Charlie and Will break down the crash of Michael Saylor’s STRC, IREN's massive 800MW deal in Australia, a critical Zcash soundness bug, Google’s massive $80B equity raise for AI, and why Joe Wiesenthal calls this the coldest crypto winter ever.

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 center agreement in Australia, Google's unprecedented $80B equity upsize for AI infrastructure, and why the Texas grid is moving away from the 4CP mechanism.

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Notes:

* Saylor's STRC credit dropped 5% to $94.

* IREN’s total power pipeline exceeds 5GW.

* Zcash Orchard pool holds 4.5M locked tokens.

Timestamps:

00:00 Start

02:07 STRC down bad

05:03 IREN back to the AUS

13:37 Zcash bug with Janusz

28:20 Google upsizes deal

31:50 Jeff Park tweet

41:15 Joe Weisenthal thread

46:56 ERCOT & 4CP

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. Download here: https://megawattreport.com/

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