Bitcoin for Financial Services Podcast

<p>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.</p> <p>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.</p> <p>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.</p> <p>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.</p> <p>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</p> <p>Guest Links</p> <p>Brandon Green CEO at BTC Inc.</p> <p>LinkedIn: /brandon-green</p> <p>Website: <a href="http://2026.b.tc">2026.b.tc</a></p> <p>Host Links</p> <p>Jordan Guess:</p> <p>X: /jordanguess</p> <p>LinkedIn: /jordan-guess-cpa</p> <p>Website: <a href="http://bitment.co">bitment.co</a></p> <p>Wyatt O'Rourke:</p> <p>X: /wyattorourke_</p> <p>Website:<a href="https://www.basilic.io/"> https://www.basilic.io/</a></p> <p>Bitcoin for Financial Services Media Links</p> <p>X: /bffs_media</p> <p>Website:<a href="https://bffs.media/"> https://bffs.media/</a></p> <p>YouTube: /@bffs_media</p> <p>Check out our awesome show sponsors!</p> <p>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:<a href="https://www.basilic.io/"> https://www.basilic.io/</a>)</p> <p>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:<a href="https://www.bitment.co/"> https://www.bitment.co/</a>)</p> <p>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:<a href="https://satoshipacioli.com/">https://satoshipacioli.com/</a>)</p>

<p>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.</p> <p>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.</p> <p>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.</p> <p>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</p> <p>Guest Links</p> <p>Scott Marmoll, Founder & Managing Director at Capital B Advisory</p> <p>LinkedIn: <a href="https://www.linkedin.com/in/scott-m-1720012b7/">https://www.linkedin.com/in/scott-m-1720012b7/</a></p> <p>Website: <a href="http://capitalbadvisory.com">capitalbadvisory.com</a></p> <p>Host Links</p> <p>Jordan Guess:</p> <p>X: /jordanguess</p> <p>LinkedIn: /jordan-guess-cpa</p> <p>Website: <a href="http://bitment.co">bitment.co</a></p> <p>Wyatt O'Rourke:</p> <p>X: /wyattorourke_</p> <p>Website: <a href="https://www.basilic.io/">https://www.basilic.io/</a></p> <p>Bitcoin for Financial Services Media Links</p> <p>X: /bffs_media</p> <p>Website: <a href="https://bffs.media/">https://bffs.media/</a></p> <p>YouTube: /@bffs_media</p> <p>Check out our awesome show sponsors!</p> <p>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: <a href="https://www.basilic.io/">https://www.basilic.io/</a>)</p> <p>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: <a href="https://www.bitment.co/">https://www.bitment.co/</a>)</p> <p>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: <a href="https://satoshipacioli.com/">https://satoshipacioli.com/</a>)</p>

<p>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.</p> <p>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.</p> <p>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</p> <p>Guest Links</p> <p>Ben Bryla, Director of Sales at Unchained</p> <p>X: @BitcoinBenjiiii</p> <p>Unchained Website:<a href="https://unchained.com/"> https://unchained.com/</a></p> <p>Host Links</p> <p>Jordan Guess:</p> <p>X: / jordanguess</p> <p>LinkedIn: / jordan-guess-cpa</p> <p>Website: <a href="http://bitment.co">bitment.co</a></p> <p>Wyatt O'Rourke:</p> <p>X: / wyattorourke_</p> <p>Website:<a href="https://www.basilic.io/"> https://www.basilic.io/</a></p> <p>Bitcoin for Financial Services Media Links</p> <p>X: / bffs_media</p> <p>Website:<a href="https://bffs.media/"> https://bffs.media/</a></p> <p>YouTube: / @bffs_media</p> <p>Check out our awesome show sponsors!</p> <p><strong>Basilic Financial:</strong> 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:<a href="https://www.basilic.io/"> https://www.basilic.io/</a>)</p> <p><strong>Bitment:</strong> 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:<a href="https://www.bitment.co/"> https://www.bitment.co/</a>)</p> <p><strong>Satoshi Pacioli:</strong> 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:<a href="https://satoshipacioli.com/"> https://satoshipacioli.com/</a>)</p>

