Shows / Bitcoin for Financial Services Podcast
Bitcoin for Financial Services Podcast
Bitcoin for Financial Services Podcast is where money meets innovation. Hosts Wyatt O’Rourke and Jordan Guess break down what’s happening in the world of Bitcoin finance and how it’s reshaping the financial services industry from the inside out. Wyatt is the author of The Bitcoinization of Finance and founder of Basilic Financial, where he helps clients bridge the gap between traditional wealth management and the new Bitcoin economy. Jordan is the owner of Trusted Advisors CPA and founder of…
Episodes
Bitcoin for Financial Services PodcastWhy Wall Street Hasn’t Actually Come to Bitcoin Yet: Inside a Digital Credit Fund
Roughly 97% of institutional capital is mandated to equity or credit, and Bitcoin has historically fit into the other 3%. How do you change that? Wyatt sits…
Bitcoin for Financial Services PodcastWhat Regulators Actually Think About Bitcoin: A Compliance Chief on RIAs, Cold Card, and Debanking
State regulators may be far more relaxed about Bitcoin in client portfolios than the federal headlines suggest. Jordan and Wyatt sit down with Mark Dempsey…
Bitcoin for Financial Services PodcastTriple-Tax-Advantaged Bitcoin: How an HSA Turns Healthcare Into a Sats Stack
Over $200 billion sits in HSAs, and more than half of it is in cash. What if that money were Bitcoin, tax-free in and out? Wyatt sits down with Jon Gordon…
Bitcoin for Financial Services PodcastMine Bitcoin for Half the Price: Inside the Tax Play Nobody's Talking About
Buying Bitcoin gives you zero tax advantage. Mining it, done right, can cut your cost basis in half — and write off nearly every dollar along the way. Jordan…
Bitcoin for Financial Services PodcastLightning Yield, Explained: How Bitcoin Velocity Turns Into 3-5% Native Returns
Cash App made almost 10% routing Lightning payments. Most advisors have no idea how, or why that number is real. Jordan and Wyatt sit down with Chris Ritter…
Bitcoin for Financial Services PodcastThe Fund That Pairs Real Estate With Bitcoin and Keeps Your Downside Covered
What if you could get Bitcoin exposure with your downside covered by real estate… and never make an interest payment? Jordan and Wyatt sit down with Daniel…
Bitcoin for Financial Services PodcastSelf-Custody Under Fire: Lessons From the Cold Card Entropy Failure
This episode was already on the calendar — then the worst-case self-custody scenario happened days before we hit record. Jordan and Wyatt sit down with Chantel…
Bitcoin for Financial Services PodcastSatoshis Per Square Foot: Bitcoin's Takeover of Commercial Real Estate
Most real estate owners have never heard of a dual-collateralized Bitcoin loan — but the ones who have are getting better rates, longer holding periods, and a…
Bitcoin for Financial Services PodcastInside a Bitcoin-Powered Bank Account for Businesses
Most people think of Bitcoin onboarding as either "buy an ETF" or "run your own node" — Stephen Cole, co-founder of Castle, is building the entire financial…
Bitcoin for Financial Services PodcastWhy 'Learn to Code' Aged Poorly: AI, Vibe Coding, and the Future of Financial Software
Kendall Weihe, Jordan's co-founder at Bitment, joins the pod for a rare deep dive into what actually changed in software engineering — and by extension…
Bitcoin for Financial Services PodcastInside the 2026 Bitcoin Financial Services Summit
Most Bitcoin conferences are 30,000 people, vanilla panels, and a badge you never look at again. The Bitcoin Financial Services Summit is the opposite — 200…
Bitcoin for Financial Services PodcastHow W-2 Earners Slash Taxes With Bitcoin Mining
Most people write off Bitcoin mining as a waste of energy or a game reserved for hardware geeks and public mega-miners. Beau Turner, CEO and co-founder of…
Bitcoin for Financial Services PodcastThe Wall Street Veteran Who Went All In on Bitcoin (And How He Makes It Grow)
Most people think generating a return on Bitcoin means taking on reckless risk or selling your stack. Adil Abdulali, Chief Strategy Officer at Amitis Capital…
Bitcoin for Financial Services PodcastWhat Actually Gets Built in a Bear Market | Bitcoin Venture Capital & the Future of Bitcoin Finance
Most people think Bitcoin venture capital is just buying early and waiting. VJ Vesnaver, operating partner at Epoch, says the real work is finding the founders…
Bitcoin for Financial Services PodcastThe Orange-Pilled Advisor: Building a Bitcoin-First Wealth Management Firm From Scratch
Most people think getting orange-pilled is the hard part. Matt Golliher, financial advisor and co-founder of Orange Horizon Wealth, says convincing yourself is…
Bitcoin for Financial Services PodcastYour AI Agent Needs a Bitcoin Wallet. Here's Why.
