Good for Bitcoin

The BIP 110 fight has been all mudslinging, so we did something radical: we actually read the BIP. Why the filters won't work and why it probably ends in a fork. Plus: Strategy's never-sell era is over, a $21M DAO drain that broke no rules, Kraken's $22M Choke Point 2.0 win, and StackingDAO's stBTC ahead of Bitcoin staking on Stacks. In this episode of Good For Bitcoin, Brandon and Kate discuss: T...

Out of left field: 140+ companies — Visa, Mastercard, Google, Samsung, PayPal, BlackRock, Coinbase, Stripe and more — announced Open USD, one shared stablecoin where the partners keep the reserve earnings. Then came the backlash: firms saying they never signed on, and Circle's CEO firing back. Meanwhile Strategy published a real plan for STRC (including permission to sell some Bitcoin), whales sco...

Bitcoin slipped under $60K and the timeline filled with obituaries — people who bought the $120K top now calling it dead. Brandon and Kate place it right where the four-year cycle predicts: deep in the trenches, with maybe nine more boring months to go. Yet nobody up top is actually capitulating — Strategy bought the dip again, STRC keeps cratering, Wall Street quietly shipped its first Bitcoin de...

Strategy's 'Stretch' — the STRC preferred stock built to trade near $100 — cratered to an all-time low of $82.53 this week, and the timeline declared it the next Ponzi. Brandon and Kate dig into whether Stretch is being stretched to its limit, plus a quiet week of buys, Illinois's punishing new crypto tax, Stacks landing on Fireblocks, BlackRock's new yield ETF, and the stat that Elon is now worth...

A week after Strategy quietly sold 32 BTC, Saylor tweeted he's 'never sold a single sat.' Brandon and Kate call out the goalpost-moving, react to a Saylor clip, then run the tape: Strategy buys 1,550 BTC, Strive needles back, Botanix shuts down its whole network, Coinbase hands AI agents your account, SBF begs for a pardon, and a classic bottom signal flashes. In this episode of Good For Bitcoin,...

Kate's out sick, so Brandon flies solo. The headline: a researcher used Claude Opus 4.8 to find a counterfeiting bug in Zcash's shielded pool that could've minted unlimited coins undetectably — ZEC fell 30%. Plus a Bitcoin selloff below $60K, Strategy's quiet sale, and Lava's Bitcoin-back card. In this episode of Good For Bitcoin, Brandon and Kate discuss: Kate's out sick, so it's a short, solo, r...

Someone moved 107 Bitcoin — nearly $8 million — out of ten-year-old, Mt. Gox-era addresses and torched it in a single burst of transactions on Monday. No note, no explanation. Brandon and Kate run the theories, then work through a packed week of treasury moves, Kraken's "native Bitcoin" yield product, and Stacks finally winning over Bitcoin Magazine. In this episode of Good For Bitcoin, Brandon an...

Brandon sits down with Jakob Schillinger, founder and CEO of Hermetica , on the day they raise the hBTC cap from 50 to 75 BTC — and unpack how Michael Saylor's STRC quietly became a yield engine for Bitcoin-backed dollars. In this episode of Good For Bitcoin, Brandon and Jakob discuss: Jakob's origin: from running an eyeglasses business in sub-Saharan Africa to building on Bitcoin in 2016 — and wh...

A bipartisan duo just introduced a bill to codify a 1M-BTC Strategic Bitcoin Reserve into law — with a mandatory 20-year holding period and self-custody protections for everyday Americans. In this episode of Good For Bitcoin, Brandon and Kate discuss: 🍕 Happy Bitcoin Pizza Day — 16 years since Laszlo's 10,000 BTC for two pizzas. Strategy adds 24,869 BTC and now sits on 843,738 BTC — roughly 4% of...

A guy who lost access to ~5 BTC for 11 years used Claude Code to recover it — and the crypto internet lost its mind. But did Claude actually break Bitcoin? Brandon and Kate unpack what really happened. In this episode of Good For Bitcoin, Brandon and Kate discuss: Saylor and Strategy float the idea of selling some Bitcoin — and Bitcoiners are mad Bitcoin earnings season: MARA dumps 3,386 BTC, Bloc...

Paul Sztorc is hard forking Bitcoin — and the plan involves reassigning Satoshi's coins. Brandon and Kate break down the most chaotic week of news in months. In this episode of Good For Bitcoin, Brandon and Kate discuss: Public companies stack: Strategy adds 3,273 BTC (now 818,334 total), Strive +798, Block +114, Capital B +6, Smarter Web +28 Nakamoto launches a BTC derivatives strategy with Krake...

A new documentary dropped claiming Satoshi Nakamoto was actually two people — Hal Finney and Len Sassaman — and the Bitcoin world is buzzing. Plus: Strategy just overtook BlackRock, and the US Air Force is running a Bitcoin node. In this episode of Good For Bitcoin, Brandon and Kate discuss: Strategy bought 34,164 BTC — their largest purchase since November 2024 and 3rd largest ever — now holds 81...

Allbridge cofounder Andriy Velykyy joins Brandon and Kate to unpack what real Circle-issued USDC on Bitcoin actually means — and why he's calling this the moment Bitcoin DeFi stops being an experiment. In this bonus episode of Good For Bitcoin, Brandon and Kate sit down with Allbridge cofounder Andriy Velykyy to discuss: The origin of Allbridge — from connecting EVM and non-EVM chains five years a...

A quantum computer could steal $74 billion in Satoshi's Bitcoin — and the only proposed fix might be worse than the problem. In this episode of Good For Bitcoin, Brandon and Kate discuss: BlackRock's IBIT sees over $700M in inflows this week — and Strategy adds 13,927 BTC, now holding over 780,000 BTC and back in profit above $77K Goldman Sachs enters the Bitcoin ETF game with a premium income ETF...

Starkware just dropped a white paper that makes Bitcoin transactions quantum-resistant today — no soft fork, no protocol changes — but it'll cost you $150 per transaction in GPU compute. Meanwhile, the New York Times thinks they've finally figured out who Satoshi is. In this episode of Good For Bitcoin, Brandon and Kate discuss: BTC up 6% on the week past $73K, fear and greed at 16 — still extreme...

Google just moved the quantum computing timeline from 2035 to 2029 — and Bitcoin's clock is ticking. Plus, the FBI created crypto tokens as part of a DOJ sting, and the Department of Labor just named Bitcoin in a landmark 401(k) rule. In this episode of Good For Bitcoin, Brandon and Kate discuss: Google's quantum research paper co-authored with Ethereum Foundation and Stanford — Q Day moved to 202...

The cost to mine one Bitcoin just hit $80K — but BTC is trading at $66K. Miners are bleeding out, infrastructure is booming, and crypto-backed mortgages just became a reality. Welcome to the most confusing time in Bitcoin. In this episode of Good For Bitcoin, Brandon and Kate discuss: Strategy adds another 1,031 BTC to its war chest — now holding over 760K BTC MARA sells 15,133 BTC, dropping to th...

Brandon got laid off from Stacks Labs, cried on air celebrating two years of Good For Bitcoin, and the SEC just dropped the biggest crypto clarity bomb the industry has ever seen — this one hits different. In this episode, Brandon and Kate discuss: Celebrating two years of Good For Bitcoin Stacks Labs layoffs and the wave of crypto cuts across the industry Launching the new goodforbitcoin.com webs...

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: Bitc...

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,...

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 an...

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 vi...

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...

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...

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 hol...