Good for Bitcoin

A new documentary dropped claiming Satoshi Nakamoto was actually two people — Hal Finney and Len Sassaman — and the Bitcoin world is buzzing. Plus: Strategy just overtook BlackRock, and the US Air Force is running a Bitcoin node.

In this episode of Good For Bitcoin, Brandon and Kate discuss:

• Strategy bought 34,164 BTC — their largest purchase since November 2024 and 3rd largest ever — now holds 815,000 BTC, surpassing all of BlackRock's iBIT ETF clients combined
• "Finding Satoshi" documentary claims Satoshi was both Hal Finney and Len Sassaman — Brandon and Kate discuss the evidence and the Bitcoin community's reaction
• $292M Kelp DAO hack — the biggest crypto exploit of 2026 — sparks debate about Arbitrum's decentralization after their governing body froze Wrapped ETH
• Hermetica launches HBTC: Bitcoin-in, Bitcoin-out yield product earning from sBTC, Basis Trades, and dual-stacking on Stacks — hits 50 BTC cap in days
• Allbridge Core now supports Stacks, enabling USDC and USDT bridging to and from Stacks from 16 chains
• Bitcoin Core v31 adds private broadcast via Tor/I2P — transactions no longer linkable to a node's IP address or location
• Coinbase's Quantum Advisory Council publishes a quantum computing report, with 17 active researchers working on post-quantum Bitcoin solutions including BIP 360
• US Air Force Admiral tells lawmakers the military is running a Bitcoin node and conducting operational tests for network resilience
• Tether freezes $344M in USDT linked to Iran — Iran had previously been seeking USDC and BTC
• Russia officially recognizes crypto as property under law but bans everyday use as currency

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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Allbridge cofounder Andriy Velykyy joins Brandon and Kate to unpack what real Circle-issued USDC on Bitcoin actually means — and why he's calling this the moment Bitcoin DeFi stops being an experiment.

In this bonus episode of Good For Bitcoin, Brandon and Kate sit down with Allbridge cofounder Andriy Velykyy to discuss:

• The origin of Allbridge — from connecting EVM and non-EVM chains five years ago to 17+ networks, 1M+ unique wallets, and nearly 2M on-chain transfers today
• Surviving the KelpDAO contagion and why Arbitrum's emergency freeze of 30,000 ETH — moving funds without a private key signature — sets a dangerous precedent for self-custody
• Echoes of the DAO hack and the Ethereum / Ethereum Classic split
• Why stablecoin rails are the missing ingredient for any DeFi ecosystem — and the "Bitcoin is savings, stablecoins are checking" framing
• USDCx on Stacks: the first Circle-standard USDC on any Bitcoin layer, and what that signals about capital flow into Bitcoin DeFi
• Liquidity fragmentation — why one canonical USDC beats a dozen bridge-minted versions
• Allbridge Classic sunsetting April 30 — Andriy's direct plea to migrate aeUSDC loans off lending protocols before the lights go out
• Where Bitcoin DeFi is headed next: perp DEXes, stablecoin card payments, treasury management, and cross-chain yield arbitrage
• How Allbridge Core's stablecoin-to-stablecoin routing (USDT TRC20 → USDCx on Stacks) opens Bitcoin DeFi to users in emerging markets

Guest:

• Andriy Velykyy — Cofounder, Allbridge (core.allbridge.io)

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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A quantum computer could steal $74 billion in Satoshi's Bitcoin — and the only proposed fix might be worse than the problem.

