Presidio Bitcoin Jam

Frontier Models Eating All, SF's AI Dominance, Bitcoin Vegas Announcements

Fri, 01 May 2026 21:12:45 GMT

0:00 May Day, hitting the road for College Basketball, and WE'RE BACK on schedule

2:20 Let's start with Vegas and Block's new Bitkey. Can it help against wrench attacks?

13:44 Tap to pay & NFC payments on Square to trigger a CashApp bitcoin transaction

16:14 CashApp now offering 5% bitcoin back and enabling P2P Payments over bitcoin

18:16 River pioneered proof-of-reserves and liabilities; Block just followed suit

26:40 A new product from a traditional SF fintech, Aven, launched bitcoin-backed liquidity and cards. Similar to Surge, who's building at PB using a signer network and MPC.

29:50 Revisiting strategies and approaches to Bitcoin-based loans and liquidity

38:02 Strike being explored by Tether & XXI? What's the strategy here?

46:01 Saylor explaining STRC Stretch at Vegas. Steve's reveal next week!

47:53 Latest Hackathon at PB last weekend with Hack Nation AI. Over 5,000 applicants!

1:04:04 DK's favorite ₿uilder Event last week! Mesh LLM and Goose Perception

1:13:03 The age of caring about machine specs and capabilities is BACK!

1:14:59 Takeaways from AI conversations in SF: everyone switching to Open Source for economics & privacy

1:20:13 Frontier models taking over the world, being shut down by governments, or leaving for open source?

1:26:05 Max puts Steve on the spot: X Money using CashTags?

1:29:02 SF is so BACK!

SHOW NOTES:

https://bitkey.world/

https://surge.build/

https://hack-nation.ai/

SUBSCRIBE:

Presidio Bitcoin's Quantum Readiness Report, Iran Wants Bitcoin, Can Mythos Break Bitcoin?

Tue, 14 Apr 2026 22:54:24 GMT

0:00 Schedule changes and personal updates

1:50 Hack-Nation AI Global Hackathon @ PB and Spiral’s bitcoin payments challenge

5:40 Lowering the barrier & reducing friction for builders new to bitcoin

8:55 Student outreach and Presidio Bitcoin as a bridge into bitcoin

11:25 Iran, Strait of Hormuz tolls, and bitcoin’s geopolitical use case

17:46 Settlement, unit of account, and bitcoin between adversaries

24:35 Bitcoin as neutral protocol and the analogy to internet rails

26:45 Anthropic and whether the sovereign individual thesis survives AI concentration/centralization

38:55 Corporate dependence on frontier models and the risk of model lock-in

55:54 The future of scarcity, defensibility, and startups as AI power concentrates

1:06:46 Presidio Bitcoin’s Quantum Readiness Report overview & what makes it special

1:15:48 Quantum response scenarios: orderly & emergency migration + break-glass planning

1:25:49 New quantum developments: Google AI, Lalu's recovery proof, QSB, and other interim mitigations

1:34:40 BIP-360, Taproot, and possible upgrade paths under accelerated quantum timelines

SHOW NOTES:

Presidio Bitcoin's Quantum Readiness Report: https://github.com/presidiobtc/bitcoin-quantum/tree/main

Report v1.0 PDF: https://github.com/presidiobtc/bitcoin-quantum/blob/main/presidio-bitcoin-quantum-readiness-v1-apr-2026.pdf

Hack-Nation Global AI Hackathon: https://hack-nation.ai/

Strait of Hormuz bitcoin toll: https://bitcoinmagazine.com/politics/why-iran-wants-bitcoin-for-safe-passage-though-the-strait-of-hormuz

Google Quantum AI Paper: https://quantumfrontiers.com/2026/04/09/unleashing-the-advantage-of-quantum-ai/

Lalu's Seed Phrase ZKP: https://groups.google.com/g/bitcoindev/c/Q06piCEJhkI?pli=1

Quantum Safe Bitcoin (QSB): https://github.com/avihu28/Quantum-Safe-Bitcoin-Transactions/

SUBSCRIBE:

SHRIMPS: https://delvingbitcoin.org/t/shrimps-2-5-kb-post-quantum-signatures-across-multiple-stateful-devices/2355

Google's Quantum Warning Overblown?, OpenAI Acquires TBPN, Jack Dorsey Makes Block Mini-AGI

Fri, 03 Apr 2026 22:08:28 GMT

0:00 Opening banter and agenda setting

2:00 Google and Oratomic quantum papers & the “n minus one” framing

6:44 Quantum uncertainty: AI acceleration & s-curves

10:06 Preparedness planning and scenario-based bitcoin responses

11:52 Why government and corporate quantum timelines are misleading

15:12 Post-quantum signature tradeoffs: SHRINCS, SHRIMPS, and state

23:35 Why quantum is a harder problem for bitcoin than other technologies and orgs

30:57 Competing quantum narratives, incentives, and media hype

34:24 The new bitcoin faucet & Block’s teaser campaign

36:30 Square’s default bitcoin payments rollout and adoption friction

43:00 Tipping, UX constraints, and Lightning’s retail payment challenge

52:31 OpenAI’s TBPN acquisition and the strategic value of media distribution

59:50 Open-source AI & Google's Gemma 4 release

1:03:14 Block’s new mesh-llm and peer-to-peer compute

1:07:21 Open agent marketplaces, business models, and demand formation

1:22:40 Block’s corporate structure shift from "hierarchy to intelligence" and the “mini-agi” vision

1:32:55 Scheduling notes - no pod next Friday! Next pod Tuesday, April 14

SHOW NOTES:

Block's bitcoin faucet: https://btc.day/

Google's quantum paper: https://research.google/blog/safeguarding-cryptocurrency-by-disclosing-quantum-vulnerabilities-responsibly/

Oratomic quantum paper: https://arxiv.org/html/2603.28627v1

Mesh-llm: https://www.anarchai.org/

Block's corporate structure shift: https://block.xyz/inside/from-hierarchy-to-intelligence

SUBSCRIBE:

Coinbase Mortgages, Privacy for AI and Payments, Lexe Launches

Fri, 27 Mar 2026 21:48:35 GMT

0:00 Opening banter, Iowa State, and March Madness stakes

07:10 Coinbase’s Bitcoin-backed mortgage model

11:12 Who the Coinbase mortgage product is really for

20:58 Competitive implications for Bitcoin lending and housing finance

27:40 De minimis tax policy and the case for Bitcoin payments

31:27 STRC-backed stablecoins as regional savings products

37:10 Lexe’s launch and trusted-execution Lightning wallets

45:10 SDK design, experimentation, and the search for breakout use cases

52:46 Privacy limits in Base, Spark and stablecoin payments

01:02:20 Hong Kong’s decryption powers and the erosion of financial privacy

01:04:50 Stripe, open-source AI, and shifting infrastructure questions

01:12:52 Spiral’s AI criteria (low-level tools, protocols, and defensibility)

01:16:08 Peer-to-peer training networks and verifiable model provenance

01:20:13 Naming systems for agents and online resources

SHOW NOTES:

Coinbase Mortgages: https://www.coinbase.com/blog/coinbase-powers-the-first-crypto-backed-conforming-mortgages-by-better

Lexe Launch: https://blog.lexe.app/public-launch/

SUBSCRIBE:

Bitcoin's Branding Problem, AI's Impact on Open Source, Can Spiral's Playbook Work for AI?

