Coinbase Mortgages, Privacy for AI and Payments, Lexe Launches
Presidio Bitcoin Jam · With David King, Max Webster, and Steve Lee
March 27, 20261h 31m
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Show Notes
<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>
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<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>
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