<p>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.</p> <p>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.</p> <p>Chapters</p> <p>(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</p> <p>Guest Links</p> <p>Danny Baer, Director of Wealth and Asset Management at Meanwhile</p> <p>X:</p> <p>LinkedIn: <a href="https://www.linkedin.com/in/danny-baer1/">https://www.linkedin.com/in/danny-baer1/</a></p> <p>Meanwhile Website: <a href="https://meanwhile.bm/">https://meanwhile.bm/</a></p> <p>Host Links</p> <p>Jordan Guess:</p> <p>X: / jordanguess</p> <p>LinkedIn: <a href="https://www.linkedin.com/in/jordan-guess-cpa/">https://www.linkedin.com/in/jordan-guess-cpa/</a></p> <p>Website: <a href="http://bitment.co">bitment.co</a></p> <p>Wyatt O'Rourke:</p> <p>X: / wyattorourke_</p> <p>Website: <a href="https://www.basilic.io/">https://www.basilic.io/</a></p> <p>Bitcoin for Financial Services Media Links</p> <p>X: / bffs_media</p> <p>Website: <a href="https://bffs.media/">https://bffs.media/</a></p> <p>YouTube: / @bffs_media</p> <p>Check out our awesome show sponsors!</p> <p>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: <a href="https://www.basilic.io/">https://www.basilic.io/</a>)</p> <p>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: <a href="https://www.bitment.co/">https://www.bitment.co/</a>)</p> <p>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: <a href="https://satoshipacioli.com/">https://satoshipacioli.com/</a>)</p>

<p>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. </p> <p>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. </p> <p>Chapters </p> <p>(00:00:00) - Introduction & Ben's Bitcoin Origin Story </p> <p>(00:05:42) - How Ben Got to River & His Role in Relationship Management </p> <p>(00:11:21) - River's Latest Research: Institutions vs. Individual Bitcoin Ownership </p> <p>(00:15:59) - Why Individuals Have Been Net Sellers This Cycle </p> <p>(00:21:13) - Business Bitcoin Adoption: Who's Buying & Why </p> <p>(00:24:43) - What the RIA Landscape Actually Looks Like on Bitcoin </p> <p>(00:28:16) - The #1 Reason Businesses Push Back on Bitcoin (Accounting) </p> <p>(00:31:20) - How River Solves Cost Basis Tracking & Tax Reporting </p> <p>(00:36:39) - Why River Stays Bitcoin Only & Focused </p> <p>(00:42:26) - River's Record February: Volume, Custody & Interest Data </p> <p>(00:45:57) - The Coinbase Breach, Security Culture & White Glove Service </p> <p>(00:52:32) - Direct Deposit, Bill Pay & the Dual Currency Era </p> <p>(00:55:29) - How River Works With Financial Advisors & CPAs </p> <p>Guest Links </p> <p>Ben Epling, Relationship Manager at River </p> <p>X: @benepling </p> <p>River Website: <a href="https://river.com">https://river.com</a> </p> <p>Host Links </p> <p>Jordan Guess: </p> <p>X: / jordanguess </p> <p>Discord: / discord </p> <p>Wyatt O'Rourke: </p> <p>X: / wyattorourke_ </p> <p>Website: <a href="https://www.basilic.io/">https://www.basilic.io/</a> </p> <p>Bitcoin for Financial Services Media Links: </p> <p>X: / bffs_media </p> <p>Website: <a href="https://bffs.media/">https://bffs.media/</a> </p> <p>YouTube: / @bffs_media </p> <p>Check out our awesome show sponsors! </p> <p>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: <a href="https://www.basilic.io/">https://www.basilic.io/</a>) </p> <p>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: <a href="https://www.bitment.co/">https://www.bitment.co/</a>) </p> <p>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: <a href="https://satoshipacioli.com/">https://satoshipacioli.com/</a>)</p>

