Episode Details

Brandon and Kate wrap the year by reflecting on what was actually best for Bitcoin in 2025 — separating signal from noise across price action, ETFs, treasury companies, Bitcoin L2s, stablecoins, and developer momentum. They look back at the narratives that mattered, the ones that faded, and what 2025 revealed about Bitcoin’s path forward.

Topics Discussed

• 📈 Bitcoin in 2025: price action vs. real adoption
• 🏦 The impact of ETFs and how they changed market structure
• 🏢 Bitcoin treasury companies: lessons learned and market maturity
• 🧱 Bitcoin L2 progress, including sBTC and execution on Stacks
• 💵 Stablecoins on Bitcoin and why infrastructure beats narratives
• 🧑‍💻 Developer momentum, tooling, and where builders actually showed up
• 🧠 Which narratives held up and which quietly disappeared
• 🔮 What 2025 set up for Bitcoin in the years ahead

Chapters

• 00:00 — Intro and framing the question
• 02:10 — What “best for Bitcoin” really means
• 05:30 — ETFs, liquidity, and structural changes
• 10:45 — Treasury companies: winners, losers, and reality checks
• 16:20 — Bitcoin L2s, sBTC, and execution in 2025
• 21:40 — Stablecoins and payments on Bitcoin
• 26:10 — Developer momentum and ecosystem health
• 31:00 — Narratives that worked vs. narratives that faded
• 36:00 — Closing thoughts and looking ahead

Good For Bitcoin is hosted by Brandon Marshall (@marshallmixing) and Kate Parkman (@katemparkman).

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