Good for Bitcoin

Bitcoin is under $70K, fear is everywhere, and public companies are panic-selling — but is this actually the best time to be buying? Brandon and Kate break down who's selling, who's stacking, and the massive Fireblocks news that could change everything for Stacks.

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

• AI tools leveling up — using Claude, Cowork, and the viral Seed Dance video generator
• BTC dipping below $70K and navigating extreme fear with a DCA mindset
• Granite's community liquidations page and why some positions are too small to claim
• CAN Go selling over half its BTC holdings (4,451 BTC) for "AI expansion"
• Strategy continuing to accumulate ~1,000 BTC per week
• World Liberty Financial forced to sell 170 BTC to avoid liquidation on Aave
• Fireblocks adding Stacks support — completing the top four institutional custodians
• Coinbase Q4 earnings ($1.8B revenue) and their Super Bowl commercial reaction
• BlockFills halting client withdrawals — a red flag from Brandon's BlockFi days
• BlackRock bringing its BUIDL token to Uniswap for institutional DeFi trading
• MrBeast acquiring youth fintech app Step
• Bithumb's $40 billion Bitcoin blunder — and Brandon's similar BlockFi story
• Bitwise client putting $11M into BTC during the pullback
• Anchorage Digital receiving a $100M investment from Tether
• Brazil reintroducing a bill to acquire 1 million BTC as a national reserve
• The Netherlands approving a 30% tax on unrealized crypto gains

Chapters:

• (00:01:05) Intro & AI Tools: Claude, Cowork, and Seed Dance
• (00:07:09) Market Check: Extreme Fear & the DCA Mindset
• (00:09:58) Granite Liquidations & Public Companies Selling BTC
• (00:12:05) Fireblocks Adds Stacks — All Top 4 Custodians Now Support STX
• (00:16:46) Coinbase Q4 Earnings & the Super Bowl Ad
• (00:18:49) BlockFills Halts Client Withdrawals
• (00:21:43) BlackRock Brings BUIDL to Uniswap
• (00:23:15) MrBeast Acquires Step Fintech
• (00:26:25) Bithumb's $40B Bitcoin Blunder & Brandon's BlockFi Story
• (00:31:14) Quick Headlines: Bitwise, Anchorage, Brazil & the Netherlands
• (00:35:49) Wrap Up

Hosts:

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

Subscribe & Follow:

• goodforbitcoin.com
• YouTube
• Spotify
• Amazon Music
• Apple Podcasts
• Pocket Casts
• RSS

Brandon and Kate play with the idea that Bitcoin builders should “pivot to stablecoins” — not as literal advice, but as a way to surface where user demand, liquidity, and regulatory attention are actually concentrating today. The conversation unpacks why stablecoins keep dominating payments and UX, what that reveals about Bitcoin’s current friction points, and how Bitcoin L2s and BTCFi fit into a dollar-centric on-chain world.

• 🙃 “Pivot to stablecoins” as a framing device for real market demand
• 💵 Why dollar-denominated UX continues to win in payments
• 🧠 Bitcoin-as-asset vs. Bitcoin-as-financial-rail
• 🏦 How stablecoins shape liquidity, behavior, and product design
• 🧱 What this means for Bitcoin L2s and BTCFi builders
• ⚖️ Where regulation is actually focusing today
• 🔮 Whether Bitcoin-native rails can compete without becoming dollar-first

• 00:00 — Intro and setting up the “pivot” idea
• 02:10 — Payments, UX, and where friction still lives
• 05:40 — Stablecoins as a signal of demand
• 10:20 — Bitcoin L2s, BTCFi, and dollar-denominated activity
• 15:00 — Regulatory reality check
• 19:30 — What builders should take away
• 24:10 — Closing thoughts

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

🎧 Subscribe: goodforbitcoin.com
📺 Watch: YouTube
🎙️ Listen on: Spotify • Apple Podcasts • Amazon Music • Pocket Casts
📰 RSS: anchor.fm/s/f9f164f0/podcast/rss

Brandon and Kate dig into the Clarity Act to separate headlines from substance — what the bill actually proposes, how it fits into the broader U.S. regulatory landscape, and why clarity (or lack thereof) matters for Bitcoin, stablecoins, and builders. They walk through the tradeoffs, the political reality, and what meaningful progress would actually look like.

