Good for Bitcoin

Brandon Marshall & Kate Parkman

Good For Bitcoin is a weekly show recorded live every Friday where we recap events of the week and talk about everything good for Bitcoin. If it’s built on Bitcoin, then it’s Good for Bitcoin!

  1. JAN 30

    If you’re in Bitcoin, pivot to Stablecoins???

    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. Topics Discussed 🙃 “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-firstChapters 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

    29 min
  2. JAN 9

    We’re so back! Here’s everything you missed over the holiday

    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. Topics Discussed 🔁 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 upChapters 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

    30 min
  3. 12/19/2025

    What was BEST for Bitcoin in 2025?

    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. Topics Discussed 📈 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 aheadChapters 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

    52 min
  4. 12/07/2025

    Are Bitcoin Treasury Companies about to pump our bags?

    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. Topics Discussed 🎯 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 reputationChapters 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

    21 min
  5. 11/28/2025

    DevConnect Recap, USDC on Stacks, The rise and fall of mNAV

    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. Topics Discussed ✈️ 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 storyChapters 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

    38 min
  6. Bitflow’s HODLMM ft. @StacksDeveloper, Clarity 4 goes live, SoFi Crypto

    11/13/2025

    Bitflow’s HODLMM ft. @StacksDeveloper, Clarity 4 goes live, SoFi Crypto

    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 directlyChapters 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

    54 min

About

Good For Bitcoin is a weekly show recorded live every Friday where we recap events of the week and talk about everything good for Bitcoin. If it’s built on Bitcoin, then it’s Good for Bitcoin!