Wed, 18 Mar 2026 20:26:09 GMT

0:00 March Madness and opening banter

06:30 Square’s latest Bitcoin payments rollout and the remaining merchant adoption hurdles

16:13 Bitcoin branding problems and the challenge of negative first impressions

21:30 Reframing the Bitcoin merchant pitch around Lightning, fee savings, and cleaner UX

26:00 Branding for Presidio Bitcoin, PBJ, and the tension between mission clarity and broader appeal

28:50 "Crypto" stigma in tech circles and potential counter-narratives for Bitcoin

36:31 Privacy coins, stablecoins, and open-source framing as rival narratives

43:10 Student visits, "yuppie-elite" skepticism, and the university awareness gap

49:03 What would make institutions and students pay more attention to Bitcoin?

56:51 Education, entrepreneurship, and AI-native alternatives to traditional schooling

01:03:40 Spending Bitcoin, monetary transition, and the long-run logic of better money

01:08:20 Tempo's Machine Payments Protocol (MPP) announcement, Lightning interoperability (via Lightspark), and cautious optimism around AI payments

01:12:30 Builder branding, Flint, and whether Bitcoin should lead or recede in the pitch

01:15:26 AI’s impact on FOSS, licensing, transparency, and software value

01:26:58 Spiral’s AI playbook, auditability, and the shift from FOSS to sovereignty

SHOW NOTES:

Why The Yuppie Elite Dismiss Bitcoin: https://www.citadel21.com/why-the-yuppie-elite-dismiss-bitcoin

Tempo's Machine Payments Protocol: https://stripe.com/blog/machine-payments-protocol

SUBSCRIBE:

Strategy's STRC Buying Spree, Open-Source AI Blind Spots, Bitcoin Stablecoins from Utexo & Ark

Fri, 13 Mar 2026 22:27:01 GMT

0:00 Opening banter: Elon chocolate, Dipsea registration, and college basketball

9:55 New York PubKey ₿uilder event and Spiral retreat recap

12:35 Presenting agentic commerce and the case for Bitcoin payments

15:50 Agentic payments: open questions, hype vs reality

18:35 Hype vs reality in current agentic payment adoption

21:38 Consumer commerce as the clearest early use case

23:38 Ads, trust, and why LLM commerce may break the Google model

28:45 Yahoo, Google, and the economics of search monetization

34:56 Subscriptions, open models, and the future AI business model mix

45:00 Open-source AI: where the biggest gaps and opportunities may be

47:35 Linux, cloud infrastructure, and lessons for AI’s open stack

56:40 The open standard: open models, open hardware, and verifiable compute

1:02:32 Bitcoin-native rails for agent coordination, collateral, and payments

1:17:48 Meta, “performance art” agents, and the limits of current social AI

1:20:28 Voice interfaces, agent orchestration, and the future of work

1:35:02 Strategy’s STRC buying spree and Bitcoin-based yield demand

1:40:07 Bitcoin-based stablecoins from Utexo, Ark Labs, and Tether

SHOW NOTES:

PubKey Podcast with Steve, Haley and Mat: https://www.youtube.com/watch?v=01NLHgBO-dM

STRC Tracker: strc.live

SUBSCRIBE:

Codex vs Claude Vibe Coding, Study Shows AI Agents Prefer Bitcoin, Kazakhstan to Add BTC?

Sat, 07 Mar 2026 00:56:45 GMT

0:00 Presidio power outage almost cancels show & FSD catch-up

05:45 State of AI coding tools: Claude, Codex, Gemini, and workflow shifts

14:50 Writing, AI-dependence, and finding the right human-AI creative process

17:25 Career advice for students and why AI fluency is now paramount

21:54 PB as a hub for AI hackathon and bridging Bitcoin into broader builder culture

28:48 "Internet of earners" & Bitcoin-native microtask markets

33:17 Bootstrapping agent economies, hackathon design, and Bitcoin onboarding

37:45 Lightning infrastructure, open standards, and the case for broader access

41:07 Autonomous Lightning nodes and permissionless Bitcoin yield infrastructure

59:20 Comparing Claude, Gemini, Codex, and building multi-agent workflows

1:17:07 BPI’s AI monetary preferences study: Bitcoin vs. stablecoins

1:33:05 L402 directories and discovering agent-payable services

1:34:41 Kazakhstan, sovereign Bitcoin custody, and open questions for nation-state adoption

SHOW NOTES:

AI Hackathon: https://hack-nation.ai/

BPI Study - Which Money do AI Agents Prefer?: https://www.moneyforai.org/

SUBSCRIBE:

Meta Stablecoins Return, Open-Source Agents, OpenClaw Builder Meetup

Sat, 28 Feb 2026 06:02:52 GMT

0:00 The Presidio Bitcoin Index

04:35 Haley’s raffle tool and the promise of vibe coding

09:00 OpenClaw Builder meetup attracting a huge non-Bitcoin audience

11:40 Jesse Posner’s presentation and the expanding AI vision behind Vora

16:17 Demand for personal agent hardware and secure local AI systems

22:20 Authentication, custody, and the unresolved security model for personal agents

26:41 Builder meetup takeaways & Bitcoin as background/hidden infrastructure

29:00 River’s adoption report, miner migration, and hash rate resilience amid AI demand

33:45 Lightning scaling tensions

43:00 Lightning usage metrics and the rise in settlement volume

50:34 Agentic payments, open-source agents, and the importance for neutral monetary rails

01:02:26 Unhuman domains and the growth of agent-first digital services

01:09:28 Chat as the dominant interface & the decline of traditional apps

01:13:02 Shoutout to Alby & their agent push

01:14:05 Stablecoin news: Stripe to acquire Paypal, Meta's return to stablecoins and Lightspark’s push to win stablecoin payments

01:20:29 Block layoffs and the broader trend of AI-driven restructuring

01:29:00 Corporate layoffs & entrepreneurial adaptation in an AI world

SHOW NOTES:

River's adoption report: https://river.com/learn/files/river-bitcoin-adoption-report-2026.pdf

Unhuman domains: https://www.unhuman.domains/

SUBSCRIBE:

OpenClaw joins OpenAI, Agent Wallets and Payments, Lightning vs Stablecoins for Agentic Commerce

Fri, 20 Feb 2026 23:06:27 GMT

0:00 Studio reset and laying down the law after technical issues

1:25 Mardi Gras whiplash and escaping the SF tech/AI bubble

2:35 Post-AGI life, work, and the “permanent underclass”

7:40 Presidio Bitcoin Index teaser

9:45 What “open source” means in an agent world

12:15 Ideating agent-native GitHub

16:05 OpenClaw ₿uilder meetup (SF) and March ₿uilder NYC at PubKey

19:40 Hackathon takeaways: vibe-coding enabling mass participation, exponential tooling leaps, Replit skepticism

29:40 Agentic payments primer - defining the terms and framing the landscape

39:00 Stablecoin UX reality: chain/pair explosion, gas complexity, and interoperability painpoints 52:40 Lightning as a simplifier: interoperability across wallets and consumer abstraction

56:20 KYC barriers for agents and liability questions

1:07:30 Agent-to-agent payment demo

1:10:10 Adoption strategy debate: seller adoption, agents as customers, and why there's urgency 1:27:50 OpenClaw joining OpenAI psyop speculation

SHOW NOTES:

OpenClaw ₿uilder meetup (SF): https://luma.com/9b8p41f4

SUBSCRIBE:

Y Combinator's USDC Move, Ori Agent Group Chats, OpenClaw Meetup

Fri, 06 Feb 2026 23:13:06 GMT

0:00 Sat tardiness fines

2:18 OpenClaw meetup recap

6:00 Why OpenClaw feels different than “just Claude”

8:58 “Is this already AGI?”

