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

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

Author: Wyatt O'Rourke & Jordan Guess August 25, 2026 Duration: 59:58

What if you could get Bitcoin exposure with your downside covered by real estate… and never make an interest payment?

Jordan and Wyatt sit down with Daniel Holbrook, managing partner at BitHedge, a former 15-year commercial real estate entrepreneur who fully rotated into Bitcoin in early 2025 after realizing real estate's best properties, store of value, scarcity, structural upside, were all better expressed on-chain. Daniel walks through his own path from crypto-curious in 2020 to Bitcoin-only within weeks of serious study, and why he sold most of his real estate portfolio once he ran the numbers on rising debt costs, insurance spikes, and flat rents against Bitcoin's asymmetric setup.

They dig into the mechanics of BitHedge, a three-party structured fund that pairs capital investors seeking downside-protected Bitcoin exposure with real estate owners willing to pledge ultra-conservative (sub-50% LTV) equity positions in exchange for a share of Bitcoin's upside — no interest, no debt, no forced sale. Daniel breaks down why real estate is a better collateral pairing for Bitcoin than gold, how the fund's payout structure works if Bitcoin doubles (or goes to zero), and why jurisdictional and title-enforcement risk make some states a non-starter for the fund's real estate pledges. He also addresses the Cold Card fallout directly, walking through why Anchorage Digital's multi-signer custody model with no single point of failure matters more than ever, and makes the case for why now — mid-bear-market, adoption curve just turning upward — is exactly the right time for real estate owners to put idle equity to work.

Starting this week, we're continuing our run of episodes featuring speakers from the Bitcoin Financial Services Summit — leading up to October, we'll bring you conversations with the RIAs, CPAs, miners, and operators on stage in Denver.

🎟️ Join Us in Denver, Bitcoin Financial Services Summit

October 20-22, Denver, Colorado. RIAs, CPAs, lenders, miners, treasury companies, and Bitcoin-native operators all in one room. Get your tickets at bffs.media

Guest: Daniel Holbrook

BitHedge

Website: bithedge.fund

LinkedIn: Daniel Holbrook

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: Bitcoin-focused wealth management — financial planning, individual wealth management, retirement services for SMBs. basilic.io

Bitment: The first Bitcoin-native accounting platform for CPAs, advisors, miners, and investors. Clean statements, cost tracking, reporting, Plaid integration. bitment.co

Satoshi Pacioli: Full-service accounting and tax partner for the Bitcoin economy. satoshipacioli.com

Partners

Unchained Capital: Collaborative multisig custody, bitcoin-backed loans, trading desk, and bitcoin IRAs — while you keep control of your keys. unchained.com

Sound HSA: The first bitcoin-native Health Savings Account — triple-tax-advantaged HSA benefits with real bitcoin holdings. soundhsa.com

River Financial: Bitcoin-only brokerage — full-reserve custody, zero-fee recurring buys, interest-bearing cash account paid in bitcoin. river.com

Quantify Funds: Asset manager behind the STKd ETF suite, including BTGD — 100% bitcoin and 100% gold exposure. quantifyfunds.com

Revolution Mortgage: Nationwide lender — FHA, VA, USDA, and conventional loans, tech-driven for lower rates and faster closings. revolutionmortgage.com

Anchorage Digital: The only federally chartered digital asset bank in the US — institutional-grade bitcoin custody, trading, settlement, and financing. anchorage.com


You’ll find Bitcoin for Financial Services Podcast lives at the intersection of established finance and a rapidly evolving digital asset landscape. Hosts Wyatt O’Rourke and Jordan Guess bring distinct, grounded perspectives to each conversation. Wyatt, author of The Bitcoinization of Finance and founder of Basilic Financial, operates daily in the practical work of connecting traditional wealth management with Bitcoin’s emerging economy. Jordan’s complementary expertise allows them to dissect complex developments with clarity. Together, they move beyond hype to examine the tangible mechanisms, regulatory shifts, and institutional adoption that are actively restructuring financial services. This isn't about abstract theory; it's a close look at the tools, strategies, and real-world implications for professionals and serious investors. Each episode of this podcast feels like a focused discussion, unpacking how Bitcoin technology influences everything from portfolio construction to payment systems. If you're navigating the convergence of legacy systems and cryptographic innovation, the dialogue here provides a necessary and nuanced compass. Tune in for analysis that respects the depth of both finance and the foundational technology changing it.
Author: Language: English Episodes: 39

Bitcoin for Financial Services Podcast
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