Brandon and Kate sit down with Dylan from Bitflow to unpack HODLMM — a Bitcoin-native market-making strategy built on Stacks — and how Clarity 4’s new security features make “DeFi for grownups” possible, before shifting into a news roundup covering Strategy’s latest BTC buy, Square Bitcoin going live for merchants, a bold Zcash bet, and SoFi’s new crypto offering.

Topics Discussed

• 🎯 What HODLMM is and why Bitflow is building a Bitcoin-denominated market-making strategy
• 🧪 How concentrated liquidity and downside protection can make Bitcoin DeFi “feel like magic”
• 🏗️ Bitflow’s evolution on Stacks and working closely with other protocols
• 🛡️ Clarity 4 upgrades, pool verification, and adding security layers for DeFi on Bitcoin
• 🚀 Early access, whitelisting, and launch timing for HODLMM on Bitflow
• 📈 Strategy’s latest 487 BTC purchase using structured equity tickers instead of stock dilution
• 🏦 Square Bitcoin going live for merchants, Lightning payments, and auto-DCA into BTC via Cash App
• 🕵️‍♂️ Leap Therapeutics’ pivot to Cypherpunk Technologies and its big Zcash bet
• 🏛️ SoFi Crypto making SoFi the first regulated national bank in the U.S. to let customers buy crypto directly

Chapters

• 00:00 — Intro, rainy California, and Buenos Aires travel plans
• 01:12 — Meet Dylan from Bitflow and HODLMM explained
• 08:23 — Making Bitcoin DeFi “feel like magic” with HODLMM and liquidity design
• 28:32 — How to get early access to HODLMM and launch timing
• 31:01 — Clarity 4, StacksDeveloper, and pool verification for safer DeFi
• 38:00 — Transition into weekly news
• 39:13 — Strategy’s structured equity plan to buy 487 BTC
• 42:09 — Square Bitcoin goes live: Lightning payments and Cash App’s merchant map
• 45:46 — Cypherpunk pivot and Zcash as a privacy-first bet
• 53:39 — SoFi Crypto and Maestro/Mesamine news roundup

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

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