In this episode of Good For Bitcoin, Brandon and Kate discuss:

• BlackRock's IBIT sees over $700M in inflows this week — and Strategy adds 13,927 BTC, now holding over 780,000 BTC and back in profit above $77K
• Goldman Sachs enters the Bitcoin ETF game with a premium income ETF — using an options-based strategy to generate yield on BTC exposure
• World Liberty Financial (Trump's DeFi project) minted tokens, used them as collateral to borrow $75M, and drained 55% of Dolomite's liquidity pool — drawing comparisons to FTX. Justin Sun publicly called it a "personal ATM for insiders"
• New Presidio Bitcoin report: 6.5 million BTC would be immediately vulnerable if a cryptographically relevant quantum computer existed today — with 4.5M of that exposure reducible right now just by rotating to fresh addresses
• BIP 361 (co-authored by Jameson Lopp) proposes freezing quantum-vulnerable Bitcoin, including Satoshi's coins — a three-phase approach that would eventually render all legacy UTXOs unspendable
• Adam Back pushes back, arguing an optional quantum-safe upgrade is the right path — and the philosophical debate over "your keys, your coins" vs. protecting the network heats up
• Pakistan's Central Bank reverses its crypto ban, now allowing banks to open accounts for licensed Bitcoin and crypto service providers
• Bitcoin passes block 945,000 — we're now halfway to the next halving, and the 4-year cycle is tracking almost exactly to historical patterns
• Charles Schwab launches direct BTC and ETH trading at just 75bps — competing head-on with Robinhood and Coinbase
• Tether releases a self-custody wallet with Bitcoin, Lightning, USDT, and USAT support — plus human-readable tether.me addresses
• Tim Draper predicts $250K Bitcoin within 18 months. OG Satoshi-era whale exits after 15 years, selling 3,500 BTC (~$260M) all at once

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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Starkware just dropped a white paper that makes Bitcoin transactions quantum-resistant today — no soft fork, no protocol changes — but it'll cost you $150 per transaction in GPU compute. Meanwhile, the New York Times thinks they've finally figured out who Satoshi is.

In this episode of Good For Bitcoin, Brandon and Kate discuss:

• BTC up 6% on the week past $73K, fear and greed at 16 — still extreme fear
• Strategy buys 4,871 BTC (now 766,970), Strive adds 113 BTC, CanGo sells 2,000 BTC to pay off Bitcoin-backed loans
• Cash App's "Bitcoin faucet" turns out to be marketing promos, not a real faucet
• Experts launches Agent Wallet — a Bitcoin-native agentic wallet with Lightning and self-custody
• AIBTC nearing 1,000 AI agents on Stacks
• Starkware's Quantum Safe Bitcoin (QSB) — quantum-resistant transactions with no fork required, $150/tx in GPU compute, and Google's 2029 quantum timeline
• New York Times claims Adam Back is Satoshi Nakamoto — and Jameson Lopp hints he may actually know
• Treasury designates Robinhood and BNY Mellon as vendors for Trump Accounts
• White House paper debunks bank fears about stablecoin yield, FDIC proposes GENIUS Act framework
• Drift on Solana hacked for $285M by North Korean Lazarus group after a 6-month social engineering campaign
• Morgan Stanley's Bitcoin ETF (MSBT) launches — best first day of any ETF they've ever launched
• Solo miner mines an entire Bitcoin block worth ~$210-224K
• Iran now seeking $1/barrel of oil through the Strait of Hormuz — paid in Bitcoin

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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Google just moved the quantum computing timeline from 2035 to 2029 — and Bitcoin's clock is ticking. Plus, the FBI created crypto tokens as part of a DOJ sting, and the Department of Labor just named Bitcoin in a landmark 401(k) rule.

In this episode of Good For Bitcoin, Brandon and Kate discuss:

• Google's quantum research paper co-authored with Ethereum Foundation and Stanford — Q Day moved to 2029
• Why Bitcoin's UTXO model gives it a structural advantage over Ethereum against quantum attacks
• US Department of Labor proposes landmark rule allowing Bitcoin in 401(k) plans
• Coinbase receives conditional OCC approval to become a national trust bank
• X402 Foundation launches under the Linux Foundation with AWS, Google, Microsoft, Stripe, Visa, and more
• DOJ charges 10 foreign nationals in crypto market manipulation sting — FBI created its own tokens
• Square auto-enables Bitcoin payments for US merchants
• MetaPlanet climbs to 3rd largest public BTC holder with 40,177 BTC
• Nakamoto sells 284 BTC at a loss to cover operating expenses
• Magic Eden wallet goes export-only, removed from app stores
• Block revives the Bitcoin faucet at btc.day

