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