starting over, why now is the best time to build a personal brand given where we are in the AI cycle, and how to reach him if you are ready to stop figuring it out alone.

Chapters [00:00] Intro [01:41] Personal Brand vs. Podcast — What to Build First [07:30] Being Authentic Without Alienating Clients [12:07] How Brandon Got Into Bitcoin [18:18] How Bitcoiners Think and How to Approach Them [24:08] The One-to-Many Content Strategy for Advisors [39:02] Why Most People Quit Content After Three Videos [41:33] How to Build a Process That Lasts [50:06] Where to Find Brandon

Guest Links Brandon Keys

X: @keysopen_doors

Youtube: https://www.youtube.com/@greencandle

Host Links Jordan Guess

X: x.com/jordanguess

LinkedIn: linkedin.com/in/jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Bitcoin for Financial Services Media

X: x.com/bffs_media

Website: bffs.media

YouTube: @bffs_media

Show Sponsors Basilic Financial — Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. basilic.io

Bitcoin 2026 Recap, Stretch Breakdown & The Family Office Launch

Wed, 06 May 2026 14:00:28 GMT

20,000 Bitcoiners. Three days in Vegas. More conversations than you can count. Jordan and Wyatt just got back from Bitcoin 2025 and they are breaking down everything that actually happened — from the main stage panels to the back hallway conversations that never get recorded.

In this episode, Jordan and Wyatt fly back from Bitcoin Conference 2025 in Las Vegas to give their honest, unfiltered recap of what they saw, who they talked to, and what it all means for the Bitcoin financial services industry. From a packed expo booth to intimate side events to two panels on stage, this one covers the full picture.

Wyatt breaks down his two panels — one on Bitcoin-backed lending and scaling debt markets, featuring Salt Lending and Arch Lending, and one on inheritance and wealth building with Jeff Andrew at Unchained, Zach Townsend at Meanwhile, and Jake Calvar at Digital Family Office Group. Jordan covers his panel on 1099-DA reporting, why cost basis schedules are the dark horse issue nobody wants to deal with, and why the IRS forcing mechanism is now unavoidable for anyone who has ever touched an exchange.

We dig into the de minimis tax side event hosted at the Venetian, where David Zell from Bitcoin Policy Institute and Janessa Lopez from Block spent an hour with 75 advisors, CPAs, and Bitcoin professionals breaking down where the legislation actually stands — and why getting to crypto tax reform before the midterms is a heavier lift than most people want to admit.

Jordan and Wyatt also pull back the curtain on the Bitcoin Family Office initiative they soft-launched at the conference — a fully integrated, Bitcoin-native service model connecting financial planning, tax strategy, estate planning, OTC purchasing, and hosted mining for clients between $5M and $50M in net worth. We get into why the siloed professional model is broken for Bitcoin holders, how data sharing agreements replace the need to tell your story four times, and why the demand they saw on the floor confirmed what they have been building toward for months.

We close out with Wyatt's honest breakdown of Stretch — MicroStrategy's preferred equity product paying 11.5% — why it is not a Ponzi scheme, how the dividend liability actually gets paid, and what common shareholders need to understand about dilution versus Bitcoin per share accretion. Jordan adds the tax angle on return of capital treatment and why that structure looks very different from a standard dividend product when April rolls around.

Chapters [00:00] Welcome Back and Saylor No-Show [02:53] Why Conferences Actually Work [06:23] Wyatt's Panels: Lending, Inheritance, and Wealth Building [11:07] The De Minimis Tax Side Event Recap [17:16] 1099-DA, Cost Basis, and the Reporting Reality [24:41] Working the Booth and Launching the Family Office [33:00] Stretch Explained: Preferred Equity, Dividends, and Dilution [38:11] Freedom Tech vs. MicroStrategy: The Conference Divide [41:59] Jack Mallers, 21, and Bitcoin Companies Going Public [43:48] Why XRP's Marketing Budget Tells You Everything

Host Links

Jordan Guess

X: x.com/jordanguess

LinkedIn: linkedin.com/in/jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke

Website: basilic.io

Bitcoin for Financial Services Media

Website: bffs.media

YouTube: / @bffs_media

Show Sponsors

Bitcoin Has Been the Best Asset in Every Crisis for 8 Years Running

Wed, 29 Apr 2026 14:00:29 GMT

What does it look like to start a contracting company at 19, turn your first real paycheck into Bitcoin at $10k, and end up building two of the most interesting companies at the intersection of Bitcoin and real estate?

