Podcast
Good for Bitcoin
Hosted by Brandon Marshall & Kate Parkman · EN
Good For Bitcoin is a weekly show recorded live every Friday where we recap events of the week and talk about everything good for Bitcoin. If it’s built on Bitcoin, then it’s Good for Bitcoin!
15episodes
Episodes
Newest firstAll episodes
Someone Burned 107 Bitcoin
5d ago00:31:36Tap to summarizeSomeone 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 and Kate discuss: Quick recap of Wednesday's Hermetica episode: the hBTC cap went from 50 → 75 BTC and filled in under 24 hours — again. Go watch it if you missed it.Treasury watch: Strive adds 1,109 BTC to reach 16,500 BTC, edging past Coinbase's holdings by 8 BTC; DDC Enterprise adds 131 BTC for 2,714 total.Strategy buys back $1.5B of its 2029 convertible bonds at ~92 cents on the dollar — trimming total debt from $8.2B to $6.7B, with $871M still reserved to fund STRC payments.🔥 The mystery: someone emptied five reused, Mt. Gox-era addresses (originally funded with 136 BTC back in April 2014) and sent ~107 BTC — almost $8M — to a provably-unspendable burn address, all in the same minute. Theories range from tax-loss harvesting to a vow of poverty to an AI agent gone rogue.A New York case tries to claw back Bitcoin losses on state grounds — Brandon and Kate think it gets tossed, since Bitcoin isn't a New York-only network.Kraken launches "Bitcoin Vaults," marketed as Bitcoin in, Bitcoin out — but under the hood it's KBTC wrapped onto the Ink network, routed through Veda vaults and Aave/Morpho strategies managed by Santora. It's CeFi yield; just be honest about the trust assumptions.Stacks lands its biggest validation yet: UTXO Management — David Bailey's asset arm, now folded into Nakamoto, parent of Bitcoin Magazine and the Bitcoin Conference — becomes the inaugural participant in stacking on Stacks. Notable given Bitcoin Magazine once made Stacks ineligible for coverage over the STX token.Quick hits: Coinbase brings back direct deposit so you can get paid in Bitcoin; SoFi becomes the first US national bank to launch its own stablecoin (SoFi USD); Cash App wires stablecoins into existing balances, so your balance can send and receive USDC across Solana, Ethereum, Polygon, and Arbitrum.Follow the show's new handle on X — @goodforbtc — and find everything at goodforbitcoin.com. Hosts: Brandon Marshall — @marshallmixingKate Parkman — @katemparkman Subscribe & Follow: goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →
Inside Hermetica's hBTC — with Jakob Schillinger
1w ago00:36:35Tap to summarizeBrandon 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 why most of the world doesn't have reliable money or property rights to it.USDh, plainly: a synthetic dollar backed by spot Bitcoin paired with a 1x futures short. ~10% historical yield, sourced from funding rates on Bybit, OKX, Bitget, and Binance via Copper and Sefu custody.The new integration: Strategy's STRC preferred equity now flows into USDh as a second yield source alongside the basis trade.Saylor's "financial distillation" framing: 50-vol Bitcoin → 2-vol STRC → 0-vol stablecoin — productized as USDh.hBTC, the Bitcoin carry trade: post BTC as collateral on Zest, borrow stables at ~3-5%, deploy into USDh at 8-10%, harvest the delta, swap back into Bitcoin. ~3% net yield in pure BTC terms, on-chain verifiable.Why a long-only Bitcoiner might pick hBTC over a stablecoin yield: cold storage stays cold storage; the unit of account never leaves Bitcoin.The property analogy: Saylor's optionality to sell some BTC isn't a thesis change — it's the same logic as selling a 10x'd house to buy more property. Strategy stays a net buyer.Saylor cosigned hBTC on stage at Bitcoin Vegas — unplanned. "X doing its magic," per Jakob.📈 The news: Hermetica just raised the hBTC cap from 50 → 75 BTC. The last cap filled in under 24 hours. Borrow-side capacity is the only constraint on opening it wider. Guest: Jakob Schillinger — Founder & CEO, Hermetica — @jakob_btcHermetica — @HermeticaFi — hermetica.fi Host: Brandon Marshall — @marshallmixing Subscribe & Follow: goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →
