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PBJ

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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](http://presidiobitcoin.substack.com)

Bitcoin Security after COLDCARD, PB Media Archive Launch, Announcing the Type II Summit

7 Aug 2026

0:00 - Last week’s breakout episode 1:36 - Bitcoin, AI and energy are starting to converge 12:06 - Announcing the Type II Summit 15:05 - Panthalassa and offshore compute 17:30 - Introducing the

The COLDCARD Hack and Future of Self-Custody

31 Jul 2026

0:00 - The COLDCARD hack: bitcoin’s worst security incident ever? 4:30 - What happened and how thefts were identified 7:04 - The random-number failure behind the hack 13:24 - The right way to

Bitcoin Security Consortium, Buzz Launches, Wavelength Brings Bitcoin to Any App

24 Jul 2026

0:00 - Opening banter, Nostr momentum & voice-first computing 7:21 - Presidio Bitcoin’s visiting member program 10:30 - Bitcoin Security Consortium: quantum preparedness, tradeoffs &

Kimi K3 and the Open-Weight Race, Hunting for Treasure with AI, Who Should Project Loupe Audit?

17 Jul 2026

0:00 Making music with AI and the limits of today’s models 3:21 - Latent spaces & the future of creativity 8:04 - Will AI surpass human curiosity? 12:54 - Using AI to rediscover the ancient

PBJ: Goose Development Kit, Spiral Expands Into AI, Can Bitcoin Names Scale?

10 Jul 2026

0:00 - World Cup fallout and opening banter 5:23 - Goose Development Kit (GDK) week at Presidio Bitcoin 9:29 - Why Spiral is expanding into AI & how it helps bitcoin 19:01 - GDK’s near-term

Open Source AI with Goose & Buzz, New OUSD Stablecoin, Fable 5 is Back

3 Jul 2026

0:00 Summer camp. Teaching DK what the World Cup is. Steve visits the PBJ Remote studio. 13:52 What is Goose & the alpha of what's to come with open source AI 20:40 The kinds of things Goose

Announcing PB's Open Source AI Summit, Bitcoin Forks, Running Local AI Recap

19 Jun 2026

0:00 World Cup chatter, DK searching for sports on Google, Good times on [Jamchat.Fun](http://Jamchat.Fun) 6:05 Recap of the Local AI Builder last night here at Presidio Bitcoin. Tom's local AI

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

12 Jun 2026

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

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

5 Jun 2026

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

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

22 May 2026

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?

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

15 May 2026

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

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

8 May 2026

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

Frontier Models Eating All, SF's AI Dominance, Bitcoin Vegas Announcements

1 May 2026

0:00 May Day, hitting the road for College Basketball, and WE'RE BACK on schedule 2:20 Let's start with Vegas and Block's new Bitkey. Can it help against wrench attacks? 13:44 Tap to pay & NFC

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

14 Apr 2026

[0:00](https://www.youtube.com/live/7He8tdQ6gnk) Schedule changes and personal updates [1:50](https://www.youtube.com/live/7He8tdQ6gnk?t=110s) Hack-Nation AI Global Hackathon @ PB and Spiral’s

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

3 Apr 2026

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

Coinbase Mortgages, Privacy for AI and Payments, Lexe Launches

27 Mar 2026

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

18 Mar 2026

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

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

13 Mar 2026

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

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

7 Mar 2026

[0:00](https://www.youtube.com/live/xID5cFaXAu0) Presidio power outage almost cancels show & FSD catch-up [05:45](https://www.youtube.com/live/xID5cFaXAu0?t=345s) State of AI coding tools:

Meta Stablecoins Return, Open-Source Agents, OpenClaw Builder Meetup

28 Feb 2026

[0:00](https://www.youtube.com/live/NejxiHIBy_w) The Presidio Bitcoin Index [04:35](https://www.youtube.com/live/NejxiHIBy_w?t=275s) Haley’s raffle tool and the promise of vibe coding

OpenClaw joins OpenAI, Agent Wallets and Payments, Lightning vs Stablecoins for Agentic Commerce

20 Feb 2026

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

Y Combinator's USDC Move, Ori Agent Group Chats, OpenClaw Meetup

6 Feb 2026

[0:00](https://www.youtube.com/live/VdJj0sjKDiY) Sat tardiness fines [2:18](https://www.youtube.com/live/VdJj0sjKDiY?t=138s) OpenClaw meetup recap

Moltbot is Molting Again, Musk SpaceX and xAI Merger, Is Broader Crypto Dying?

