Bitcoin for Financial Services Podcast

The 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 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 [https://www.youtube.com/@greencandle] Host Links Jordan Guess X: x.com/jordanguess LinkedIn: linkedin.com/in/jordan-guess-cpa Website: bitment.co [http://bitment.co] Wyatt O'Rourke X: x.com/wyattorourke_ Website: basilic.io [http://basilic.io] Bitcoin for Financial Services Media X: x.com/bffs_media Website: bffs.media [http://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 [http://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 [http://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 [http://satoshipacioli.com]

Bitcoin 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 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 [http://x.com/jordanguess] LinkedIn: linkedin.com/in/jordan-guess-cpa [http://linkedin.com/in/jordan-guess-cpa] Website: bitment.co [http://bitment.co] Wyatt O'Rourke X: x.com/wyattorourke [http://x.com/wyattorourke]_ Website: basilic.io [http://basilic.io] Bitcoin for Financial Services Media X: x.com/bffs_media [http://x.com/bffs_media] Website: bffs.media [http://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 [http://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 [http://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 [http://satoshipacioli.com]

Bitcoin 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 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 [http://bitment.co] Wyatt O'Rourke X: x.com/wyattorourke_ Website: basilic.io [http://basilic.io] Bitcoin for Financial Services Media X: x.com/bffs_media Website: bffs.media [http://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 [http://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 [http://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 [http://satoshipacioli.com]

Bitcoin'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 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 [http://x.com/ericyakes] LinkedIn: linkedin.com/in/eric-yakes-598a6956 [http://linkedin.com/in/eric-yakes-598a6956] Host Links Jordan Guess X: x.com/jordanguess [http://x.com/jordanguess] LinkedIn: linkedin.com/in/jordan-guess-cpa [http://linkedin.com/in/jordan-guess-cpa] Website: bitment.co [http://bitment.co] Wyatt O'Rourke X: x.com/wyattorourke [http://x.com/wyattorourke]_ Website: basilic.io [http://basilic.io] Bitcoin for Financial Services Media X: x.com/bffs_media [http://x.com/bffs_media] Website: bffs.media [http://bffs.media] YouTube: youtube.com/@bffs_media [http://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 [http://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 [http://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 [http://satoshipacioli.com]

Fix 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 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 [jeff.walton@strive.com] Website: tnorth.com [http://tnorth.com] Host Links Jordan Guess X: /jordanguess LinkedIn: /jordan-guess-cpa Website: bitment.co [http://bitment.co] Wyatt O'Rourke X: /wyattorourke_ Website: https://www.basilic.io/ [https://www.basilic.io/] Bitcoin for Financial Services Media Links X: /bffs_media Website: https://bffs.media/ [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/ [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/ [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/ [https://satoshipacioli.com/])