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.

• 🎯 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

• 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).

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In this episode of Good for Bitcoin, hosts Brandon Marshall and Kate Parkman discuss recent developments in the Bitcoin market, including a significant liquidation event, public companies increasing their Bitcoin holdings, and California's new legislation regarding unclaimed crypto assets. They also explore Stacks' partnership with the Pakistan government to build a blockchain innovation hub, the launch of Galaxy's new CeFi app, and Square's integration of Bitcoin into its payment systems. Additionally, they touch on the DOJ's seizure of Bitcoin from a major scam and the emergence of state-backed stable coins.

Takeaways

• The recent liquidation event was the largest in crypto history.
• Public companies are increasingly investing in Bitcoin as a treasury asset.
• California's new law protects unclaimed crypto assets from automatic liquidation.
• Stacks is partnering with Pakistan to foster blockchain innovation.
• Dual stacking on Stacks will allow users to earn yield on Bitcoin.
• Square's integration of Bitcoin will reduce transaction fees for merchants.
• The DOJ's seizure of Bitcoin highlights the ongoing battle against crypto scams.
• Kalshi's partnership with Pith will enhance prediction markets with real-time data.
• North Dakota is testing its own stable coin to improve financial transactions.
• Mr. Beast's potential Bitcoin banking initiative could attract a new audience to crypto.

In this episode of Good for Bitcoin, hosts Brandon and Kate discuss their transition to independence, their new roles with Stacks Labs, and the importance of authentic storytelling in crypto marketing. They cover significant news in the Bitcoin ecosystem, including public companies' Bitcoin holdings, Tether's treasury expansion, and the implications of the US Treasury's guidance on unrealized gains. The conversation also touches on the UK's largest Bitcoin seizure and the resurgence of Zcash as a privacy-focused cryptocurrency.

Takeaways

• The show goes independent
• Brandon and Kate are excited to explore more stories in the Bitcoin ecosystem.
• Authentic storytelling is crucial in crypto marketing.
• Public companies are increasing their Bitcoin holdings significantly.
• Tether's treasury now includes 8,888 BTC, reflecting their strategy on hard assets.
• The UK has seized a significant amount of Bitcoin linked to a Ponzi scheme.
• Zcash is gaining attention as a privacy-focused alternative to Bitcoin.
• The importance of community engagement in growing the Bitcoin ecosystem.
• The hosts express gratitude to Trust Machines for their support during the transition.
• There's a renewed energy in the Bitcoin community with upcoming developments.