We Read Your Hate Mail

<p>The BIP-110 haters found us, so we read the hate mail on air. Plus: privacy coins are crypto's only green category this year, Lyn Alden's $40M Orange Juice, ZachXBT calls every hardware wallet 'complete garbage,' Bitcoin lands on TikTok Shop, and Vibewatch wins a Stacks grant. <br /><br />In this episode of Good For Bitcoin, Brandon and Kate discuss: </p><ul><li>Hate mail time: we rapid-fire the BIP-110 comments on air. Personal attacks, zero engagement, and our most-streamed episode since May. Thanks for the boost.</li><li>Treasury tracker: Strive added 18 BTC (19,900), OranjeBTC 8 (3,912), Canaan 49 from June mining (1,915). Strategy skipped the buy again but added $450M to USD reserves, now $3B (~20 months of dividends). Metaplanet plans Bitcoin-backed digital credit in Japan.</li><li>Strategy graded the banks: the new Bitcoin Bank Adoption Index scores 25 institutions. Average: 32%. Fidelity leads at 71%, Royal Bank of Canada is last at 13%, JPMorgan somehow scored 43%. Someone tell Jamie Dimon.</li><li>Kate breaks down Chamath's privacy piece: privacy coins are up 127% this year while everything else bled, even after 73 exchanges delisted them. Privacy is a feature Bitcoin can add with ZK proofs and BitVM. Plus Brandon's BlockFi flashback on tainted coins.</li><li>Vibewatch might be good for Bitcoin: Brandon's community-intelligence tool landed a Stacks Endowment grant to build a sentiment index for the Stacks ecosystem, with free subscriptions for Stacks projects (DM Brandon) and an x402 layer for AI agents.</li><li>Orange Juice: Lyn Alden, Jeff Booth, and the Ego Death Capital partners raised $40M for a permanent-capital alternative to private equity: buy cash-flowing businesses, hold them forever, sweep the cash into a Bitcoin treasury. Yes, they got <a rel="noopener noreferrer nofollow" href="http://orangejuice.com" target="_blank">orangejuice.com</a>.</li><li>Quick hits: Eric Trump's American Bitcoin is down 95% from its peak, erasing $600M+ of the family fortune. Fold put the first Bitcoin gift card on TikTok Shop, in front of 70M shoppers.</li><li>ZachXBT says all hardware wallets are 'complete garbage' and recommends a dedicated iPhone instead. We push back: the ColdCard is air-gapped for a reason.</li><li>Follow the show on X — @goodforbtc.</li></ul><p> <br /><b>Hosts:</b> </p><ul><li>Brandon Marshall — <a rel="noopener noreferrer nofollow" href="https://x.com/marshallmixing" target="_blank">@marshallmixing</a></li><li>Kate Parkman — <a rel="noopener noreferrer nofollow" href="https://x.com/katemparkman" target="_blank">@katemparkman</a></li></ul><p> <br /><b>Subscribe &amp; Follow:</b> </p><ul><li><a rel="noopener noreferrer nofollow" href="http://goodforbitcoin.com" target="_blank">goodforbitcoin.com</a></li><li><a rel="noopener noreferrer nofollow" href="https://www.youtube.com/@GoodForBitcoin" target="_blank">YouTube</a></li><li><a rel="noopener noreferrer nofollow" href="https://open.spotify.com/show/5U1THeUKH0kCnUHXwCm76o" target="_blank">Spotify</a></li><li><a rel="noopener noreferrer nofollow" href="https://music.amazon.com/podcasts/da978fdc-d1e9-4df7-acd0-922f254184c5/good-for-bitcoin" target="_blank">Amazon Music</a></li><li><a rel="noopener noreferrer nofollow" href="https://podcasts.apple.com/us/podcast/good-for-bitcoin/id1777877674" target="_blank">Apple Podcasts</a></li><li><a rel="noopener noreferrer nofollow" href="https://pca.st/2jjlopxd" target="_blank">Pocket Casts</a></li><li><a rel="noopener noreferrer nofollow" href="https://anchor.fm/s/f9f164f0/podcast/rss" target="_blank">RSS</a></li></ul>