Épisodes

  • Earning on-chain reputation with ZeroAuthority
    Dec 12 2025

    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.

    Topics Discussed
    • 🧠 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
    Chapters
    • 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

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    51 min
  • Are Bitcoin Treasury Companies about to pump our bags?
    Dec 7 2025

    Brandon and Kate tackle the big question on everyone’s mind: are Bitcoin treasury companies finally about to pump our bags, or are they still a structural risk to the market? They walk through fresh announcements from corporate buyers, revisit earlier fears about debt-fueled treasury strategies, dig into why Bitcoin DeFi still matters no matter what price does, and close with stablecoin risk, Tether’s downgrade, and an upcoming sBTC giveaway with Zero Authority.

    Topics Discussed
    • 🎯 Whether this new wave of Bitcoin treasury companies is different from the last cycle
    • 🏢 How leveraged treasury strategies could create cascading sell pressure if BTC dumps
    • 📈 New announcements that suggest some treasury companies are finally executing
    • 🧠 Why “Bitcoin needs DeFi” regardless of ETF flows or treasury narratives
    • 🏦 S&P’s downgrade of USDT/Tether and what it says about stablecoin reserve risk
    • 💵 The role of stablecoins vs. BTC as pristine collateral in a BTCFi world
    • 🧱 Recap of last year’s milestones like Nakamoto and sBTC going live, and what’s coming next
    • 🎁 Upcoming sBTC giveaway and a Zero Authority episode on on-chain reputation
    Chapters
    • 00:00:22 — Cold open, technical gremlins, and Friday vibes
    • 00:03:02 — Looking back: Nakamoto, sBTC, Circle, and a busy year for Bitcoin L2s
    • 00:07:45 — Why debt-fueled Bitcoin treasury companies used to be scary
    • 00:12:52 — Are Bitcoin treasury companies finally about to execute and buy BTC?
    • 00:16:27 — Bitcoin as DeFi: lending, borrowing, and trading BTC regardless of price
    • 00:17:04 — S&P downgrades USDT/Tether and re-prices stablecoin risk
    • 00:21:55 — Announcing an sBTC giveaway with Zero Authority
    • 00:22:21 — How to participate and where to find Zero Authority DAO

    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

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    21 min
  • DevConnect Recap, USDC on Stacks, The rise and fall of mNAV
    Nov 28 2025

    Brandon and Kate recap their time at Devconnect, share how it shifted their perspective on builders and culture across chains, and then dive into the big news of USDC coming to Stacks via Circle’s new xReserve product. They wrap with a deep dive into mNAV — a metric for valuing Bitcoin treasury companies — and how the “rise and fall” of those premiums tells a story about narratives, risk, and what the market is willing to pay for BTC exposure.

    Topics Discussed
    • ✈️ Devconnect recap: energy, builder culture, and how it felt coming from the Bitcoin/Stacks world
    • 🤝 Stacks’ presence at Devconnect and interest in Bitcoin DeFi from the wider ecosystem
    • 🏦 Circle x Stacks: USDC via xReserve and why “native-ish” issuance matters more than bridges
    • 💵 What a USDC-backed stablecoin on Stacks unlocks for users, apps, and BTCFi
    • 📉 mNAV explained: how to compare BTC treasury holdings to public market valuations
    • 📊 The “rise and fall” of mNAV premiums and what they signal about ETF-era narratives
    • 🏢 Nakamoto, MetaPlanet, and the new class of Bitcoin treasury companies
    • 🧱 How all of this feeds back into the Stacks and Bitcoin L2 builder story
    Chapters
    • 00:01:06 — Friday vibes and intro
    • 00:01:52 — Devconnect recap and fresh inspiration
    • 00:05:07 — Stacks at Devconnect and interest in Bitcoin DeFi
    • 00:05:42 — Circle x Stacks announcement as a major headline
    • 00:07:11 — Stacks Hacker House and teams building on Bitcoin L2s
    • 00:16:28 — Bitcoin treasury companies, ETFs, and Nakamoto/MetaPlanet
    • 00:18:57 — What mNAV is and how to read it
    • 00:23:51 — The rise and fall of mNAV premiums in a post-ETF world
    • 00:26:43 — Circle’s new xReserve product and USDC on Stacks
    • 00:28:21 — aeUSDC today, UX tradeoffs, and what improves with native issuance

    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

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    38 min
  • Bitflow’s HODLMM ft. @StacksDeveloper, Clarity 4 goes live, SoFi Crypto
    Nov 13 2025

    Brandon and Kate sit down with Dylan from Bitflow to unpack HODLMM — a Bitcoin-native market-making strategy built on Stacks — and how Clarity 4’s new security features make “DeFi for grownups” possible, before shifting into a news roundup covering Strategy’s latest BTC buy, Square Bitcoin going live for merchants, a bold Zcash bet, and SoFi’s new crypto offering.