13:05 Ori explained: productized OpenClaw bot that joins group chats

15:54 Group chat vibecoding

20:27 Ori's moneydevkit (MDK) integration - frictionless, under the hood lightning payments as a hidden superpower

22:30 Tangible Ori examples: small-group bets, prediction markets, trivia payouts & more

29:05 “Is Ori private?” & the path to local/open-source models and safer enclaves

32:40 Agentic commerce: bots browsing, paying, zapping, hiring humans - internet gdp explosion thesis

48:20 Risks: addiction, prompt injection, and opsec

52:10 Ori onboarding ideas: welcomes, tips, custom memes, and how to get new groups to find the magic

1:16:08 Y Combinator funding in USDC

1:20:40 Cash App dollars as a supercharge for lightning adoption

1:25:30 Big payments on lightning & institutional use - what matters and where it could go

SHOW NOTES:

https://ori.bot/

SUBSCRIBE:

Moltbot is Molting Again, Musk SpaceX and xAI Merger, Is Broader Crypto Dying?

Fri, 30 Jan 2026 22:37:14 GMT

0:00 Accountants telling merchants to turn off bitcoin acceptance? Shoutout to Satoshi Pacioli.

6:14 What the guys won at the Presidio Bitcoin Awards Night.

9:42 Block moving to the ₿ symbol, goodbye Sats!

15:07 Robots are making their own agreements that Bitcoin is the best.

20:37 Let's take a step back. What's happening here with Moltbook, Goose, etc?

30:20 The conversations happening on Moltbook. Who's an agent, a human?

35:22 SpaceX merging with xAI? Max's take on the future of Elon Co.

41:25 Autonomous cars and the future of driving. TLDR: Trust the curves.

49:16 Max's update on his vibecoding endeavors and conversations from the ₿uilder event at PB.

1:04:31 Flint has tons of ideas, but can we make a public forum where ideas can be crowdfunded?

1:06:36 Crypto is dying. Quantum, gold, a leverage wash, and correlation to Bitcoin.

1:14:12 If you're bullish AI, then you should be bullish bitcoin?

1:21:31 Is the rise of gold and silver good for bitcoin?

SHOW NOTES:

https://flints.dev/

SUBSCRIBE:

Unpacking Bitcoin's Underperformance, Vibecoding with Nostr, Prediction Markets

Fri, 23 Jan 2026 23:49:18 GMT

0:00 DK is back in the studio, Hans Moravec's predictions, Deepmind hiring an AGI economist.

5:41 David Marcus and John Komkov's take on AI using and choosing Bitcoin. Google vs OpenAI.

10:17 BTC underperformance due to rotation into AI?

20:44 The GPU Marketplace to earn bitcoin and the economics of vibecoding.

27:50 Max's first foray into vibecoding with memepay.app.

38:40 How to make bitcoin win? One step, make Nostr work in Replit.

43:37 Why Steve thinks it's valuable to learn how to vibecode as a base for the future.

55:23 If you're interested in getting into vibecoding at the Presidio Bitcoin ₿uilder Event.

58:25 Update on Flint! We're ready for launch.

1:09:58 Max's magic moment with Replit was buying a URL.

1:14:33 Different pricing within prediction market platforms. Arbitrage with bitcoin?

1:19:34 Why is bitcoin underperforming? Is it Quantum, AI rotation, Metals, etc? Companies like Surge, working at Presidio Bitcoin, could help take a loan vs. selling.

SHOW NOTES:

https://flints.dev/

SUBSCRIBE:

Unveiling Flint, Michael Saylor on What Bitcoin Did, Comparing Bitcoin Treasuries

Fri, 16 Jan 2026 22:51:57 GMT

0:00 Penalizing tardiness and the “pot” idea

2:30 Current vibe coding frustrations & friction

11:50 Flint announced live on PBJ: why now, what it’s for, and who it’s for

20:10 Flint (Firewood) showcase: DK's vibe-coded app The Shed - Strava for piano

27:00 Nostr social graph and open identity as a powerful tool for vibe-coded apps

33:50 Discord vs Nostr: tooling gaps, bounties, zaps as signal

37:20 Another product idea: Version control for vibe-coding & vibe-coding workflow

40:08 More on the Flint vision: member expectations, community synergy & help, prompt-sharing, IP ownership & business creation

47:30 Bitcoin, Lightning, Nostr synergy with Flint: search & discover via zaps, working with core devs on feature sets for apps, ideas for Bitcoiners

59:40 Six overarching goals for Flint and the “breakout app” north star

1:02:24 Michael Saylor on What Bitcoin Did - takeaways

1:05:30 Michael Saylor's core lesson: Meet the world where it is (mandates, bitcoin as collateral, mandates, bridge products)

01:14:50 Comparing corporate Bitcoin treasuries & accumulation strategies - is it a competition? 01:32:10 Forward-looking thesis on labor and capital convergence: electricity, compute markets, & banking the robots

SHOW NOTES:

https://flints.dev/

SUBSCRIBE:

Amjad & Paul Graham notice MDK, What is BuckToken, Walmart sorta accepts Bitcoin

Fri, 09 Jan 2026 23:00:47 GMT

0:00 Welcome to 2026! First bitcoin block, college basketball, mental resets & resolutions.

9:33 Strategies for reducing attention on algorithm-based platforms and even tools like Discord. 18:22 We blame Elon for starting the show late!

21:18 Wal-Mart accepts Bitcoin! (sorta)

25:55 Jack Dorsey's visit to Presidio Bitcoin. Exploring Bitcoin & AGI.

36:16 Bitcoin's digital gold SOV narrative vs everyday money and payments.

47:52 How can we accelerate bitcoin payments? Steve's experience using Money Dev Kit.

56:56 Amjad, of Replit, and Paul Graham, of YC, noticing Money Dev Kit for easy payments. 1:00:10 Prediction markets helpful in an economy with money printing distortions?

1:06:31 Can teenagers vibecode their way out of the gambling trap and do something positive?

1:20:28 What is this new Buck or BuckToken, and could it support Strategy's offerings?

SHOW NOTES:

https://moneydevkit.com/

SUBSCRIBE:

https://bitcoin-cap.github.io/bcap/

Our 2026 Predictions, Contentious Forks, Vibe Coding Community

Fri, 19 Dec 2025 22:34:21 GMT

0:00 Does Max's Snoopy sweatshirt count as holiday flair?

3:00 Building timelocks in Bitcoin using vibe coding.

10:27 Is vibe coding secure enough for Bitcoin? If so, we have a ton of ideas!

19:08 Thoughts on creating a vibe coding community?

30:22 Our last show of 2025: Reviewing how we did with this year's predictions.

37:24 Okay, actually looking at Max's 2025 predictions.

45:53 How did DK and Steve do?

48:27 TLDR, we missed a LOT in 25!

50:21 Exploring the 4-year cycle. DK & Max say we're going higher!

54:38 DK's predictions for 2026.

58:26 Max's predictions for 2026.

1:21:53 Steve's singular NEW prediction: the Bitcoin ₿ symbol.

1:27:16 Contentious Forks, BCAP, and changing bitcoin.

