We’re so back! Here’s everything you missed over the holiday

Brandon and Kate are back after the holiday break to catch up on everything you might have missed — from Bitcoin price action and renewed market energy, to major ecosystem updates across Bitcoin L2s, stablecoins, and treasury companies. They reset the board for the new year and talk through what actually matters heading into the next phase of the cycle.

Topics Discussed

• 🔁 Coming back from the holidays and resetting the market context
• 📈 Bitcoin price action and shifting sentiment post-break
• 🏦 Bitcoin treasury companies and renewed corporate interest
• 🧱 Updates across Bitcoin L2s and execution progress
• 💵 Stablecoins, payments, and infrastructure developments
• 🧠 Which narratives cooled off and which ones are heating back up
• 🗓️ What to watch as the year ramps back up

Chapters

• 00:00 — We’re back: holiday recap and reset
• 02:15 — Bitcoin price action and market mood
• 06:30 — Treasury companies and corporate BTC narratives
• 11:20 — Bitcoin L2 updates and execution progress
• 16:10 — Stablecoins, payments, and infra catch-up
• 21:00 — Narratives that faded vs. narratives returning
• 25:40 — What matters next and closing thoughts

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

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