    Topics Discussed
    • 🎯 What HODLMM is and why Bitflow is building a Bitcoin-denominated market-making strategy
    • 🧪 How concentrated liquidity and downside protection can make Bitcoin DeFi “feel like magic”
    • 🏗️ Bitflow’s evolution on Stacks and working closely with other protocols
    • 🛡️ Clarity 4 upgrades, pool verification, and adding security layers for DeFi on Bitcoin
    • 🚀 Early access, whitelisting, and launch timing for HODLMM on Bitflow
    • 📈 Strategy’s latest 487 BTC purchase using structured equity tickers instead of stock dilution
    • 🏦 Square Bitcoin going live for merchants, Lightning payments, and auto-DCA into BTC via Cash App
    • 🕵️‍♂️ Leap Therapeutics’ pivot to Cypherpunk Technologies and its big Zcash bet
    • 🏛️ SoFi Crypto making SoFi the first regulated national bank in the U.S. to let customers buy crypto directly
    Chapters
    • 00:00 — Intro, rainy California, and Buenos Aires travel plans
    • 01:12 — Meet Dylan from Bitflow and HODLMM explained
    • 08:23 — Making Bitcoin DeFi “feel like magic” with HODLMM and liquidity design
    • 28:32 — How to get early access to HODLMM and launch timing
    • 31:01 — Clarity 4, StacksDeveloper, and pool verification for safer DeFi
    • 38:00 — Transition into weekly news
    • 39:13 — Strategy’s structured equity plan to buy 487 BTC
    • 42:09 — Square Bitcoin goes live: Lightning payments and Cash App’s merchant map
    • 45:46 — Cypherpunk pivot and Zcash as a privacy-first bet
    • 53:39 — SoFi Crypto and Maestro/Mesamine news roundup

    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

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    54 min
  • Bitcoin’s Silent IPO, WalletConnect integrates Stacks, $STRC surpasses $100
    Nov 7 2025

    Brandon and Kate break down fresh Bitcoin headlines and market structure signals — from a new 397 BTC treasury move and dividend-style BTC exposure talk, to Kazakhstan’s proposed $1B crypto reserve fund, custody and withdrawal UX, and how “post-ETF world” dynamics are shaping whale behavior and liquidity.

    Topics Discussed
    • Corporate/treasury accumulation: a new 397 BTC buy and why it matters
    • Dividend-style BTC exposure mechanisms and yield considerations
    • Kazakhstan’s proposed $1B crypto reserve fund
    • Custody and withdrawal UX: hot vs. cold, on/off-ramps, and asset support
    • Post-ETF world: liquidity, spreads, and market microstructure
    • OG whale behavior and accumulation patterns
    • Stacks community shoutouts and ecosystem context
    Chapters
    • 00:02:00 — Strategy first: 397 BTC acquisition
    • 00:05:00 — Dividend-style BTC exposure and yield talk
    • 00:07:30 — Community shoutout: Tycho and Stacks
    • 00:10:30 — Kazakhstan’s proposed $1B crypto reserve fund
    • 00:11:30 — Custody flows: hot vs. cold and on/off-ramps
    • 00:12:00 — Withdrawal UX once asset support is added
    • 00:17:30 — Reading a “post-ETF world” market
    • 00:19:00 — OG whales and accumulation behavior

    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

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    39 min
  • Happy Halloween! Dual Stacking launches, Bitcoin CashJr, Strategy gets a B-
    Oct 31 2025

    Brandon and Kate bring Halloween energy to the Bitcoin world — celebrating the official launch of dual stacking, breaking down Bitcoin’s latest market movements, and exploring how Cashjr’s Bitcoin strategy upgrade is reshaping yield opportunities across the ecosystem.

