Blockspace: AI & Bitcoin

Iran’s Hormuz Safe BTC Insurance, Prime Trust’s Swan Lawsuit, Hive’s 320 MW AI Data Center

Mon, 18 May 2026 19:00:00 +0000

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 this is the greatest threat to the Bitcoin network yet, plus his takes on STRC, SATA, and “digital credit.”. We also break down the lawsuit where the Prime Trust Bankruptcy Trust is seeking to claw back nearly $1 billion from Swan Bitcoin, as well as similar clawbacks from Circle, Strike parent company Zap, and Huobi. We also look into the public backlash surrounding a proposed 9-gigawatt data center in Utah, IREN’s acquisition of Awaken Media, and Hive's 320 MW AI data center in Canada.

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

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👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

IREN’s $3B Note, CME Compute Futures, Mike Alfred’s Stock Picks, Trump’s Q1 Bitcoin Equities

Fri, 15 May 2026 19:55:00 +0000

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 MW data center in Logan County, Illinois. Plus, Mike Alfred of Alpine Fox Hedge Fund joins us to discuss his top stock picks for AI, and Kush Bavaria of Ornn jumps on to discuss how Ornn is providing an H100 index for the CME’s new AI compute futures – and his thoughts on the future of these incipient compute futures markets. Mike San Miguel of Luxor also joins us to discuss the latest in GPU markets and AI ASICs, and pseudonymous user Soup explains how he used Claude and $15 in tokens to spin up 3.5 trillion passwords to crack his long-lost bitcoin wallet.

👉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.

MARA’s Q1 Earnings, Nebius’ Blowout Q1, the $1,000 Bull Case for MSTR

Wed, 13 May 2026 21:00:00 +0000

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 Brains, joins us to talk about the new Stratum V2 working group with Block, MARA, Foundry, Antpool, and other leading bitcoin mining firms. Pio Vincenzo also joins to give his bull case for Strategy – including why the company selling bitcoin is not what people think – and Mezo’s Yogi hops on to give a breakdown for why Spirit Airlines bit the dust.

👉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.

IREN’s $2.3B Note Offering, STRC Comes to DeFi, KEEL’s Q1 2026 Earnings

Mon, 11 May 2026 19:00:00 +0000

Welcome back to The Blockspace Podcast! Today, Jay Patel, CEO of Lygos Finance, joins us to talk about the emerging trend of Strategy’s STRC derivatives in DeFi. We also break down IREN’s new $2.3B convertible notes offering, BitGo CEO Mike Belshe’s take on quantum computing threats and Project 11’s new research paper on the topic, KEEL’s Q1 2026 results, and why Morgan Stanley’s Bitcoin ETF saw zero outflows in its first month.

👉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.

IREN’s Nvidia Partnership and 5 GW Plan, Hut 8’s $9.7B Hyperscaler Deal, Strategy May Sell BTC to Own the Short Sellers

Fri, 08 May 2026 20:00:00 +0000

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 hyperscaler, and Cipher Digital coming out with its 3rd AI data center deal but with undisclosed details. We also sit down with Lygos’ COO Francis Corvino to address the news that Strategy may sell bitcoin in the future and review Luxor’s April hashrate lookback series with Kaan Farahani. Plus, quarterly results from $IREN, $HUT, $WULF, $CORZ, and $CIFR.

👉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.

The Last Pure-Play Bitcoin Miner

Thu, 07 May 2026 09:21:00 +0000

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 cooling. We discuss the synergy with Hut 8, the global hunt for megawatts, and why American Bitcoin is ignoring the industry-wide pivot to AI. Learn how they’ve accumulated over 7,000 BTC and are positioning themselves as the top category leader for Bitcoin in the United States.

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👉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.

How to Build an AI Data Center from Scratch

Tue, 05 May 2026 10:01:00 +0000

Taylor Monnig, CTO of CleanSpark joins us to talk about the company's transition from Bitcoin mining into high-performance computing and AI. He explains the engineering shift from "surviving" in the mining space to "thriving" in AI data centers, the strategic value of the 250MW Sandersville site, and the decision to focus on infrastructure over cloud services. Taylor shares insights on the massive networking requirements of AI and the future of edge computing.

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👉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.

Tether’s $XXI merger, Paul Sztorc is forking BTC, and $MARA buys a gas plantr & $XXI merger, Paul Sztorc forking Bitcoin, $MARA

Fri, 01 May 2026 19:25:02 +0000

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, and Elektron to create a "super soldier chimera" of public Bitcoin companies known as $XXI. Finally, we break down the massive news from MARA regarding their $1.5 billion purchase of a massive gas plant to fuel their mining operations.

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👉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.

Whatsminer Firmware is Finally Here, Bitcoin Vegas Recap w/ BTC Inc’s Brandon Green, DeFi is in Shambles

Wed, 29 Apr 2026 18:57:59 +0000

Welcome back to The Blockspace Podcast! Today, Ethan Vera, COO of Luxor Technology; Jay Patel, CEO of Ligo Finance; and Brandon Green, CEO of BTC Inc, join us live from Bitcoin Vegas! Ethan Vera breaks down Luxor’s new Whatsminer firmware release and MicroBT’s strategic investment in Luxor, and Jay Patel recaps the aftershock from the $292M Kelp DAO attack and the DeFi United alliance’s attempt to salvage the situation. Plus, Brandon Green gives us his thoughts on the Bitcoin Vegas conference and why BTC Inc. is coming home to Nashville for next year’s conference.

👉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.

Tether Freezes $344 million, OnRamp Finance Launch, and DPRK Crypto Hacks

Fri, 24 Apr 2026 19:31:21 +0000

Michael Tangen, CEO of OnRamp Finance, and Taylor Monahan join us to talk about Bitcoin-native financial services and the cascading fallout of the Kelp DAO attack. The team breaks down the massive $344 million Tether freeze on Tron, the controversial 15-bit quantum key breakthrough, and the wild story of an Army Green Beret caught insider trading on Polymarket. From hash rate updates and Bitcoin mining economics to Donald Trump’s latest Mar-a-Lago meme coin gala, we cover the biggest stories moving the needle in the crypto industry today.

