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

The 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 easy… rebuilding your entire practice around Bitcoin is where the real work starts. Wyatt sits down with Matt Golliher to unpack what it actually took to transform a traditional, profitable RIA into one of the only fully Bitcoin-focused wealth management firms in the country. From compliance and custody to E&O insurance and custodian relationships, Matt walks through every brick wall Vista Investment Partners had to knock down, and rebuild, before Orange Horizon Wealth could go live in May 2024. Matt Golliher shares his path from dismissing Bitcoin as "digital Beanie Babies" in 2017 to obsessively researching it through the pandemic, the moment reading The Bitcoin Standard made him start sweating, and why getting orange-pilled at a bank would have ended his career as a financial advisor. They get into the three real options for Bitcoin-convicted advisors stuck at legacy firms, how Swan Bitcoin became the only viable custodian for spot Bitcoin at the time, and the nuts and bolts of how Orange Horizon operates as a DBA and partnership structure under Vista. We close out with the Rockford story… how Jeff Arand used a firm transition bonus to stack Bitcoin, then plugged his practice into Orange Horizon's infrastructure as its first satellite office, and Matt's take on navigating client sentiment in a bear market, where he stands on Bitcoin treasury companies and leveraged Bitcoin equities, and why he's too busy building to check the price. 🎟️ 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 [http://bffs.media] Chapters 00:00 Introduction to Bitcoin Financial Services 03:16 Matt Golliher's journey into Bitcoin 08:34 The evolution of Vista Investment Partners 14:52 The impact of COVID-19 on Bitcoin awareness 20:22 Advice for financial advisors on embracing Bitcoin 27:42 Building Orange Horizon Wealth 29:25 Compliance challenges in Bitcoin wealth management 34:09 Navigating Bitcoin custody and insurance 36:39 Understanding the Orange Horizon and Vista relationship 37:16 Customizing advisor partnerships 39:17 The Rockford office opening 46:20 Client sentiment in a bear market 52:52 Exploring Bitcoin treasury companies and investment products 59:04 Fringe opportunities in Bitcoin financial services 01:04:02 Introduction to Bitcoin Financial Services Summit 01:04:31 The importance of community in Bitcoin integration Guest: Matt Golliher Orange Horizon Wealth / Vista Investment Partners X: @MattGolliher Website: orangehorizonwealth.com [http://orangehorizonwealth.com] Host Links Wyatt O'Rourke X: x.com/wyattorourke [http://x.com/wyattorourke]_ Website: basilic.io [http://basilic.io] Bitcoin 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]

Your 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 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 [http://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 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]

Your 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 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 [http://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 [http://frblaw.com] Podcast: Block and Order 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]V

Offense 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, 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 [http://orangebtc.com] 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]

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]