Trump pardons CZ, Bitcoin whales move to IBIT, State of Crypto from a16z

Brandon and Kate unpack a whirlwind week in crypto — from headlines about a potential Trump pardon for CZ, to whale flows rotating into BlackRock’s iBIT spot Bitcoin ETF, to the biggest takeaways from a16z’s latest State of Crypto report — and what all of it means for builders on Bitcoin and Stacks.

Topics Discussed

• 🎯 Rumors and realities around a Trump pardon for CZ (Changpeng Zhao)
• 🐋 Bitcoin whales moving funds into BlackRock’s iBIT ETF and what the flows signal
• 📊 a16z “State of Crypto” report: adoption curves, dev metrics, and infra trends
• 🏗️ Implications for Bitcoin L2s, sBTC, and the BTCFi stack
• 🧭 Market structure: liquidity, fees, and path-to-retail narratives
• 🧱 Stacks ecosystem context and how dual stacking fits this macro

Chapters

• 00:00 — Intro and quick hits
• 01:30 — Trump/CZ: pardon chatter, legal context, market reaction
• 06:00 — What matters vs. what’s noise
• 09:30 — Whale rotations into iBIT: ETF flows, on-chain cues
• 14:30 — Reading ETF data: liquidity, spreads, and inflows
• 18:30 — a16z State of Crypto: key charts and signals
• 23:30 — Takeaways for Stacks, sBTC, and BTC L2 builders
• 27:30 — Closing thoughts and community notes

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

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