Podcast
Blockspace: AI & Bitcoin
Hosted by Blockspace Media · EN
Bitcoin conversations from the deep end, covering markets, tech, compute, and culture from hosts Charlie Spears and Colin Harper. Three episodes per week, on all podcast players, Yahoo Finance, CoinDesk and more. Drop us a listen and review!
70episodes
Episodes
Newest firstAll episodes
SpaceX Bonds Tumble, How Saylor Can Save Strategy, and the 3 Archetypes of Anti-Data Center Activism
Today01:02:52Summary readyWelcome back to The Blockspace Podcast! Today, Thomas Braziel, a partner at 117 Partners, joins us to talk about how Strategy can salvage its capital structure given the ensuing crisis with STRC. We also dive into the brutal secondary market debut of SpaceX's $25 billion bond offering, which triggered unexpected paper losses for traders. Finally, we look at the latest Bitcoin hash rate indicators and debunk some of the wildest anti-data center FUD spreading across social media Facebook groups. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30
SummaryHive’s Boden AI Deal / $100M Note and Galaxy Wins Approval for McGregor AI Site
Yesterday01:14:41Summary readyWelcome back to The Blockspace Podcast! Today for news, we cover HIVE’s LOI with an “investment-grade Swedish tech company” to serve as tenant for its 32 MW data center in Bode, Sweden, as well as the company’s $100M convertible note sale, and Galaxy Digital’s winning local council approval for a new AI data center in McGregor, Texas. For interviews, Gwart joins us to discuss Strategy (MSTR) and crypto’s identity/existential crisis, and Alejandro De La Torre, the founder of DMND Pool, speaks to the news that DMND has mined the first fully-compatible Stratum V2 Bitcoin block. Finally, we take a look at Strategy’s capital stack and convertible note put schedule in light of STRC and MSTR continuing their historic selloffs. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30
SummaryOpenAI’s Jalapeno AI Chip, SpaceX’s $25B Debt Raise, and is STRC Breaking?
2d ago01:00:14Summary readyWelcome 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’s interview, The Smarter Web Company’s Head of Bitcoin Strategy, Jesse Myers, explains why Strategy’s STRC is trading below its $100 target and why he believes it’s not time to panic. For other news, we cover SpaceX’s $25 billion debt raise – which saw $89 billion in interest – IREN’s tax abatement troubles for an OK data center, and CoreWeave’s latest deployment in Sweden. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30
SummarySpaceX’s $20B Bond, Trump’s Quantum Executive Order, CRWV and NBIS Join the Nasdaq 100
3d ago01:01:08Summary readyWelcome back to The Blockspace Podcast! Today, Alex Pruden, CEO of Project 11 joins us to talk about the White House's latest executive orders on quantum computing. We dive into how these directives impact cybersecurity, the digital asset landscape, and the ongoing efforts to make Bitcoin quantum-resistant. Plus, hosts Colin Harper and Charlie Spears break down SpaceX's $20B bond sale, its new AI deal with Reflections AI, a global data center pact signed by 41 mayors, and Nebius and CoreWeave joining the Nasdaq 100. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30
SummaryHow the US Plans to Fast Track Data Centers, STRC Depegs from $100, Hive Signs $220M AI Deal
1w ago01:18:56Summary readyWelcome 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 significant regulatory action yet by the agency in the age of AI. For other news, we cover Hive’s new $220 million AI contract and its pending acquisition of a 32 MW data center in Boden. Sweden. For interviews, we welcome Anchor Watch CEO Rob Hamilton to discuss why Strategy’s STRC has fallen 10% over the last month from its targeted $100 price, and Bitcoin developer Hunter Beast joins us to discuss the latest in solutions for Bitcoin’s quantum computing threat. And finally. Luxor Head of Derivatives Matt Williams hops on to explain why AI data centers require a greater degree of hedging than bitcoin miners, and why the most recent round of GPU compute futures are solving for the wrong thing. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30
SummaryApplied’s $1.59B Raise, Illinois’s Bitcoin Transaction Tax, Why SaaS Bonds May Be in Trouble
1w ago00:48:29Summary readyWelcome 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 Council, to discuss a new Illinois law that taxes every bitcoin brokerage transaction at 0.2%. For other news, we cover Moody’s Marc Pinto’s comments on Bloomberg TV that AI could spell danger of software-as-a-service company private credit, as borrowers may start to worry about eroding SaaS motes in the age of AI; plus, a story from Data Center Dynamics on supply chain risks for data center construction firms, and why California’s grid has more problems to worry about than awarding 1.5% of utilities budget to LGBTQ companies. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30
SummarySpaceX Acquires Cursor for $60B, Nvidia Closes $25B Debt Raise, Cipher Hires Former ERCOT Director
1w ago01:01:58Summary readyWelcome back to The Blockspace Podcast! SpaceX (SPCX) just won’t stop. The stock is up 50% from its IPO price, and it also just acquired AI coding startup Cursor for $60 billion in an all-stock transaction. For other news, Nvidia just closed a $25 billion senior unsecured note sale, which it upsized from an original $20 billion after seeing $85 billion in demand, and Cipher Digital has hired former ERCOT director Bill Blevins as the hunt for available power capacity heats up. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30
SummaryWhy Anthropic Axed Mythos/Fable 5, IREN Seals 490MW Nostrum Acquisition, EPA Won’t Regulate Data Centers
2w ago00:59:52Summary readyWelcome back to The Blockspace Podcast! Anthropic and Uncle Sam are trading blows again, with the frontier LLM company pulling its recently released Mythos / Fable 5 model after whistleblowers said the model’s guardrails were bypassed. Lygos Finance’s CEO Jay Patel joins us for his reaction to the news and the market rally with a reported, imminent peace deal coming for the Iran War this week. For other news, we cover IREN’s closing its acquisition of Nostrum, which will give it a 490 MW foothold in Spain for AI data center development, and the EPA’s stance that it won’t regulate AI data centers. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30
SummaryInside TeraWulf's Lake Mariner Data Center Construction: "They're Working Around the Clock"
2w ago00:29:44Summary readyWelcome back to The Blockspace Podcast! For today's bonus show, we have an interview with Rich Miller, the founder of Data Center Richness and a seasoned data center journalist with decades of experience under his belt. Miller shares his views on how much the data center industry has changed in the age of AI, and he also gives his takeaways from a recent tour of TeraWulf's Lake Mariner AI facility. Check out DIMetrics: https://www.dimetrics.ai/thesis Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
SummarySpaceX’s $2T IPO by the Numbers and Anthropic’s 1 GW Search for Capacity
2w ago01:13:49Summary readyWelcome back to The Blockspace Podcast! SpaceX’s historic IPO came and went today, marking a day of firsts that saw the company close the largest IPO ever at a $2 trillion valuation, making its founder Elon Musk the world’s first trillionaire. Nakamoto’s Brandon Bailey joins us to discuss the IPO and the current state of the AI stock market and bitcoin, plus his project Dimetrics, a Bloomberg-esque terminal for the data center space. In other big news, Anthropic has reportedly entered into 12 letters of intent to rent 1 GW+ of data center space for its first-ever self-owned GPU clusters. Check out DI Metrics: https://www.dimetrics.ai/thesis Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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