SHOW NOTES:

SUBSCRIBE:

Human Bitcoin Addresses, SHRINCS Post-Quantum Signatures, Bitcoin Gift Cards

Fri, 12 Dec 2025 22:29:48 GMT

0:00 Celebrating our 50th episode a week late, Steve's travel to Iowa to watch basketball.

5:57 Generating ideas at PB & ₿uilder. Will Max actually build one using Gemini 3 or just befriend it?

11:50 Bitcoin Merchant Community is up to a couple thousand businesses. Join today!

19:28 Hivetalk Demo at ₿uilder, the numbers were impressive! Exploring other hacks with vibe coding.

24:16 Are the tools and hacks finally ready for a ton of ideas to be built?

29:00 BIP 353 Human Bitcoin Address Overview. What's your Bitcoin address?

40:20 Keeping the core principle of Bitcoin: Security, Censorship Resistance, & Privacy. Comparing address implementation types.

55:28 Other concerns of DNS-based addresses, such as locking from the domain provider.

1:01:05 Is there a way to own your address on Bitcoin to solve for this, like the Spaces protocol?

1:15:11 Experience buying and redeeming Fold's Gift Cards. Is this the best option to gift Bitcoin?

1:21:14 SHRINCS and the Quantum Threat to Bitcoin

SHOW NOTES:

https://impressionista.fun

SUBSCRIBE:

Bitcoin in AI Models, Fold's Gift Cards, Bitkey Private Purchasing

Fri, 05 Dec 2025 22:46:06 GMT

0:00 Changing of the seasons, visiting Japan, Green Tea, College basketball.

8:14 Prediction markets going mainstream. Gambling vs. investing and embracing life at the tails.

13:47 Steve and DK's disagreement with stocks, indexes, and the S&P 500.

17:08 Bitkey private purchasing for safe hardware delivery and avoiding attacks.

25:13 The BOSS challenge.

27:38 Will AI become more powerful and productive than Bitcoin Core contributors?

36:58 Should we be using LLMs to write BIPs or to make Bitcoin more powerful and secure?

43:13 As AI gets so good at hacking, Bitcoin will be the target.

47:50 Topics brought up at Block's Merchant event.

56:18 Driving forward the Bitcoin Merchant Community at Presidio Bitcoin.

1:03:38 Fold's Bitcoin Gift Cards.

1:11:15 AI bifurcation between locally run open-source and frontier models.

1:22:37 Using AI to empower us to do more of what we want to do.

1:28:19 Bitcoin is designed for situations where traditional payment flows don't work and will compound with time.

SHOW NOTES:

- FOLLOW:

Presidio Bitcoin:https://x.com/PresidioBitcoin

Steve Lee:https://x.com/moneyball

Max Webster:https://x.com/MaxAWebster

David King:https://x.com/dksf

WATCH THE SHOW:

Did Quantum FUD Price, Bitcoin Merchant Community, Competing with Stripe

Fri, 21 Nov 2025 23:57:08 GMT

0:00 This was (almost) our final show as we approach our one-year anniversary.

3:04 Spiral's wave 2 of merchant adoption

10:50 Organizing the incredible content and how to answer questions on Bitcoin usage

18:34 Takeaways and thoughts on Block's recent Investor Day and reception of Bitcoin

36:18 Quantum scare: why the sell-off happened and what’s the real risk

49:15 Migration mechanics, frozen vs burned coins, and the risk of a contentious fork

1:04:37 Japan carry trade worries, us debt math, and macro crash scenarios

1:13:46 Introducing MDK: faster path to shipping Bitcoin payments

1:25:05 Going head-to-head with Stripe - where Bitcoin can win

SHOW NOTES:

- FOLLOW:

Presidio Bitcoin:https://x.com/PresidioBitcoin

Steve Lee:https://x.com/moneyball

Max Webster:https://x.com/MaxAWebster

David King:https://x.com/dksf

WATCH THE SHOW:

Bitcoin Acceptance on Square, Unpacking the Lava Drama, CashApp & Lightning Dollars

Fri, 14 Nov 2025 23:07:20 GMT

0:00 It's good to be back to our regularly scheduled programming for the biggest week in Bitcoin.

3:16 Onboarding the 4 million Square merchants to Bitcoin.

8:01 Why Bitcoin payments could actually take off this time & integrating with BTC Map.

14:51 Why did Silicon Valley get Bitcoin wrong, and is it changing? A few barriers persist.

22:00 How do we sustain this momentum and continue to raise awareness among non-Bitcoiners? Fees are a huge driver of adoption.

32:20 CashApp users with dollar balances can pay Lightning invoices directly in dollars.

46:10 How these types of payments work for cross-border and currency conversions. This is the biggest announcement in Bitcoin.

52:32 Why would CashApp do Stablecoins and Lightning payments? Do they compete?

55:04 Spiral's efforts to arm the Bitcoin army with meaningful tools to drive adoption. Stablecoins don't have that!

1:14:57 Lava and lending on Bitcoin. Why do we still believe it is the biggest opportunity outside of casinos?

1:28:48 Thoughts on why they changed their model from non-custodial to custodial.

SHOW NOTES:

FOLLOW:

Presidio Bitcoin:https://x.com/PresidioBitcoin

Steve Lee:https://x.com/moneyball

Max Webster:https://x.com/MaxAWebster

David King:https://x.com/dksf

WATCH THE SHOW:

Type I Summit Recap, Fusion to Terawatts, Bitcoin in Space & Ocean Power

Fri, 07 Nov 2025 23:47:13 GMT

Live from the Type I Summit at Presidio Bitcoin!

00:00 Type I summit recap: bet the curves

03:35 Rethinking nuclear & fusion optimism

07:17 Terawatt-scale AI demand & the “psychopath” builder

15:25 Ocean power, frontier energy & bitcoin/AI demand

19:39 Mega-project ideas: Bitcoin in space, virtual power, and more

27:27 When bitcoin mining crosses break-even

33:15 Could Bitcoin settle global energy trade?

43:50 Abundance vs limits: ethics, environment & governance

48:20 Deep-tech funding, Dyson sphere dreams & what’s next

FOLLOW:

Presidio Bitcoin:https://x.com/PresidioBitcoin

Steve Lee:https://x.com/moneyball

Max Webster:https://x.com/MaxAWebster

David King:https://x.com/dksf

WATCH THE SHOW:

17 Years Since the White Paper, BIP 444 Fork Announced, Square v Saylor's Bitcoin Approach

Sat, 01 Nov 2025 16:04:18 GMT

0:00 Happy Halloween! (Sorry for the audio issue!)

3:02 Fixed the mics! Only two people responded to Satoshi in the first 24 hours!

6:32 Facts from the 2008 Bitcoin White Paper launch. Same date as Martin Luther in 1517. Planned?

9:11 Numerology in the white paper? The beauty in the mystery of Satoshi.

14:30 Steak n Shake announced a strategic Bitcoin reserve in the "Square style" via payments and funding to Bitcoin.

20:24 Paying in Bitcoin in real life at merchants like Pink Owl Coffee and driving merchant adoption.

30:33 Revisiting the creation of a Bitcoin Merchant Association.

40:57 Making apps for everyday users and thinking through the complexity of options for payments.

53:35 Remaking traditional savings vehicles, like paper-based US Savings Bonds, using Bitcoin.

58:31 Strategy's STRC product is Tax-Free?

