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 ago to 17+ networks, 1M+ unique wallets, and nearly 2M on-chain transfers today
Surviving 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-custody
Echoes of the DAO hack and the Ethereum / Ethereum Classic split
Why stablecoin rails are the missing ingredient for any DeFi ecosystem — and the "Bitcoin is savings, stablecoins are checking" framing
USDCx on Stacks: the first Circle-standard USDC on any Bitcoin layer, and what that signals about capital flow into Bitcoin DeFi
Liquidity fragmentation — why one canonical USDC beats a dozen bridge-minted versions
Allbridge Classic sunsetting April 30 — Andriy's direct plea to migrate aeUSDC loans off lending protocols before the lights go out
Where Bitcoin DeFi is headed next: perp DEXes, stablecoin card payments, treasury management, and cross-chain yield arbitrage
How Allbridge Core's stablecoin-to-stablecoin routing (USDT TRC20 → USDCx on Stacks) opens Bitcoin DeFi to users in emerging markets

Guest:

Andriy Velykyy — Cofounder, Allbridge (core.allbridge.io)

Hosts:

Brandon Marshall — @marshallmixing
Kate Parkman — @katemparkman

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