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PBJ: Block Brings Bitcoin to x402, Open USD Enters the Race, Trump Renames AI

9/25/2026 · 101 min · transcript via mlx

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Key topics

— Podcast growth metrics and the decision to stay ad-free while remaining authentic and vulnerability-driven about audience development.

— X402 specification now officially supports Bitcoin and Lightning payments after Ben Carman from Spiral merged the PR this week; Block announced joining the X402 foundation.

— OpenUSD stablecoin and Open Standard announced with Zach Abrams (ex-Stripe) as CEO; five founding members (Coinbase, Visa, Mastercard, Stripe, Shopify) investing $1 billion for liquidity.

— Bitcoin and Lightning Network positioned as permissionless payment rails for autonomous agents; agents may adopt crypto payments more readily than humans due to rational incentives and lack of entrenched habits.

— Mesh LLM: peer-to-peer inference network enabling users to share compute resources and pay each other in Bitcoin automatically via Lightning wallets without needing to understand crypto.

— Risk that centralized platforms (Meta, Amazon Muse) could capture agent interfaces and lock in proprietary payment systems, limiting Bitcoin adoption despite technical permissionlessness.

Market & price signals

— None discussed.

Actionable insights

— Focus near-term efforts on agent adoption of Bitcoin and Lightning rather than consumer education; agents are hyper-rational, lack entrenched habits, and respond to permissionless infrastructure faster than humans.

— Pitch Lightning Network (not Bitcoin) to centralized platforms like Meta or X when negotiating OpenUSD adoption; emphasize that Lightning's distributed rails protect them from being captured by single payment processors like Stripe or Coinbase.

— Build and showcase concrete examples of open-source services interoperating with Bitcoin/Lightning now (Mesh LLM, domain registration, image generation, etc.) to demonstrate the "wild west" stack before centralized alternatives entrench themselves.

Episode sponsorships

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— No sponsorships in this episode.