In this episode, Wyatt and Jordan sit down with Joe Consorti, Head of Growth at Horizon and Theya, to explore why Bitcoin is becoming the least correlated asset on earth, why the bottom is likely in, and why the largest untapped reservoir of capital flowing into Bitcoin isn't Wall Street — it's the $37 trillion sitting in American home equity.

Joe breaks down his journey from Dunkin Donuts to Bloomberg terminals to building Horizon, a product that lets homeowners convert their home equity into Bitcoin with no monthly payments, no interest charges, and no liquidation risk. We get into why Bitcoin has been the best performing asset across every major crisis of the last eight years, why Joe calls it chaos insurance, and what Kevin Warsh's nomination actually signals for markets into year end.

Joe also shares his framework for thinking about Bitcoin's decoupling from tech stocks, why the correlation with the NASDAQ has been quietly declining for years, and why every institutional green light from Goldman to Morgan Stanley to Schwab is just fuel being added to an engine that hasn't even started yet. We dig into the mechanics of Horizon's home equity investment structure, why it's built for the forever homeowner rather than the short term flipper, and how sons and grandsons are using it to orange pill their parents one equity draw at a time.

We close out with Joe's honest take on where Bitcoin sits relative to real estate long term, why monetary premium is slowly bleeding out of home values and into harder assets, and why the People's Reserve self-repaying mortgage might be one of the most underrated Bitcoin products in the pipeline.

Chapters (00:00) Introduction and Joe's Background (04:10) From Dunkin Donuts to Bitcoin Markets (09:53) Bitcoin as Chaos Insurance (14:49) War, Kevin Warsh, and the Macro Setup (21:09) Bitcoin's Decoupling from Tech Stocks (25:50) Diagnosing the Last Six Month Sell-Off (28:32) The Debasement Trade Goes Mainstream (33:45) Wall Street's Green Light and What It Means (38:40) Introducing Horizon (45:22) Who Horizon Is Built For (54:13) Business Model and Liquidity Structure (1:01:32) Growth Plans and the Real Estate Demonetization Thesis (1:07:16) The People's Reserve and Bitcoin Mortgages

Guest Links

Joe Consorti | Head of Growth at Horizon & Theya

X: x.com/joeconsorti

LinkedIn: linkedin.com/in/joeconsorti

Host Links

Jordan Guess

X: x.com/jordanguess

LinkedIn: linkedin.com/in/jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Bitcoin for Financial Services Media

X: x.com/bffs_media

Website: bffs.media

YouTube: youtube.com/@bffs_media

Show Sponsors

Basilic Financial — Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. basilic.io

Bitment — Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors. Clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. bitment.co

Satoshi Pacioli — Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals who speak Bitcoin. satoshipacioli.com

Bitcoin's Adolescent Phase: Infrastructure, Stablecoins, and the Road to Wall Street

Wed, 22 Apr 2026 15:00:29 GMT

What does it look like to walk away from a private equity career, write one of the early economics books on Bitcoin, and then build a venture fund betting entirely on the infrastructure layer of the hardest money on earth?

In this episode, Wyatt and Jordan sit down with Eric Yakes, Managing Partner at Epoch, to explore what it actually takes to invest in the Bitcoin ecosystem, why the infrastructure around Bitcoin is a levered private market play on the most rapidly growing asset in history, and why most people still don't understand the size of the opportunity.

Eric breaks down his journey from private equity to Bitcoin author to venture capitalist, and what it took to launch Epoch's Fund One with 14 portfolio companies already deployed. We get into why nobody loses on a Bitcoin loan, why lending is one of the most underrated businesses in the ecosystem, and how cross-border payments are still in the landline-drilling phase of their buildout.

Eric also shares his framework for thinking about tokenization, why every digital signature that gets adopted makes the switch to Bitcoin easier, and why the fragmented patchwork of the old financial system is exactly what makes Bitcoin's open standard so powerful. We dig into stablecoins as free banking 2.0, why the Genius Act was straightforward regulatory capture by banks, and why the real Bitcoin adoption story over the next decade isn't Michael Saylor. It's Bitcoin as a reserve asset inside stablecoins.