<p>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. </p> <p>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. </p> <p>This conversation is a compelling reminder that integrating sound money into operations is the ultimate defense against an increasingly fragile financial system. </p> <p><strong>Chapters</strong> </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w">00:00:00</a>) - Introduction And The Evolution Of Bitcoin Payments </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=244s">00:04:04</a>) - Why Legacy Fiat Payments Fail Small Businesses </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=380s">00:06:20</a>) - Reducing Merchant Friction With Native Bitcoin Point Of Sale </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=590s">00:09:50</a>) - Integrating Automated Bitcoin Treasury Management For Businesses </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=735s">00:12:15</a>) - The Hidden Costs Of Credit Card Processing Fees </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=873s">00:14:33</a>) - How Fiat Chargebacks Destroy Small Business Margins </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=1194s">00:19:54</a>) - Navigating Expensive Credit Card Rewards And Interchange Rates </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=1484s">00:24:44</a>) - Why Business Owners Need Bitcoin Payment Advisors </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=1729s">00:28:49</a>) - Navigating From Digital Assets To A Sound Bitcoin Standard </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=2160s">00:36:00</a>) - Adopting Corporate Bitcoin Strategies Over Extracting Fiat </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=2441s">00:40:41</a>) - The Importance Of The Bitcoin Spend And Replace Model </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=2925s">00:48:45</a>) - Solving The Merchant Adoption Chicken And Egg Dilemma </p> <p>(<a href="https://www.youtube.com/watch?v=1gKFMUbbE1w&t=3164s">00:52:44</a>) - Why Future AI Agents Need The Lightning Network </p> <p><strong>Guest Links</strong> </p> <p><strong>Jason Keil, Founder & CEO at Polaris Payments and The Bitcoin Payments Advisor</strong> </p> <p>X: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTNTUEJJdzl4WHZkdXlNRXJ2d0dFckhpZ2hfd3xBQ3Jtc0trT2xRZFlyYmxuaTRLSGxTRUVka2lsbE1PU2dSZmp5cUc3NTNnMXZZYnZnRDdmZ3VtcEt3Znppc2R4bnpUZERzT2ZRamV2Qk5rYUJleDJEY05jRGhtbTQ0Mm9vVWhxRnRvTUZIWEYwZnZIXzkydUVQOA&q=https%3A%2F%2Ftwitter.com%2F_jkeil_&v=1gKFMUbbE1w"> / <em>jkeil</em> </a> </p> <p>Polaris Payments Website: <a href="https://www.polarispayments.com/">https://www.polarispayments.com/</a> </p> <p>Bitcoin Payments Advisor Website: <a href="https://www.bitcoinpaymentsadvisor.com/">https://www.bitcoinpaymentsadvisor.com/</a> </p> <p><strong>Host Links</strong> </p> <p><strong>Jordan Guess:</strong> </p> <p>X: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTc4QVlZNDA5VjJud180cTVMVDNlMWtpeVB6QXxBQ3Jtc0tsMFBpaWttekVJekRZci1seWxUdGROSlQwMTdVek5Lb09fQlFkanBjUDFlNzZ4SmJLSlpFTGV6akF5UGhMeG5ud3laeC1jVGNYTml4REk0aEJhektTa2M2azVrMzZqbXM4R3hWeEd3NGRucHVGSkFIVQ&q=https%3A%2F%2Ftwitter.com%2Fjordanguess&v=1gKFMUbbE1w"> / jordanguess </a> </p> <p>Discord: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVJkcXZvMk1kVmNOa2hwbHNuYlVLYU5iUXNvUXxBQ3Jtc0trU3UzZWJ3LTFpaHp3bUczcDZBVlQ3aFlFZWNHUW1Db1hlNEtmd29NUTZLN0dIbzViUVpFaUxBZGhoc0x5SzN2