• 📜 What the Clarity Act is trying to do and why it exists
• ⚖️ How the bill approaches jurisdiction, definitions, and enforcement
• 🏦 Implications for stablecoins, custodians, and market structure
• 🧱 What regulatory clarity would unlock for Bitcoin and L2 builders
• 🗳️ Political realities: timelines, incentives, and likely outcomes
• 🧠 What actually matters vs. regulatory theater

• 00:00 — Intro and framing the Clarity Act
• 02:30 — What the bill proposes at a high level
• 07:10 — Jurisdiction, definitions, and enforcement questions
• 12:45 — Stablecoins, custody, and market structure impacts
• 18:20 — What clarity would unlock for builders
• 23:50 — Political reality check and timelines
• 28:40 — Closing thoughts and what to watch next

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

🎧 Subscribe: goodforbitcoin.com
📺 Watch: YouTube
🎙️ Listen on: Spotify • Apple Podcasts • Amazon Music • Pocket Casts
📰 RSS: anchor.fm/s/f9f164f0/podcast/rss

Brandon and Kate are back after the holiday break to catch up on everything you might have missed — from Bitcoin price action and renewed market energy, to major ecosystem updates across Bitcoin L2s, stablecoins, and treasury companies. They reset the board for the new year and talk through what actually matters heading into the next phase of the cycle.

• 🔁 Coming back from the holidays and resetting the market context
• 📈 Bitcoin price action and shifting sentiment post-break
• 🏦 Bitcoin treasury companies and renewed corporate interest
• 🧱 Updates across Bitcoin L2s and execution progress
• 💵 Stablecoins, payments, and infrastructure developments
• 🧠 Which narratives cooled off and which ones are heating back up
• 🗓️ What to watch as the year ramps back up

• 00:00 — We’re back: holiday recap and reset
• 02:15 — Bitcoin price action and market mood
• 06:30 — Treasury companies and corporate BTC narratives
• 11:20 — Bitcoin L2 updates and execution progress
• 16:10 — Stablecoins, payments, and infra catch-up
• 21:00 — Narratives that faded vs. narratives returning
• 25:40 — What matters next and closing thoughts

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

🎧 Subscribe: goodforbitcoin.com
📺 Watch: YouTube
🎙️ Listen on: Spotify • Apple Podcasts • Amazon Music • Pocket Casts
📰 RSS: anchor.fm/s/f9f164f0/podcast/rss

Brandon and Kate wrap the year by reflecting on what was actually best for Bitcoin in 2025 — separating signal from noise across price action, ETFs, treasury companies, Bitcoin L2s, stablecoins, and developer momentum. They look back at the narratives that mattered, the ones that faded, and what 2025 revealed about Bitcoin’s path forward.

• 📈 Bitcoin in 2025: price action vs. real adoption
• 🏦 The impact of ETFs and how they changed market structure
• 🏢 Bitcoin treasury companies: lessons learned and market maturity
• 🧱 Bitcoin L2 progress, including sBTC and execution on Stacks
• 💵 Stablecoins on Bitcoin and why infrastructure beats narratives
• 🧑‍💻 Developer momentum, tooling, and where builders actually showed up
• 🧠 Which narratives held up and which quietly disappeared
• 🔮 What 2025 set up for Bitcoin in the years ahead

• 00:00 — Intro and framing the question
• 02:10 — What “best for Bitcoin” really means
• 05:30 — ETFs, liquidity, and structural changes
• 10:45 — Treasury companies: winners, losers, and reality checks
• 16:20 — Bitcoin L2s, sBTC, and execution in 2025
• 21:40 — Stablecoins and payments on Bitcoin
• 26:10 — Developer momentum and ecosystem health
• 31:00 — Narratives that worked vs. narratives that faded
• 36:00 — Closing thoughts and looking ahead

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

🎧 Subscribe: goodforbitcoin.com
📺 Watch: YouTube
🎙️ Listen on: Spotify • Apple Podcasts • Amazon Music • Pocket Casts
📰 RSS: anchor.fm/s/f9f164f0/podcast/rss

Brandon is joined by Zero from Zero Authority to explore how on-chain reputation works, why identity matters for Bitcoin-native apps, and how reputation systems can unlock better incentives across DeFi, governance, and community coordination on Stacks.

• 🧠 What on-chain reputation is and why it matters for Bitcoin and Stacks
• 🆔 How Zero Authority approaches identity without compromising privacy
• 🏗️ Reputation as infrastructure for better incentives in DeFi and DAOs
• 🎯 Sybil resistance, proof-of-participation, and measuring meaningful contribution
• 🪙 How reputation can be earned, maintained, and lost over time
• 🧩 Integrations with Stacks apps and the broader BTCFi ecosystem
• 🌱 Early use cases and what’s coming next for Zero Authority

• 00:00 — Intro and guest welcome
• 02:10 — What is on-chain reputation?
• 06:30 — Identity, privacy, and Sybil resistance
• 12:45 — Reputation as DeFi and governance infrastructure
• 18:20 — Earning, maintaining, and losing reputation
• 23:40 — Integrations across Stacks and BTCFi
• 28:30 — Roadmap and what’s next for Zero Authority

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

🎧 Subscribe: goodforbitcoin.com
📺 Watch: YouTube
🎙️ Listen on: Spotify • Apple Podcasts • Amazon Music • Pocket Casts
📰 RSS: anchor.fm/s/f9f164f0/podcast/rss

Brandon and Kate tackle the big question on everyone’s mind: are Bitcoin treasury companies finally about to pump our bags, or are they still a structural risk to the market? They walk through fresh announcements from corporate buyers, revisit earlier fears about debt-fueled treasury strategies, dig into why Bitcoin DeFi still matters no matter what price does, and close with stablecoin risk, Tether’s downgrade, and an upcoming sBTC giveaway with Zero Authority.