We close out with Eric's honest take on AI's impact on startup cost structures, why we're entering the era of the idea guy, and where Wall Street actually stands on Bitcoin today. Plus why "digital gold" is just the pill pocket that helps traditional finance swallow something they don't yet know is good for them.

Chapters

(00:00) Introduction to Bitcoin and Eric Yakes

(01:57) Eric's Journey into Bitcoin and Economics

(06:11) The Evolution of Bitcoin Investment Strategies

(10:02) Venture Capital Insights and Startup Dynamics

(16:03) Opportunities in Financial Services and Bitcoin Ecosystem

(21:51) The Future of Bitcoin Loans and Financial Strategies

(26:07) Tokenization of Assets and Its Impact on Bitcoin

(31:38) The Challenges of Decentralization and Standards

(34:26) Stablecoins: A Bridge to Bitcoin Adoption

(46:26) AI's Role in Bitcoin and Financial Innovation

(53:27) Wall Street's Evolving Perspective on Bitcoin

Guest Links

Eric Yakes | Managing Partner at Epoch

X: x.com/ericyakes

LinkedIn: linkedin.com/in/eric-yakes-598a6956

Host Links

Jordan Guess

X: x.com/jordanguess

LinkedIn: linkedin.com/in/jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke

Website: basilic.io

Bitcoin for Financial Services Media

Website: bffs.media

YouTube: youtube.com/@bffs_media

Show Sponsors

basilic.io

bitment.co

satoshipacioli.com

Fix the Money, Now Fix the Credit

Wed, 15 Apr 2026 14:00:25 GMT

What does it actually look like to leave a high-paying finance career, start publishing independent Bitcoin research from your basement, and end up as Chief Risk Officer of a publicly traded company? In this episode, Wyatt sits down with Jeff Walton, CRO at Strive and CEO of True North, to explore the mechanics of digital credit, the capital structure innovation happening inside Bitcoin treasury companies, and why the entire credit market is about to get repriced.

Jeff breaks down his journey from reinsurance broker to Bitcoin researcher to Strive, and what it actually took to get SATA off the ground as one of the smallest clean-balance-sheet issuers in the market. We get into why perpetual preferred equity is the most underrated instrument in finance right now, how the capital stack position — not the Bitcoin itself — is the real collateral, and why every dollar flowing into digital credit is a dollar leaving traditional credit forever.

Jeff also shares his honest take on why rating agencies are asleep at the wheel on Bitcoin, what Basel III risk weighting at 1,250% actually means for institutional adoption, and why the insurance industry is sitting on a ticking clock it doesn't fully understand. Plus the math behind why the MSTR flywheel is harder to break than most people think.

We close out with a candid look at where the biggest untapped opportunities in digital credit still are, why these instruments will eventually show up as collateral in reinsurance contracts and mortgage packages, and why Jeff believes digital credit is to traditional credit what Bitcoin was to the dollar.

Chapters

(00:00) Introduction to Jeff Walton and His Background (07:21) Transition from Insurance to Bitcoin (12:30) The Evolution of Bitcoin in Capital Markets (17:23) Current Market Assessment and Long-Term Outlook (21:16) The Impact of Basel Accords on Bitcoin (25:16) Challenges in Rating Bitcoin and Its Instruments (29:44) Bitcoin Treasury Companies and Their Role (34:14) Wall Street's Involvement in Bitcoin (38:40) Future of Bitcoin Treasury Companies (41:45) Exploring Digital Credit Instruments (46:14) Understanding Capital Structure and Risk Profiles (51:22) The Simplicity of Digital Credit Transactions (53:04) Analyzing the Potential Risks and Market Dynamics (01:02:57) Future Opportunities in Bitcoin Investment Products