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…
Bitcoin for Financial Services PodcastYour Bitcoin Estate Plan Has a Fatal Flaw (And It's Not Legal)
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…
Bitcoin for Financial Services PodcastOffense vs. Defense: How Bitcoin Treasury Companies Actually Work
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…
Bitcoin for Financial Services PodcastThe Fix Every Financial Advisor Needs
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…
Bitcoin for Financial Services PodcastBitcoin 2026 Recap, Stretch Breakdown & The Family Office Launch
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…
Bitcoin for Financial Services PodcastBitcoin Has Been the Best Asset in Every Crisis for 8 Years Running
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…
Bitcoin for Financial Services PodcastBitcoin's Adolescent Phase: Infrastructure, Stablecoins, and the Road to Wall Street
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…
Bitcoin for Financial Services PodcastFix the Money, Now Fix the Credit
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…
Bitcoin for Financial Services PodcastWhy Bitcoin Always Wins in the Bear Market
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…
Bitcoin for Financial Services PodcastThe Bitcoin Capital Markets Episode Nobody Made Yet
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…
Bitcoin for Financial Services PodcastBitcoin Custody, IRAs, and Inheritance Planning for Financial Professionals
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…
Bitcoin for Financial Services PodcastBitcoin Life Insurance: The Most Tax-Efficient Way to Live Off Your Stack
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…
Bitcoin for Financial Services PodcastHow River Hit Its Highest Volume Month Ever During a Market Crash
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…
Bitcoin for Financial Services PodcastThe $4,000 Rug Pull: Why Fiat Payments Break Small Businesses
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…
Bitcoin for Financial Services PodcastThe Real Reason You Lose 8% Every Year
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…
Bitcoin for Financial Services PodcastEx-Apple Engineer Reveals How AI Is Stealing Your Data
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…
Bitcoin for Financial Services Podcast1 Billion Users: Why the Lightning Network is Winning
We sit down with Lightning Network executive Bobby Shell to explore how Bitcoin is maturing from a tinkerer's hobby into an essential enterprise powerhouse. We…
Bitcoin for Financial Services PodcastMortgage Insider: Use Your Bitcoin To Qualify Now!
We explore a massive breakthrough for Bitcoiners looking to enter the real estate market. For years, traditional banks have forced us to liquidate our stack or…
Bitcoin for Financial Services PodcastWhy Your Business Needs An Anti-CBDC Strategy Now
In this episode, we sit down with Adam Simecka to discuss the critical importance of building tools for independent value transfer in an increasingly…
Bitcoin for Financial Services PodcastWhy 99% of Advisors Will Be Unemployed in 3 Years
We sat down with Zach Wischler, Director of Sales at Casa, to dismantle the false security of the ETF narrative and explore the future of wealth preservation…
Bitcoin for Financial Services PodcastCFO Reveals the 4 Types of Bitcoin Treasuries
We sit down with Travis MacDonald, a CPA and CFA who left the traditional M&A world to build financial infrastructure for the Bitcoin economy. He breaks down…
Bitcoin for Financial Services PodcastProfitable Businesses Choose Bitcoin
In this episode, we sit down with Brandon Karpeles of Sovereign to unpack why so many businesses are failing under leverage and why Bitcoin changes that…
Bitcoin for Financial Services PodcastBuilding Bitcoin Rails For HSAs
We sat down with Jon Gordon and Stuart Lackey, co-founders of SoundHSA, to unpack why healthcare costs keep rising, why patients rarely see real prices, and…
Bitcoin for Financial Services PodcastThe Fiduciary Case for Bitcoin Allocation
In this episode, we sit down with Jirayr, co-founder of Citrin Capital Advisors, to discuss the evolution of a San Francisco-based wealth management firm…
Bitcoin for Financial Services PodcastBitcoin for Business in Practice
In this episode, we sit down with Wesley Schlemmer, President of the Bitcoin Bay Foundation and Executive Director of the Florida Blockchain Business…
Bitcoin for Financial Services PodcastBuilding Intentional Wealth
In this third episode of BfFS, we sit down with Jim Crider to explore what it means to build intentional wealth in the Bitcoin era. When does Bitcoin belong in…
Bitcoin for Financial Services PodcastThe CPA Who Orange‑Pilled Finance
How do you run a business that thinks in Bitcoin and keeps clean books across Lightning, custody, and payroll? In this episode of BfFS, we sit down with Joe…
Bitcoin for Financial Services PodcastPlanting the Orange Flag
What happens when financial advisors dismiss Bitcoin as a passing trend, only to watch clients walk away? How do you build trust in an industry riddled with…