EPISODE · Jan 5, 2026 · 41 MIN
The Blockspace Pod: Our Predictions For 2026
from CoinDesk Podcast Network · host CoinDesk
Charlie and Colin drop their 6 major predictions for 2026. From a silver supply shock and Bitcoin hash rate stagnation to the rise of prediction markets and AI data center delays. Find out why big banks are entering Bitcoin lending and why the internet is about to get fake. Charlie and Colin join us to talk about the major plot beats for 2026. They cover the looming silver supply deficit, why Bitcoin hash rate might see its slowest growth years, and the supply chain breaks threatening AI data centers. Plus, they discuss the "538 moment" for prediction markets, big banks launching Bitcoin lending, and the AI content takeover. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Silver up 140% over the past year. * Gold up roughly 65% over the year. * 580M oz silver deficit from 2010-2015. * Poly Market had $21.5B volume last year. * 2025 Hash rate increased by 32%. * AI Data centers need 1.5 tons of silver. Timestamps: 00:00 Start 02:44 Silver & Gold 09:53 Prediction Markets 17:45 Bitcoin Hashprice Falls 22:55 AI Bubble 27:01 Bitcoin Lending 33:01 AI Slop - 👋The Blockspace Pod is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? [email protected]
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The Blockspace Pod: Our Predictions For 2026
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