• 🎯 Whether this new wave of Bitcoin treasury companies is different from the last cycle
• 🏢 How leveraged treasury strategies could create cascading sell pressure if BTC dumps
• 📈 New announcements that suggest some treasury companies are finally executing
• 🧠 Why “Bitcoin needs DeFi” regardless of ETF flows or treasury narratives
• 🏦 S&P’s downgrade of USDT/Tether and what it says about stablecoin reserve risk
• 💵 The role of stablecoins vs. BTC as pristine collateral in a BTCFi world
• 🧱 Recap of last year’s milestones like Nakamoto and sBTC going live, and what’s coming next
• 🎁 Upcoming sBTC giveaway and a Zero Authority episode on on-chain reputation

• 00:00:22 — Cold open, technical gremlins, and Friday vibes
• 00:03:02 — Looking back: Nakamoto, sBTC, Circle, and a busy year for Bitcoin L2s
• 00:07:45 — Why debt-fueled Bitcoin treasury companies used to be scary
• 00:12:52 — Are Bitcoin treasury companies finally about to execute and buy BTC?
• 00:16:27 — Bitcoin as DeFi: lending, borrowing, and trading BTC regardless of price
• 00:17:04 — S&P downgrades USDT/Tether and re-prices stablecoin risk
• 00:21:55 — Announcing an sBTC giveaway with Zero Authority
• 00:22:21 — How to participate and where to find Zero Authority DAO

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

🎧 Subscribe: goodforbitcoin.com
📺 Watch: YouTube
🎙️ Listen on: Spotify • Apple Podcasts • Amazon Music • Pocket Casts
📰 RSS: anchor.fm/s/f9f164f0/podcast/rss

Brandon and Kate recap their time at Devconnect, share how it shifted their perspective on builders and culture across chains, and then dive into the big news of USDC coming to Stacks via Circle’s new xReserve product. They wrap with a deep dive into mNAV — a metric for valuing Bitcoin treasury companies — and how the “rise and fall” of those premiums tells a story about narratives, risk, and what the market is willing to pay for BTC exposure.

• ✈️ Devconnect recap: energy, builder culture, and how it felt coming from the Bitcoin/Stacks world
• 🤝 Stacks’ presence at Devconnect and interest in Bitcoin DeFi from the wider ecosystem
• 🏦 Circle x Stacks: USDC via xReserve and why “native-ish” issuance matters more than bridges
• 💵 What a USDC-backed stablecoin on Stacks unlocks for users, apps, and BTCFi
• 📉 mNAV explained: how to compare BTC treasury holdings to public market valuations
• 📊 The “rise and fall” of mNAV premiums and what they signal about ETF-era narratives
• 🏢 Nakamoto, MetaPlanet, and the new class of Bitcoin treasury companies
• 🧱 How all of this feeds back into the Stacks and Bitcoin L2 builder story

• 00:01:06 — Friday vibes and intro
• 00:01:52 — Devconnect recap and fresh inspiration
• 00:05:07 — Stacks at Devconnect and interest in Bitcoin DeFi
• 00:05:42 — Circle x Stacks announcement as a major headline
• 00:07:11 — Stacks Hacker House and teams building on Bitcoin L2s
• 00:16:28 — Bitcoin treasury companies, ETFs, and Nakamoto/MetaPlanet
• 00:18:57 — What mNAV is and how to read it
• 00:23:51 — The rise and fall of mNAV premiums in a post-ETF world
• 00:26:43 — Circle’s new xReserve product and USDC on Stacks
• 00:28:21 — aeUSDC today, UX tradeoffs, and what improves with native issuance

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

🎧 Subscribe: goodforbitcoin.com
📺 Watch: YouTube
🎙️ Listen on: Spotify • Apple Podcasts • Amazon Music • Pocket Casts
📰 RSS: anchor.fm/s/f9f164f0/podcast/rss

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.

• 🎯 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

• 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).

🎧 Subscribe: goodforbitcoin.com
📺 Watch: YouTube
🎙️ Listen on: Spotify • Apple Podcasts • Amazon Music • Pocket Casts
📰 RSS: anchor.fm/s/f9f164f0/podcast/rss

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.

• 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

• 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).

🎧 Subscribe: goodforbitcoin.com
📺 Watch: YouTube
🎙️ Listen on: Spotify • Apple Podcasts • Amazon Music • Pocket Casts
📰 RSS: anchor.fm/s/f9f164f0/podcast/rss