1:08:57 Unpacking the BIP 444 fork proposal and the history of how prior folks played out.

1:23:03 Running a node is not a vote, spending is.

1:26:12 Details on Max's Halloween costume.

1:29:28 Rapid Fire: Polymarket accepts Bitcoin. Predyx smooth UX. Brian reading the prediction market words on Coinbase earnings. Coreweave and Core deal fell apart. SimpleX messaging. Bitchat adoption in Jamaica during the hurricane.

FOLLOW:

Presidio Bitcoin:https://x.com/PresidioBitcoin

Steve Lee:https://x.com/moneyball

Max Webster:https://x.com/MaxAWebster

David King:https://x.com/dksf

WATCH THE SHOW:

Strike's BTC-backed credit, Zcash if Bitcoin fails, Merchant adoption with Square

Fri, 24 Oct 2025 21:46:19 GMT

0:00 Welcome to the Presidio Zcash Jam and our similarities to the View.

1:29 Silicon Valley doesn't know you can build on Bitcoin.

4:02 Latest from the ₿uilder Meetup at Presidio Bitcoin.

7:36 Takeaways from Square's merchant product presentation at ₿uilder

14:44 Creating a Bitcoin Merchant Association or Chamber of Commerce?

19:49 30 days of Bitcoin this holiday season as a kickstart to merchant adoption?

25:16 Bitcoin is Square's path to global growth & other merchant adoption initiatives.

34:28 Takeaways from Fold's Head of Design & Guarana Bank presentations at ₿uilder.

41:24 Getting over the assumption that digital payments come with fees.

43:08 Why is Zcash rising in popularity? Unpacking different types of privacy.

53:02 Prioritize Austrian economic hard money or cypherpunk techno privacy?

57:57 Shoutout to the chain code delegation BIP

1:06:52 NBA off to a hot start on and off the court.

1:20:00 Strike's bitcoin-backed lines of credit. What's the difference between a loan?

FOLLOW:

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Signal Messenger using Bitcoin, Funding developers, Perspectives of Jack, Saylor & Elon

Fri, 17 Oct 2025 21:26:40 GMT

0:00 Hiking, biking, and growing food in the blue skies of SF

4:52 Signal messaging adopting Bitcoin? History, Considerations, & Paths Forward.

14:55 How Signals journey shows the difference between open & closed networks.

22:32 Concerns with various implementation architectures. Mints, KYC, MSB Regulations, etc.

27:21 Unpacking Cashu as an option for Signal.

35:47 Can an AI agent run the mint?

38:13 Resurfacing the Artificial Life conferences from the 90s and adding Bitcoin.

42:28 The new stickers to promote Bitcoin use at Square terminals!

47:30 Checking in on our homework from last week to ask merchants for Bitcoin acceptance.

53:08 Buying gold at Costco and making Bitcoin physical to drive adoption?

59:28 Why is gold mooning, and Bitcoin isn't?

1:05:32 Come to the ₿uilder event next Thursday at Presidio Bitcoin and Max's trip to Lightspark.

1:10:50 Max's takeaways on the token & stablecoin front, along with Lightspark's other products.

1:20:03 Rumor of Saylor on Rogan - is he the best spokesperson for Bitcoin? Here's our picks: Lyn Alden, Greg Maxwell, Andreas Antonopoulos, Andrew Meyers, and many others.

1:27:00 Elon tweeting about Bitcoin and Energy for the first time in years! Will he come to the Type I Summit?

1:28:17 Organizations funding Bitcoin development - Thank You!

SHOW NOTES:

Type1summit.org

FOLLOW:

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WATCH THE SHOW:

Square's big release, Insatiable energy demand, Update from Berlin Conference

Fri, 10 Oct 2025 22:32:11 GMT

0:00 Orange phones, orange signs.

1:30 Updates from Berlin Conference, experiences around Berlin, experiencing history.

8:19 Steve's presentation on Spark at BTC++

10:35 Differences and interplay between Ark & Spark & Lightning.

14:36 How these technologies can bring more people into Bitcoin and how the tech is advancing.

22:57 TLDR: A compelling solution is being developed, and hats off to the Second.Tech team.

24:56 What is the takeaway on the state of Lightning and adoption?

33:28 Square just enabled Bitcoin on merchant terminals, hopefully normalizing the use of Bitcoin.

43:54 Max's trip to orange pill the complexity science group at the Santa Fe Institute.

49:13 The importance of the difficulty adjustment to Bitcoin and why there is a Nobel prize hidden within.

53:14 Recapping Presidio Bitcoin's first Nostr event! Awesome Nostr GitHub is a great tool to explain the tech!

57:48 Audience engagement: How to bring merchants on board to Bitcoin.

1:02:42 Takeaways from the Freedom of the Press event in SF.

1:07:30 What is Chat Control, and what does it mean for end-to-end encrypted messaging?

1:14:30 Updates on the Type1 Summit at Presidio Bitcoin and why we need to build a new grid to meet energy demand.

1:23:58 What we hope to emerge from the Summit.

SHOW NOTES:

Type1summit.org

FOLLOW:

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Steve Lee:https://x.com/moneyball

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Core v30's change, Miner centralization, Managing attention algorithms

Fri, 26 Sep 2025 20:59:47 GMT

CHAPTER HIGHLIGHTS:

0:00 Why we changed the time this week, Open Source & Corporations, wearing suits.

7:40 OP_Return, V30, and what is top of mind for the business-oriented community.

10:00 Unpacking the mechanics of the claim that Bitcoin will die due to illicit content.

20:35 Why make these changes? Revisiting the mining centralization concern and offerings like Slipstream from Mara & Mempool Accelerator.

31:17 Is this whole thing just a distraction or even an attack? The importance of the ease of running a node.

34:04 You can already store images on Bitcoin via inscriptions, which are 4MB vs 1MB in OP_Return

39:10 Why Mining Centralization and UTXO bloat are fights worth fighting.

41:22 Are people taking this to the point of a hard fork, and is that wrong, or a slippery slope?

45:20 We don't know of a mechanism to stop spam on Bitcoin, except for the historical solution of fees.

46:39 Sharing an exciting new project advancing Bitcoin payments is being built with Replit.

51:10 Another company, Cloudflare, is launching a centralized chain for agents using stablecoins.

54:12 Importance of reputation and building with Nostr.

1:02:42 Are the AI-generated videos from Vibes dystopian? Managing attention is the modern world.

FOLLOW:

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Why Silicon Valley misses Bitcoin, corporate adoption (Block vs Stripe), new builder tools

Fri, 19 Sep 2025 23:29:13 GMT

0:00 — Early hype and the payments mistake (2010–2013)

03:35 — Who “gets” bitcoin? Trust vs smarts

09:57 — Better tools & the new builder era

12:51 — The next breakout Bitcoin company: infrastructure to applications

23:09 — AI changes things: timelines, payments, investor incentives & global access

37:11 — How to think about spending and holding dollars?

42:01 — Silicon Valley’s ZIRP psychology

44:56 — The litmus test of Bitcoin understanding

FOLLOW:

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Type 1 Energy Summit, The Billionaire Flippening, and iPhone 17’s Memory Upgrade

Fri, 12 Sep 2025 23:11:12 GMT

In this episode, the crew explores the path to a Type 1 Civilization powered by Bitcoin, AI, and solar — and previews the upcoming Type 1 Summit at Presidio Bitcoin. They break down the Billionaire Flippening thesis, where bitcoin billionaires surpass fiat billionaires and redirect wealth into things like open-source alternatives and philanthropy. Finally, they unpack Apple’s new iPhone security upgrade, Memory Integrity Enforcement (MIE), and how it reflects bitcoin’s ethos of privacy and resilience.

