# They Say Bitcoin Is Dead Again

Page: https://stenobird.com/podcast/good-for-bitcoin-7094119/they-say-bitcoin-is-dead-again
Text version: https://stenobird.com/podcast/good-for-bitcoin-7094119/they-say-bitcoin-is-dead-again.md
Podcast: [Good for Bitcoin](https://stenobird.com/podcast/good-for-bitcoin-7094119)
Published: 2026-06-26T18:00:00+00:00
Episode link: https://api.riverside.com/hosting-analytics/media/2243e8d2855f8335a91e6facb29ce8eee099276a0c61c9aabcd2633fc6953f53/eyJlcGlzb2RlSWQiOiIzZGYwOTBiMi0xYzcwLTQ2YmEtODMzZi0zMjI1NGFjNmI3OGUiLCJwb2RjYXN0SWQiOiI4ODVmNjFiYS05NGQ4LTRlMDUtOTk4MS1mYzc4YjUwNmYwZWYiLCJhY2NvdW50SWQiOiI2OGRiZjAxYzI4Y2E3NjNlY2MyZjIzNDQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmEzZDc0NjZjNjJhMjQ2YmE5YjMxMzdmL2dvb2QtZm9yLWJ0Yy1jb21wb3Nlci0yMDI2LTYtMjVfXzIwLTMzLTEwLm1wMyJ9.mp3
Audio file: https://api.riverside.com/hosting-analytics/media/2243e8d2855f8335a91e6facb29ce8eee099276a0c61c9aabcd2633fc6953f53/eyJlcGlzb2RlSWQiOiIzZGYwOTBiMi0xYzcwLTQ2YmEtODMzZi0zMjI1NGFjNmI3OGUiLCJwb2RjYXN0SWQiOiI4ODVmNjFiYS05NGQ4LTRlMDUtOTk4MS1mYzc4YjUwNmYwZWYiLCJhY2NvdW50SWQiOiI2OGRiZjAxYzI4Y2E3NjNlY2MyZjIzNDQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmEzZDc0NjZjNjJhMjQ2YmE5YjMxMzdmL2dvb2QtZm9yLWJ0Yy1jb21wb3Nlci0yMDI2LTYtMjVfXzIwLTMzLTEwLm1wMyJ9.mp3
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JSON: https://stenobird.com/v1/public/podcasts/good-for-bitcoin-7094119/episodes/they-say-bitcoin-is-dead-again
Duration seconds: 1171

## Resource

Bitcoin slipped under $60K and the timeline filled with obituaries — people who bought the $120K top now calling it dead. Brandon and Kate place it right where the four-year cycle predicts: deep in the trenches, with maybe nine more boring months to go. Yet nobody up top is actually capitulating — Strategy bought the dip again, STRC keeps cratering, Wall Street quietly shipped its first Bitcoin depositary receipt, and Schwab went native. A quiet week with more under the surface than the doom posts suggest. In this episode of Good For Bitcoin, Brandon and Kate discuss: They say Bitcoin is dead — again. With BTC under $60K and obituaries everywhere, Brandon and Kate place it where the four-year cycle predicts: in the trenches, ~9 months from a better year. Bitcoin draws down ~80% a cycle — by that math, we may not have bottomed. Nobody up top is selling, though. Strategy bought another ~520 BTC (avg ~$67K) to reach 847,363 and grew its USD reserve to $1.4B to keep funding STRC dividends — even as STRC sank to ~$75 and the timeline begged Saylor to sell. Brandon's counter-bet: he bought STRC at $82. Strive added 759 BTC for 19,864 and OranjeBTC 19 for 3,822. Wall Street's plumbing keeps getting built. UTXO Management initiated the first Bitcoin depositary receipt to trade through a prime broker (Clear Street) and settle through the DTC — 100% BTC-backed, custodied at Anchorage Digital, convertible in-kind to real Bitcoin. An explain-like-I'm-five on how traditional finance will soon hold BTC like any other stock. More on-ramps: Charles Schwab rolled out native BTC trading in its app (following Fidelity), and Congress set a July 17 field hearing on the CLARITY Act — so maybe, finally, some clarity on clarity. David Bailey's Nakamoto finished its strange path to public mark…

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## Transcript

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