The Feds Want 1 Million Bitcoin
2w ago00:20:42Tap to summarizeA 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 all Bitcoin that will ever exist.SpaceX's IPO filing reveals 18,712 BTC on the balance sheet — more than Coinbase, Strive, and even Tesla.Tether buys SoftBank out of Twenty One (Jack Mallers' Strike-adjacent treasury vehicle) for ~$780M.Nakamoto runs a 40-for-1 reverse split to dodge a Nasdaq delisting — Brandon exits both Nakamoto and 21 and goes Bitcoin-only.The American Reserve Modernization Act (ARMA): bipartisan support, up to 200,000 BTC acquired per year over five years, budget-neutral, 20-year lockup, quarterly proof-of-reserves, and a self-custody guarantee.Prime Trust's bankruptcy estate sues Swan ($970M) and Strike ($150M) for clawbacks — part of 99 lawsuits aimed at the broader industry.Glassnode: 30.2% of all Bitcoin sits in addresses with exposed public keys — mostly from address reuse.Iran launches "Hormuz Safe," a Bitcoin-backed insurance product for ships transiting the Strait of Hormuz.Galaxy Digital scores a NY BitLicense, and Minnesota authorizes banks and credit unions to offer Bitcoin custody.We secured @goodforbtc on X — go follow and help us get verified. Hosts: Brandon Marshall — @marshallmixingKate Parkman — @katemparkman Subscribe & Follow: goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →
Claude Cracked a Bitcoin Wallet
3w ago00:51:08Tap to summarizeA 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 madBitcoin earnings season: MARA dumps 3,386 BTC, Block adds 34, Bitfarms rebrands to Keel Infrastructure, Fold sells 1 BTC (why?)Trump's Q1 filings reveal Coinbase, MARA, and Strategy on the buy listBrandon launches VibeWatch (vibewatch.io) — the social listening tool he wished existed for cryptoThe Bitcoin Staking white paper drops: keep your BTC on L1, earn native Bitcoin yield, no slashing, exit anytimeDid Claude actually crack a Bitcoin wallet? Inside the 11-year recovery story tearing through XBitcoin mining is bleeding — ~20% of miners are unprofitable and MARA posts a $1B Q1 lossStratum V2: seven pools controlling 75% of hashrate commit to handing block-building back to individual minersThe CLARITY Act clears the Senate Banking Committee — what got compromised, what got fixedJane Street dumps 78% of MSTR + $1B of BTC ETFs, Charles Schwab rolls out crypto trading (no withdrawals), and Drake asks for an SBF pardon on his new track Hosts: Brandon Marshall — @marshallmixingKate Parkman — @katemparkman Subscribe & Follow: goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →
Hard Forking for Satoshi's Coins
May 100:37:18Tap to summarizePaul 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 +28Nakamoto launches a BTC derivatives strategy with Kraken and Bitwise — covered calls, protective puts, and yield from Bitcoin's volatilityPaul Sztorc announces a Bitcoin hard fork called eCash — drivechains by force, plus a controversial plan to reassign Satoshi's coins to investors of the new projectBitcoin Vegas takeaways: SEC chair Paul Atkins debuts Project Crypto, AG Todd Blanche and FBI's Kash Patel say "code is free speech," and Senator Lummis says the CLARITY Act gets marked up in MayWhite House crypto advisor Patrick Witt teases a "major announcement" on the Bitcoin Reserve in the coming weeksTether proposes merging 21, Strike, and Electron Mining into one Bitcoin powerhouse — Brandon and Kate called it a year agoLitecoin hit with a 51% attack — a 13-block reorg over three hours and double-spends across cross-chain swap protocolsApril was the worst month ever for DeFi exploits: $635M lost across 28 incidents in 30 daysWall Street Journal: World Liberty Financial partnered with a venture run by men sanctioned in the Prince Group scam crackdown — for a blockchain-themed resort in East TimorBitkey unveils a new model with a screen, Alberta's pension fund discloses a $219M stake in Strategy, and ord.net is now the place for Ordinals tradingHosts:Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow:goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →
Did we just find Satoshi?