CHAPTER HIGHLIGHTS:

00:00 Welcome

05:40 What Is a Type 1 Civilization?

08:00 Energy, AI, and Bitcoin

12:00 Solar Maximalism & Cost Curves

17:53 The AI Data Center Boom

23:00 Grid Bottlenecks & Financing Risk

29:00 Bitcoin’s Role in Energy Financing

32:04 Infrastructure Challenges and the Future of Energy

40:00 Real-Time Markets

43:45 Type 1 Summit Logistics

49:00 The Billionaire Flippening

55:00 Bitcoin Billionaires & Wealth Distribution

1:01:43 The Role of Gold in Modern Investment

1:05:19 Understanding Gold vs Bitcoin

1:18:00 Bitcoin is the Metric System of Money

1:20:24 Apple’s New iPhone & Memory Integrity Enforcement

FOLLOW:

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LINKS:

Type 1 Summit: https://type1summit.org/

Bitcoin Plushie: https://www.uncute.com/collections/everything-else/products/here-comes-bitcoin

WATCH THE SHOW:

Comparing L2 tradeoffs, Incentive structures in payments, Stablecoins on Spark

Fri, 05 Sep 2025 22:10:57 GMT

0:00 DK is back in the studio next week! Swimming in cold water and using a wetsuit.

3:40 Breaking News: Spark announces Stablecoins on Bitcoin and unpacking who will win in the stablecoin landscape.

10:28 Unpacking Spark, how it works, and its three structures.

18:57 How Spark uses state chains to get scaling.

27:40 Differences with Spark and other blockchains, like the new GCUL from Google.

32:56 How payments across services would work using payment trees.

42:42 What is the happy path using payment trees, and what motivates entities?

49:08 This is the early thesis of banks from early bitcoiners being played out.

55:22 Does this mean everyone is coming for Visa?

1:08:59 The Spark trust model: Is it self-custody or is the term 'Trustodial' more accurate?

1:15:29 Where will value accrue in this market? The issuer, the chain, service providers, bridges, etc.

1:19:38 Are we about to watch the next age of free banking?

1:22:28 A no-KYC payment user experience can help onboard people and agents to Bitcoin.

FOLLOW:

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SUBSCRIBE TO THE SHOW:

Apple Podcasts: https://podcasts.apple.com/us/podcast/presidio-bitcoin-jam/id1804198027

Spotify: https://open.spotify.com/show/0N8ZFqAkTwxNmjDXdIo7cT?si=b07f55f8258140cb

Google Cloud Universal Ledger, Tech Companies Posing Threats to Banks, AI Privacy

Fri, 29 Aug 2025 22:33:05 GMT

00:00 Welcome to the Presidio Bitcoin Jam 02:12 ₿uilder Meetup #3 Recap

05:41 Designing better vibe-coding experiences

08:11 Why agents struggle with Lightning/Nostr integrations, the Lexe SDK example, and the need for machine-ready repos.

11:49 What it might look like if dev teams built MCP servers and repos specifically for LLMs.

16:36 Using LLMs for Research & Writing

20:54 Debate on whether LLMs generate novel ideas or just remix existing ones.

27:19 Privacy Concerns: The slippery slope of centralized AI assistants, Maple AI’s confidential compute, and open-source tradeoffs.

42:00 Have LLMs Plateaued?

49:34 Nano Banana & Emerging AI Tools - Google’s latest model for consistent characters in media, and what it signals about progress.

54:22 The Ad-Driven AI Dystopia

57:57 Building Our Own Bitcoin-Aligned AI Model

1:01:44 Paying for AI with Bitcoin - Ideas for Goose, NWC integration, and using sats for private LLM queries.

Presidio Bitcoin: https://x.com/PresidioBitcoin

Steve Lee: https://x.com/moneyball

Max Webster: https://x.com/MaxAWebster

David King: https://x.com/dksf

Bitchat's growing adoption, Future of stablecoins, Bitcoin lending

Fri, 22 Aug 2025 22:21:49 GMT

0:00 Welcome to the Presidio Bitcoin Jam.

1:55 Bitchat, Bitechat, and submitting to the App Store.

8:38 Publishing free and open source applications.

15:15 Does this get us back to the Delete IP debate?

22:17 What will the future look like, bringing together a Chatbot, GitHub, App Stores, and Nostr?

28:39 How to use Bitchat and why we think it's so cool.

33:25 How is this different from Google Buzz or Clubhouse? Will the initial spark fade?

37:16 Bitchat stealthily became the most used Nostr app.

43:58 Other use-cases for Bitchat and as a development platform.

47:53 Thoughts on how to make Bitchat successful and prevent feature crowding.

53:10 Revisiting Stablecoins & Layer 1s from Stripe and Circle. Did Tether on Tron already win?

57:04 How might the banks like JPMorgan react to stablecoins? Is interoperability a necessity?

1:06:10 We still need a Lightning network bridge with the rest of crypto?

1:16:05 How would you even think through how to launch a stablecoin?

1:18:32 Is Strategy's STRC a threat to Tether or cash-backed stablecoins?

1:27:43 If you were a lending platform, would you try to stop people from taking BTC loans to buy more BTC?

FOLLOW:

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Proto Mining announced, Google Play wallet hiccup, Stripe & Circle L1 chains

Sat, 16 Aug 2025 00:07:11 GMT

0:00 Airports, Power Outages, Nik Bhatia at PB.

4:01 After 4.5 years of development, Block unveils the new Proto Mining Chip.

13:00 Proto's new open source mining fleet management software and approach.

19:14 Proto's modular approach could unleash new mining form factors and applications.

24:25 Open source mining hackathon at Presidio Bitcoin?

30:10 Estimating the mining hardware market size.

35:59 Update on Stratum V2 adoption.

44:16 Comparing Proto to other market options and what to look for.

50:20 Revisiting Steak n Shake and paying in bitcoin.

51:34 Potential to make a solar-powered mining setup.

1:01:32 Google Play bans self-custodial wallets in the Play Store. A well-intended mistake?

1:12:41 Creating a new form factor for personal devices and how we interact with the internet. 1:21:06 Unpacking Circle and Stripe's new corporate chains.

1:31:31 What's the value Stripe and Circle expect to accrue by launching these chains?

SHOWNOTES:

https://fork.lol/

FOLLOW:

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Bitcoin market & risks, KYC'd internet, AI and data energy updates

Fri, 08 Aug 2025 21:30:52 GMT

0:00 Is bitcoin the pirates or the navy?

5:30 With in-kind transactions, is it attractive or worrying to put self-custody coins into the ETFs? 10:58 What happens if bitcoin payments don't take off and block space isn't filled.

16:11 Breaking down the way bitcoin fees work

20:00 Bitcoins security budget; how much is needed and how it works. Is there a flaw?

26:16 Do all bitcoin investors need to care about and pay for security? Exploring three potential solutions.

30:26 Funding economists to work on bitcoin

36:28 Why we think a tail emissions as a solution is not practical

45:38 If bitcoin replaces SWIFT does that create enough transactions to support the network? 52:41 E-cash, lightning, spark, etc taking off would be great for bitcoin

54:38 Reasons to use bitcoin will continue to be created and grow

57:50 How hashrate is related to the price of bitcoin

1:03:53 Data centers are moving to a demand response model, such as Google's latest deal

1:07:48 How data centers are pulling this off and what it could mean for bitcoin miners

1:12:05 How much infrastructure can you take completely off-grid?

