Presidio Bitcoin Jam

Anthropic's Fable Drama, Personhood for AI, Bark Launches on Mainnet

0:00 We keep getting requests to talk about basketball. What about the World Cup? 7:40 The future of livestreaming is https://jamchat.fun/ [https://jamchat.fun/] 15:30 Unveiling Buzz, an open source project, for AI native communications built on Nostr 25:26 Bitcoin is open source money, Nostr is open source identity 31:13 To summarize, Buzz brings together agents to collaborate; multiplayer & multiagent workflows 36:11 Extending Buzz functionality with a Lexe wallet integration for bitcoin payments 40:30 What is the future of the corporate structure with autonomous agents and AI personhood? 53:29 Anthropic's Fable 5 drama, what is going on? 1:00:25 What is the best approach for AI deployment? 1:07:34 We're most excited about really good open models & layers coming to the market 1:09:52 Bark launches on mainnet as a bitcoin layer 2, and comparing it to Lightning 1:21:44 Will interoperable decentralized money matter more to agents than humans? 1:26:55 Feedback from last show, Surge uses USDC on Base, and what is the Ethereum vs. Base value proposition? SHOW NOTES: Max's Article on Nostr Identity https://www.hivemind.vc/identity [https://www.hivemind.vc/identity]

USDC on Cash App, Wand Launch, Surge, and the Zcash Crash

00:00 Welcome back (we missed a week) 00:56 The Cash App Wand: tap-to-pay NFC device that sold out in 10 hours 09:07 Surge: a self-custody, no-KYC bitcoin-backed credit line 16:07 The Taproot design and how Surge uses it 21:28 How Surge tackles the oracle & liquidation problem 28:08 Base/Ethereum dependence, MPC & the signer network (Surge's lender side) 37:34 Borrowing against your bitcoin to buy AI stocks instead of selling 38:41 Cash App's USDC integration 51:14 Living design docs, AI-native shows & project constitutions 54:24 Is AI sucking liquidity out of bitcoin? 1:00:00 The IPO wave and the AI bubble debate 1:06:00 The Zcash crash: Opus uncovers an inflation bug 1:07:55 Privacy vs. auditable supply, and why this can't happen to bitcoin 1:11:19 Turnstiles & Orchard: can Zcash actually recover? 1:14:22 AI vs. software security & Spiral's Project Loupe 1:23:40 Cloudflare: AI agents overtake humans in web requests 1:27:32 Wrap-up & teasers (Spiral's AI work, NVIDIA, Sprout)

MSTR/STRC Outlook, Bitcoin's Security Budget & AI, Evaluating the Nation-State Threat

0:00 Getting off Twitter, losing passwords, and staying up to date with Stackernews 4:30 Why we find the Strategy conversation interesting, and we will still cover basketball 7:11 Can MSTR blow up? Unpacking the claim that Saylor is a new SBF 13:34 What are the outcomes and probabilities of Bitcoin and MSTR's future 21:00 How much does bitcoin need to grow to support MSTR's credit products? 25:00 Is the biggest risk Coinbase and its custodians or esoteric DeFi demand? 32:15 What's the investment thesis of holding MSTR vs STRC? 41:40 Finding new products from the synthesis of old concepts 45:41 Using Proof of Work for hot tubs creates a security issue? 55:55 Bigger picture and putting into context the security budget for bitcoin 1:05:27 Is this a design flaw of bitcoin? 1:11:40 Underlying issue is we don't know what the annual security budget should be. 1:21:00 What are the attack vectors to Bitcoin from a non-economic actor, like a nation-state? SHOW NOTES: Transaction Fee Paper (Budish, 2024) https://socialsciences.uchicago.edu/sites/default/files/2024-09/Economic%20Limits%20Crypto%20Blockchains%20-%20QJE%20Sept%202024.pdf [https://socialsciences.uchicago.edu/sites/default/files/2024-09/Economic%20Limits%20Crypto%20Blockchains%20-%20QJE%20Sept%202024.pdf]

Bitcoin Core v31 Release, Project Loupe Launches, Lightning Network's Future

0:00 Streaming in any language you want via https://babelagent.xyz/ [https://babelagent.xyz/] 10:09 It used to be that if you left your job to study bitcoin. Now it's study vibecoding. 11:50 PBJ Podcast worth a MILLION dollars? 16:44 Okay, let's talk about bitcoin 17:24 Unpacking Bitcoin Core v31 21:12 Steve's top three highlights from Core v31. Feature 1: Embedded ASMAP 30:14 DK's security concerns and Anthropic Mythos model 31:16 Getting to Max's questions and other initiatives around node security 39:27 Feature 2: private transactions 47:47 Feature 3: cluster mempool & discussing block rewards vs fee. 58:22 Okay, what is cluster mempool, how it works, and why this could matter 1:01:56 Closing out the Bitcoin Core conversation and why it's important 1:03:22 Project Loupe, AI security scanning, to discover vulnerabilities in projects 1:13:26 This is important as bitcoin is the biggest honeypot for AI to hack 1:20:31 Another big release! Updates to LDK Server to ease building and operating an LSP 1:29:45 Steve's hot takes on the Lightning Network SNOW NOTES https://babelagent.xyz/ [https://babelagent.xyz/] https://bnoc.xyz/ [https://bnoc.xyz/]

Saylor to sell bitcoin, Block earnings beat, Anthropic partners with xAI

0:00 DK gets his band back together, Max shares old hip-hop remixes on Nostr, making music with AI 4:45 The experience of paying with bitcoin on CashApp has changed hearts and minds 12:41 Steve's old tipping idea resurfaces and passes something called the "toothbrush test" 16:30 Selling bitcoin? Saylor is exploring. What's the path for treasury companies? 25:02 Is STRC issuance tapped out? 35:32 What questions remain for STRC's future? 44:50 Are Central Banks a source of permanent demand, or is MSTR the next Terra Luna? 50:04 Okay, back to never selling bitcoin? 52:06 Hydration, electrolytes, staying healthy 55:46 Taking back control from DNS and owning your naming rights 1:06:48 The principles to unlock a solution for a single namespace & how bitcoin can help. 1:13:51 Unpacking DK's potential solution! 1:31:15 Block earnings were huge this quarter. Their transformation is bearing fruit. 1:39:45 Anthropic partners with xAI. Are the claims that Anthropic will be more valuable than Google in 18 months credible? - SUBSCRIBE: https://www.youtube.com/@PresidioBitcoin [https://www.youtube.com/@PresidioBitcoin]