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. Banks Don't Want to Kill Stablecoins — Just Yours

    6D AGO

    Banks Don't Want to Kill Stablecoins — Just Yours

    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 yearsBitcoin 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 buysUSDCX 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 handThe 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 billKraken becomes the first digital asset bank to receive a Federal Reserve master account, gaining direct Fedwire access and reducing dependency on correspondent banksQuick 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 exitsChapters: (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 HeadlinesHosts: Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow: goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS

    28 min
  2. Are Ordinals Dead?

    FEB 27

    Are Ordinals Dead?

    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 catalystLedn 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 offeringThe Jane Street conspiracy: allegations of systematic Bitcoin price suppression at 10 AM ET, tied to the Terraform Labs lawsuit and ETF arbitrage activityKalshi catches insider trading — a MrBeast editor and a gubernatorial candidate get fined and banned in one of the first real enforcement actions in prediction marketsZest Protocol launches V2 with per-asset risk parameters, no rehypothecation options, and partial liquidation mechanisms — hitting $41M TVL within 48 hoursA solo miner spends $75 on hash power through Braiins and hits a full block reward worth ~$938KMagic Eden exits Bitcoin and Ethereum to refocus on Solana — what it means for Ordinals, Runes, and the broader Bitcoin NFT ecosystemQuick 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 comebackChapters: (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 HeadlinesHosts: Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow: goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS

    35 min
  3. The tourists have left, the AI agents have arrived

    FEB 20

    The tourists have left, the AI agents have arrived

    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 againStrategy adding another 2,486 BTC to reach 717,131 totalAmerican Bitcoin Corporation and Capital B also accumulating this weekNakamoto acquiring BTC Inc (Bitcoin Magazine), and UTXO Management in an all-stock dealThe Saylor vs. Danny Knowles debate on whether BTC treasury companies need real businesses underneathCoinbase now letting users earn USDC interest in Bitcoin — a new way to DCACFTC adding crypto CEOs to advisory panels — 20 of 35 seats now crypto-linkedGENIUS 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 committeesGoldman Sachs CEO David Solomon admits to owning BTC in "very, very limited amounts"Former Bitfinex CEO wallet offloading 67,000+ BTC since last AugustOG whales converting BTC to ETF wrappers tax-free and selling through ETFsStacks Zealy campaign launching with over $10,000 in STX rewardsChapters: (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 UpHosts: Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow: goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS

    26 min
  4. Be greedy when others are fearful!

    FEB 13

    Be greedy when others are fearful!

    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 generatorBTC dipping below $70K and navigating extreme fear with a DCA mindsetGranite's community liquidations page and why some positions are too small to claimCAN Go selling over half its BTC holdings (4,451 BTC) for "AI expansion"Strategy continuing to accumulate ~1,000 BTC per weekWorld Liberty Financial forced to sell 170 BTC to avoid liquidation on AaveFireblocks adding Stacks support — completing the top four institutional custodiansCoinbase Q4 earnings ($1.8B revenue) and their Super Bowl commercial reactionBlockFills halting client withdrawals — a red flag from Brandon's BlockFi daysBlackRock bringing its BUIDL token to Uniswap for institutional DeFi tradingMrBeast acquiring youth fintech app StepBithumb's $40 billion Bitcoin blunder — and Brandon's similar BlockFi storyBitwise client putting $11M into BTC during the pullbackAnchorage Digital receiving a $100M investment from TetherBrazil reintroducing a bill to acquire 1 million BTC as a national reserveThe Netherlands approving a 30% tax on unrealized crypto gainsChapters: (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 UpHosts: Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow: goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS

    34 min
  5. If you’re in Bitcoin, pivot to Stablecoins???

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

    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
  7. What was BEST for Bitcoin in 2025?

    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

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!