# Extreme Fear, Extreme Building

Page: https://stenobird.com/podcast/good-for-bitcoin-7094119/extreme-fear-extreme-building
Text version: https://stenobird.com/podcast/good-for-bitcoin-7094119/extreme-fear-extreme-building.md
Podcast: [Good for Bitcoin](https://stenobird.com/podcast/good-for-bitcoin-7094119)
Published: 2026-03-27T21:20:47+00:00
Episode link: https://api.riverside.com/hosting-analytics/media/e488d106cea498ed05ff5a7ba29d81424f38a39031648cc09ea3dc5a3dc7b1c7/eyJlcGlzb2RlSWQiOiI1YmFiNTY1My02OTlkLTRjOTgtODRkMi1jZmJkZjJkYjExMTgiLCJwb2RjYXN0SWQiOiI4ODVmNjFiYS05NGQ4LTRlMDUtOTk4MS1mYzc4YjUwNmYwZWYiLCJhY2NvdW50SWQiOiI2OGRiZjAxYzI4Y2E3NjNlY2MyZjIzNDQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjljNmVkMGU1MDNkNWQ1NDhmZmM0ZmFiL2dvb2QtZm9yLWJ0Yy1jb21wb3Nlci0yMDI2LTMtMjdfXzIxLTQ4LTE0Lm1wMyJ9.mp3
Audio file: https://api.riverside.com/hosting-analytics/media/e488d106cea498ed05ff5a7ba29d81424f38a39031648cc09ea3dc5a3dc7b1c7/eyJlcGlzb2RlSWQiOiI1YmFiNTY1My02OTlkLTRjOTgtODRkMi1jZmJkZjJkYjExMTgiLCJwb2RjYXN0SWQiOiI4ODVmNjFiYS05NGQ4LTRlMDUtOTk4MS1mYzc4YjUwNmYwZWYiLCJhY2NvdW50SWQiOiI2OGRiZjAxYzI4Y2E3NjNlY2MyZjIzNDQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjljNmVkMGU1MDNkNWQ1NDhmZmM0ZmFiL2dvb2QtZm9yLWJ0Yy1jb21wb3Nlci0yMDI2LTMtMjdfXzIxLTQ4LTE0Lm1wMyJ9.mp3
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JSON: https://stenobird.com/v1/public/podcasts/good-for-bitcoin-7094119/episodes/extreme-fear-extreme-building
Duration seconds: 2236

## Resource

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 Subscribe & Follow: goodforbitcoin.com YouTube Spot…

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## Transcript

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