1:18:05 Online Safety Act in the UK and KYC'ing basic internet access

1:25:56 How to solve for the need for proof of human

FOLLOW:

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Unpacking Bitchat, MSTR Earnings, In-kind bitcoin ETF approval

Fri, 01 Aug 2025 21:35:37 GMT

0:00 PBJ is just an extension of conversations around Presidio Bitcoin, which makes this show so fun for us every week. Updates on pull ups, bowling, and DK walking 25K steps a day.

7:35 Max's request for a simple meme generator with Zaps.

9:48 How Bitchat works, the latest vibe-coded app from Jack Dorsey, and how we're using it.

15:40 Use-cases and applications of Bitchat, and how to make the user experience better.

21:19 Discussing how the mesh network of Bitchat works and the history of proximity messaging. 28:22 Proof of personhood using Nostr NIP17 with Bitchat vs. Worldcoin's approach.

33:10 Exploring payment forms and Calle's POV from Citadel Dispatch's latest episode.

38:27 Is Bitchat an app or a protocol? Exploring the mechanics and connectivity.

46:47 Achieving what Helium is pursuing without the token.

50:40 The more the old internet gets KYC'd the greater the value for tools like Nostr, Bitchat, etc.

52:45 Anonymity and design explorations for Bitchat - something to explore at Bitcoin Design Week at PB.

1:01:04 Three of the companies Max would love to fund are a marketplace for bandwidth, extension. of local bitcoins over Bitchat, infrastructure to deploy off-grid hotspots.

1:03:37 Payments without internet connection, trust-less transactions, and slapping people with fish.

1:06:28 Bitcoin backed local currencies?

1:12:09 In-kind bitcoin ETF redemptions from the SEC are now approved.

1:19:00 MicroStrategy Earnings call, Lyn Alden's question to Saylor, and STRC as the new savings account.

1:25:18 Are there risks to bitcoin if there is too much treasury company adoption?

FOLLOW:

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MSTR/STRC Stablecoin Hypothesis, Vibe Coding with Goose, The Biggest Risk to Bitcoin

Fri, 25 Jul 2025 21:57:45 GMT

0:00 Music, running Baker Beach, pullups @ PB

7:09 Matt's live vibe coding demo at Builder meetup.

10:28 Vibe coding/prompting; as entertainment, Bitcoin stack, product ideas.

21:46 Builder meetup recap and future ideas, Bitcoin-based voting.

29:25 Goose; open source AI agent for coding by Block - get a grant and come work at PB!

40:42 Strategy's (MSTR) path to the most valuable company in the history of the world.

45:53 Strategy's (MSTR) STRC as a stablecoin play and implications.

50:40 Tokenization of MSTR instruments.

55:14 Stablecoin competitive landscape - Strategy checkmate move?

1:03:39 Bitcoin as a capital asset vs currency for everyday payments - vectors for capture.

1:11:58 2 year window before decentralization window closes? Centralization traps for Bitcoin holders.

1:16:24 Without use as everyday money, Bitcoin loses a lot of its long-term value? Treasury company catch-22.

1:22:12 Lightning payments increasing vs. ETFs/Treasury companies destroying demand for block space.

1:25:41 Long-term security solutions? Tail emissions from quantum vulnerable coins? Degens to the rescue?

1:31:00 Optimistic outlook on people building new things on Bitcoin

FOLLOW:

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Quantum Bitcoin Summit, AI and mining energy, reframing bitcoins performance

Fri, 18 Jul 2025 23:43:32 GMT

0:00 Recapping the Quantum Bitcoin Summit at Presidio Bitcoin!

9:02 Is the 5-year quantum timeline too soon, or is it more like 15-20?

13:21 Quantum decisions that need to be made.

19:11 One simple takeaway is to not reuse addresses.

22:35 No matter the path, are we violating a right?

28:52 Discussing the hourglass proposal.

36:55 Is the recursive fear of quantum a greater risk than quantum itself?

42:51 What are these new AI companions?

56:52 Max's take on AI and mining energy convergence.

1:04:03 The big story happening in energy right now.

1:10:53 How bitcoin mining can support the buildout of the next energy grid.

1:17:09 Should we be reframing bitcoins performance from dollars to gold?

SHOWNOTES:

Bitcoin is Key to an Abundant, Clean Energy Future: https://squareup.com/us/en/press/bcei-white-paper

FOLLOW:

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$100 million bitcoin VC raise, Skibidi experiment, Robinhood listing OpenAI

Wed, 09 Jul 2025 21:26:43 GMT

0:00 Complexity research, dehydration, and road trips.

4:40 Bitcoin venture capital landscape and Ego Death's new $100 million fund.

12:12 What startups and products should be built.

17:25 Exploring products and jobs that can be built using Nostr.

21:32 Creating a list of products we want to see and bring to the monthly Builder Meeting at PB.

29:52 How compromises on centralization can change throughout the tech stack.

36:36 The Skibidi project and new phases of being culturally in-tune.

47:51 Attention spans, connectivity, and the new luxuries.

49:49 Can we make an open source version of thinking in the AI age?

1:03:55 80,000 bitcoin on the move!

1:11:55 New bitcoin attack angle brewing from Solomon Brothers?

1:18:39 Topics and questions we looking forward to answering at the Quantum Bitcoin Summit.

1:24:23 IMF blocks Pakistan to mine bitcoin.

1:27:16 Robinhood listing OpenAI stock?

SHOW NOTES:

pbquantum.com

FOLLOW:

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₿uilder recap, Fannie Mae accepts BTC, rebuilding Android for AI

Sat, 28 Jun 2025 02:29:42 GMT

0:00 Pull-up bars, hanging, & news from around Presidio Bitcoin.

5:45 Recapping the first ₿uilder meetup. What we learned if you want to replicate it in your city.

20:28 Bitcoin, stablecoins, micropayments, and attention being the currency of the web.

26:05 Are the frictions from micropayments human-driven?

32:20 Does a solution already exist with Nostr and Alby?

37:00 If this is a solution, why don't credit cards exist in a browser extension in this same way today?

47:26 Why Max is so excited about an open payment system, like Bitcoin.

53:32 Is the biggest driver for bitcoin its ubiquity, where stablecoins are vast?

57:27 Building the bridges between stablecoins and bitcoin without a CEX.

1:13:02 You can now get a mortgage from Fannie Mae using your bitcoin!

1:18:20 Proving Bitcoin ownership for loans (self-custody, time locks)

FOLLOW:

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Stratum V2 and mining profitability, AI Agents, and ₿uilder expands!

Fri, 20 Jun 2025 22:21:42 GMT

0:00 Max and Steve talk hoops.

5:50 The new design and product meetup, ₿uilder, expands!

12:30 Max orange pilling Silicon Valley: Saylor, Stablecoins, Bitcoin Network.

15:58 Design week at PB reimagining bitcoin into tech companies.

21:50 Can using open protocols be the easiest way to vibe code? Unpacking Karpahy's recent talk.

31:46 Bitcoin node as an MCP server for agent bitcoin payments?

36:51 Can a weekend project replace some legacy technology platforms?

38:33 The format of a socratic seminar, such as BitDevs, LitDevs, and ₿uilder.