Chapters:

• (00:00:00) Intro
• (00:01:30) Bitcoin at $67K — Fear and Greed Hits 9
• (00:03:00) Public Companies: Who's Buying and Who's Selling BTC
• (00:07:30) Google's Quantum Warning: Q Day Moves to 2029
• (00:13:53) Bitcoin in Your 401(k) Is Coming
• (00:17:30) Coinbase Becomes a Trust Bank
• (00:19:16) X402: The Payment Standard Backed by Big Tech
• (00:22:31) The FBI Made Crypto Tokens — DOJ Sting Operation
• (00:25:41) Square Auto-Enables Bitcoin Payments
• (00:27:49) Magic Eden Shuts Down, Iran Accepts Stablecoins, Bitcoin Faucet Returns

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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The cost to mine one Bitcoin just hit $80K — but BTC is trading at $66K. Miners are bleeding out, infrastructure is booming, and crypto-backed mortgages just became a reality. Welcome to the most confusing time in Bitcoin.

In this episode of Good For Bitcoin, Brandon and Kate discuss:

• Strategy adds another 1,031 BTC to its war chest — now holding over 760K BTC
• MARA sells 15,133 BTC, dropping to third place behind Jack Mallers' XXI
• Coinbase and Better launch crypto-backed conforming mortgages with Fannie Mae backing
• The Clarity Act's latest draft bans passive stablecoin yield — Coinbase pushes back again
• Bitcoin mining hits its worst profitability crisis in 2+ years as difficulty drops 7.76%
• Circle stock drops 20% on Clarity Act news — but Bernstein says investors are misreading the bill
• MoonPay announces OWS, an open wallet standard for AI agents backed by 21 organizations
• Tether signs a Big Four accounting firm for its first full audit
• Fold rolls out its Bitcoin credit card on the Visa network — up to 4% back in BTC
• Lightning Network surpasses $1 billion in monthly volume with average transaction sizes of $223

Chapters:

• (00:00:00) Intro — BTC at $66K, Extreme Fear at 13
• (00:02:57) PubCo Bitcoin Buys and Sells
• (00:05:29) Crypto-Backed Mortgages Are Here
• (00:10:31) Clarity Act and Stablecoin Yield Ban
• (00:14:47) Mining's Worst Profitability Crisis in 2+ Years
• (00:19:49) Circle's 20% Stock Drop
• (00:21:51) MoonPay's Open Wallet Standard for AI Agents
• (00:27:02) Tether Signs Big Four Firm for First Full Audit
• (00:29:21) Fold Bitcoin Credit Card Launch
• (00:35:09) Quick Headlines — ord.net, Lightning $1B, De Minimis Tax, David Sacks
• (00:40:34) Outro

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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Brandon got laid off from Stacks Labs, cried on air celebrating two years of Good For Bitcoin, and the SEC just dropped the biggest crypto clarity bomb the industry has ever seen — this one hits different.

In this episode, Brandon and Kate discuss:

• Celebrating two years of Good For Bitcoin
• Stacks Labs layoffs and the wave of crypto cuts across the industry
• Launching the new goodforbitcoin.com website
• Strategy buys 22,337 BTC — plus Strive, American Bitcoin Corp, Gemini, and more
• Square auto-enabling Bitcoin payments via Lightning for millions of merchants
• SEC and CFTC landmark joint interpretation on what is and isn't a security
• The Clarity Act reportedly 99% done in the Senate
• Tokenized security trading on NASDAQ and S&P 500 perps on Hyperliquid
• Bolts introduces no-KYC USDT-to-BTC Lightning swaps
• Morgan Stanley files for a spot Bitcoin ETF (ticker: MSBT)
• NC Bitcoin Reserve bill and SEC no-action letter for Phantom Wallet

