Presidio Bitcoin Jam

<p>Timestamps: </p> <p>0:00 Opening banter and agenda setting </p> <p>2:00 Google and Oratomic quantum papers & the “n minus one” framing </p> <p>6:44 Quantum uncertainty: AI acceleration & s-curves </p> <p>10:06 Preparedness planning and scenario-based bitcoin responses </p> <p>11:52 Why government and corporate quantum timelines are misleading </p> <p>15:12 Post-quantum signature tradeoffs: SHRINCS, SHRIMPS, and state </p> <p>23:35 Why quantum is a harder problem for bitcoin than other technologies and orgs </p> <p>30:57 Competing quantum narratives, incentives, and media hype </p> <p>34:24 The new bitcoin faucet & Block’s teaser campaign </p> <p>36:30 Square’s default bitcoin payments rollout and adoption friction </p> <p>43:00 Tipping, UX constraints, and Lightning’s retail payment challenge </p> <p>52:31 OpenAI’s TBPN acquisition and the strategic value of media distribution </p> <p>59:50 Open-source AI & Google's Gemma 4 release </p> <p>1:03:14 Block’s new mesh-llm and peer-to-peer compute </p> <p>1:07:21 Open agent marketplaces, business models, and demand formation </p> <p>1:22:40 Block’s corporate structure shift from "hierarchy to intelligence" and the “mini-agi” vision </p> <p>1:32:55 Scheduling notes - no pod next Friday! Next pod Tuesday, April 14</p> <p>-</p> <p>SHOW NOTES:</p> <p>Block's bitcoin faucet: <a href="https://btc.day/">https://btc.day/</a></p> <p>Google's quantum paper: <a href="https://research.google/blog/safeguarding-cryptocurrency-by-disclosing-quantum-vulnerabilities-responsibly/">https://research.google/blog/safeguarding-cryptocurrency-by-disclosing-quantum-vulnerabilities-responsibly/</a></p> <p>Oratomic quantum paper: <a href="https://arxiv.org/html/2603.28627v1">https://arxiv.org/html/2603.28627v1</a></p> <p>SHRIMPS: <a href="https://delvingbitcoin.org/t/shrimps-2-5-kb-post-quantum-signatures-across-multiple-stateful-devices/2355">https://delvingbitcoin.org/t/shrimps-2-5-kb-post-quantum-signatures-across-multiple-stateful-devices/2355</a></p> <p>Mesh-llm: <a href="https://www.anarchai.org/">https://www.anarchai.org/</a></p> <p>Block's corporate structure shift: <a href="https://block.xyz/inside/from-hierarchy-to-intelligence">https://block.xyz/inside/from-hierarchy-to-intelligence</a></p> <p>-</p> <p>SUBSCRIBE:</p> <p><a href="https://www.youtube.com/@PresidioBitcoin">https://www.youtube.com/@PresidioBitcoin</a></p>

<p>0:00 Opening banter, Iowa State, and March Madness stakes </p> <p>07:10 Coinbase’s Bitcoin-backed mortgage model </p> <p>11:12 Who the Coinbase mortgage product is really for </p> <p>20:58 Competitive implications for Bitcoin lending and housing finance </p> <p>27:40 De minimis tax policy and the case for Bitcoin payments </p> <p>31:27 STRC-backed stablecoins as regional savings products </p> <p>37:10 Lexe’s launch and trusted-execution Lightning wallets </p> <p>45:10 SDK design, experimentation, and the search for breakout use cases </p> <p>52:46 Privacy limits in Base, Spark and stablecoin payments </p> <p>01:02:20 Hong Kong’s decryption powers and the erosion of financial privacy </p> <p>01:04:50 Stripe, open-source AI, and shifting infrastructure questions </p> <p>01:12:52 Spiral’s AI criteria (low-level tools, protocols, and defensibility) </p> <p>01:16:08 Peer-to-peer training networks and verifiable model provenance </p> <p>01:20:13 Naming systems for agents and online resources</p> <p>-</p> <p>SHOW NOTES:</p> <p>Coinbase Mortgages: <a href="https://www.coinbase.com/blog/coinbase-powers-the-first-crypto-backed-conforming-mortgages-by-better">https://www.coinbase.com/blog/coinbase-powers-the-first-crypto-backed-conforming-mortgages-by-better</a></p> <p>Lexe Launch: <a href="https://blog.lexe.app/public-launch/">https://blog.lexe.app/public-launch/</a></p> <p>-</p> <p>SUBSCRIBE:</p> <p><a href="https://www.youtube.com/@PresidioBitcoin">https://www.youtube.com/@PresidioBitcoin</a></p>