Guest Links: Jeff Walton: CRO at Strive | CEO of True North

X: /PunterJeff

Email: jeff.walton@strive.com

Website: tnorth.com

Host Links

Jordan Guess

X: /jordanguess

LinkedIn: /jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke

X: /wyattorourke_

Bitcoin for Financial Services Media Links

X: /bffs_media

Website: https://bffs.media/

YouTube: /@bffs_media

Show Sponsors

Basilic Financial: Your wealth deserves intention. Basilic Financial is a Bitcoin-focused wealth management firm that helps clients find balance between money and meaning. Basilic integrates sound-money strategies across four personalized services: financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. (Link: https://www.basilic.io/)

Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors, delivering clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. Ditch the headaches with robust accounting for the hardest money on earth. (Link: https://www.bitment.co/)

Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Satoshi Pacioli handles bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals. Work with advisors who speak Bitcoin and keep you compliant while building long-term value. (Link: https://satoshipacioli.com/)

Why Bitcoin Always Wins in the Bear Market

Wed, 08 Apr 2026 14:00:26 GMT

What does it actually look like to build a Bitcoin media empire from the ground up and then take it public? In this episode, Jordan and Wyatt sit down with Brandon Green, CEO of BTC Inc., to explore the state of Bitcoin narratives, the mechanics behind Bitcoin treasury companies, and why true institutional adoption still hasn't arrived.

Brandon breaks down the full arc of BTC Inc.'s journey, from intern sweeping floors to CEO of one of Bitcoin's most influential companies, and what the Nakamoto acquisition actually looked like behind the scenes. We get into why Saylor's strategy is more Bitcoin maximalist than people realize, how treasury companies are orange pilling global capital markets one pool at a time, and why the bear market is where the real work gets done.

Brandon also shares his honest take on the de minimis exemption battle in DC, why Bitcoiners got outmaneuvered by the crypto apparatus, and what it's actually going to take to get it across the finish line. Plus the Elon story you didn't know you needed.

We close out with a candid conversation on where the biggest untapped opportunities in Bitcoin still are, why bear market events are where bull market narratives form, and why Brandon believes the best is still ahead.

Chapters (00:00) Introduction to Bitcoin and Conference Preparations (04:08) Brandon's Journey in Bitcoin and BTC Inc. (08:51) The Challenges and Rewards of Organizing Events (12:55) The Evolution of Bitcoin Conferences (16:49) International Expansion and Market Dynamics (22:53) Institutional Adoption and Market Narratives (35:35) M&A Experience and Future Outlook (38:59) Navigating M&A and Building a Bitcoin Company (43:29) The Role of Bitcoin in Business Strategy (45:53) Policy Challenges and the De Minimis Exemption (55:59) The Political Landscape and Bitcoin Advocacy (01:02:31) Opportunities in the Bitcoin Ecosystem

Guest Links

Brandon Green CEO at BTC Inc.

LinkedIn: /brandon-green

Website: 2026.b.tc

Host Links

Jordan Guess:

X: /jordanguess

LinkedIn: /jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke:

X: /wyattorourke_

Bitcoin for Financial Services Media Links

X: /bffs_media

Website: https://bffs.media/

YouTube: /@bffs_media

Check out our awesome show sponsors!

The Bitcoin Capital Markets Episode Nobody Made Yet

Wed, 01 Apr 2026 14:00:25 GMT

What does it actually look like to bring Wall Street deal-making into the Bitcoin ecosystem? In this episode, Jordan and Wyatt sit down with Scott Marmoll, Founder and Managing Director of Capital B Advisory, to explore the state of Bitcoin capital markets, the evolution of Bitcoin-backed lending, and why institutional finance still hasn't truly bet on Bitcoin.

Scott breaks down the full maturity arc of Bitcoin-backed loan businesses, from forward flow agreements to warehouse credit facilities to full securitization, and what the Ledin bond deal signals for the future of the category. We get into the mechanics of leverage, why position sizing matters more than most people realize, and how borrowing in fiat while holding Bitcoin is still the smartest play for most people. Scott also shares his vision for Capital B Advisory, helping Bitcoin-owning business owners navigate M&A, capital raising, and balance sheet strategy with an advisor who actually speaks Bitcoin.

We close out with a candid conversation on the Jane Street controversy, the weakening store of value narrative, private credit risks in TradFi, and why Scott believes the best is still ahead for Bitcoin.