Chapters:

• (00:00:00) Celebrating Two Years of Good For Bitcoin
• (00:03:44) Brandon's Layoff & Stacks Labs Update
• (00:06:22) New goodforbitcoin.com Website Reveal
• (00:08:12) Public Company Bitcoin Purchases
• (00:11:17) Crypto Industry Layoffs Everywhere
• (00:13:28) Kraken Pauses IPO Plans
• (00:13:57) Square Auto-Enables Bitcoin Payments
• (00:15:10) SEC & CFTC Drop Major Crypto Clarity
• (00:19:33) Clarity Act & Stablecoin Regulation Update
• (00:21:21) Tokenized Securities & S&P 500 Perps
• (00:22:34) Bolts Lightning Bridge USDT Swaps
• (00:23:42) Morgan Stanley ETF, NC Bitcoin Reserve & Phantom

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

goodforbitcoin.com

Wells Fargo is lobbying to kill stablecoin yield while quietly filing a trademark for their own stablecoin — and they're not the only bank playing both sides. Plus, Kraken becomes the first crypto company with a Federal Reserve master account, and the guy who stole $40M from the US government's seized crypto finally gets arrested.

In this episode of Good For Bitcoin, Brandon and Kate discuss:

• Bitcoin hits $73K amid extreme fear — and the 20 millionth Bitcoin has officially been mined, leaving just 1 million left over the next 114 years
• Bitcoin treasury roundup: Strategy buys nearly 18,000 BTC (now holding 738,731), Pomp's ProCap Financial adds 450 BTC, Strive reveals 179 BTC purchase plus a $50M STRK investment, and Capital B and SmarterWeb make smaller buys
• USDCX is coming to Allbridge, unlocking bridging from Ethereum, Solana, Base, BSC, Tron, Sui, and more into the Stacks ecosystem
• "Lick" has been licked — the man who allegedly stole $40M in crypto from a US government seizure wallet is finally arrested after ZachXBT's investigation forced the FBI's hand
• The Clarity Act stablecoin battle: 40+ banking associations are spending millions to kill stablecoin yield, the ABA rejected the White House compromise, and the clock is ticking before midterm gridlock kills the bill
• Kraken becomes the first digital asset bank to receive a Federal Reserve master account, gaining direct Fedwire access and reducing dependency on correspondent banks
• Quick headlines: NYSE parent ICE invests in OKX at a $25B valuation, Wells Fargo files a WFUSD stablecoin trademark while lobbying against crypto yield, an Aave user fat-fingers a $50M swap and loses nearly everything, and Babylon sees a 50% TVL drop as $1.64B in locked BTC exits

Chapters:

• (00:00:00) Intro — BTC at $73K & the 20 Millionth Bitcoin
• (00:04:10) Bitcoin Treasury Roundup
• (00:08:14) USDCX Comes to Allbridge
• (00:10:17) "Lick" Gets Arrested — $40M Government Crypto Theft
• (00:13:29) The Clarity Act & the Stablecoin Yield Battle
• (00:19:55) Kraken Gets a Federal Reserve Master Account
• (00:23:18) Quick Headlines

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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Magic Eden is shuttering its Bitcoin and EVM marketplaces to go all-in on Solana — so is this the end of Ordinals? Plus, Block lays off nearly half its workforce citing AI, and the Jane Street price suppression conspiracy heats up.

In this episode of Good For Bitcoin, Brandon and Kate discuss:

