A week after Strategy quietly sold 32 BTC, Saylor tweeted he's 'never sold a single sat.' Brandon and Kate call out the goalpost-moving, react to a Saylor clip, then run the tape: Strategy buys 1,550 BTC, Strive needles back, Botanix shuts down its whole network, Coinbase hands AI agents your account, SBF begs for a pardon, and a classic bottom signal flashes.

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

• Saylor watch: a week after Strategy quietly sold 32 BTC (~0.004% of its stack), Saylor tweeted he's 'never sold a single sat.' We react to his clip and the goalpost-moving — then Strategy bought 1,550 BTC, pushing holdings to 845,256. STRC monthly dividends start July 15.
• Strive fired back, buying exactly 32 BTC after Strategy sold 32 — now at 19,032 BTC. It's using sale proceeds to pay down debt and buy back shares, and regained Nasdaq compliance after its reverse split. Orange BTC added 41 (now 3,803).
• SpaceX looks like a Tesla-style buy-and-hold, so don't expect weekly buys. Brandon snagged 10 pre-allocated SpaceX IPO shares through Fidelity.
• Botanix is shutting down its entire network. Bridged BTC peaked near 450 in Sept 2025 and sits under 50 today — holders have ~30 days to unilaterally exit the remaining 47 BTC. A reminder why unilateral exit matters; ~4 years in, it couldn't ride the cycle.
• Coinbase for Agents lets your AI agent trade, pay, and run workflows on your Coinbase account via MCP or CLI (x402 next). Good for round-the-clock, data-informed trades — but prompt-injection risk makes us wary of handing over the keys.
• Quick hits: SBF filed for a presidential pardon on his 25-year FTX fraud sentence (we doubt it lands); Tether briefly flipped Ethereum for the #2 market-cap spot.
• Bullish close: more than half of all circulating BTC is now held at an unrealized loss — a signal that's marked every major bear-market bottom.
• Follow the show on X — @goodforbtc.

Hosts:

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

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