👉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.

Finding Satoshi Documentary, Justin Sun Sues World Liberty Financial, CORZ Opens $3.3B Raise

Thu, 23 Apr 2026 03:44:00 +0000

Welcome back to Block Space Live! Today, William Cohan and Tyler Maroney of the Finding Satoshi documentary join us to talk about their years-long search for Bitcoin’s creator. We also dive into the wild crypto extortion scheme that scammers are waging against unwitting tanker crews in the Strait of Hormuz, and we break down the explosive lawsuit between Justin Sun and the Trump-linked World Liberty Financial. Plus, Core Scientific’s massive $3.3 billion raise, and how Bitget and Republic are bringing SpaceX investment to crypto rails before Musk’s company even goes public.

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Notes:

• Core Scientific to raise $3.3 billion via senior notes.

• Justin Sun's $45M WLFI investment allegedly worth $766M before it was frozen.

• Hormuz toll trolls: scammers trick Indian oil tanker crew into paying fake crypto toll

• Reuters: 20,000 seafarers currently in the Gulf.

• Finding Satoshi documentary 6 years in the making

• Bitget, Republic partner to list “mirror token” for pre-IPO SpaceX stock

Timestamps:

00:00 Start

02:22 Softwar Thesis is back baby!

09:16 Hormuz crypto scam

15:57 Justin Sun Sues WLFI

24:11 Finding Satoshi

41:44 CORZ $3.3B note

48:11 Bitget SpaceX IPO

👉CleanSpark

CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.

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DeFi’s $13B Exodus, OPNEXT 2026 Recap, NYDIG Eyes Alcoa Plant for BTC Mining

Mon, 20 Apr 2026 20:59:00 +0000

Jay Patel, the CEO of Lygos Finance, and Aydin Kilic, CEO of HIVE Digital, join us to respectively discuss risk in crypto credit markets and Hive’s latest $100M senior note. For news, we break down the $293 million Kelp DAO hack by the Lazarus Group and the $13 billion ripple effect this had on other DeFi platforms like Aave. Plus, we give a recap of one of the most salient talks at Blockspace’s OPNEXT conference and break down NYDIG’s incipient deal to purchase an aluminum smelting site from Alcoa that has been dormant since 2014.

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Notes:

• $13.8 billion unwound from DeFi in 48 hours.

• Kelp DAO exploit led to $293 million loss.

• Aave protocol facing $195 million in bad debt.

• Bitcoin rallied back above the $75,000 level.

• NYDIG eyes Alcoa smelting site for BTC mining

Timestamps

00:00 Start

03:26 DeFi is NOT ok

13:58 Jay Patel, Lygos Finance

34:31 Aydin Kilic, HIVE

58:46 OPNEXT recap

1:11:33 NYDIG to buy defunct aluminium smelter

1:14:09 Strategy buying more BTC

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Justin Sun vs. Trump, Blackrock’s BTC Income ETF, and Why AI Trading Agents Aren’t That Good (Yet)

Mon, 13 Apr 2026 20:22:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Zack Pokorny from Galaxy Digital joins us to talk about AI crypto trading agents – specifically, why they aren’t ready for the big time just yet. We also dive into the evolving beef between World Liberty Financial and Tron’s Justin Sun following WLFI’s $75 million loan from a Dolomite lending pool. Plus, we cover Blackrock’s new bitcoin income ETF, discuss Circle’s refusal to freeze $270 million from the Lazarus Group Drift hack, and analyze last week’s $1.1 billion ETF inflow, the largest for crypto since January.

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Notes:

• WLFI treasury borrows $75M on Dolomite.

• Blackrock files for Bitcoin Income ETF.

• Trump family scrubbed from WLFI team member page.

• ETF inflows clock largest volume since January.

• Circle refuses to freeze Drift hack funds.

Timestamps:

00:00 Start

04:03 WLFI... umm WFT?

19:11 BITA covered call income

27:19 AI Agent & blockchains: a reality check

42:05 Circle & teken freezing

55:13 Coinshares high inflows

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Bitcoin is Already Quantum Resistant?! Plus, Inside Iran’s $3B BTC Economy, and U.S. States Are Banning AI Data Centers

Fri, 10 Apr 2026 19:29:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to Block Space Live! Today, Luxor’s Kaan Farahani Luxor and MIT DCI Director Neha Narula join us to respectively discuss the wild volatility of Bitcoin mining in Q1 and the question of Bitcoin’s quantum resistance. For news, explore a new stop-gap quantum-safe transaction fix that avoids soft forks, map out the states placing moratoriums on AI data center builds, and discuss the geopolitical shift of Iran accepting bitcoin for oil export tolls. We also break down reports of a buyer interest in Gemini’s defunct UK and European business arms and Nakamoto’s reverse stock split.

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Notes:

* New quantum proposal costs ~$200 per transaction

* Compute time takes roughly 6 hours

* March difficulty drop ranked 10th at 7.76%

* February saw 11.16% difficulty drop

* Maine bans data centers >20MW until 2027

* Buyer interested in Gemini’s shuttered UK/EU exchange businesses

*NAKA seeks 1-for-20 or 1-for-50 reverse stock split

Timestamps:

00:00 Start

02:42 Hashrate Index Update

05:04 Quantum proposal-palooza

15:54 Kaan Farahani

32:42 Neha Narula

48:39 Datacenter Bans

1:02:25 Gemini

1:06:59 NAKA scramble to remain on Nasdaq

1:13:59 Iran & Bitcoin

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Iran Taxes Oil Tankers in BTC, Morgan Stanley Launches BTC ETF, the NYT Hunts for Satoshi

Wed, 08 Apr 2026 19:22:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Antoine Poinsot of Chaincode Labs joins us to discuss how the Great Consensus Cleanup addresses poison block attacks (among many things), and Lygos Finance CEO Jay Patel gives a breakdown of the current state of private credit markets. For news, we cover Iran demanding bitcoin tolls for tankers to navigate the Strait of Hormuz during the Iran War’s two week ceasefire, Morgan Stanley becoming the first US bank to offer a Bitcoin ETF, and Bitdeer’s new ASIC. Plus, we take to task the New York Times' latest claim that Adam Back is Satoshi Nakamoto.

