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 catalyst
• Ledn 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 offering
• The Jane Street conspiracy: allegations of systematic Bitcoin price suppression at 10 AM ET, tied to the Terraform Labs lawsuit and ETF arbitrage activity
• Kalshi catches insider trading — a MrBeast editor and a gubernatorial candidate get fined and banned in one of the first real enforcement actions in prediction markets
• Zest Protocol launches V2 with per-asset risk parameters, no rehypothecation options, and partial liquidation mechanisms — hitting $41M TVL within 48 hours
• A solo miner spends $75 on hash power through Braiins and hits a full block reward worth ~$938K
• Magic Eden exits Bitcoin and Ethereum to refocus on Solana — what it means for Ordinals, Runes, and the broader Bitcoin NFT ecosystem
• Quick 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 comeback

Chapters:

• (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 Headlines

Hosts:

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

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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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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.

• 📜 What the Clarity Act is trying to do and why it exists
• ⚖️ How the bill approaches jurisdiction, definitions, and enforcement
• 🏦 Implications for stablecoins, custodians, and market structure
• 🧱 What regulatory clarity would unlock for Bitcoin and L2 builders
• 🗳️ Political realities: timelines, incentives, and likely outcomes
• 🧠 What actually matters vs. regulatory theater

• 00:00 — Intro and framing the Clarity Act
• 02:30 — What the bill proposes at a high level
• 07:10 — Jurisdiction, definitions, and enforcement questions
• 12:45 — Stablecoins, custody, and market structure impacts
• 18:20 — What clarity would unlock for builders
• 23:50 — Political reality check and timelines
• 28:40 — Closing thoughts and what to watch next

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

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 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 up

• 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

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.

• 📈 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 ahead

• 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

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.

• 🧠 What on-chain reputation is and why it matters for Bitcoin and Stacks
• 🆔 How Zero Authority approaches identity without compromising privacy
• 🏗️ Reputation as infrastructure for better incentives in DeFi and DAOs
• 🎯 Sybil resistance, proof-of-participation, and measuring meaningful contribution
• 🪙 How reputation can be earned, maintained, and lost over time
• 🧩 Integrations with Stacks apps and the broader BTCFi ecosystem
• 🌱 Early use cases and what’s coming next for Zero Authority

• 00:00 — Intro and guest welcome
• 02:10 — What is on-chain reputation?
• 06:30 — Identity, privacy, and Sybil resistance
• 12:45 — Reputation as DeFi and governance infrastructure
• 18:20 — Earning, maintaining, and losing reputation
• 23:40 — Integrations across Stacks and BTCFi
• 28:30 — Roadmap and what’s next for Zero Authority

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