    Topics Discussed
    • 🎃 Halloween vibes and Bitcoin milestones
    • ⚡ Dual stacking officially launches — what it means for sBTC and STX holders
    • 🪙 Cashjr’s Bitcoin yield strategy and how it fits the BTCFi landscape
    • 📈 Bitcoin market sentiment and October performance recap
    • 🧱 Stacks ecosystem reactions to dual stacking going live
    • 🗣️ Community excitement, feedback, and early participation data
    Chapters
    • 00:00 — Halloween intro and Bitcoin chat
    • 02:30 — Dual stacking goes live
    • 07:00 — What dual stacking unlocks for users
    • 10:30 — Cashjr’s Bitcoin yield strategy explained
    • 15:00 — Market overview and price action
    • 19:00 — Stacks ecosystem reactions
    • 23:00 — Community participation insights
    • 27:00 — Wrap-up and final 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

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    43 min
  • Trump pardons CZ, Bitcoin whales move to IBIT, State of Crypto from a16z
    Oct 23 2025

    Brandon and Kate unpack a whirlwind week in crypto — from headlines about a potential Trump pardon for CZ, to whale flows rotating into BlackRock’s iBIT spot Bitcoin ETF, to the biggest takeaways from a16z’s latest State of Crypto report — and what all of it means for builders on Bitcoin and Stacks.

    Topics Discussed
    • 🎯 Rumors and realities around a Trump pardon for CZ (Changpeng Zhao)
    • 🐋 Bitcoin whales moving funds into BlackRock’s iBIT ETF and what the flows signal
    • 📊 a16z “State of Crypto” report: adoption curves, dev metrics, and infra trends
    • 🏗️ Implications for Bitcoin L2s, sBTC, and the BTCFi stack
    • 🧭 Market structure: liquidity, fees, and path-to-retail narratives
    • 🧱 Stacks ecosystem context and how dual stacking fits this macro
    Chapters
    • 00:00 — Intro and quick hits
    • 01:30 — Trump/CZ: pardon chatter, legal context, market reaction
    • 06:00 — What matters vs. what’s noise
    • 09:30 — Whale rotations into iBIT: ETF flows, on-chain cues
    • 14:30 — Reading ETF data: liquidity, spreads, and inflows
    • 18:30 — a16z State of Crypto: key charts and signals
    • 23:30 — Takeaways for Stacks, sBTC, and BTC L2 builders
    • 27:30 — Closing thoughts and community notes

    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

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    31 min
  • Square Bitcoin, Dual Stacking, US seizes $15B in BTC
    Oct 17 2025
    Good For Bitcoin — Square, Bitcoin, Dual Stacking & U.S. Seizes $1.5B in BTC

    Brandon and Kate kick off this week’s Good For Bitcoin with fresh energy — experimenting with new livestream platforms, diving into Square’s bold Bitcoin integration, the evolution of dual stacking, and the U.S. government’s surprising move to seize $1.5 billion in BTC.

    Topics Discussed
    • 🎥 Launching live on YouTube — Good For Bitcoin officially streaming
    • 🪙 Creating a “Good For Bitcoin” token on Pump.fun for fun and experimentation
    • 💼 Square (Block) doubles down on Bitcoin with new payments and CFI initiatives
    • ⚡ Dual stacking explained — earning Bitcoin and STX yields simultaneously
    • 🏦 U.S. government seizes over $1.5B in Bitcoin tied to past cases
    • 📈 Broader Bitcoin market sentiment and on-chain movement
    • 🧱 sBTC, Stacks, and the growing Bitcoin-layer-2 ecosystem
    • 🗣️ Community participation and education around Bitcoin-native apps
    Chapters
    • 00:00 — Intro & new livestream setup
    • 02:00 — Good For Bitcoin token on Pump.fun
    • 04:30 — Square expands Bitcoin integration
    • 09:00 — What is dual stacking? Earning BTC + STX
    • 14:00 — U.S. seizes $1.5B in Bitcoin
    • 18:00 — Market sentiment and Bitcoin price discussion
    • 21:00 — The role of sBTC and Bitcoin L2s
    • 25:30 — Closing thoughts and community updates

    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

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    43 min