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: