Good for Bitcoin

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 —...

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 ...

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 t...

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 $7...

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.

T...

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.

Topics Discussed

• 📜 What the Clarity Act is trying to do and...

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 c...

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 ...

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.

Topics Discussed

• 🧠 What on-chain reputation is and why it matters for Bitcoin and Stacks
• 🆔 How Zero Authority approaches identity without compromising privacy
• 🏗️ Repu...

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 sBT...

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 B...

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 bu...

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.

Topics Discussed

• Corporate/treasury accumulation: a new 397 BTC buy and why it matters
• Dividend-style BTC exposure m...

Brandon and Kate bring Halloween energy to the Bitcoin world — celebrating the official launch of dual stacking, breaking down Bitcoin’s latest market movements, and exploring how Cashjr’s Bitcoin strategy upgrade is reshaping yield opportunities across the ecosystem.

Topics Discussed

• 🎃 Halloween vibes and Bitcoin milestones
• ⚡ Dual stacking officially launches — what it means for sBTC and STX holders
• 🪙 Cashjr’s Bitco...

Brandon and Kate unpack a whirlwind week in crypto — from headlines about a potential Trump pardon for CZ, to whale flows rotating into BlackRock’s iBIT spot Bitcoin ETF, to the biggest takeaways from a16z’s latest State of Crypto report — and what all of it means for builders on Bitcoin and Stacks.

Topics Discussed

• 🎯 Rumors and realities around a Trump pardon for CZ (Changpeng Zhao)
• 🐋 Bitcoin whales moving funds into...

Good For Bitcoin — Square, Bitcoin, Dual Stacking & U.S. Seizes $1.5B in BTC

Brandon and Kate kick off this week’s Good For Bitcoin with fresh energy — experimenting with new livestream platforms, diving into Square’s bold Bitcoin integration, the evolution of dual stacking, and the U.S. government’s surprising move to seize $1.5 billion in BTC.

Topics Discussed

• 🎥 Launching live on YouTube — Good For Bitcoi...

In this episode of Good for Bitcoin, hosts Brandon and Kate discuss their transition to independence, their new roles with Stacks Labs, and the importance of authentic storytelling in crypto marketing. They cover significant news in the Bitcoin ecosystem, including public companies' Bitcoin holdings, Tether's treasury expansion, and the implications of the US Treasury's guidance on unrealized gains. The conversation also touches on...

In this episode of Good for Bitcoin, Brandon and Kate are joined by Charlie, a Bitcoin mining expert, to discuss the ongoing drama surrounding Luke Dashjr, Ocean Mining, and the implications of arbitrary data on the Bitcoin network. The conversation delves into the centralization of mining, the controversies surrounding ordinals, and the potential future of Bitcoin amidst debates on censorship and hard forks. Charlie provides insig...

In this episode of Good for Bitcoin, hosts Brandon and Kate discuss various topics surrounding Bitcoin, including the latest developments in meme coins and significant acquisitions in the Bitcoin space. They also delve into Vitalik's article on low-risk DeFi, emerging Bitcoin layers, and Cloudflare's new payment protocol, wrapping up with reflections on the future of digital finance.

Takeaways

• Meme coins are gaining traction with...