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This episode is timely, but it’s not recent. I sat down with NVK a little over a month ago to chat about many things. Highlights below, but I figure you just want to jump in.
You get first dibs. For the next 2 hours, this episode is unlisted. Newsletter readers can watch it before it goes public.
Watch the episode
What we cover
The UTXO barbell. There are 21 quadrillion sats. Hard on-chain Bitcoin will never be for everybody. Most people will hold L2s, custodial Lightning, or paper Bitcoin.
Self-custody is “solved”. This topic is crazy to listen to from this time of recording, to now.
AI security. Coding agents should not have root access to your daily driver.
Quantum is time-machine math. Knowing the math is not the same as building the machine. Current qubits are still tiny, and a lot of the panic is bags plus researchers talking their book.
ARCA. Coinkite's upcoming tamper-proof box for seeds, passwords, SSH keys, and other secrets you should not leave with Apple or Google.
Bitcoin Culture: How’s the vibes in 2026 as someone who's been here 10+.
Quotes
If you cannot take responsibility over a seed, you shouldn't own real Bitcoin. Go buy some stock. You're going to end up losing your money.
We have time machine math. We have absolutely no clue how to make a time machine. That's where we are with quantum.
When you talk about computer security, you never take the side of the software behaving. You build the containers so they can't escape.
Links
Forward this to someone still yoloing agents on their main machine.
— Jacob
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