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:
Subscribe & Follow:
