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Steve warns an eCash hard fork could create tax liabilities and operational burdens for businesses, posing a potential attack vector if replicated.
Steve notes Illinois enacted a 0.2% transfer tax on crypto assets, targeting third-party services, raising questions about its applicability to self-custody transfers.
Steve sees a major market opportunity for products that allow users to take Bitcoin-backed loans and seamlessly buy AI stocks like NVIDIA through integrated platforms like Cash App.
Steve contrasts Zcash's auditability crisis with Bitcoin's transparent supply, arguing Bitcoin cannot suffer the same fundamental inflation bug because anyone can audit the 21 million coin limit.
Steve predicts dynamic model selection will optimize AI costs by routing simple queries to cheap local models and complex tasks to frontier models, creating opportunities for open payment networks like Bitcoin.