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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