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 curated seats, speakers you can actually walk up and talk to, and a room where roughly 80% of the people on stage are founders or executives still building through the bear market.

No guest this week — Wyatt and Jordan take a rare solo pod to break down everything coming to Denver October 20–22, and why this year's summit is bigger and better than year one.

They start with the venue: The Space, a member-run Bitcoin citadel in Denver with miners heating the floors (and the hot tub), and walk through the new Tuesday–Thursday schedule built for Bitcoiners with families — golf scramble and welcome party Tuesday, core summit Wednesday and Thursday, wine and bourbon tastings, and a private-land mountain hike. Long group meals, intentional networking blocks, and zero chance you're scarfing down a burrito while someone herds you back to a talk.

Then the big announcement: continuing education. BFFS and Unchained are bringing real CPE credits for CPAs and financial advisors to the summit — with CLE for attorneys on the roadmap and a self-serve web platform launching later this year. If professionals are forced to grind out credits every December anyway, why not earn them learning about Bitcoin custody, tax, and estate planning — and stop bleeding high-net-worth clients to advisors who scoff at the asset?

They run through the sponsor lineup — Falcon Rappaport & Berkman, Quantify Funds, Sound HSA, River, and Unchained — and the first wave of speakers: Joe Kelly (Unchained), Stephen Cole (Castle), Matt McClintock, Tim Kotzman, Jeff Walton, and Eric Yakes, with a possible moderated Bitcoin treasury debate in the works.

They close with the case for showing up now: the people at a Bitcoin event 40–50% off the highs are the core group. In five years, when the Big Four are offering Bitcoin CPE, you'll wish you'd been in this room.

🎟️ 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

01:06 Welcome to Bitcoin for Financial Services Media

02:03 A Rare Solo Pod: Summit Edition

04:51 The Space: Denver's Bitcoin Citadel Venue

07:52 Golf, Hikes, Tastings, and a Family-Friendly Schedule

11:01 Bitcoin Only — No Crypto, No "Digital Assets"

13:57 Why In-Person Events Matter More Than Ever

17:06 The 2026 Sponsor Lineup

21:44 Sound HSA, River, and Unchained

24:51 The Big One: Bitcoin CPE for CPAs and Advisors

30:15 Inside the Three-Day Schedule

36:50 First Wave of Speakers (and a Possible Treasury Debate)

42:40 Bear Market Conferences: Why You Want to Be in This Room

Host Links

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Jordan Guess

X: x.com/jordanguess

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

Website: bitment.co

Bitcoin 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

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

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 Abundant Mines, says it's actually the most natural and versatile channel for physical energy in the world — and one of the most powerful tax strategies available to everyday investors.

Wyatt and Jordan sit down with Beau to unpack what it really takes to run a Bitcoin mining hosting operation, why the industry has a marketing problem, and how Abundant Mines has quietly built a bridge for the "normie" investor — retirees, real estate investors, and high-earning W-2 employees who've never touched an ASIC but are staring down big tax bills.

Beau shares his story from the ground up. From a family of real estate investors and gold bugs, to an engineering degree at SMU, to liquidating a Dallas real estate portfolio to go all-in on Bitcoin — and the brutal $500K loss with a Georgia hosting provider that taught him everything a mining host should never do. That experience became the blueprint for Abundant Mines: all-inclusive pricing, hash rate redirect, equipment insurance, and white-glove onboarding that walks clients through self-custody from day one.

They get into the Big Beautiful Bill. How 100% bonus depreciation lets investors write off mining equipment in year one, how W-2 earners can use a mining LLC to offset active income, and why multi-year deployment strategies matter when the IRS always gets paid eventually. Then the conversation moves to the Bitcoin Family Office — why fractional family office services are the missing infrastructure for Bitcoiners with growing net worth, and how coordinated tax, legal, financial planning, and mining strategy beats playing telephone between advisors who can't talk to each other.

They close out with Beau's take on the public miners pivoting to AI and HPC, why hash rate leaving the network is a gift to everyone who stays, and his case for why the best time to allocate to mining is exactly when nobody's paying attention.

🎟️ 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 Beau Turner and Abundant Mines 02:43 The 30,000-Foot View of Bitcoin Mining Today 05:25 Reaching Investors Outside the Bitcoin Bubble 12:38 Inside the Abundant Mines Business Model 17:56 From Real Estate to a $500K Mining Lesson 24:12 The Big Beautiful Bill and 100% Bonus Depreciation 28:13 How W-2 Earners Use Mining to Offset Taxes 32:21 Building a Turnkey Bitcoin Business 36:45 The Bitcoin Family Office 49:27 Public Miners, AI Pivots, and the Case for Mining Now 59:08 How to Work with Abundant Mines

Guest: Beau Turner Abundant Mines

X: x.com/Beau_Turner21

Website: abundantmines.com

Referral Program: abundantmines.com/referral

Host Links

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Jordan Guess

X: x.com/jordanguess

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

Website: bitment.co

Bitcoin 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

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

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, says the real opportunity is treating Bitcoin as pristine collateral and building disciplined financial strategies around it without ever parting with your sats.

