The BIP-110 haters found us, so we read the hate mail on air. Plus: privacy coins are crypto's only green category this year, Lyn Alden's $40M Orange Juice, ZachXBT calls every hardware wallet 'complete garbage,' Bitcoin lands on TikTok Shop, and Vibewatch wins a Stacks grant.
In this episode of Good For Bitcoin, Brandon and Kate discuss:
- Hate mail time: we rapid-fire the BIP-110 comments on air. Personal attacks, zero engagement, and our most-streamed episode since May. Thanks for the boost.
- Treasury tracker: Strive added 18 BTC (19,900), OranjeBTC 8 (3,912), Canaan 49 from June mining (1,915). Strategy skipped the buy again but added $450M to USD reserves, now $3B (~20 months of dividends). Metaplanet plans Bitcoin-backed digital credit in Japan.
- Strategy graded the banks: the new Bitcoin Bank Adoption Index scores 25 institutions. Average: 32%. Fidelity leads at 71%, Royal Bank of Canada is last at 13%, JPMorgan somehow scored 43%. Someone tell Jamie Dimon.
- Kate breaks down Chamath's privacy piece: privacy coins are up 127% this year while everything else bled, even after 73 exchanges delisted them. Privacy is a feature Bitcoin can add with ZK proofs and BitVM. Plus Brandon's BlockFi flashback on tainted coins.
- Vibewatch might be good for Bitcoin: Brandon's community-intelligence tool landed a Stacks Endowment grant to build a sentiment index for the Stacks ecosystem, with free subscriptions for Stacks projects (DM Brandon) and an x402 layer for AI agents.
- Orange Juice: Lyn Alden, Jeff Booth, and the Ego Death Capital partners raised $40M for a permanent-capital alternative to private equity: buy cash-flowing businesses, hold them forever, sweep the cash into a Bitcoin treasury. Yes, they got orangejuice.com.
- Quick hits: Eric Trump's American Bitcoin is down 95% from its peak, erasing $600M+ of the family fortune. Fold put the first Bitcoin gift card on TikTok Shop, in front of 70M shoppers.
- ZachXBT says all hardware wallets are 'complete garbage' and recommends a dedicated iPhone instead. We push back: the ColdCard is air-gapped for a reason.
- Follow the show on X — @goodforbtc.
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