Apr 2400:29:12Tap to summarizeA 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 815,000 BTC, surpassing all of BlackRock's iBIT ETF clients combined"Finding Satoshi" documentary claims Satoshi was both Hal Finney and Len Sassaman — Brandon and Kate discuss the evidence and the Bitcoin community's reaction$292M Kelp DAO hack — the biggest crypto exploit of 2026 — sparks debate about Arbitrum's decentralization after their governing body froze Wrapped ETHHermetica launches HBTC: Bitcoin-in, Bitcoin-out yield product earning from sBTC, Basis Trades, and dual-stacking on Stacks — hits 50 BTC cap in daysAllbridge Core now supports Stacks, enabling USDC and USDT bridging to and from Stacks from 16 chainsBitcoin Core v31 adds private broadcast via Tor/I2P — transactions no longer linkable to a node's IP address or locationCoinbase's Quantum Advisory Council publishes a quantum computing report, with 17 active researchers working on post-quantum Bitcoin solutions including BIP 360US Air Force Admiral tells lawmakers the military is running a Bitcoin node and conducting operational tests for network resilienceTether freezes $344M in USDT linked to Iran — Iran had previously been seeking USDC and BTCRussia officially recognizes crypto as property under law but bans everyday use as currencyHosts:Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow:goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →
Bitcoin DeFi Is No Longer an Experiment ft. Andriy Velykyy of Allbridge
Apr 2300:26:17Tap to summarizeAllbridge 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 ago to 17+ networks, 1M+ unique wallets, and nearly 2M on-chain transfers todaySurviving the KelpDAO contagion and why Arbitrum's emergency freeze of 30,000 ETH — moving funds without a private key signature — sets a dangerous precedent for self-custodyEchoes of the DAO hack and the Ethereum / Ethereum Classic splitWhy stablecoin rails are the missing ingredient for any DeFi ecosystem — and the "Bitcoin is savings, stablecoins are checking" framingUSDCx on Stacks: the first Circle-standard USDC on any Bitcoin layer, and what that signals about capital flow into Bitcoin DeFiLiquidity fragmentation — why one canonical USDC beats a dozen bridge-minted versionsAllbridge Classic sunsetting April 30 — Andriy's direct plea to migrate aeUSDC loans off lending protocols before the lights go outWhere Bitcoin DeFi is headed next: perp DEXes, stablecoin card payments, treasury management, and cross-chain yield arbitrageHow Allbridge Core's stablecoin-to-stablecoin routing (USDT TRC20 → USDCx on Stacks) opens Bitcoin DeFi to users in emerging marketsGuest:Andriy Velykyy — Cofounder, Allbridge (core.allbridge.io)Hosts:Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow:goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →
Should We Freeze Satoshi's Coins?
Apr 1700:34:35Tap to summarizeA 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 $77KGoldman Sachs enters the Bitcoin ETF game with a premium income ETF — using an options-based strategy to generate yield on BTC exposureWorld Liberty Financial (Trump's DeFi project) minted tokens, used them as collateral to borrow $75M, and drained 55% of Dolomite's liquidity pool — drawing comparisons to FTX. Justin Sun publicly called it a "personal ATM for insiders"New Presidio Bitcoin report: 6.5 million BTC would be immediately vulnerable if a cryptographically relevant quantum computer existed today — with 4.5M of that exposure reducible right now just by rotating to fresh addressesBIP 361 (co-authored by Jameson Lopp) proposes freezing quantum-vulnerable Bitcoin, including Satoshi's coins — a three-phase approach that would eventually render all legacy UTXOs unspendableAdam Back pushes back, arguing an optional quantum-safe upgrade is the right path — and the philosophical debate over "your keys, your coins" vs. protecting the network heats upPakistan's Central Bank reverses its crypto ban, now allowing banks to open accounts for licensed Bitcoin and crypto service providersBitcoin passes block 945,000 — we're now halfway to the next halving, and the 4-year cycle is tracking almost exactly to historical patternsCharles Schwab launches direct BTC and ETH trading at just 75bps — competing head-on with Robinhood and CoinbaseTether releases a self-custody wallet with Bitcoin, Lightning, USDT, and USAT support — plus human-readable tether.me addressesTim Draper predicts $250K Bitcoin within 18 months. OG Satoshi-era whale exits after 15 years, selling 3,500 BTC (~$260M) all at onceHosts:Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow:goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →
Has Bitcoin Been Quantum Resistant This Whole Time?
Apr 1000:36:16Tap to summarizeStarkware 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 fearStrategy buys 4,871 BTC (now 766,970), Strive adds 113 BTC, CanGo sells 2,000 BTC to pay off Bitcoin-backed loansCash App's "Bitcoin faucet" turns out to be marketing promos, not a real faucetExperts launches Agent Wallet — a Bitcoin-native agentic wallet with Lightning and self-custodyAIBTC nearing 1,000 AI agents on StacksStarkware's Quantum Safe Bitcoin (QSB) — quantum-resistant transactions with no fork required, $150/tx in GPU compute, and Google's 2029 quantum timelineNew York Times claims Adam Back is Satoshi Nakamoto — and Jameson Lopp hints he may actually knowTreasury designates Robinhood and BNY Mellon as vendors for Trump AccountsWhite House paper debunks bank fears about stablecoin yield, FDIC proposes GENIUS Act frameworkDrift on Solana hacked for $285M by North Korean Lazarus group after a 6-month social engineering campaignMorgan Stanley's Bitcoin ETF (MSBT) launches — best first day of any ETF they've ever launchedSolo miner mines an entire Bitcoin block worth ~$210-224KIran now seeking $1/barrel of oil through the Strait of Hormuz — paid in BitcoinHosts:Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow:goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →
Q Day Just Got Closer
Apr 300:28:56Tap to summarizeGoogle 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 2029Why Bitcoin's UTXO model gives it a structural advantage over Ethereum against quantum attacksUS Department of Labor proposes landmark rule allowing Bitcoin in 401(k) plansCoinbase receives conditional OCC approval to become a national trust bankX402 Foundation launches under the Linux Foundation with AWS, Google, Microsoft, Stripe, Visa, and moreDOJ charges 10 foreign nationals in crypto market manipulation sting — FBI created its own tokensSquare auto-enables Bitcoin payments for US merchantsMetaPlanet climbs to 3rd largest public BTC holder with 40,177 BTCNakamoto sells 284 BTC at a loss to cover operating expensesMagic Eden wallet goes export-only, removed from app storesBlock revives the Bitcoin faucet at btc.dayChapters:(00:00:00) Intro(00:01:30) Bitcoin at $67K — Fear and Greed Hits 9(00:03:00) Public Companies: Who's Buying and Who's Selling BTC(00:07:30) Google's Quantum Warning: Q Day Moves to 2029(00:13:53) Bitcoin in Your 401(k) Is Coming(00:17:30) Coinbase Becomes a Trust Bank(00:19:16) X402: The Payment Standard Backed by Big Tech(00:22:31) The FBI Made Crypto Tokens — DOJ Sting Operation(00:25:41) Square Auto-Enables Bitcoin Payments(00:27:49) Magic Eden Shuts Down, Iran Accepts Stablecoins, Bitcoin Faucet ReturnsHosts:Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow:goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS
Transcribe →