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 total
• American Bitcoin Corporation and Capital B also accumulating this week
• Nakamoto acquiring BTC Inc (Bitcoin Magazine), and UTXO Management in an all-stock deal
• The Saylor vs. Danny Knowles debate on whether BTC treasury companies need real businesses underneath
• Coinbase now letting users earn USDC interest in Bitcoin — a new way to DCA
• CFTC adding crypto CEOs to advisory panels — 20 of 35 seats now crypto-linked
• GENIUS 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 committees
• Goldman Sachs CEO David Solomon admits to owning BTC in "very, very limited amounts"
• Former Bitfinex CEO wallet offloading 67,000+ BTC since last August
• OG whales converting BTC to ETF wrappers tax-free and selling through ETFs
• Stacks Zealy campaign launching with over $10,000 in STX rewards

Chapters:

• (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 Up

Hosts:

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

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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

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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).

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📰 RSS: anchor.fm/s/f9f164f0/podcast/rss