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Notes:

- Iran demands $1 in BTC toll per oil barrel.

- A supertanker toll would be $2 million in BTC.

- Morgan Stanley ETF fees half of BlackRock's.

- Oracle credit default swaps at 2008 levels.

- Bitdeer launches SEALMINER A4, with hydro model at sub 10 J/TH

Timestamps:

00:00 Start

03:33 Antoine Poinsot: Poison blocks demo

15:47 Iran wants Bitcoin

34:18 Morgan Stanley Bitcoin ETF

42:16 Jay Patel

1:03:06 Bitdeer ASIC

1:15:10 NYT thinks Adam Back is Satoshi

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Why Bitfarms Rebranded to Keel, and What This Means for Its AI Plans w/ Ben Gagnon

Tue, 07 Apr 2026 05:00:00 +0000

⁠Get your tickets to OPNEXT 2026 before prices increase!⁠ Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! For today’s bonus episode, Ben Gagnon, CEO of Keel Infrastructure, joins us to talk about the company's rebranding from Bitfarms and its transition from bitcoin mining to AI and HPC infrastructure. We dive into the complexities of re-domiciling from Canada to the U.S., Keel’s decision to liquidate its bitcoin holdings throughout 2026, and how the company is securing power permits in high-barrier markets like Pennsylvania and Washington.

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Notes:

• Rebrand from Bitfarms to Keel Infrastructure.

• Re-domiciled from Canada to the United States.

• Keel plans to liquidate 2,400 Bitcoin holdings.

• Sitting on over $500 million in total liquidity.

• Target Bitcoin mining capacity of 4-5 EH/s post-AI transition.

• Only the fifth Canadian company in 15 years to re-domicile to US.

Timestamps:

00:00 Start

01:24 Bitfarms is now Keel

03:41 Rebranding headaches

08:39 Changes to operations?

10:39 Bitcoin treasury sale

14:17 Panther Creek, Sharon & Moses Lake

21:10 Waste coal power plants

23:07 Deal timeline?

24:28 Any hybrid site plans?

26:25 Regulatory roadblocks?

28:13 Operational transition plan

32:16 Private equity redemption limitations

39:29 Financing for Keel

41:25 Final thoughts

👉⁠CleanSpark⁠

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Matt Odell on OpenSats’ 17th Grant, $270M Drift Hack, Charles Schwab Eyes BTC Trading

Mon, 06 Apr 2026 18:55:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Matt Odell, Co-founder of OpenSats, joins us to talk about their 17th wave of grants and the importance of funding open-source Bitcoin privacy projects, and Spiral bitcoin developer Ben Carman hops on to explain why the longest running Bitdevs meetup is taking a break. We also dive into the $270M Drift Protocol exploit and the sophisticated social engineering tactics used by North Korean hackers. Plus, we cover Charles Schwab launching Bitcoin trading, the first investment bank rating for Keel Infrastructure (formerly Bitfarms), and how a solo miner secured a $250,000 block reward.

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Notes:

- Drift Protocol lost $270M in a painstaking hack.

- OpenSats has distributed over $33M in grants from ~10,000 donors

- OpenSats grants ~$1M in Bitcoin every month.

- Solo miner earned $250,000 for a single block.

- Charles Schwab to offer spot BTC and ETH trading in H1 2026

Timestamps:

00:00 Start

02:32 Strait of Hormuz: A Citrini Field Trip

06:33 Drift Protocol (SOL) Hack

15:15 Matt Odell: OpenSats 7th wave of grants

32:45 Ben Carman: Austin BitDevs go bye bye

48:09 Bitfarms becomes Keel

54:38 Charles Schwab opens BTC trading

59:11 Solo miner wins block

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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MARA’s 15% Layoffs, CleanSpark’s Bitcoin Bond, Google’s Quantum Computing Bitcoin Break

Fri, 03 Apr 2026 19:50:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Alex Pruden (Project 11) joins us to discuss Google and Oratomic’s research papers on the risks quantum computing poses to Bitcoin. We discuss Mara’s recent 15% workforce reduction amid their strategic pivot toward AI. Jamie Gill (Luxor) hops on to break down Luxor’s new fleet management software, Commander. We also cover CleanSpark’s Moody’s rated bitcoin bond and Riot’s bitcoin selling in Q1.

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Notes:

• Mara laid off 15% of its workforce this week.

• Hash price is puttering around $30/PH/day.

• CleanSpark issues $100M bitcoin-bonds rated by Moody’s.

• 7 of the last 11 difficulty moves were negative.

• Quantum papers demonstrate hypothetical attacks on Bitcoin

Timestamps:

00:00 Start

02:43 Difficulty Report by Hashrate Index

08:40 MARA layoff

16:41 Jamie Gill, Luxor

32:50 Bitcoin backed bond

48:07 Alex Pruden, Project Eleven

1:18:13 RIOT sells BTC

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Google's Quantum Bitcoin, Fold credit card, and Bitcoin Volatility Index

Wed, 01 Apr 2026 20:37:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Will Reeves (CEO of Fold), Brian Harrington (Bitcoin expert), and Cole Kenneally (CEO of Volmex Finance) join us to talk about the intersection of quantum computing and blockchain security, the launch of the Fold Bitcoin credit card, and the emergence of institutional-grade volatility indices. We also break down Nokia’s massive $166 million loss in the crypto treasury landscape and how the circular economy is taking root in Orange County. Tune in to stay ahead of the next wave of Bitcoin personal finance and market trends.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

• Google paper details quantum risk timeline

• Bitcoin Volatility Index BVIV.

• Will Reeves on Fold’s Bitcoin credit card launch.