Chapters (00:00) - Bitcoin as the Ultimate Collateral (01:31) - Intro & Guest Welcome (04:09) - Scott's Background & The TradFi Bitcoin Journey (07:03) - The Ledin Securitization & What It Means for Bitcoin Lending (11:00) - Warehouse Facilities & The Risk of Obfuscating Collateral (12:55) - Leverage, Liquidations & The Gun Analogy (15:44) - Position Sizing Loans & The Mark Moss Strategy (18:53) - Private Credit in TradFi & Where Bitcoin Fits (24:28) - Bitcoin-Denominated Lending: Does It Have Legs? (25:45) - Bitcoin Backed Loan Reinsurance & A New Derivative Market (29:41) - Bitcoin vs. Real Estate as Collateral (31:06) - Bitcoin Investment Product Design & True Bitcoin Yield (34:31) - Running a Bitcoin Business in a Fiat World (38:27) - Spot vs. Futures Yield Strategies: Viable or Not? (41:11) - Defending the Bitcoin Store of Value Thesis (45:21) - The Jane Street Slam: Conspiracy or Reality? (50:46) - Capital B Advisory: Mission, Journey & What's Next (53:48) - Leaving TradFi & Going All In on Bitcoin

Guest Links

Scott Marmoll, Founder & Managing Director at Capital B Advisory

LinkedIn: https://www.linkedin.com/in/scott-m-1720012b7/

Website: capitalbadvisory.com

Host Links

Jordan Guess:

X: /jordanguess

LinkedIn: /jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke:

X: /wyattorourke_

Bitcoin for Financial Services Media Links

X: /bffs_media

Website: https://bffs.media/

YouTube: /@bffs_media

Check out our awesome show sponsors!

Bitcoin Custody, IRAs, and Inheritance Planning for Financial Professionals

Wed, 25 Mar 2026 14:00:25 GMT

What if you could hold Bitcoin for the long term, access liquidity when you need it, and do it all without ever giving up control of your keys? In this episode, we sit down with Ben Bryla, Director of Sales at Unchained, to break down everything their platform has to offer… from collaborative custody and collateralized lending to Bitcoin IRAs and inheritance planning, all built natively around Bitcoin.

Ben walks us through Unchained's collaborative custody model, how 2-of-3 multi-signature vaults give clients majority key control, and why the Connections feature is becoming a game-changer for advisors, CPAs, and estate planning attorneys. We cover the mechanics of Bitcoin IRAs with retained key control, collateralized lending with full collateral transparency, and a practical walkthrough of Unchained's inheritance protocol. We close out with a look at how financial professionals are starting to engage with the platform and why education is still the biggest hurdle.

Chapters (00:00) - Introduction to Bitcoin and Personal Journey (03:00) - Understanding Unchained and Collaborative Custody (06:04) - The Importance of Multi-Signature Custody (09:09) - Exploring Unchained's Financial Services (11:58) - Connections Feature and Its Benefits (14:55) - Community and Human Element in Bitcoin (18:09) - Future Features and Client Feedback (21:03) - Navigating Market Fluctuations and Building in Bear Markets (26:36) - Navigating Bitcoin Sales and Relationships (27:37) - Understanding Bitcoin Collateral and Loans (30:26) - Exploring Bitcoin IRAs and Retirement Options (34:01) - Inheritance Planning for Bitcoin Holders (38:28) - Expanding Outreach Beyond the Bitcoin Community (43:48) - Engaging Financial Advisors and RIAs (47:34) - Tax Reporting and Compliance for Bitcoin Users (50:05) - Ensuring Bitcoin Security and Recovery

Guest Links

Ben Bryla, Director of Sales at Unchained

X: @BitcoinBenjiiii

Unchained Website: https://unchained.com/

Host Links

Jordan Guess:

X: / jordanguess

LinkedIn: / jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke:

X: / wyattorourke_

Bitcoin for Financial Services Media Links

X: / bffs_media

Website: https://bffs.media/

YouTube: / @bffs_media

Check out our awesome show sponsors!

