Extreme Fear, Extreme Building

The cost to mine one Bitcoin just hit $80K — but BTC is trading at $66K. Miners are bleeding out, infrastructure is booming, and crypto-backed mortgages just became a reality. Welcome to the most confusing time in Bitcoin.In this episode of Good For Bitcoin, Brandon and Kate discuss:Strategy adds another 1,031 BTC to its war chest — now holding over 760K BTCMARA sells 15,133 BTC, dropping to third place behind Jack Mallers' XXICoinbase and Better launch crypto-backed conforming mortgages with Fannie Mae backingThe Clarity Act's latest draft bans passive stablecoin yield — Coinbase pushes back againBitcoin mining hits its worst profitability crisis in 2+ years as difficulty drops 7.76%Circle stock drops 20% on Clarity Act news — but Bernstein says investors are misreading the billMoonPay announces OWS, an open wallet standard for AI agents backed by 21 organizationsTether signs a Big Four accounting firm for its first full auditFold rolls out its Bitcoin credit card on the Visa network — up to 4% back in BTCLightning Network surpasses $1 billion in monthly volume with average transaction sizes of $223Chapters:(00:00:00) Intro — BTC at $66K, Extreme Fear at 13(00:02:57) PubCo Bitcoin Buys and Sells(00:05:29) Crypto-Backed Mortgages Are Here(00:10:31) Clarity Act and Stablecoin Yield Ban(00:14:47) Mining's Worst Profitability Crisis in 2+ Years(00:19:49) Circle's 20% Stock Drop(00:21:51) MoonPay's Open Wallet Standard for AI Agents(00:27:02) Tether Signs Big Four Firm for First Full Audit(00:29:21) Fold Bitcoin Credit Card Launch(00:35:09) Quick Headlines — ord.net, Lightning $1B, De Minimis Tax, David Sacks(00:40:34) OutroHosts:Brandon Marshall — @marshallmixingKate Parkman — @katemparkmanSubscribe & Follow:goodforbitcoin.comYouTubeSpotifyAmazon MusicApple PodcastsPocket CastsRSS