Timestamps:

00:00 Start

03:00 Oracle layoffs

06:06 Google quantum threat

15:56 Brian Harrington

27:58 Will Reeves

50:25 Nakamoto

1:00:46 Cole Kennelly

1:15:21 Coinshares listing

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Marty Bent on Crypto Laws, Jameson Lopp on AI Agent Safety, Bitdeer’s 180 MW AI Site

Mon, 30 Mar 2026 20:20:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Marty Bent joins us to talk about the legislative "horse trading" behind-the-scenes with the PARITY and CLARITY Acts and why Bitcoin de minimis tax exemptions are being sidelined for stablecoins. Plus, Jameson Lopp breaks down the creeping influence of AI agents on our digital security, and Alex Pruden of Project Eleven touches on the looming technical challenge of quantum computing on Bitcoin’s cryptography. We also cover Bitdeer’s 180MW AI expansion in Norway, Elizabeth Warren's latest attacks on Bitmain, and how Cash App is enabling default Bitcoin payments for millions of US merchants.

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Notes:

* Bitdeer targeting Dec 2026 for 180MW Norway AI data center.

* 55.62% of Bitcoin holders are currently in profit.

* BTC Realized losses are the worst since 2023.

* Cash App enables BTC payments for millions.

* PARITY Act draft excludes BTC tax exemptions.

* Operation Red Sunset: fact or fiction?

Timestamps:

00:00 Start

03:10 Square terminals accept Bitcoin by default

07:17 BTC holders in loss

13:43 Marty Bent

31:19 Jameson Lopp

50:18 Alex Pruden

1:05:12 Bitdeer building AI data center Norway

1:10:45 Warren targets Bitmain as security threat

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Hut 8 AI Update, Crypto-Backed Mortgages, MARA Sells $1.1B BTC

Fri, 27 Mar 2026 20:59:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Hut 8 CEO Asher Genoot, Luxor Head of Financial Services Matt Williams, and Bitcoin Policy Institute Head of Government Affairs Ken Egan join us to respectively talk about the latest in Hut 8’s AI expansion, the regulatory battle over stablecoin rewards in the CLARITY Act, and Luxor’s new energy and financing offerings for AI operators. Plus, for news, we dive deep into why Marathon Digital is selling BTC to retire debt, how Coinbase and Better Homes and Finance secured a historic mortgage win with Fannie Mae-approved crypto-backed home loans, and why markets are backsliding going into the weekend.

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Notes:

* Next difficulty adjustment expected at +4.5%.

* MARA sold 15,133 BTC ($1.1B) to retire $1B in debt.

* Fannie Mae rubberstamps crypto-backed mortgages from Coinbase/Better Homes.

* CLARITY Act nearing finish line

Timestamps:

00:00 Start

01:19 Difficulty Report by Hashrate Index

04:58 CLARITY Act update

31:39 Asher Genoot, HUT8

44:49 Matt Williams, Luxor

1:01:07 MARA selling BTC

1:22:13 Market update = bad :(

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Tether's Big Four Audit, Blue Owl's Private Credit Risk, and a New Bitcoin Client?

Wed, 25 Mar 2026 20:49:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Jay Patel, Founder of Lygos Finance, joins us to talk about tremors in private credit markets and how they might affect bitcoin-backed credit markets, and Blockspace podcaster Gwart hops on to discuss crypto’s year of soul-searching. We also dive into Tether’s first-ever audit, why the banks beat crypto in the latest draft of the CLARITY Act, and the emergence of a new Bitcoin client. Finally, we break down the incredible story of the unlikely hiding place for an Irish Drug dealer’s bitcoin stash.

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Notes:

• Tether seeks first Big Four audit vs Circle.

• Banks beat crypto in CLARITY Act.

• Irish authorities seized 500 BTC from dealer.

• Private credit faces risks as Blue Owl, others alter redemptions.

• New Bitcoin client makes the “conservative case” for BTC

Timestamps:

00:00 Start

02:35 Tether audit

16:30 CLARITY Act update

28:44 Gwart

47:07 Jay Patel from Lygos on Private Credit

1:02:18 New Bitcoin software client

1:12:10 Irish weed dealer's BTC gets seized

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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The Fed vs. Iran vs. BTC, Layoffs Sweep Crypto, Strategy’s $44 Billion Stock Offering

Mon, 23 Mar 2026 21:12:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, we check the market’s pulse as risk-on assets rally following a postponement in US strikes on Iran, and we look into the data that is making the Fed hawkish and what that means for bitcoin. Plus, Ryan Gentry, CEO of Bitcoin Infrastructure Corp, joins us to talk about the evolution of agentic payments with the Lightning Network. We also break the latest sweep of layoffs in the crypto sector; Strategy’s stock offerings for $21 billion in MSTR, $21 billion in STRC, and $2.1 billion in STRKl; and Marathon’s entrance into the AI software landscape.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Bitcoin popped back above $70,000.

* Gold touched $4,100/oz after a 10% weekly drop.

* Inflation expectations surged to 5.2%.

* 30-year bond yield moved up by 30 basis points since outbreak of Iran war

* Strategy files to sell $21B each of MSTR and STRC

* Strategy has purchased more BTC in Q1 2026 than any quarter except for Q4 2024

Timestamps:

00:00 Start

01:39 Fed Reserve vs Iran

12:57 Machine to machine payments x402

30:33 Crypto Layoffs

39:02 MSTR is at it again!

47:37 MARA goes AI, kind of?

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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SBF Goes to Hollywood, SEC Clears Nasdaq for Tokenized Trading, Clarity on CLARITY

Fri, 20 Mar 2026 22:00:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Aydin Kilic, CEO of HIVE Digital Technologies, joins us to talk about the company’s AI shift, and Bitcoin developer Portland Hodl joins us to discuss how AI is disrupting the software engineering industry. We also break down Nasdaq's SEC approval for tokenized equity trading, and the upcoming Netflix series on the FTX collapse produced by the Obamas, and an update on the CLARITY Act.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Bitcoin difficulty drops by 7.23%.

* Hashrate down over 100 EH/s recently.

* HIVE BC site targeting 12.5MW by 2027.

* Grace Blackwell GPUs earn $60M/year per 5MW.