49:21 Stratum V2 and mining profitability.

1:09:00 Block and job latency improvements with Stratum V2

1:11:03 What is block hijacking?

1:13:35 How hard is it to select your own block template?

1:16:01 Native Stratum V2 for Asics and firmware.

1:18:48 What it would take to make your own Stratum V2 pool.

1:26:01 Mining dynamics deep dive: miners, pools, fees, FPPS, and block templates.

NOTES:

Stratum V2: Stratumprotocol.org

FOLLOW:

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit presidiobitcoin.substack.com

Life on a bitcoin standard, version control for vibe coding, BTC treasury company saturation

Fri, 13 Jun 2025 22:00:30 GMT

0:00 Welcome to the show!

2:24 The bitcoin capital vacuum and interaction with other singularities.

6:58 A bitcoin standard will change capital structures (equity vs debt financing).

10:35 Acceleration of product market fit and the implications for capital allocation.

21:13 Vibe coding comes to video with Veo 3. Can it invert the product development process?

25:45 What will still be scarce as costs trend toward zero?

32:17 The value of authenticity when signing with a private key.

36:03 Revisiting proof of personhood - is there a compelling use-case?

39:30 Was the initial distribution of bitcoin fair?

48:31 Is concentration in early adopters a point of contention or a natural outcome?

53:30 Revisiting equity vs. debt.

59:39 We want a vibe coded music maker.

1:04:18 Building a Nostr bot using Lightning.

1:13:55 We already see examples of how a deflationary currency would work.

1:19:05 A new monthly meetup at Presidio Bitcoin: ⁨₿uilders.

1:25:26 Home equity to buy bitcoin with Horizon and Sovana.

1:33:22 Saylor will eventually buy Boeing???

1:36:46 How Max changed his mind on Saylor and Strategy.

FOLLOW:

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit presidiobitcoin.substack.com

Reflections from Vegas, Generating 10% Lightning yield, Circle IPO

Fri, 06 Jun 2025 21:47:36 GMT

0:00 What happened in Vegas, and our favorite takeaways

3:07 Thoughts on seedless private keys

9:02 Record breaking payments volume on bitcoin!

12:36 Apple stopping bitcoin NFC payments?

15:57 Bitcoin symbol on a keyboard?

20:53 Getting bitcoin advocates into big-tech with product focused meetups?

24:32 The importance of the SaveOurWallets.org initiative

35:31 How Block is getting 10% yield off ~100 BTC on Lightning

45:02 What's the best strategy to generate bitcoin returns and who can do it?

58:12 The value creators in the Lightning network

1:15:19 Could messaging apps could make a killing by integrating bitcoin?

1:19:42 Circle IPO, the stablecoin market, and transactions coming back to bitcoin

FOLLOW:

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit presidiobitcoin.substack.com

OpenAI and Worldcoin, PB Hackathon Highlights, and Kraken’s xStocks

Fri, 23 May 2025 23:03:32 GMT

0:55 Overview of the Presidio Bitcoin Hackathon and project highlights

14:22 Nostr has exceeded 5 million unique payments and is expanding developer possibilities. With vibe coding, anyone can build with bitcoin, as demonstrated by Mat Balez, a non-developer who created https://highfives.fun using Replit

20:50 Shoutouts to key hackathon contributors: Austin (lead organizer), Lightspark, Block, Fewsats, HRF, and Hivemind Ventures. There was significant usage of Goose, Alby, and Spark

25:36 A special 30-minute PBJ show at the Bitcoin 2025 news desk next week at 11:45am PT; no Friday show.

28:15 Google I/O Conference: Steve's testing Flow Veo 3

32:48 Discussion on OpenAI, Worldcoin, and AI pins

35:26 Steve shares his experience with Google Glass

40:40 Overview of Worldcoin's launch and ethical concerns about pre-mined tokens

44:23 Discussion on free markets, open protocols, and stateless socialism, highlighting Allen Farrington's book, "Bitcoin is Venice"

48:24 Privacy concern: Worldcoin requires eye scans

49:24 OpenAI is aiming to address human verification, but can we do that without leading to centralization or biometric compromises?

1:02:47 Kraken’s xStocks give global access to tokenized stocks

1:17:00 Where should tokens, NFTs, and stablecoins reside? Discussing risks of integrating these assets on bitcoin

1:24:47 Quick intro to hyperbitcoinization and its impact on the credit market and debt types in a new monetary system

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit presidiobitcoin.substack.com

Defining bitcoin spam, is MSTR the next bubble, $20 million Coinbase ransom

Fri, 16 May 2025 21:47:43 GMT

0:00 The Presidio Bitcoin Hackathon is TODAY!

2:08 Should we rename sats?

5:00 Steak and Shake takes bitcoin!

10:30 What we're looking forward to at the Hackathon: games, AI & micro payments, piracy?

17:50: Unpacking the Coinbase hack: how, why, and if regulations create these issues.

28:42 Are all exchanges at risk?

32:54 Revisiting bitcoin loan products.

39:05 The drama continues, could this be a good thing for bitcoin?

41:45 What will the mempool look like in 2050, can the future of bitcoin be modeled?

46:00 How much security budget do we need?

48:10 What is considered spam, and does it hurt or help bitcoin? 1:01:48 Are fees the filter?

1:09:32 Is filtering a Malthusian perspective? 1:11:02 The future of namespace.

1:17:48 What bitcoin treasury companies mean to bitcoin.

FOLLOW:

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit presidiobitcoin.substack.com

Strikes new bitcoin loan product, Knots taking market share, Nostr: blossoms & Noauth

Fri, 09 May 2025 22:10:59 GMT

0:00 Swimming in the bay, Sharks, and blood in the water

1:48 What is Knots, its growing market share, and other similar implementations

11:28 Is there a risk of an unintentional hard fork?

17:03 The point of running a full node and who should and shouldn't run one

31:33 Running bitcoin core vs Knots, LDK, etc.

37:41 Steak and Shake accepting bitcoin payments?

42:11 This was the most exciting week in Nostr; blossoms, mirroring, cashu

1:00:46 Revisiting bitcoin backed lending

1:08:43 Comparing the various newly launched lending products from Coinbase and Strike

1:20:58 How do you evaluate the risks, rates, and counterparties?

LINKS:

www.pbhackathon.com

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Unpacking the latest bitcoin drama, Spark is live, and Epic vs. Apple

Fri, 02 May 2025 21:19:59 GMT

0:00 X vs. Stacker News in the latest bitcoin debates

3:40 Updates about the Presidio Bitcoin Hackathon

10:00 What's the drama happening in bitcoin right now? Money vs. Data

16:08 Discussing the debate around bitcoin core node relay policies. Consensus vs. Policy

20:42 What is OP_Return and why it's being discussed

30:20 One reason this is important is there is growing interest in expanding the packet size

38:30 Audience Engagement: Data in the witness is cheaper, so its a preferential storage location

46:40 How this relates to mining centralization and censorship concerns

59:40 When and where should discussions like this take place?

1:09:00 Epic Games vs. Apple. Opens the door for bitcoin as an alternative payment mechanism?

1:20:50 The Quantum Bitcoin Summit happening this June at Presidio Bitcoin

1:24:29 Spark is live! Exploring what it is and evaluating its tradeoffs

1:35:40 De minimis rules coming? That's what we heard at Presidio Bitcoin

LINKS:

www.pbhackathon.com

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