0:00 Music, running Baker Beach, pullups @ PB
7:09 Matt's live vibe coding demo at Builder meetup.
10:28 Vibe coding/prompting; as entertainment, Bitcoin stack, product ideas.
21:46 Builder meetup recap and future ideas, Bitcoin-based voting.
29:25 Goose; open source AI agent for coding by Block - get a grant and come work at PB!
40:42 Strategy's (MSTR) path to the most valuable company in the history of the world.
45:53 Strategy's (MSTR) STRC as a stablecoin play and implications.
50:40 Tokenization of MSTR instruments.
55:14 Stablecoin competitive landscape - Strategy checkmate move?
1:03:39 Bitcoin as a capital asset vs currency for everyday payments - vectors for capture.
1:11:58 2 year window before decentralization window closes? Centralization traps for Bitcoin holders.
1:16:24 Without use as everyday money, Bitcoin loses a lot of its long-term value? Treasury company catch-22.
1:22:12 Lightning payments increasing vs. ETFs/Treasury companies destroying demand for block space.
1:25:41 Long-term security solutions? Tail emissions from quantum vulnerable coins? Degens to the rescue?
1:31:00 Optimistic outlook on people building new things on Bitcoin
FOLLOW:
Presidio Bitcoin: https://x.com/presidiobitcoin
Steve: https://x.com/moneyball
Max: https://x.com/maxawebster
DK: https://x.com/dksf
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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