Bitcoin Financial Services Summit

Bitcoin Financial Services Summit

Panel #8 - Emerging Bitcoin Financial Products & Ventures
2025-10-18 , Presentation Side

A forward-looking discussion on the latest innovations in bitcoin-driven financial services. Panelists will highlight new products, startups, and opportunities shaping the future of the industry.


A forward-looking discussion on the latest innovations in bitcoin-driven financial services. Panelists will highlight new products, startups, and opportunities shaping the future of the industry.

Jordan Guess is a CPA and co-founder of Bitment, a Bitcoin-native accounting and tax software company. He also leads Trusted Advisors CPA, a firm focused on serving individuals and small businesses across the U.S. Jordan specializes in helping Bitcoin miners, investors, and businesses navigate the intersection of Bitcoin, accounting, and tax.

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Eric is the founder of Epoch Ventures - a bitcoin adoption focused early stage venture fund. He left private equity to join the bitcoin revolution and authored The 7th Property: Bitcoin and the Monetary Revolution.

Malcolm has been a financial advisor for the past 7+ years, most of which were spent with Merrill Lynch and Fisher Investments before joining Sound Advisory in January of this year. Like a lot of people, he went down the Bitcoin rabbit hole during Covid in 2020, and quickly recognized its potential to reshape the financial system. At Sound Advisory, he combines traditional financial planning with Bitcoin to help clients build and protect their wealth.

Jon has 10+ years of diverse healthcare industry experience and has been working to integrate bitcoin into healthcare since 2022. Through his consulting firm Satoshi Health Advisors, Jon has helped businesses integrate a bitcoin strategy. Jon co-founded SOUND HSA in 2025 to bring bitcoin into triple tax advantaged health savings accounts.