Bitcoin for Financial Services Podcast

Wyatt O'Rourke & Jordan Guess

38 episodes listed below

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Bitcoin finance, beyond the thesis.

The gist

Bitcoin for Financial Services Podcast is a brisk interview show about bringing Bitcoin into professional finance. Guests talk through custody, treasury strategy, private credit, ETFs, merchant adoption, tax planning, and the uneasy fit between Bitcoin conviction and legacy market machinery.

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About Bitcoin for Financial Services Podcast

Bitcoin for Financial Services Podcast is a professional-services view of Bitcoin, aimed at the people trying to make it usable inside real financial lives and businesses. It is bullish by default. It is also more specific than a typical Bitcoin commentary show. Episodes focus on the machinery around the asset: custody, IRAs, tax reporting, inheritance, treasury companies, credit products, ETFs, exchanges, private markets, merchant payments, and insurance structures. The format is interview-centered, with guests carrying much of the technical explanation. The hosts steer those explanations toward practical consequences for advisors, accountants, borrowers, business owners, and clients. That makes the show feel conversational without becoming casual background chatter. One episode can move from a Bitcoin capital-markets strategy to the difference between real adoption and spread trades. Another can turn Bitcoin-backed lending into a discussion of private credit, recourse, business ownership, and whether a loan improves or weakens a company. Custody conversations are equally practical, touching on cold storage liquidity, key control, trusts, IRAs, probate, and the importance of meeting service teams in person. The show also spends time on client experience. River is framed through proof of reserves, public financials, and the idea of treating account holders as clients rather than anonymous users. Meanwhile, a life insurance conversation explores borrowing against Bitcoin wealth and trying to make long-term spending more tax efficient. Merchant adoption and payment rails show up as part of the broader question of how Bitcoin leaves the savings account and enters daily commerce. The show’s recurring tension is productive: Bitcoin is presented as the better money, but the conversations keep running into fiat markets, regulation, taxes, human trust, and institutional incentives. That tension is where the show works best. It does not linger on beginner explanations. It assumes the listener can follow terms like carry trade, public markets, private credit, key control, and basis. For finance-literate Bitcoin believers, it offers a useful map of the products and people trying to turn conviction into operating infrastructure.

Made for: For Bitcoin-literate financial professionals, advisors, accountants, founders, and investors who want practical conversations about products, custody, credit, tax, and client implementation. It is less suited to complete beginners looking for a basic Bitcoin primer.

What sets it apart: The show’s edge is its professional-services focus: it treats Bitcoin as something advisors, businesses, lenders, exchanges, and clients have to operationalize. Instead of staying with price talk, it keeps returning to balance sheets, custody models, product design, and market structure.

In their own words

Bitcoin for Financial Services Podcast is where money meets innovation. Hosts Wyatt O’Rourke and Jordan Guess break down what’s happening in the world of Bitcoin finance and how it’s reshaping the financial services industry from the inside out. Wyatt is the author of The Bitcoinization of Finance and founder of Basilic Financial, where he helps clients bridge the gap between traditional wealth management and the new Bitcoin economy. Jordan is the owner of Trusted Advisors CPA and founder of Bitment, a platform that helps accountants and bookkeepers automate Bitcoin tax prep and reporting. Together, they talk with indust

As heard by us

Based on 5 episodes we listened to · September 2026

Bitcoin for Financial Services Podcast connects Bitcoin conviction to the mechanics of lending, custody, taxation, privacy, and capital markets.

Wyatt O'Rourke and Jordan Guess keep Bitcoin tied to the machinery of financial practice. Their guest conversations move through institutional demand, treasury companies, digital credit, custody, retirement accounts, inheritance planning, and data privacy, with questions aimed…

Read our full review in PlayNext →

Why you'd press play

Bitcoin meets probate; your 'I'll sort out the keys later' plan may want a chair.

Press play if you want

  • a sharper question about majority key control in a Bitcoin IRA
  • to hear why ETF inflows may reflect a carry trade rather than institutional conviction
Read the full recommendation in PlayNext →
Bitcoin treasury companiesdigital credit productscustody and cold storageIRAs and inheritance planningBitcoin ETFs and basis tradesprivate credit and business borrowingmerchant adoptiontax-efficient Bitcoin wealth

Talks about

Best episodes of Bitcoin for Financial Services Podcast

Short reviews from the PlayNext desk, based on the episodes we processed.

Why Bitcoin Always Wins in the Bear MarketApr 8, 2026

A hard look at Bitcoin's capital-market plumbing, from Saylor's playbook to ETF flows and limited institutional conviction.

Bitcoin for Financial Services Podcast takes a clear look at Saylor's capital strategy: go into every pool of capital, build a Bitcoin instrument that fits that pool's thesis and ethos, and use it to gain more exposure to Bitcoin.

The Bitcoin Capital Markets Episode Nobody Made YetApr 1, 2026

Bitcoin tradability adds a sharp edge to private credit and lender risk.

The conversation also widens into the pressures facing businesses, from AI disruption and the job market to the global economy and rising interest expense. That said, the Bitcoin-denominated fund idea lands more as a brief aside than a central argument.

Ex-Apple Engineer Reveals How AI Is Stealing Your DataFeb 18, 2026

Private AI is treated as an operations problem, not a slogan.

Bitcoin for Financial Services keeps its attention on a practical AI question: how firms can use newer tools without exposing confidential client data.

