Blockspace: AI & Bitcoin

Welcome back to The Blockspace Podcast! Strategy announced its 5 point capital plan today, which included the potential to sell up to $1.25B bitcoin – and STRC and MSTR surged on the news. Lygos Finance Francis Corvino breaks it down for us on today’s ...

In today's bonus episode, Project Eleven CEO Alex Pruden explains exactly what the White House's new Executive Order on Quantum Computing means for the government's migration to post-quantum cryptography, and how the executive order relates to Bitcoin....

Welcome back to The Blockspace Podcast! OpenAI dominated headlines today when it announced that it has developed an ASIC chip for AI inference with Broadcom called Jalapeno – and it’s already in use, going from design to tapeout in 9 months. For today’...

Welcome back to The Blockspace Podcast! The Federal Energy Regulatory Commission has finalized new guidance aimed at fast tracking data centers across the U.S.. The rules aren’t set-in-stone or enforceable yet, but the new guidance is the most signific...

Welcome back to The Blockspace Podcast! Applied Digital just closed a $1.59 billion senior secured note round to fund a 150 MW expansion at its Polaris Forge 1 site for CoreWeave. Plus, we welcome Tim Neimeyer, the president of the Illinois Bitcoin Cou...

Welcome back to The Blockspace Podcast! Reuters has reported that SpaceX’s IPO round could come in at $250 billion, a 3x oversubscription from the company’s planned $75 billion. Plus, Cormint CEO Jamie McAvity joins us to give an optimistic outlook on ...

Welcome back to The Blockspace Podcast! Markets are bleeding, and AI/semiconductor stocks are taking the brunt of the bloodletting, so we open today’s show with a quick stock update from emerging AI factories like $HUT, $IREN, and $KEEL. Plus, we cover...

Francis Corvinho of Lygos Finance and Kaan of Luxor join us to talk about the massive shift in Bitcoin mining economics, Michael Saylor's credit strategies, Zcash protocol bugs, and the Texas 4CP summer mining curtailments. We also break down the AI in...

Today, we review SpaceX’s prospectus on rockets and interplanetary life extraterrestrial data centers. Plus, IREN gets a nod from B Riley and Hut 8 is raising a lot of cash for its Beacon Point facility.

Janusz, former engineer at Electric Coin Company, joins us to talk about a potential Zcash soundness bug and the trade-offs of privacy versus auditability. Plus, Charlie and Will dive into Michael Saylor's STRC asset crash, IREN’s massive 800MW data ce...

Welcome back to The Blockspace Podcast! Bitcoin miner-turned AI stocks are ripping this week, led by $KEEL, $HUT, $HIVE, and $BTDR. We break down the moves in the sector and take a look at Berkshire Hathaway adding $10B to its $GOOG stake as the mag 7 ...

Welcome back to The Blockspace Podcast! Anthropic has filed for an IPO as the public markets race for frontier AI companies heats up. Plus, Strategy just sold bitcoin for the first time since 2022, and Lygos’ Francis Corvino joins to give his take on w...

Welcome back to The Blockspace Podcast! Today for our lead story, we cover the latest Nvidia chip smuggling crackdowns in Taiwan, and then we hop into an interview with Udi Wertheimer of Taproot Wizards to discuss the current state of Ethereum, and why...

Welcome back to The Blockspace Podcast! Today, Asher Genoot, CEO of Hut 8 joins us to talk about the company’s $9.8 billion deal for its Beacon Point AI data center in Texas. For news, we cover Robinhood launching access for AI trading agents, IREN’s $...

Welcome back to The Blockspace Podcast! For our top story today, Pope Leo’s latest encyclical – in which Leo likens AI to a modern, cyber Tower of Babel – gives us the Catholic Church’s official stance on AI. For interviews, Lygos Finance CEO Jay Patel...

Welcome back to The Blockspace Podcast! Today, we cover SpaceX’s highly anticipated IPO, which could value the company at $1.75-2 trillion and become the biggest IPO ever. Plus, how the FBI spun up a scam token to arrest pump and dumpers, and is Trump ...

Welcome back to The Blockspace Podcast! Today, we cover the latest in the Prime Trust bankruptcy saga, as the bankruptcy trust from Prime is suing Zap Solutions (Strike’s parent company) for nearly $150M in clawbacks. We also welcome Kush Bavaria of Or...

Welcome back to The Blockspace Podcast! Today, we cover the bombshell news that Iran is now accepting bitcoin for maritime insurance for tankers trapped in the Strait of Hormuz. Francis Corvino of Lygos Finance joins us to talk about why he believes th...

Welcome back to The Blockspace Podcast! Today for news, we cover IREN’s new $3B convertible note – the largest convert ever for a public bitcoin miner – Trump’s Q1 bitcoin equity buys, and the 90-day pause on zoning discussions for Hut 8’s proposed 500...

Welcome back to The Blockspace Podcast! For news, we break down why major pools like MARA and viaBTC are signaling support for the Great Consensus Cleanup (BIP 54), plus Q1 earnings recaps for MARA and Nebius. For guest segments, Lucas Krejci, CTO of B...

Welcome back to The Blockspace Podcast! Charlie and Colin cover a flurry of deals and quarterly earnings in the bitcoin miner-AI space. We break down IREN’s roadmap to 5 GW and their new Nvidia partnership, Hut 8’s $9.8B contract with an undisclosed hy...

Matt Prusak, of American Bitcoin joins us to talk about their aggressive growth strategy and why they are sticking to pure-play mining. Matt breaks down the 1,112% hashrate explosion at their Drumheller site and the move toward future-proof hydro cooli...

Paul Sztorc, Drivechain author and founder of LayerTwo Labs, joins us to talk about his decision to fork Bitcoin and why he believes the current path is “like the Titanic heading for an iceberg”. Also Tether proposing a merger of 21 Capital, Strike, an...