<p>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.</p> <p><strong>Chapters</strong></p> <p>(00:00:00) - Guest introduction</p> <p>(00:02:09) - Merging Tax Services with Bitcoin Wealth Management</p> <p>(00:08:00) - The Success of a Physical Bitcoin Office</p> <p>(00:12:35) - Why Traditional Value Investing Models Are Failing</p> <p>(00:14:12) - The Danger of Measuring Wealth in Unstable Dollars</p> <p>(00:21:35) - Why Bitcoin Is the Only Stable Unit of Account</p> <p>(00:24:00) - Exposing the Flaw in Corporate Finance Assumptions</p> <p>(00:32:38) - Researching M2 Money Supply vs. S&P 500 Returns</p> <p>(00:37:00) - Is the 60/40 Portfolio Strategy Dead?</p> <p>(00:41:00) - Calculating True Inflation Beyond the CPI</p> <p>(00:45:50) - Shrinkflation and the Hidden Cost of Quality Reduction</p> <p>(00:49:00) - The Disconnect Between Wall Street and Main Street</p> <p>(00:51:40) - How AI and Bitcoin Drive Future Deflation</p> <p>(00:54:50) - The Hopeful Case for Bitcoin Adoption</p> <p><strong>Guest Links</strong></p> <p><strong>Jonathan Kamps, CPA at Orange Horizon Wealth, LLC, a division of Vista Investment Partners</strong></p> <p>X: <a href="https://twitter.com/KampsJonathan">https://twitter.com/KampsJonathan</a></p> <p>Jonathan's article The Illusion of Growth: <a href="https://tinyurl.com/66meh4ek">https://tinyurl.com/66meh4ek</a></p> <p>Orange Horizon Wealth Website: <a href="https://www.orangehorizonwealth.com/">https://www.orangehorizonwealth.com/</a></p> <p><strong>Host Links</strong></p> <p><strong>Jordan Guess:</strong> X: <a href="https://twitter.com/jordanguess">https://twitter.com/jordanguess</a></p> <p>Discord: <a href="https://discord.com/invite/Xg55GVkc3f">https://discord.com/invite/Xg55GVkc3f</a></p> <p><strong>Wyatt O'Rourke:</strong> X: <a href="https://twitter.com/wyattorourke_">https://twitter.com/wyattorourke_</a></p> <p>Website: <a href="https://www.basilic.io/">https://www.basilic.io/</a></p> <p><strong>Bitcoin for Financial Services Media Links:</strong></p> <p>X: <a href="https://twitter.com/BFFS_media">https://twitter.com/BFFS_media</a></p> <p>Website: <a href="https://bffs.media/">https://bffs.media/</a></p> <p>YouTube: <a href="http://www.youtube.com/@BFFS_Media">http://www.youtube.com/@BFFS_Media</a></p> <p><strong>Check out our awesome show sponsors!</strong></p> <p>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: <a href="https://www.basilic.io/)">https://www.basilic.io/)</a></p> <p>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: <a href="https://www.bitment.co/)">https://www.bitment.co/)</a></p> <p>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: <a href="https://satoshipacioli.com/)">https://satoshipacioli.com/)</a>

<p>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.</p> <p><strong>Chapters</strong> </p> <p>(00:00:00) - Protecting Confidential Client Data in the AI Era </p> <p>(00:06:05) - How LLMs Process and Store Your Information </p> <p>(00:08:07) - Why ChatGPT Data Is Not Subpoena-Proof </p> <p>(00:12:54) - Stripping PII Before Using Public AI Tools </p> <p>(00:16:49) - How Trusted Execution Environments Ensure Total Privacy </p> <p>(00:19:21) - Safely Analyzing Tax Returns and PDFs with AI </p> <p>(00:22:30) - The Risks of AI Proxies and VPNs </p> <p>(00:27:22) - Running Local Models vs. Cloud-Based Solutions </p> <p>(00:35:11) - Security Vulnerabilities in Autonomous AI Agents </p> <p>(00:37:13) - Prompt Injection Attacks via Email Explained </p> <p>(00:39:56) - Why AI Agents Will Use Bitcoin and Lightning </p> <p>(00:46:08) - How Financial Professionals Can Survive the AI Revolution </p> <p>(00:58:35) - The Economics of Token Pricing and Subsidies</p> <p>**Guest Links </p> <p>Mark Suman, co-founder & CEO of Maple AI** </p> <p>X: <a href="https://twitter.com/marksuman">https://twitter.com/marksuman</a> </p> <p>Nostr: <a