* Nasdaq cleared to offer tokenized trading

* Coinbase opens perpetual futures trading to non-US users

* CLARITY Act could advance to Senate floor next month

Timestamps:

00:00 Start

02:29 Difficulty Report By Hashrate Index

13:11 Netflix FTX adaptation

19:30 Portland Hodl

32:19 SEC approves Nasdaq for tokenized securities

37:36 Morgan Stanley ETF

40:31 Aydin Kilic - CEO at HIVE

1:06:15 Bitcoin Bugle & Maxi Madness

1:15:12 CLARITY Act update

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Kraken IPO CANCELED & Vanity Fair Hates Us

Wed, 18 Mar 2026 20:24:00 +0000

Francis Corvino, of Lygos Finance joins us to talk about the Blockfills bankruptcy filing, their $145M in unsecured claims, and why the 2022 "hangover" is still claiming victims today. We also dive into Kraken’s decision to delay its public offering, the SEC’s long-awaited guidance on token offerings, and the meteoric rise of Circle’s stock following Clarity Act talks. Finally, we warn you about the sophisticated Lazarus Group phishing campaign that hit Bitrefill and targeted seasoned developers.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Kraken delayed IPO due to market conditions.

* Blockfills: $145M in unsecured claims reported.

* Lazarus Group hack targeted Bitrefill via Telegram.

Timestamps:

00:00 Start

03:33 Kraken IPO delay

12:06 Lygos Finance on Bitfills

26:09 SEC clarity on crypto assets

34:59 Vanity Fair hit piece

47:44 Ledn & the Bitcoin loan market

1:02:42 Cathedra on HPC & mining

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Coinbase and CLARITY, OP_NET Raises $5M, Blockfills Goes Bankrupt, Drukenmiller Fades BTC

Mon, 16 Mar 2026 20:53:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, we dive into reports that Coinbase is allegedly lobbying against the de minimis tax exemption for BTC purchases in the CLARITY Act and the bitcoin miners caught up in the Blockfills bankruptcy. Plus, for today’s guests, Chad Masters and Danny Plainview, co-founders of OP_NET, join us to discuss their $5M raise and vision for Bitcoin-based smart contracts, and Hashlabs analysts Valentin Rousseau breaks down his latest report that scores which countries are the best for mining bitcoin. Plus, for this week’s cry corner, why Stanley Druckenmiller is fading bitcoin after supporting it as early as 2020.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Bitcoin price hits $74k

* Coinbase allegedly lobbying against BTC tax breaks.

* OP_NET announced a $5 million fundraise.

* Blockfills undergoes bankruptcy proceedings.

Timestamps:

00:00 Start

01:19 Former UBER CEO comes out of stealth

06:17 COINBASE vs de minimus, TFTC???

15:41 Is OPNET spam?

33:19 Best & Worst Places to Mine BTC

47:48 Blockfills files chapter 11

56:48 Druckenmiller dunks on BTC

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Arkade Raises $5.1M, CleanSpark's on BTC Price, Luxor's Mining Outlook, and the IRS New Crypto Form

Fri, 13 Mar 2026 20:40:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to Blockspace! Today, Alex B, Ecosystem Lead at Ark Labs joins us to talk about their massive $5.2M raise led by Tether and the push for programmable finance on Bitcoin. We also sit down with Rory Murray of CleanSpark and Alex Bloom of Two Prime to discuss the "beach ball" state of the market and how institutional lenders are navigating high volatility. Finally, we expose the IRS’s new 1099-DA form "perjury trap" and settle the debate on when the 20 millionth Bitcoin was actually mined.

Timestamps:

00:00 Start

01:55 Bitcoin price action

04:29 Hashrate Index update by Luxor

08:58 Ark Labs seed round

30:43 CLSK & Two Prime

46:50 Luxor & ASIC prices

1:00:33 IRS trap

1:07:45 Binance & CZ

1:19:39 Cry Corner: 20M BTC Mined

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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ENERGY: An Update on TeraWulf’s AI Expansion w/ Nazar Khan

Thu, 12 Mar 2026 08:00:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Nazar Khan, CTO of TeraWulf, joins us to talk about the company's expansion into AI and HPC. We dive deep into their new sites in Kentucky and Maryland, the strategy behind repurposing brownfield industrial infrastructure, and why battery storage is the key to grid reliability. Nazar explains the transition from bitcoin mining to AI loads and how TeraWulf plans for its bitcoin mining fleet amid the AI expansion.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Targeting 480MW capacity in Kentucky by H2 2027.

* Maryland site to feature 1GW load and generation.

* 500MW battery storage planned for Maryland campus.

* Targeting energy availability in MD by 2028-2029.

Timestamps:

00:00 Start

04:07 Kentucky site

06:33 Maryland site

08:25 Redundant power

10:13 Battery storage

13:40 New generation

14:49 Tenants for sites

17:08 Brownfield sites

19:28 Lake Mariner & Abernathy sites

24:28 Geopolitical concerns

27:49 Managing a power plant

33:55 168 megawatts

40:55 Local pushback on new data centers

48:21 Bitcoin mining future

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

Bitcoin mining revenue changes every day. Difficulty adjusts. Fees move. Prices shift. And that makes it hard to plan. Luxor Pool’s Fixed Payouts let miners lock in revenue at a guaranteed daily rate for up to 18 months. According to Hashrate Index, miners who used rolling fixed payout strategies since the last halving have outperformed FPPS mining by up to 15 percent. Fixed Payouts give you predictable daily revenue, so you can plan, budget, and grow with confidence. With Luxor, uncertainty is optional. Learn more at luxor.tech/mining

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MINING: The Last Bitcoin Mining Bull Market Ever w/ Liang Wang

Tue, 10 Mar 2026 08:00:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Liang Wang, VP of Canaan, joins us to talk about how Canaan is approaching the changing tides in bitcoin mining as peers pivot to AI. We dive into their recent acquisition of Texas mining sites from Cipher Mining, their 60.9% year-over-year sales growth for their Avalon ASIC miner series, and the economics of mining in the current market. Liang also shares insights into China's regulatory landscape, the potential of stranded energy in North America, and how AI is impacting ASIC miner market dynamics.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* 60.9% YoY growth in ASIC equipment sales.

* Sold 14.6 EH/s of new equipment in Q4.

* Acquired 49% equity in three Texas sites.

* Texas power rates below $0.03 per kWh.

