Cash App and Coinbase Are Changing Lightning’s Growth Trajectory

Show Notes

Lightning’s usage is shifting fast. In this clip, PBJ breaks down why Lightning can increase demand for Bitcoin block space, how channel balance and rebalancing really work, and why the latest River data points to a surge in larger payments, driven in part by exchange withdrawals to self-custody via Cash App and Coinbase. They close with what the growth math implies and why agent payments could change the trajectory again. Timestamps 0:00 Lightning skepticism from both sides 05:20 Why exchanges force rebalancing and on-chain activity 09:15 Why Lightning metrics are hard, and what River measured 11:17 Explaining the jump in average payment size 17:35 Projecting growth, Visa comparisons, and agents River report: https://river.com/content/bitcoin-adoption-2025 🎧 From the PBJ podcast recorded at 📍Presidio Bitcoin 🔗 Full episode: https://youtube.com/live/NejxiHIBy_w?feature=share 🌐 Learn more: https://www.presidiobitcoin.org/