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
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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/
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