AI Agents Are Using Bitcoin… Why Treasuries Are Preparing Now

Are AI agents already using Bitcoin?

In this special roundtable, we dive into how Bitcoin treasury companies are building on the Lightning Network, and why AI-driven payments could be the next major catalyst for adoption.

Joined by Freddie New (CEO of B-HODL & Chief Policy Officer at Bitcoin Policy UK), Shone Anstey (Founder & CEO of LQWD Technologies), Dave Lund (CEO of Flowrate), and co-host Tyler Rowe (Bitcointreasuries.net), we explore how companies are generating Bitcoin-native yield and preparing for a future where machines transact autonomously.

⚡ Topics covered:

- How Bitcoin treasury companies earn yield on Lightning

- Why AI agents are already using Bitcoin for payments

- Lightning Network as infrastructure for machine-to-machine transactions

- Are traditional metrics like mNAV outdated?

- The future of Bitcoin Treasury 2.0

- Stablecoins vs Bitcoin on Lightning

- Risks, scaling, and the evolution of the network

💡 If AI agents need money, what will they choose? This conversation explores why Bitcoin, specifically Lightning, may become the default financial layer for the machine economy.

🔗 Follow the guests:

Freddie New: https://x.com/freddynew

Shone Anstey: https://x.com/shoneanstey

Dave Lund: https://x.com/DaveLund_

Tyler Rowe: https://x.com/TylerCompiler

🌐 Explore the companies building on Lightning:

B-HODL: https://bhodl.com

LQWD Technologies: https://lqwdtech.com

📊 Track Bitcoin treasury companies: https://bitcointreasuries.net

00:00 Bitcoin Treasury Companies Are Moving Into Lightning

05:31 Why “Putting Bitcoin to Work” Matters

09:01 LQWD’s Origin: A Public Bitcoin Treasury Built for Lightning

12:12 BHODL’s Strategy: Bitcoin Yield Through Lightning Nodes

16:13 Bitcoin as the Internet’s Missing Trust Protocol

21:32 How Much Yield Can Bitcoin Treasury Companies Earn on Lightning?

24:55 How Treasury Companies Allocate Bitcoin Into Lightning

36:37 Is mNAV the Wrong Way to Value Lightning Treasury Companies?

40:59 Could Lightning Create New Bitcoin Bond Markets?

44:47 AI Agents Could Drive Massive Lightning Network Growth

49:12 Stablecoins on Lightning: Threat or Adoption Catalyst?

57:03 Why Lightning Infrastructure Could Scale Bitcoin to 8 Billion People

01:01:50 Bear Market Survival: Which Bitcoin Treasury Companies Will Last?

01:08:06 Does Lightning Become Too Centralized as Companies Scale?

01:15:45 How Bitcoin and Lightning Could Change Emerging Markets

Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81

DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.

Thank you for listening!

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