Presidio Bitcoin Jam

With David King, Max Webster, and Steve Lee

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. 3D AGO

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

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

    1h 41m

  2. APR 3

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

    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 SHRIMPS: https://delvingbitcoin.org/t/shrimps-2-5-kb-post-quantum-signatures-across-multiple-stateful-devices/2355 Mesh-llm: https://www.anarchai.org/ Block's corporate structure shift: https://block.xyz/inside/from-hierarchy-to-intelligence - SUBSCRIBE: https://www.youtube.com/@PresidioBitcoin

    1h 34m

  3. MAR 27

    Coinbase Mortgages, Privacy for AI and Payments, Lexe Launches

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

    1h 31m

  4. MAR 18

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

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

    1h 30m

  5. MAR 13

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

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

    1h 46m

  6. MAR 7

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

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

    1h 38m

  7. FEB 28

    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

  8. 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
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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
    65
  • Rating
    Explicit
  • Show Website
    Presidio Bitcoin Jam

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