href="https://primal.net/marks">https://primal.net/marks</a> </p> <p>Maple AI Website: <a href="https://trymaple.ai/">https://trymaple.ai/</a></p> <p><strong>Host Links</strong> </p> <p><strong>Jordan Guess:</strong> </p> <p>X: <a href="https://twitter.com/jordanguess">https://twitter.com/jordanguess</a> </p> <p>Discord: <a href="https://discord.com/invite/Xg55GVkc3f">https://discord.com/invite/Xg55GVkc3f</a></p> <p><strong>Wyatt O'Rourke:</strong> </p> <p>X: <a href="https://twitter.com/wyattorourke_">https://twitter.com/wyattorourke_</a> </p> <p>Website: <a href="https://www.basilic.io/">https://www.basilic.io/</a></p> <p><strong>Bitcoin for Financial Services Media Links:</strong> </p> <p>X: <a href="https://twitter.com/BFFS_media">https://twitter.com/BFFS_media</a> </p> <p>Website: <a href="https://bffs.media/">https://bffs.media/</a> </p> <p>YouTube: <a href="http://www.youtube.com/@BFFS_Media">http://www.youtube.com/@BFFS_Media</a></p> <p><strong>Check out our awesome show sponsors!</strong> </p> <p>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: <a href="https://www.basilic.io/)">https://www.basilic.io/)</a></p> <p>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: <a href="https://www.bitment.co/)">https://www.bitment.co/)</a></p> <p>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: <a href="https://satoshipacioli.com/)">https://satoshipacioli.com/)</a></p>

<p>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 break down the massive shift in payment rails, revealing how major players like Cash App are generating nearly 10% yield on their holdings without exposure to traditional lending risks. The conversation dissects the mechanics of accessing USD liquidity without selling your Bitcoin and explains why privacy on the Lightning Network is far superior to on-chain transactions. We also cover the upcoming integration of stablecoins and why businesses in high-risk industries like gaming are rushing to adopt this technology. This is a masterclass on the future of institutional payments and the moral imperative of sound money. </p> <p><strong>Chapters</strong><br /> (00:00:00) - Intro and Bobby Shell Background<br /> (00:05:18) - Why Voltage Pivoted to Enterprise Sales<br /> (00:08:00) - Refuting Common Lightning Network FUD<br /> (00:12:45) - Real Enterprise Adoption Metrics<br /> (00:16:50) - Get USD Liquidity Without Selling Bitcoin<br /> (00:20:20) - How Cash App Earned 9.7% Yield<br /> (00:23:45) - Solving the Liquidity Problem<br /> (00:28:15) - The Future of Stablecoins on Lightning<br /> (00:33:55) - Why iGaming Is Adopting Bitcoin<br /> (00:37:45) - Privacy: On-Chain vs. Lightning Network<br /> (00:41:30) - Bitcoin as a Moral Lifeline<br /> (00:44:30) - Closing Thoughts on 2026 Outlook </p> <p><strong>Guest Links Bobby Shell, Vice President of Marketing at Voltage</strong><br /> X: <a href="https://twitter.com/iBobbyShell/">https://twitter.com/iBobbyShell/</a><br /> LinkedIn: <a href="https://www.linkedin.com/in/bobby-shell-iv/">https://www.linkedin.com/in/bobby-shell-iv/</a><br /> Voltage Website: <a href="https://voltage.cloud/">https://voltage.cloud/</a> </p> <p><strong>Host Links</strong><br /> <strong>Jordan Guess:</strong><br /> X: <a href="https://twitter.com/jordanguess">https://twitter.com/jordanguess</a><br /> Discord: <a href="https://discord.com/invite/Xg55GVkc3f">https://discord.com/invite/Xg55GVkc3f</a> </p> <p><strong>Wyatt O'Rourke:</strong><br /> X: <a href="https://twitter.com/wyattorourke_">https://twitter.com/wyattorourke_</a><br /> Website: <a href="https://www.basilic.io/">https://www.basilic.io/</a> </p> <p><strong>Bitcoin for Financial Services Media Links:</strong><br /> X: <a href="https://twitter.com/BFFS_media">https://twitter.com/BFFS_media</a><br /> Website: <a href="https://bffs.media/">https://bffs.media/</a><br /> YouTube: <a href="http://www.youtube.com/@BFFS_Media">http://www.youtube.com/@BFFS_Media</a> </p> <p><strong>Check out our awesome show sponsors!