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 lending and housing finance

27:40 De minimis tax policy and the case for Bitcoin payments

31:27 STRC-backed stablecoins as regional savings products

37:10 Lexe’s launch and trusted-execution Lightning wallets

45:10 SDK design, experimentation, and the search for breakout use cases

52:46 Privacy limits in Base, Spark and stablecoin payments

01:02:20 Hong Kong’s decryption powers and the erosion of financial privacy

01:04:50 Stripe, open-source AI, and shifting infrastructure questions

01:12:52 Spiral’s AI criteria (low-level tools, protocols, and defensibility)

01:16:08 Peer-to-peer training networks and verifiable model provenance

01:20:13 Naming systems for agents and online resources

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SHOW NOTES:

Coinbase Mortgages: https://www.coinbase.com/blog/coinbase-powers-the-first-crypto-backed-conforming-mortgages-by-better

Lexe Launch: https://blog.lexe.app/public-launch/

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