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

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