Basilic Financial: Your wealth deserves intention. Basilic Financial is a Bitcoin-focused wealth management firm that helps clients find balance between money and meaning. Basilic integrates sound-money strategies across four personalized services: financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. (Link: https://www.basilic.io/)

Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors, delivering clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. Ditch the headaches with robust accounting for the hardest money on earth. (Link: https://www.bitment.co/)

Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Satoshi Pacioli handles bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals. Work with advisors who speak Bitcoin and keep you compliant while building long-term value. (Link: https://satoshipacioli.com/)

Bitcoin Life Insurance: The Most Tax-Efficient Way to Live Off Your Stack

Wed, 18 Mar 2026 14:00:25 GMT

What if you could live off your Bitcoin wealth without ever selling it and do it completely tax-free? In this episode, we sit down with Danny Baer, Director of Wealth and Asset Management at Meanwhile, to explore what it looks like to build a financial institution fully denominated in Bitcoin. Not bolting Bitcoin onto a fiat product, but actually using Bitcoin as the currency.

Danny walks us through Meanwhile's whole life insurance product, how it generates real Bitcoin yield, and why it may be the most tax-efficient way to live off a Bitcoin stack over a lifetime. We cover the mechanics of policy loans, cost basis assignment, inheritance planning, and how Meanwhile is the only company in the world with externally audited financials stated in satoshis. We close out with a look at how advisors and CPAs are starting to engage with the product and why education is still the biggest hurdle.

Chapters

(00:00) - Introduction to Bitcoin and Wealth Management (01:52) - Danny's Journey into Bitcoin and Meanwhile (06:25) - The Evolution of Bitcoin Perception in Finance (10:23) - Generational Wealth Transfer and Bitcoin (14:00) - Meanwhile's Unique Bitcoin-Denominated Insurance Products (21:40) - Mechanics of Meanwhile's Insurance Policies (34:09) - Custody and Yield Generation in Bitcoin Insurance (40:45) - The Future of Bitcoin Insurance and Advisor Reception

Guest Links

Danny Baer, Director of Wealth and Asset Management at Meanwhile

LinkedIn: https://www.linkedin.com/in/danny-baer1/

Meanwhile Website: https://meanwhile.bm/

Host Links

Jordan Guess:

X: / jordanguess

LinkedIn: https://www.linkedin.com/in/jordan-guess-cpa/

Website: bitment.co

Wyatt O'Rourke:

X: / wyattorourke_

Bitcoin for Financial Services Media Links

X: / bffs_media

Website: https://bffs.media/

YouTube: / @bffs_media

Check out our awesome show sponsors!

How River Hit Its Highest Volume Month Ever During a Market Crash

Wed, 11 Mar 2026 14:00:25 GMT

When Bitcoin's price dropped and sentiment hit the floor in February 2025, most people expected adoption to slow. River's numbers told a completely different story… their highest volume month ever. In this episode, we sit down with Ben Epling, Relationship Manager at River, to unpack what's actually driving Bitcoin adoption behind the scenes at the individual, business, and institutional level.

Ben shares exclusive internal data points from River's latest research report, revealing a striking ownership shift: individuals were net sellers while institutions, businesses, and governments quietly accumulated. We explore why 63% of businesses on River plan to hold Bitcoin indefinitely, what's truly blocking business adoption (spoiler: it's the CPA), and how River's white glove service, clean tax reporting, and proof of reserves are setting the standard for what a trusted Bitcoin financial institution should look like. We close out with a look at River's vision for the dual currency era — direct deposit, bill pay, and making a Bitcoin standard more practical than ever for everyday businesses and their advisors.

Chapters

(00:00:00) - Introduction & Ben's Bitcoin Origin Story

(00:05:42) - How Ben Got to River & His Role in Relationship Management

(00:11:21) - River's Latest Research: Institutions vs. Individual Bitcoin Ownership

(00:15:59) - Why Individuals Have Been Net Sellers This Cycle

(00:21:13) - Business Bitcoin Adoption: Who's Buying & Why

(00:24:43) - What the RIA Landscape Actually Looks Like on Bitcoin

(00:28:16) - The #1 Reason Businesses Push Back on Bitcoin (Accounting)

(00:31:20) - How River Solves Cost Basis Tracking & Tax Reporting

(00:36:39) - Why River Stays Bitcoin Only & Focused

(00:42:26) - River's Record February: Volume, Custody & Interest Data

(00:45:57) - The Coinbase Breach, Security Culture & White Glove Service

(00:52:32) - Direct Deposit, Bill Pay & the Dual Currency Era

(00:55:29) - How River Works With Financial Advisors & CPAs

Guest Links

Ben Epling, Relationship Manager at River

X: @benepling

River Website: https://river.com

Host Links

Jordan Guess:

X: / jordanguess

Discord: / discord

Wyatt O'Rourke:

X: / wyattorourke_

Bitcoin for Financial Services Media Links:

X: / bffs_media

Website: https://bffs.media/

YouTube: / @bffs_media

Check out our awesome show sponsors!

