MSTR/STRC Stablecoin Hypothesis, Vibe Coding with Goose, The Biggest Risk to Bitcoin
Presidio Bitcoin Jam · With David King, Max Webster, and Steve Lee
July 25, 20251h 34m
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Show Notes
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw">0:00</a> Music, running Baker Beach, pullups @ PB</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=431s">7:09</a> Matt's live vibe coding demo at Builder meetup.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=630s">10:28</a> Vibe coding/prompting; as entertainment, Bitcoin stack, product ideas.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=1308s">21:46</a> Builder meetup recap and future ideas, Bitcoin-based voting.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=1767s">29:25</a> Goose; open source AI agent for coding by Block - get a grant and come work at PB!</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=2444s">40:42</a> Strategy's (MSTR) path to the most valuable company in the history of the world.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=2755s">45:53</a> Strategy's (MSTR) STRC as a stablecoin play and implications.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=3042s">50:40</a> Tokenization of MSTR instruments.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=3316s">55:14</a> Stablecoin competitive landscape - Strategy checkmate move?</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=3821s">1:03:39</a> Bitcoin as a capital asset vs currency for everyday payments - vectors for capture.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=4320s">1:11:58</a> 2 year window before decentralization window closes? Centralization traps for Bitcoin holders.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=4586s">1:16:24</a> Without use as everyday money, Bitcoin loses a lot of its long-term value? Treasury company catch-22.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=4934s">1:22:12</a> Lightning payments increasing vs. ETFs/Treasury companies destroying demand for block space.</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=5143s">1:25:41</a> Long-term security solutions? Tail emissions from quantum vulnerable coins? Degens to the rescue?</p>
<p><a href="https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=5462s">1:31:00</a> Optimistic outlook on people building new things on Bitcoin</p>
<p>FOLLOW:</p>
<p>Presidio Bitcoin: <a href="https://x.com/presidiobitcoin">https://x.com/presidiobitcoin</a></p>
<p>Steve: <a href="https://x.com/moneyball">https://x.com/moneyball</a></p>
<p>Max: <a href="https://x.com/maxawebster">https://x.com/maxawebster</a></p>
<p>DK: <a href="https://x.com/dksf">https://x.com/dksf</a></p>