* Zero self-mining exposure in China.

* Bitcoin price at $65,000–$70,000 range.

Timestamps:

00:00 Start

04:23 Cipher acquisition

08:57 Behind the meter & asset heavy

13:08 Stranded energy & hashrate growth

16:16 ASIC sales are up?

22:46 China update

28:09 New markets by country

33:10 2 nanometer chips?

38:58 Chip making demand for AI & others

46:58 The "AI pivot" impact?

👉CleanSpark

👉Luxor, Blockspace's preferred mining poolBitcoin mining revenue changes every day. Difficulty adjusts. Fees move. Prices shift. And that makes it hard to plan. Luxor Pool’s Fixed Payouts let miners lock in revenue at a guaranteed daily rate for up to 18 months. According to Hashrate Index, miners who used rolling fixed payout strategies since the last halving have outperformed FPPS mining by up to 15 percent. Fixed Payouts give you predictable daily revenue, so you can plan, budget, and grow with confidence. With Luxor, uncertainty is optional. Learn more at luxor.tech/mining

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NEWS: $46m Heist Perp Gets Nabbed & Kraken Gets Fed Account

Sat, 07 Mar 2026 10:17:00 +0000

Chris Johhansen of Ion Stream and Kaan Farahani of Luxor join us to talk about the insane arrest of John DeGuida for allegedly stealing $46 million from the US Marshals Service. We break down Kraken Financial’s historic Fed Master Account and what a "skinny" seat at the table means for the industry. Plus, we analyze the massive pivot from ASICs to GPUs and review the tumultuous Bitcoin hash rate data from February.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Zoomer stole $46M from US Marshals Service (his dad!)

* Kraken gets first Fed Master Account.

* Iren expanding GPU fleet to 150,000.

* Difficulty adjustment targeting 7.5% up.

Timestamps:

00:00 Start

04:53 Difficulty Report by Hashrate Index

07:49 $46M Stolen from US Marshals Service

15:35 Kraken Financial Granted Federal Reserve Master Account

21:48 AI Compute & Neocloud Dynamics

24:11 AI boom vs crypto boom

27:39 AI inference vs training

30:44 Scoping AI deals

32:41 H100 are still viable?

36:35 Hashrate

37:46 February suprises

44:40 What ASICs are profitable?

45:36 More hashrate declines?

47:36 5 cents per KWH

49:29 Hashrate prediction

52:51 IREN Expands GPU Fleet

1:01:44 Cry Corner: Miners Are Dumping BTC?

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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CULTURE: How to Protect Yourself from a Crypto Kidnapping

Fri, 06 Mar 2026 23:20:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Chris Seedor of Seedor & Bitsurance joins us to talk about the rising threat of physical "wrench attacks" and advanced Bitcoin self-custody. We discuss the 70% spike in violence against BTC owners, using Miniscript for time-locked security, and how AI-driven phishing is bypassing video IDs. Chris explains why simple seed phrases are high-risk and how protocol changes like covenants could revolutionize reactive security for all holders.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Physical attacks up 70% since 2024

* 74 documented Bitcoin physical attacks

* 1 in 10 kidnappings resulted in death

* Successful attacks occur 66% of the time

* $1.5B Ethereum stolen in Bybit hack

Timstamps

00:00 Start

03:26 Chris has a real job?

05:40 Hardware wallet vs steel backup?

08:12 Understanding your risk surface area

11:17 Attacker landscape

15:50 Shift in mindset

17:10 Even smart people get scammed

18:38 AI supercharging scams

20:50 New ways of securing your BTC

23:48 What's happening technically

25:58 Security on other chains

28:42 Softforks

31:53 Tools for the baddies (ordinals / runes)

👉CleanSpark

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ENERGY: America’s Nuclear Revival is Here w/ Dr. Hash Hashemian

Tue, 03 Mar 2026 09:00:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Dr. Hashem Hashemian, President of the American Nuclear Society and CEO of AMS, joins us to talk about the massive resurgence of nuclear energy in the United States. We dive into the shift from decommissioning plants to life-extensions of up to 100 years, the economic impact of AI and data centers on power demand, and the $12 billion investment flowing into Tennessee's nuclear hub. Dr. Hashemian explains why nuclear fell out of favor and the challenges the industry faces as it gets back on its feet.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* 94 nuclear plants produce 20% of US power.

* License extensions aim for 100-year lifespans.

* $12B committed for nuclear fuel refining in Oak Ridge.

* $100M Tennessee state funding for nuclear dev.

* Global nuclear must triple for climate goals.

* $1.7B Oklo recycling plant coming to Tennessee.

Timestamps:

00:00 Start

05:51 Tennessee represent

07:56 State of the nuclear industry

10:42 Nuclear faded in USA

17:19 Barriers to Nuclear development

20:12 Reforming the Nuclear Regulatory Commission

27:01 Red tape

29:47 What other policies would be good?

32:41 China copying

34:17 Remaining chokepoints

38:05 States leading the charge

40:46 Are SMRs really a thing?

44:18 Why are SMRs taking so long?

46:21 Fusion? Are we still talking about this?

48:56 Recycling fuel

👉CleanSpark

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NEWS: Block’s Layoffs, Magic Eden Drops BTC + ETH, MARA Gets Serious on AI, Jane Street’s Lawsuit

Sat, 28 Feb 2026 09:00:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Charlie and Colin cover the Block’s 40% workforce reduction and why the stock ripped 20% on the news. We also dive into the bitcoin mining conditions that are driving hashprice to all-time lows, Blockspace’s scoop that Magic Eden is sunsetting its Bitcoin Ordinals marketplace, MARA’s latest AI partnership, and the Terra/Luna lawsuit against Jane Street. Plus, Luxor’s Michael San Miguel joins the show to discuss the ins and outs of the GPU market.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Block laid off 40% of its 10,000 employees.

* Block stock surged 20% after the layoff news.

* Bitcoin hash price hit an all-time low of $28.

* Bitcoin difficulty adjusted upward by 14.73%.