Basilic Financial: Your wealth deserves intention. Basilic Financial is a Bitcoin-focused wealth management firm that helps clients find balance between money and meaning. Basilic integrates sound‑money strategies across four personalized services: financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. (Link: https://www.basilic.io/)

The $4,000 Rug Pull: Why Fiat Payments Break Small Businesses

Wed, 04 Mar 2026 20:58:58 GMT

This episode, we sit down with a payments veteran with 15+ years of payment innovation experience to dissect the inherent flaws of modern credit card rails and fiat payment systems. As financial professionals, we often see top-line revenue stripped of hidden interchange fees without fully grasping the burden it places on everyday business owners.

Our guest pulls back the curtain on the arbitrary nature of chargebacks, exorbitant processing costs, and the ultimate lack of settlement finality in the traditional system. We explore the massive opportunity surrounding the transition from Bitcoin as a store of value to its crucial real-world application as a medium of exchange. At last, we discuss the frictionless future of automated treasury management, native Lightning payments, and why even AI agents will inevitably require hard money.

This conversation is a compelling reminder that integrating sound money into operations is the ultimate defense against an increasingly fragile financial system.

Chapters

(00:00:00) - Introduction And The Evolution Of Bitcoin Payments

(00:04:04) - Why Legacy Fiat Payments Fail Small Businesses

(00:06:20) - Reducing Merchant Friction With Native Bitcoin Point Of Sale

(00:09:50) - Integrating Automated Bitcoin Treasury Management For Businesses

(00:12:15) - The Hidden Costs Of Credit Card Processing Fees

(00:14:33) - How Fiat Chargebacks Destroy Small Business Margins

(00:19:54) - Navigating Expensive Credit Card Rewards And Interchange Rates

(00:24:44) - Why Business Owners Need Bitcoin Payment Advisors

(00:28:49) - Navigating From Digital Assets To A Sound Bitcoin Standard

(00:36:00) - Adopting Corporate Bitcoin Strategies Over Extracting Fiat

(00:40:41) - The Importance Of The Bitcoin Spend And Replace Model

(00:48:45) - Solving The Merchant Adoption Chicken And Egg Dilemma

(00:52:44) - Why Future AI Agents Need The Lightning Network

Guest Links

Jason Keil, Founder & CEO at Polaris Payments and The Bitcoin Payments Advisor

X: / jkeil

Polaris Payments Website: https://www.polarispayments.com/

Bitcoin Payments Advisor Website: https://www.bitcoinpaymentsadvisor.com/

Host Links

Jordan Guess:

X: / jordanguess

Discord: / discord

Wyatt O'Rourke:

X: / wyattorourke_

X: https://twitter.com/KampsJonathan

Bitcoin for Financial Services Media Links:

X: / bffs_media

Website: https://bffs.media/

YouTube: / @bffs_media

Check out our awesome show sponsors!

Basilic Financial: Your wealth deserves intention. Basilic Financial is a Bitcoin-focused wealth management firm that helps clients find balance between money and meaning. Basilic integrates sound‑money strategies across four personalized services: financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. (Link: https://www.basilic.io/)

The Real Reason You Lose 8% Every Year

Wed, 25 Feb 2026 11:00:00 GMT

In this episode, we sit down with a CPA and financial advisor to deconstruct why traditional value investing models are failing in the current economic environment. We explore the critical flaw in modern accounting, which relies on an unstable dollar that distorts business performance and erodes long‑term wealth. By analyzing ten years of data comparing the S&P 500 against M2 money supply growth, we reveal how many investors are simply treading water rather than generating real returns. We also discuss how the convergence of AI and Bitcoin creates a deflationary future that contrasts sharply with the inflationary reality of fiat currency. This conversation challenges financial professionals to fix their measuring stick before it is too late.

