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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)