* Magic Eden is shutting down BTC and ETH marketplaces, multi-chain wallet

* Bitdeer sold all its bitcoin; Cipher plans to sell its bitcoin in 2026

* MARA forms partnership with data center developer Starwood

Timestamps:

00:00 Start

03:33 Hashrate update via Luxor’s Hashrate Index

09:29 Block lays off 40% of staff

16:37 Magic Eden shutting down

25:54 GPUs & compute

28:03 GPU vs ASIC complexity

29:04 Upgrading hardware

32:16 Finding a compute buyer

34:00 Powershell vs Neocloud

37:12 Compute still in price discovery mode

42:05 MARA earnings

45:20 CIPHER dumping bags

48:44 Jane Street is the new boogyman

59:34 Everyone's short MSTR

👉CleanSpark

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MINING: Inside Tether’s 50 EH/s Mining Empire w/ Elektron's Rapha Zagury

Thu, 26 Feb 2026 09:00:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Rapha Zagury, CEO of Elektron, joins us to talk about the company’s management of Tether's massive 50 EH/s bitcoin mining portfolio. Rapha breaks down Elektron and Tether’s partnership, the incipient market bifurcation between AI/HPC and Bitcoin mining, and why he believes progress is directly correlated with energy use. We dive into the legal origins of Elektron, the company’s global footprint across 32 sites, and the future of mining as Tether and Elektron double down on hashrate while the rest of the industry eyes AI.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Tether runs 50 EH/s with Elektron

* Greenfield sites trading at $1/MW amid AI boom

* Elektron manages ~200,000 ASICs globally

* Operations span 32 sites across 5 countries

* AI and BTC Mining bifurcation expected in 6 to 12 months

Timestamps:

00:00 Start

05:31 BTC market crash

07:59 Who is Rapha?

11:16 What is Elektron?

14:46 Swan & Tether legal struggle

18:00 Asset light build out plan

23:20 Business setup

25:05 Why mine?

33:18 Hashrate geographic distribution

38:54 Bad places to mine BTC?

40:50 AI & HPC

48:56 3.8% staff costs

52:11 Hashrate growth

57:28 There's ALWAYS stranded energy

59:44 Elektron IPO?

👉CleanSpark

👉Luxor, Blockspace's preferred mining pool

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Welcome to Blockspace, an emerging tech podcast on AI/HPC, Bitcoin and more!

Tue, 24 Feb 2026 19:51:00 +0000

Join hosts Charlie Spears and Colin Harper for weekly insights, stories, and interviews in Bitcoin, AI/HPC and more.

With 3 shows per week, we'll fill you up on what's actually happening in the world of emerging tech assets. If you're an investor in public data centers, mining companies, or bitcoin, this is the show for you.

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MARKETS: The Real Story Behind NAKA’s BTC Inc Transaction

Tue, 24 Feb 2026 15:09:00 +0000

Amanda Fabiano, former Head of Mining at Galaxy and now with Nakamoto, joins us to talk about the shift from Bitcoin mining to building diversified Bitcoin operating businesses. Why the "HODL-only" strategy is evolving for Nasdaq-listed companies, the importance of recurring revenue, and how NAKA is positioning itself as a leader in the next phase of the Bitcoin financial infrastructure.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

• Strategy focused on recurring revenue models.

• Transition from mining to operating businesses.

• Shift toward diversified crypto business models.

• Market adjustment for Bitcoin specific firms.

Timestamps:

00:00 Start

05:26 Amanda joins NAKA

07:18 BTC Inc brands

12:06 Valuing companies

16:45 Kindly MD deal

20:18 Next steps & business lines

21:53 Raising debt

28:49 Senior debt obligation

32:54 Preferred equity

34:17 Dividends?

34:58 David Bailey on both sides of the books

40:31 Using proceeds to buy BTC not debt

44:21 NASDAQ delisting notice

49:34 Wrap up

👉CleanSpark

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NEWS: Wall Street Just Gave Your Bitcoin Bonds A (BBB) Triple B Rating

Sat, 21 Feb 2026 10:51:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Matt from CoinShares, Kaan from Luxor, and Jay from Lygos join us to talk about the massive 14.7% Bitcoin difficulty adjustment and the impact of the recent Arctic blast on North American miners. We dive deep into Luxor's 21-month mining analysis, showing why hedging has outperformed spot mining since the 2024 halving. Finally, we discuss Ledn's historic Triple B-rated Bitcoin-backed bond and how institutional investors are beginning to view Bitcoin as high-quality collateral compared to traditional assets.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

• Bitcoin difficulty spikes +14.73

• Hashprice drops to all-time low of $30/PH/day.

• ERCOT uneconomic hours rose over 900%.

• Ledn bond rated Triple B- by S&P Global.

• Hedging outperformed spot mining in 2025

Timestamps:

00:00 Start

02:56 Bombshell difficulty adjustment!!!

20:08 Ledn's $188M Bitcoin-Backed Bond Securitization

31:03 Nakamoto acquires Bitcoin Conference & UTXO Mgmt

38:24 Datacenter cry corner/culture corner

👉CleanSpark, America's Bitcoin Miner!

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MARKETS: The Shortest Bear Market Ever w/ Matt Hougan of Bitwise

Thu, 19 Feb 2026 13:47:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Matt Hougan, CIO of Bitwise, joins us to talk about the current state of the crypto winter and when the bottom is finally in. We explore the digital gold narrative, explaining why central bank buying—not debasement—drove gold’s recent surge. Matt details the institutional vs. retail divide, the impact of Fed Chair Kevin Warsh, and the looming debate over Bitcoin’s security budget. Plus, we tackle the quantum discount and how AI agents could 1000x on-chain activity.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Altcoins like Sui and Aptos fell 70%+ in 2025.

* Institutions might end the winter by Q2 2026.

* BTC volatility capped at 50-60% drawdowns.

* Gold price surge driven by central bank buys.

Timestamps:

00:00 Start

03:22 Is it still "crypto winter"?

04:34 Why January?

06:36 Market segments

08:31 Gold

10:54 Central banks & Bitcoin

12:56 Causes of the crash

14:52 Kevin Warsh

16:58 Fed hawks become doves

17:34 Quantum... oh so scary!