</strong><br /> 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: <a href="https://www.basilic.io/)">https://www.basilic.io/)</a> </p> <p>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: <a href="https://www.bitment.co/)">https://www.bitment.co/)</a> </p> <p>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: <a href="https://satoshipacioli.com/)">https://satoshipacioli.com/)</a></p>

<p>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 denied loans because our wealth is not in fiat. </p> <p>In this episode, we break down a new asset utilization model that counts your bitcoin as income without requiring you to sell a single satoshi. We discuss the specific mathematics behind the 120-month amortization schedule and how self-custody proof via signed messages is finally a reality. This is a crucial development for business owners and hodlers who want to plant a flag in the physical world while keeping their digital scarcity intact. </p> <p><strong>Chapters</strong><br /> (00:00:00) - Scarcity, debasement, and assets as protection<br /> (00:02:27) - Greg Ranz and Revolution Mortgage Introduction<br /> (00:04:00) - Explaining The Bitcoin Asset Utilization Mortgage Model<br /> (00:06:13) - Why Self-Employed Bitcoiners Get Rejected By Banks<br /> (00:07:32) - The Cost of Waiting: Renting vs Owning Math<br /> (00:13:58) - Title Companies Are Confused About Bitcoin Collateral<br /> (00:20:20) - How The Bitcoin Satoshi Test Proves Ownership<br /> (00:24:53) - The Problem With Traditional Accounting For Bitcoiners<br /> (00:29:00) - Interest Rate Reality: 2% Rates Are Never Returning<br /> (00:35:14) - The 30-Year Mortgage Commitment Is A Myth<br /> (00:41:41) - Educating The Branch On Bitcoin Mechanics<br /> (00:44:39) - The Wealth Gap Between Boomers and Renters<br /> (00:47:32) - Comparing The Scarcity Of Land And Bitcoin </p> <p><strong>Guest Links Greg Ranz, Sr. Loan Officer with Revolution Mortgage:</strong><br /> X: <a href="https://twitter.com/BTCMortgageGuy/">https://twitter.com/BTCMortgageGuy/</a><br /> LinkedIn: <a href="https://www.linkedin.com/in/gregranz/">https://www.linkedin.com/in/gregranz/</a><br /> Revolution Mortgage Website: <a href="https://www.revolutionmortgage.com/">https://www.revolutionmortgage.com/</a> </p> <p><strong>Host Links</strong><br /> <strong>Jordan Guess:</strong><br /> X: <a href="https://twitter.com/jordanguess">https://twitter.com/jordanguess</a><br /> Discord: <a href="https://discord.com/invite/Xg55GVkc3f">https://discord.com/invite/Xg55GVkc3f</a> </p> <p><strong>Wyatt O'Rourke:</strong><br /> X: <a href="https://twitter.com/wyattorourke_">https://twitter.com/wyattorourke_</a><br /> Website: <a href="https://www.basilic.io/">https://www.basilic.io/</a> </p> <p><strong>Bitcoin for Financial Services Media Links:</strong><br /> X: <a href="https://twitter.com/BFFS_media">https://twitter.com/BFFS_media</a><br /> Website: <a href="https://bffs.media/">https://bffs.media/</a><br /> YouTube: <a href="http://www.youtube.com/@BFFS_Media">http://www.youtube.com/@BFFS_Media</a> </p> <p><strong>Check out our awesome show sponsors!</strong><br /> 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: <a href="https://www.basilic.io/)">https://www.basilic.io/)</a> </p> <p>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: <a href="https://www.bitment.co/)">https://www.bitment.co/)</a> </p> <p>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: <a href="https://satoshipacioli.com/)">https://satoshipacioli.com/)</a></p>