Chapters

(00:00:00) - Guest introduction

(00:02:09) - Merging Tax Services with Bitcoin Wealth Management

(00:08:00) - The Success of a Physical Bitcoin Office

(00:12:35) - Why Traditional Value Investing Models Are Failing

(00:14:12) - The Danger of Measuring Wealth in Unstable Dollars

(00:21:35) - Why Bitcoin Is the Only Stable Unit of Account

(00:24:00) - Exposing the Flaw in Corporate Finance Assumptions

(00:32:38) - Researching M2 Money Supply vs. S&P 500 Returns

(00:37:00) - Is the 60/40 Portfolio Strategy Dead?

(00:41:00) - Calculating True Inflation Beyond the CPI

(00:45:50) - Shrinkflation and the Hidden Cost of Quality Reduction

(00:49:00) - The Disconnect Between Wall Street and Main Street

(00:51:40) - How AI and Bitcoin Drive Future Deflation

(00:54:50) - The Hopeful Case for Bitcoin Adoption

Guest Links

Jonathan Kamps, CPA at Orange Horizon Wealth, LLC, a division of Vista Investment Partners

Jonathan's article The Illusion of Growth: https://tinyurl.com/66meh4ek

Orange Horizon Wealth Website: https://www.orangehorizonwealth.com/

Host Links

Jordan Guess: X: https://twitter.com/jordanguess

Discord: https://discord.com/invite/Xg55GVkc3f

Wyatt O'Rourke: X: https://twitter.com/wyattorourke_

X: https://twitter.com/BFFS_media

Bitcoin for Financial Services Media Links:

Website: https://bffs.media/

YouTube: http://www.youtube.com/@BFFS_Media

Check out our awesome show sponsors!

Basilic Financial: Your wealth deserves intention. Basilic Financial is a Bitcoin-focused wealth management firm that helps clients find balance between money and meaning. Basilic integrates sound‑money strategies across four personalized services: financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. (Link: https://www.basilic.io/)

Ex-Apple Engineer Reveals How AI Is Stealing Your Data

Wed, 18 Feb 2026 11:45:08 GMT

We sit down with a privacy-focused AI founder to discuss the massive security holes in popular tools like ChatGPT and Claude. The convenience of these models often comes at the cost of client confidentiality and transparency, so we explore how financial professionals can mitigate these legal risks while still leveraging powerful technology. Our conversation covers the mechanics of trusted execution environments and how they differ from simply hoping tech giants respect their customers' privacy. We also dive into the emerging world of autonomous agents and why Bitcoin serves as the logical currency for machine-to-machine commerce. This is an essential guide for any firm looking to integrate artificial intelligence without compromising security or professional ethics.

Chapters

(00:00:00) - Protecting Confidential Client Data in the AI Era

(00:06:05) - How LLMs Process and Store Your Information

(00:08:07) - Why ChatGPT Data Is Not Subpoena-Proof

(00:12:54) - Stripping PII Before Using Public AI Tools

(00:16:49) - How Trusted Execution Environments Ensure Total Privacy

(00:19:21) - Safely Analyzing Tax Returns and PDFs with AI

(00:22:30) - The Risks of AI Proxies and VPNs

(00:27:22) - Running Local Models vs. Cloud-Based Solutions

(00:35:11) - Security Vulnerabilities in Autonomous AI Agents

(00:37:13) - Prompt Injection Attacks via Email Explained

(00:39:56) - Why AI Agents Will Use Bitcoin and Lightning

(00:46:08) - How Financial Professionals Can Survive the AI Revolution

(00:58:35) - The Economics of Token Pricing and Subsidies

**Guest Links

Mark Suman, co-founder & CEO of Maple AI**

X: https://twitter.com/marksuman

Nostr: https://primal.net/marks

Maple AI Website: https://trymaple.ai/

Host Links

Jordan Guess:

X: https://twitter.com/jordanguess

Discord: https://discord.com/invite/Xg55GVkc3f

Wyatt O'Rourke:

X: https://twitter.com/wyattorourke_