<p>0:00 - March Madness and opening banter </p> <p>06:30 - Square’s latest Bitcoin payments rollout and the remaining merchant adoption hurdles </p> <p>16:13 - Bitcoin branding problems and the challenge of negative first impressions </p> <p>21:30 - Reframing the Bitcoin merchant pitch around Lightning, fee savings, and cleaner UX </p> <p>26:00 - Branding for Presidio Bitcoin, PBJ, and the tension between mission clarity and broader appeal </p> <p>28:50 - "Crypto" stigma in tech circles and potential counter-narratives for Bitcoin </p> <p>36:31 - Privacy coins, stablecoins, and open-source framing as rival narratives </p> <p>43:10 - Student visits, "yuppie-elite" skepticism, and the university awareness gap </p> <p>49:03 - What would make institutions and students pay more attention to Bitcoin? </p> <p>56:51 - Education, entrepreneurship, and AI-native alternatives to traditional schooling </p> <p>01:03:40 - Spending Bitcoin, monetary transition, and the long-run logic of better money </p> <p>01:08:20 - Tempo's Machine Payments Protocol (MPP) announcement, Lightning interoperability (via Lightspark), and cautious optimism around AI payments </p> <p>01:12:30 - Builder branding, Flint, and whether Bitcoin should lead or recede in the pitch </p> <p>01:15:26 - AI’s impact on FOSS, licensing, transparency, and software value </p> <p>01:26:58 - Spiral’s AI playbook, auditability, and the shift from FOSS to sovereignty</p> <p>- </p> <p>SHOW NOTES: </p> <p>Why The Yuppie Elite Dismiss Bitcoin: <a href="https://www.citadel21.com/why-the-yuppie-elite-dismiss-bitcoin">https://www.citadel21.com/why-the-yuppie-elite-dismiss-bitcoin</a> </p> <p>Tempo's Machine Payments Protocol: <a href="https://stripe.com/blog/machine-payments-protocol">https://stripe.com/blog/machine-payments-protocol</a></p> <p>- </p> <p>SUBSCRIBE: </p> <p><a href="https://www.youtube.com/@PresidioBitcoin">https://www.youtube.com/@PresidioBitcoin</a></p>

<p>0:00 Opening banter: Elon chocolate, Dipsea registration, and college basketball </p> <p>9:55 New York PubKey ₿uilder event and Spiral retreat recap </p> <p>12:35 Presenting agentic commerce and the case for Bitcoin payments </p> <p>15:50 Agentic payments: open questions, hype vs reality </p> <p>18:35 Hype vs reality in current agentic payment adoption </p> <p>21:38 Consumer commerce as the clearest early use case </p> <p>23:38 Ads, trust, and why LLM commerce may break the Google model </p> <p>28:45 Yahoo, Google, and the economics of search monetization </p> <p>34:56 Subscriptions, open models, and the future AI business model mix </p> <p>45:00 Open-source AI: where the biggest gaps and opportunities may be </p> <p>47:35 Linux, cloud infrastructure, and lessons for AI’s open stack </p> <p>56:40 The open standard: open models, open hardware, and verifiable compute </p> <p>1:02:32 Bitcoin-native rails for agent coordination, collateral, and payments </p> <p>1:17:48 Meta, “performance art” agents, and the limits of current social AI </p> <p>1:20:28 Voice interfaces, agent orchestration, and the future of work </p> <p>1:35:02 Strategy’s STRC buying spree and Bitcoin-based yield demand </p> <p>1:40:07 Bitcoin-based stablecoins from Utexo, Ark Labs, and Tether</p> <p>- </p> <p>SHOW NOTES: </p> <p>PubKey Podcast with Steve, Haley and Mat: <a href="https://www.youtube.com/watch?v=01NLHgBO-dM">https://www.youtube.com/watch?v=01NLHgBO-dM</a> </p> <p>STRC Tracker: <a href="http://strc.live">strc.live</a></p> <p>- </p> <p>SUBSCRIBE: </p> <p><a href="https://www.youtube.com/@PresidioBitcoin">https://www.youtube.com/@PresidioBitcoin</a></p>

<p><a href="https://www.youtube.com/live/xID5cFaXAu0">0:00</a> Presidio power outage almost cancels show & FSD catch-up </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=345s">05:45</a> State of AI coding tools: Claude, Codex, Gemini, and workflow shifts </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=890s">14:50</a> Writing, AI-dependence, and finding the right human-AI creative process </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=1045s">17:25</a> Career advice for students and why AI fluency is now paramount </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=1314s">21:54</a> PB as a hub for AI hackathon and bridging Bitcoin into broader builder culture </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=1728s">28:48</a> "Internet of earners" & Bitcoin-native microtask markets </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=1997s">33:17</a> Bootstrapping agent economies, hackathon design, and Bitcoin onboarding </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=2265s">37:45</a> Lightning infrastructure, open standards, and the case for broader access </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=2467s">41:07</a> Autonomous Lightning nodes and permissionless Bitcoin yield infrastructure </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=3560s">59:20</a> Comparing Claude, Gemini, Codex, and building multi-agent workflows </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=4627s">1:17:07</a> BPI’s AI monetary preferences study: Bitcoin vs. stablecoins </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=5585s">1:33:05</a> L402 directories and discovering agent-payable services </p> <p><a href="https://www.youtube.com/live/xID5cFaXAu0?t=5681s">1:34:41</a> Kazakhstan, sovereign Bitcoin custody, and open questions for nation-state adoption </p> <ul> <li>SHOW NOTES:</li> </ul> <p>AI Hackathon: <a href="https://hack-nation.ai/">https://hack-nation.ai/</a> </p> <p>BPI Study - Which Money do AI Agents Prefer?: <a href="https://www.moneyforai.org/">https://www.moneyforai.org/</a></p> <p>-</p> <p>SUBSCRIBE:</p> <p><a href="https://www.youtube.com/@PresidioBitcoin">https://www.youtube.com/@PresidioBitcoin</a></p>