Brandon and Kate break down fresh Bitcoin headlines and market structure signals — from a new 397 BTC treasury move and dividend-style BTC exposure talk, to Kazakhstan’s proposed $1B crypto reserve fund, custody and withdrawal UX, and how “post-ETF world” dynamics are shaping whale behavior and liquidity.

Topics Discussed

• Corporate/treasury accumulation: a new 397 BTC buy and why it matters
• Dividend-style BTC exposure mechanisms and yield considerations
• Kazakhstan’s proposed $1B crypto reserve fund
• Custody and withdrawal UX: hot vs. cold, on/off-ramps, and asset support
• Post-ETF world: liquidity, spreads, and market microstructure
• OG whale behavior and accumulation patterns
• Stacks community shoutouts and ecosystem context

Chapters

• 00:02:00 — Strategy first: 397 BTC acquisition
• 00:05:00 — Dividend-style BTC exposure and yield talk
• 00:07:30 — Community shoutout: Tycho and Stacks
• 00:10:30 — Kazakhstan’s proposed $1B crypto reserve fund
• 00:11:30 — Custody flows: hot vs. cold and on/off-ramps
• 00:12:00 — Withdrawal UX once asset support is added
• 00:17:30 — Reading a “post-ETF world” market
• 00:19:00 — OG whales and accumulation behavior

Good For Bitcoin is hosted by Brandon Marshall (@marshallmixing) and Kate Parkman (@katemparkman).

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