30 Jan 2026

0:00 Accountants telling merchants to turn off bitcoin acceptance? Shoutout to Satoshi Pacioli. 6:14 What the guys won at the Presidio Bitcoin Awards Night. 9:42 Block moving to the ₿ symbol,

Unpacking Bitcoin's Underperformance, Vibecoding with Nostr, Prediction Markets

23 Jan 2026

0:00 DK is back in the studio, Hans Moravec's predictions, Deepmind hiring an AGI economist. 5:41 David Marcus and John Komkov's take on AI using and choosing Bitcoin. Google vs OpenAI. 10:17 BTC

Unveiling Flint, Michael Saylor on What Bitcoin Did, Comparing Bitcoin Treasuries

16 Jan 2026

[0:00](https://www.youtube.com/watch?v=gNoES_ygukM) Penalizing tardiness and the “pot” idea [2:30](https://www.youtube.com/watch?v=gNoES_ygukM&t=150s) Current vibe coding frustrations &

Amjad & Paul Graham notice MDK, What is BuckToken, Walmart sorta accepts Bitcoin

9 Jan 2026

0:00 Welcome to 2026! First bitcoin block, college basketball, mental resets & resolutions. 9:33 Strategies for reducing attention on algorithm-based platforms and even tools like Discord. 18:22

Our 2026 Predictions, Contentious Forks, Vibe Coding Community

19 Dec 2025

0:00 Does Max's Snoopy sweatshirt count as holiday flair? 3:00 Building timelocks in Bitcoin using vibe coding. 10:27 Is vibe coding secure enough for Bitcoin? If so, we have a ton of ideas! 19:08

Human Bitcoin Addresses, SHRINCS Post-Quantum Signatures, Bitcoin Gift Cards

12 Dec 2025

0:00 Celebrating our 50th episode a week late, Steve's travel to Iowa to watch basketball. 5:57 Generating ideas at PB & ₿uilder. Will Max actually build one using Gemini 3 or just befriend

Bitcoin in AI Models, Fold's Gift Cards, Bitkey Private Purchasing

5 Dec 2025

0:00 Changing of the seasons, visiting Japan, Green Tea, College basketball. 8:14 Prediction markets going mainstream. Gambling vs. investing and embracing life at the tails. 13:47 Steve and DK's

Did Quantum FUD Price, Bitcoin Merchant Community, Competing with Stripe

21 Nov 2025

0:00 This was (almost) our final show as we approach our one-year anniversary. 3:04 Spiral's wave 2 of merchant adoption 10:50 Organizing the incredible content and how to answer questions on

Bitcoin Acceptance on Square, Unpacking the Lava Drama, CashApp & Lightning Dollars

14 Nov 2025

0:00 It's good to be back to our regularly scheduled programming for the biggest week in Bitcoin. 3:16 Onboarding the 4 million Square merchants to Bitcoin. 8:01 Why Bitcoin payments could actually

Type I Summit Recap, Fusion to Terawatts, Bitcoin in Space & Ocean Power

7 Nov 2025

Live from the Type I Summit at Presidio Bitcoin! 00:00 Type I summit recap: bet the curves 03:35 Rethinking nuclear & fusion optimism 07:17 Terawatt-scale AI demand & the “psychopath”

17 Years Since the White Paper, BIP 444 Fork Announced, Square v Saylor's Bitcoin Approach

1 Nov 2025

0:00 Happy Halloween! (Sorry for the audio issue!) 3:02 Fixed the mics! Only two people responded to Satoshi in the first 24 hours! 6:32 Facts from the 2008 Bitcoin White Paper launch. Same date as

Strike's BTC-backed credit, Zcash if Bitcoin fails, Merchant adoption with Square

24 Oct 2025

0:00 Welcome to the Presidio Zcash Jam and our similarities to the View. 1:29 Silicon Valley doesn't know you can build on Bitcoin. 4:02 Latest from the ₿uilder Meetup at Presidio Bitcoin. 7:36

Signal Messenger using Bitcoin, Funding developers, Perspectives of Jack, Saylor & Elon

17 Oct 2025

0:00 Hiking, biking, and growing food in the blue skies of SF 4:52 Signal messaging adopting Bitcoin? History, Considerations, & Paths Forward. 14:55 How Signals journey shows the difference

Square's big release, Insatiable energy demand, Update from Berlin Conference

10 Oct 2025

0:00 Orange phones, orange signs. 1:30 Updates from Berlin Conference, experiences around Berlin, experiencing history. 8:19 Steve's presentation on Spark at BTC++ 10:35 Differences and interplay

Core v30's change, Miner centralization, Managing attention algorithms

26 Sep 2025

CHAPTER HIGHLIGHTS: 0:00 Why we changed the time this week, Open Source & Corporations, wearing suits. 7:40 OP\_Return, V30, and what is top of mind for the business-oriented community. 10:00

Why Silicon Valley misses Bitcoin, corporate adoption (Block vs Stripe), new builder tools

19 Sep 2025

[0:00](https://www.youtube.com/watch?v=n4G1syj-mxw) — Early hype and the payments mistake (2010–2013) [03:35](https://www.youtube.com/watch?v=n4G1syj-mxw&t=215s) — Who “gets” bitcoin?

