Presidio Bitcoin Jam

With David King, Max Webster, and Steve Lee
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PBJ is a weekly live show recorded at Presidio Bitcoin where 3 friends gather to make sense of bitcoin’s latest topics, from distilling technical concepts to discussing new ways to use bitcoin to determining its impact on the financial system. Join David King, Steve Lee, and Max Webster, longtime bitcoiners with deep roots in Silicon Valley, as they swap knowledge, challenge assumptions, and joust about the big questions of the day, bridging the gap between big tech and bitcoin. presidiobitcoin.substack.com

  1. 1H AGO

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

    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: https://www.youtube.com/@PresidioBitcoin

    1h 37m

  2. FEB 20

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

    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: https://www.youtube.com/@PresidioBitcoin

    1h 34m

  3. FEB 6

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

    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: https://www.youtube.com/@PresidioBitcoin

    1h 31m

  4. JAN 30

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

    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: https://www.youtube.com/@PresidioBitcoin

    1h 31m

  5. JAN 23

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

    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: https://www.youtube.com/@PresidioBitcoin

    1h 28m

  6. JAN 16

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

    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: https://www.youtube.com/@PresidioBitcoin

    1h 34m

  7. JAN 9

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

    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://www.youtube.com/@PresidioBitcoin

    1h 31m

  8. 12/19/2025

    Our 2026 Predictions, Contentious Forks, Vibe Coding Community

    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: https://bitcoin-cap.github.io/bcap/ - SUBSCRIBE: https://www.youtube.com/@PresidioBitcoin

    1h 38m
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About

PBJ is a weekly live show recorded at Presidio Bitcoin where 3 friends gather to make sense of bitcoin’s latest topics, from distilling technical concepts to discussing new ways to use bitcoin to determining its impact on the financial system. Join David King, Steve Lee, and Max Webster, longtime bitcoiners with deep roots in Silicon Valley, as they swap knowledge, challenge assumptions, and joust about the big questions of the day, bridging the gap between big tech and bitcoin. presidiobitcoin.substack.com

Information

  • Creator
    With David King, Max Webster, and Steve Lee
  • Years Active
    2025 - 2026
  • Episodes
    59
  • Rating
    Explicit
  • Show Website
    Presidio Bitcoin Jam

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