Wyatt sits down with Adil to unpack what it actually looks like to run a Bitcoin-denominated hedge fund in a market where institutional adoption is still crawling, distribution networks haven't caught up, and the most sophisticated strategies are only just becoming accessible to serious investors.

Adil walks through his career from the ground up. From trading derivatives on Wall Street in the nineties, to seeding early hedge funds at Protege Partners, to getting introduced to Bitcoin through MIT's Media Lab in 2015, and ultimately going full-time Bitcoin in 2019. He breaks down how Amitis Capital uses Bitcoin as collateral to fund market-neutral trading strategies, why the basis trade opportunity has compressed as institutional capital flooded in, and where the next frontier lies as real-world assets get tokenized onto Bitcoin rails.

They get into the Meanwhile connection. How Bitcoin-denominated insurance policies and repo products create a virtuous circle for investors who want exposure to Bitcoin financial strategies without triggering a taxable event. Then the conversation moves to Strategy. Where Adil lands on the treasury company model, why he thinks the infinite game may be over, and what the growing concentration of Bitcoin in the hands of large fiduciaries means for the soul of the network.

They close out with what Amitis Capital is focused on now. Why the RIA distribution channel is still the key unlock, how the early hedge fund playbook maps directly onto Bitcoin asset management today, and Adil's case for why getting small investors into Bitcoin before the institutions take over is the most important thing anyone in this room can be doing.

🎟️ 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 Adil Abdulali and Amitis Capital

02:50 Adil's Journey in Finance and Bitcoin

06:10 Transitioning to Bitcoin Asset Management

08:57 Strategies for Growing Bitcoin

11:59 The Role of Bitcoin as Collateral

14:52 Evaluating Bitcoin Capital Markets

18:13 The Impact of Derivatives on Bitcoin

20:54 The Future of Bitcoin and Quantum Risks

24:01 Bitcoinization of Finance and New Opportunities

33:01 Exploring Bitcoin's Future Opportunities

39:21 Adoption Challenges and Market Sentiment

46:25 Investment Strategies and Diversification in Bitcoin

55:09 The Impact of Institutional Players on Bitcoin

01:00:32 Future Directions for Bitcoin Financial Products

Guest: Adil Abdulali

Amitis Capital

LinkedIn: linkedin.com/in/adil-abdulali-48186393

Host Links

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Jordan Guess

X: x.com/jordanguess

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

Website: bitment.co

Bitcoin 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

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

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 building the infrastructure that makes Bitcoin's future inevitable and backing them before anyone else sees it.

Wyatt and Jordan sit down with VJ to unpack what it actually looks like to run a Bitcoin-native venture fund in a market where AI is sucking all the oxygen out of the room, treasury companies are dominating the narrative, and the highest quality builders are the ones nobody's talking about yet.

VJ walks through Epoch's thesis from the ground up. Why bear markets produce better pipeline, how Bitcoin venture differs from traditional VC, and why the internal hurdle rate isn't a percentage, it's Bitcoin itself. From layer twos finding their niche to the regulatory tightrope founders walk daily, VJ gives a ground-level view of what's actually getting built in the Bitcoin ecosystem right now.

They get into the Bitcoin treasury company debate. Where VJ lands on the Parker Lewis vs. Michael Saylor tension, why he didn't invest in any of them, and what it would actually take for treasury companies to generate real yield beyond financial engineering. Then the conversation moves to AI. Whether the productivity gains are real, why open source is the natural counter to regulatory capture of frontier models, and how agentic payments could quietly push Bitcoin deeper into the medium of exchange phase faster than any orange-pilling campaign ever could.

We close out with what Epoch is watching right now. The boring, regulated, unsexy infrastructure plays that nobody's excited about yet, why banks lending against Bitcoin is still a massive unsolved problem, and VJ's case for why the courts, not Congress, are the real long-term guardians of freedom money.

🎟️ 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 Welcome Back and Introductions

05:07 Investing in the Bitcoin Ecosystem

08:04 Market Dynamics: Bear vs. Bull

11:17 Institutional Involvement and Regulation

14:45 The Role of Bitcoin Treasury Companies

17:36 AI's Impact on Bitcoin and Startups

38:04 The Impact of Money Printing on Wealth Inequality

41:05 AI's Role in Asset Inflation and Bitcoin's Appeal

42:49 Capital Flow: Bitcoin vs. AI Investments

46:32 Investing in Regulated Bitcoin Financial Products

49:38 The Future of AI: Open Source vs. Centralization

53:41 Navigating Regulatory Challenges in Crypto

59:14 The Role of Courts in Shaping Crypto Law

01:04:25 Bitcoin Financial Services Summit

Guest: VJ Vesnaver

Epoch VC

X: @VJVesnaver

Website: epochvc.io

Host Links

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Jordan Guess

X: x.com/jordanguess

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

Website: bitment.co

Bitcoin 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

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

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

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

Host Links

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Bitcoin 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

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

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

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

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

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

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.comV

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

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

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

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

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

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

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