Type 1 Energy Summit, The Billionaire Flippening, and iPhone 17’s Memory Upgrade

12 Sep 2025

In this episode, the crew explores the path to a Type 1 Civilization powered by Bitcoin, AI, and solar — and previews the upcoming Type 1 Summit at Presidio Bitcoin. They break down the Billionaire

Comparing L2 tradeoffs, Incentive structures in payments, Stablecoins on Spark

5 Sep 2025

0:00 DK is back in the studio next week! Swimming in cold water and using a wetsuit. 3:40 Breaking News: Spark announces Stablecoins on Bitcoin and unpacking who will win in the stablecoin

Google Cloud Universal Ledger, Tech Companies Posing Threats to Banks, AI Privacy

29 Aug 2025

00:00 Welcome to the Presidio Bitcoin Jam 02:12 ₿uilder Meetup #3 Recap 05:41 Designing better vibe-coding experiences 08:11 Why agents struggle with Lightning/Nostr integrations, the Lexe SDK

Bitchat's growing adoption, Future of stablecoins, Bitcoin lending

22 Aug 2025

0:00 Welcome to the Presidio Bitcoin Jam. 1:55 Bitchat, Bitechat, and submitting to the App Store. 8:38 Publishing free and open source applications. 15:15 Does this get us back to the Delete IP

Proto Mining announced, Google Play wallet hiccup, Stripe & Circle L1 chains

16 Aug 2025

0:00 Airports, Power Outages, Nik Bhatia at PB. 4:01 After 4.5 years of development, Block unveils the new Proto Mining Chip. 13:00 Proto's new open source mining fleet management software and

Bitcoin market & risks, KYC'd internet, AI and data energy updates

8 Aug 2025

0:00 Is bitcoin the pirates or the navy? 5:30 With in-kind transactions, is it attractive or worrying to put self-custody coins into the ETFs? 10:58 What happens if bitcoin payments don't take off

Unpacking Bitchat, MSTR Earnings, In-kind bitcoin ETF approval

1 Aug 2025

0:00 PBJ is just an extension of conversations around Presidio Bitcoin, which makes this show so fun for us every week. Updates on pull ups, bowling, and DK walking 25K steps a day. 7:35 Max's

MSTR/STRC Stablecoin Hypothesis, Vibe Coding with Goose, The Biggest Risk to Bitcoin

25 Jul 2025

[0:00](https://www.youtube.com/watch?v=uSU_0Hlv_yw) Music, running Baker Beach, pullups @ PB [7:09](https://www.youtube.com/watch?v=uSU_0Hlv_yw&t=431s) Matt's live vibe coding demo at Builder

Quantum Bitcoin Summit, AI and mining energy, reframing bitcoins performance

18 Jul 2025

0:00 Recapping the Quantum Bitcoin Summit at Presidio Bitcoin! 9:02 Is the 5-year quantum timeline too soon, or is it more like 15-20? 13:21 Quantum decisions that need to be made. 19:11 One

$100 million bitcoin VC raise, Skibidi experiment, Robinhood listing OpenAI

9 Jul 2025

0:00 Complexity research, dehydration, and road trips. 4:40 Bitcoin venture capital landscape and Ego Death's new $100 million fund. 12:12 What startups and products should be built. 17:25

₿uilder recap, Fannie Mae accepts BTC, rebuilding Android for AI

28 Jun 2025

0:00 Pull-up bars, hanging, & news from around Presidio Bitcoin. 5:45 Recapping the first ₿uilder meetup. What we learned if you want to replicate it in your city. 20:28 Bitcoin, stablecoins,

Stratum V2 and mining profitability, AI Agents, and ₿uilder expands!

20 Jun 2025

0:00 Max and Steve talk hoops. 5:50 The new design and product meetup, ₿uilder, expands! 12:30 Max orange pilling Silicon Valley: Saylor, Stablecoins, Bitcoin Network. 15:58 Design week at PB