Podcasts like Bitcoin for Financial Services Podcast

Episodes

  1. 1

    Mine Bitcoin for Half the Price: Inside the Tax Play Nobody's Talking About

    Sep 17, 2026·59m
  2. 2

    Lightning Yield, Explained: How Bitcoin Velocity Turns Into 3-5% Native Returns

    Sep 2, 2026·1h
  3. 3

    The Fund That Pairs Real Estate With Bitcoin and Keeps Your Downside Covered

    Aug 25, 2026·1h
  4. 4

    Self-Custody Under Fire: Lessons From the Cold Card Entropy Failure

    Aug 19, 2026·1h 5m
  5. 5

    Satoshis Per Square Foot: Bitcoin's Takeover of Commercial Real Estate

    Aug 12, 2026·1h 9m
  6. 6

    Inside a Bitcoin-Powered Bank Account for Businesses

    Aug 5, 2026·55m
  7. 7

    Why 'Learn to Code' Aged Poorly: AI, Vibe Coding, and the Future of Financial Software

    Jul 29, 2026·1h
  8. 8

    Inside the 2026 Bitcoin Financial Services Summit

    Jul 17, 2026·48m
  9. 9

    How W-2 Earners Slash Taxes With Bitcoin Mining

    Jul 8, 2026·1h 6m
  10. 10

    The Wall Street Veteran Who Went All In on Bitcoin (And How He Makes It Grow)

    Jul 1, 2026·1h 10m
  11. 11

    What Actually Gets Built in a Bear Market | Bitcoin Venture Capital & the Future of Bitcoin Finance

    Jun 24, 2026·1h 5m
  12. 12

    The Orange-Pilled Advisor: Building a Bitcoin-First Wealth Management Firm From Scratch

    Jun 17, 2026·1h 8m
  13. 13

    Your AI Agent Needs a Bitcoin Wallet. Here's Why.

    Jun 10, 2026·56m
  14. 14

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

    Jun 3, 2026·47m
  15. 15

    Offense vs. Defense: How Bitcoin Treasury Companies Actually Work

    May 27, 2026·1h 14m
  16. 16

    The Fix Every Financial Advisor Needs

    May 20, 2026·55m
  17. 17

    Bitcoin 2026 Recap, Stretch Breakdown & The Family Office Launch

    May 6, 2026·48m
  18. 18

    Bitcoin Has Been the Best Asset in Every Crisis for 8 Years Running

    Apr 29, 2026·1h 14m
  19. 19

    Bitcoin's Adolescent Phase: Infrastructure, Stablecoins, and the Road to Wall Street

    Apr 22, 2026·1h 3m
  20. 20

    Why Bitcoin Always Wins in the Bear Market

    Hidden gem

    Saylor is framed as taking a very Bitcoin-maximalist approach: he moves into every pool of capital he can find, builds a product for that pool that matches its investment thesis and ethos, and then uses that product to get more exposure to Bitcoin himself.

    Apr 8, 2026·1h 13m·5 clips
  21. 21

    The Bitcoin Capital Markets Episode Nobody Made Yet

    Hidden gem

    Scott Marmol joins the show.

    Apr 1, 2026·59m·4 clips
  22. 22

    Bitcoin Life Insurance: The Most Tax-Efficient Way to Live Off Your Stack

    Danny Baer discusses how Bitcoin life insurance can be the most tax-efficient way to live off Bitcoin wealth by borrowing and selling tax-free.

    Mar 18, 2026·51m
  23. 23

    How River Hit Its Highest Volume Month Ever During a Market Crash

    Ben Epling discusses how River achieved its highest volume month during a market crash by focusing on client trust and building the best Bitcoin-only exchange.

    Mar 11, 2026·59m
  24. 24

    The $4,000 Rug Pull: Why Fiat Payments Break Small Businesses

    A discussion on how fiat payment systems harm small businesses and why Bitcoin offers a better alternative for saving and transactions.

    Mar 4, 2026·56m
  25. 25

    The Real Reason You Lose 8% Every Year

    The episode argues that true inflation from monetary expansion erodes purchasing power, making Bitcoin a superior store of value.

    Feb 25, 2026·59m
  26. 26

    Ex-Apple Engineer Reveals How AI Is Stealing Your Data

    Hidden gem

    Mark, the CEO and co-founder of Maple AI, joins the show.

    Feb 18, 2026·1h 5m·5 clips
  27. 27

    1 Billion Users: Why the Lightning Network is Winning

    Bobby Schell from Voltage discusses how the Lightning Network is winning by enabling businesses to build institutional-grade payment infrastructure on Bitcoin.

    Feb 11, 2026·48m
  28. 28

    Mortgage Insider: Use Your Bitcoin To Qualify Now!

    This episode discusses using Bitcoin to qualify for mortgages and the relationship between Bitcoin, real estate, and dollar devaluation.

    Feb 4, 2026·53m
  29. 29

    Why Your Business Needs An Anti-CBDC Strategy Now

    Hidden gem

    Adam Semeca, founder and CEO of MANA Bitcoin, describes MANA as an “anti-CBDC” self-custody and payments product designed for a future he believes may include CBDCs in the United States.

    Jan 28, 2026·1h·5 clips
  30. 30

    Why 99% of Advisors Will Be Unemployed in 3 Years

    Jan 21, 2026·1h 9m
  31. 31

    CFO Reveals the 4 Types of Bitcoin Treasuries

    Jan 14, 2026·1h 2m
  32. 32

    Profitable Businesses Choose Bitcoin

    Jan 7, 2026·57m
  33. 33

    Building Bitcoin Rails For HSAs

    Dec 31, 2025·53m
  34. 34

    The Fiduciary Case for Bitcoin Allocation

    Dec 24, 2025·54m
  35. 35

    Bitcoin for Business in Practice

    Dec 17, 2025·52m
  36. 36

    Planting the Orange Flag

    Dec 10, 2025·1h 1m
  37. 37

    Building Intentional Wealth

    Dec 10, 2025·1h 7m
  38. 38

    The CPA Who Orange‑Pilled Finance

    Dec 10, 2025·1h