• Bitcoin treasury roundup: Strategy buys 592 BTC (now holding 717,722), Block reveals 103 BTC purchase (8,883 total), Professional Capital Management adds 7 BTC (5,007 total), and DDC Enterprise buys 50 BTC (2,118 total)
• Block announces massive layoffs — nearly half of its 10,000 employees — with Jack Dorsey citing AI-driven "intelligence tools" as the catalyst
• Ledn issues the first-ever investment-grade rated Bitcoin-backed ABS, earning a BBB- rating from S&P and attracting 2x oversubscribed demand on the $188M offering
• The Jane Street conspiracy: allegations of systematic Bitcoin price suppression at 10 AM ET, tied to the Terraform Labs lawsuit and ETF arbitrage activity
• Kalshi catches insider trading — a MrBeast editor and a gubernatorial candidate get fined and banned in one of the first real enforcement actions in prediction markets
• Zest Protocol launches V2 with per-asset risk parameters, no rehypothecation options, and partial liquidation mechanisms — hitting $41M TVL within 48 hours
• A solo miner spends $75 on hash power through Braiins and hits a full block reward worth ~$938K
• Magic Eden exits Bitcoin and Ethereum to refocus on Solana — what it means for Ordinals, Runes, and the broader Bitcoin NFT ecosystem
• Quick headlines: Crypto.com approved as national trust bank, Fed moves to codify removal of reputational risk, Coinbase launches 24/5 stock trading, Strategy's STRK coming to Europe via 21Shares, Morgan Stanley plans native Bitcoin custody, and Meta eyes a stablecoin comeback

Chapters:

• (00:00:00) Intro
• (00:02:50) Bitcoin Treasury Roundup
• (00:04:35) Block Lays Off Nearly Half Its Staff
• (00:09:28) Ledn Issues First Investment-Grade Bitcoin ABS
• (00:13:14) Has Jane Street Been Suppressing Bitcoin's Price?
• (00:19:29) Kalshi Catches Insider Trading
• (00:22:53) Zest Protocol V2 Launches
• (00:24:51) Solo Miner Hits a Block with $75
• (00:26:24) Magic Eden Exits Bitcoin — Are Ordinals Dead?
• (00:32:38) Quick Headlines

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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Fear and greed is at 7 out of 100, BTC treasury companies are merging, and the stablecoin interest fight just got a White House intervention — but Brandon and Kate have never been more bullish on building in Bitcoin.

In this episode of Good For Bitcoin, Brandon and Kate discuss:

• AI agents taking over workflows — Claude, OpenClaw, and why it feels like 2015 Bitcoin all over again
• Strategy adding another 2,486 BTC to reach 717,131 total
• American Bitcoin Corporation and Capital B also accumulating this week
• Nakamoto acquiring BTC Inc (Bitcoin Magazine), and UTXO Management in an all-stock deal
• The Saylor vs. Danny Knowles debate on whether BTC treasury companies need real businesses underneath
• Coinbase now letting users earn USDC interest in Bitcoin — a new way to DCA
• CFTC adding crypto CEOs to advisory panels — 20 of 35 seats now crypto-linked
• GENIUS Act stablecoin bill update: White House takes the lead, yield on idle balances "effectively off the table"
• Arizona's digital assets strategic reserve bill advancing through committees
• Goldman Sachs CEO David Solomon admits to owning BTC in "very, very limited amounts"
• Former Bitfinex CEO wallet offloading 67,000+ BTC since last August
• OG whales converting BTC to ETF wrappers tax-free and selling through ETFs
• Stacks Zealy campaign launching with over $10,000 in STX rewards

Chapters:

• (00:01:42) Intro: Tourists Have Left, Builders Are Here
• (00:03:24) Market Vibes: Fear & Greed at 7, AI Agents Everywhere
• (00:05:37) Public Companies Buying BTC: Strategy, American Bitcoin Corp & Capital B
• (00:06:38) Nakamoto Acquires BTC Inc & UTXO Management
• (00:11:13) The Saylor vs. Danny Knowles Debate on Treasury Companies
• (00:16:05) Coinbase Enables Earning Interest in Bitcoin on USDC
• (00:17:43) CFTC Adds Crypto CEOs to Advisory Panel
• (00:19:08) GENIUS Act Stablecoin Bill: White House Takes the Lead
• (00:24:12) Quick Headlines: Arizona Reserve Bill, Goldman CEO Owns BTC, Bitfinex Whale Dump
• (00:28:10) Stacks Zealy Campaign & Wrap Up

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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