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 BTC
• MARA sells 15,133 BTC, dropping to third place behind Jack Mallers' XXI
• Coinbase and Better launch crypto-backed conforming mortgages with Fannie Mae backing
• The Clarity Act's latest draft bans passive stablecoin yield — Coinbase pushes back again
• Bitcoin 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 bill
• MoonPay announces OWS, an open wallet standard for AI agents backed by 21 organizations
• Tether signs a Big Four accounting firm for its first full audit
• Fold rolls out its Bitcoin credit card on the Visa network — up to 4% back in BTC
• Lightning Network surpasses $1 billion in monthly volume with average transaction sizes of $223

Chapters:

• (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) Outro

Hosts:

• Brandon Marshall — @marshallmixing
• Kate Parkman — @katemparkman

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