19:59 Bitcoin Core

21:44 Revenue

24:37 Beyond "digital gold" narrative

26:44 AI

👉CleanSpark, America's Bitcoin Miner!

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MINING: Big Oil Wants Dollars, Not Bitcoin w/ Chris Alfano

Tue, 17 Feb 2026 10:32:00 +0000

Chris Alfano, CEO of 360 Energy, joins us to talk about the integration of Bitcoin mining and oil & gas. We discuss the recent investment from Halliburton and what it signals for the industry. Chris explains why major oil companies prefer giving away waste gas for free over taking hash price exposure, the technical challenges of dirty fuel gas, and the shift from individual wellheads to large-scale pipeline deployments.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Hash price hit all-time low of $29/PH/day.

* China ban cut 80% of global hash rate.

* 5 of last 6 difficulty adjustments negative.

* AI infrastructure costs $10-$15M per megawatt.

* Bitcoin price dropped to $65,000 level.

* Sub-50 MW sites are the new frontier.

Timestamps:

00:00 Start

03:22 AI boom & China mining ban

08:30 What edge do miners have over hyperscalers?

13:23 Energy production limits

21:23 Small scale HPC

24:23 Batteries

35:46 Secondary effects

36:51 Pleb miners

39:55 IS US mining doomed?

45:57 Powershell vs Neocloud

👉CleanSpark, America's Bitcoin Miner!

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NEWS: Bitdeer's Clarington Lawsuit, $IREN's MSCI Index Listing, and Bitcoin's Quantum Step

Sat, 14 Feb 2026 10:38:00 +0000

Colin and Charlie join us to talk about a wild week in Bitcoin. We dive into the $16,000 price "puke" and whether we've hit a local bottom, explore Bitdeer's legal snag at their Ohio AI flagship site, and discuss IREN's inclusion in the MSCI USA index. We also break down the historic six-out-of-seven negative difficulty adjustments—the first since 2011—and tackle the "ontology of time" and quantum resistance. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Bitcoin lost $16,000 within 12 hours last week. * BTC saw a historic 21% daily price drawdown. * Bitdeer's Ohio site has 570MW allocated. * 6 of last 7 difficulty adjustments were negative. * IREN to join MSCI USA index on March 2nd. * Bitcoin hash price recovered to roughly $35/PH. Timestamps: 00:00 Start 04:01 BTC number go down! 10:10 Difficulty Update by Luxor 12:32 Bitdeer lawsuit 18:39 Cleanspark Ad 19:08 IREN added to MSCI USA Index 22:33 The MARA-Exaion plot thickens 29:14 BIP 360 merged 37:49 OP_NEXT Ad 39:21 Cry corner: No one understands anything about anything - 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world. Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media

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ENERGY: What Bitcoin Miners Need to do to Survive w/ Tom Masiero

Thu, 12 Feb 2026 09:00:00 +0000

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Tom Masiero, Head of Strategy at Cathedra joins us to talk about the structural shifts pushing bitcoin miners toward AI and HPC services. We explore why this migration mirrors the 2021 China mining ban, the hidden opportunities for smaller operators, and why Bitcoiners understand the "power game" better than traditional data centers. Tom breaks down the reality of infrastructure costs, the current state of hash price, and how the "cockroach" mentality of miners is paving the way for the future of global compute.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Hash price hit all-time low of $29/PH/day.

* China ban cut 80% of global hash rate.

* 5 of last 6 difficulty adjustments negative.

* AI infrastructure costs $10-$15M per megawatt.

* Bitcoin price dropped to $65,000 level.

* Sub-50 MW sites are the new frontier.

Timestamps:

00:00 Start

03:22 AI boom & China mining ban

08:30 What edge do miners have over hyperscalers?

13:23 Energy production limits

21:23 Small scale HPC

24:23 Batteries

35:46 Secondary effects

36:51 Pleb miners

39:55 IS US mining doomed?

45:57 Powershell vs Neocloud

👉CleanSpark, America's Bitcoin Miner!

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BITCOIN: What Epstein’s Bitcoin Investments Really Reveal w/ Kyle Torpey

Tue, 10 Feb 2026 09:00:00 +0000

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Welcome back to The Blockspace Podcast! Today, veteran Bitcoin journalist Kyle Torpey joins us to talk about the explosive revelations for Bitcoin in the latest Epstein files. We explore Epstein's $3M stake in Coinbase and his intriguing meetings with the architect of the Bitlicense, Ben Lawsky. Kyle debunks conspiracy theories about Epstein hijacking Bitcoin Core and explains the real influence Epstein had on early startups and protocol development. We also touch on the Blocksize Wars, SegWit2x, and other surprising Bitcoin connections hidden in DOJ documents.

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Notes:

* Epstein invested $3 million in Coinbase in 2014.

* Epstein sold 50% of his Coinbase stake for $15M.

* 90% of hashrate signed the New York Agreement.

* Brian Armstrong wrote to investors about Segwit2x

* Epstein met with Gavin Andresen in 2011

Timestamps:

00:00 Start

02:41 Epstein & Bitcoin highlights

06:05 Hard fork proposals

13:17 Ben Lawsky

15:44 Winklevoss

27:10 Knots

29:53 MIT

30:50 Both side on Blocksize Wars

33:29 Was Gavin influenced?

38:13 Vinny Lingham

44:48 Mining centralization

👉CleanSpark, America's Bitcoin Miner!

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Quantum: The Next Battleground For Bitcoin

Sat, 07 Feb 2026 10:44:00 +0000

Brandon Black, Alex Pruden, Nic Carter, and GG join us to talk about whether Bitcoin is prepared for the quantum era. We explore the technical divide between developers who see quantum as a distant concern and investors who fear an unaddressed existential risk. From the Factor 21 meme to the trade-offs of post-quantum signatures like Sphinx and SLH-DSA, we break down the spicy debate that could lead to Bitcoin's most heated internal battle yet and what it means for the future of the network.

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Notes:

* Quantum computers struggle to factor 21.

* Bitcoin requires 256-bit factoring security.

* Post-quantum signatures decrease throughput.

* PQ signatures could force much larger blocks.

Timestamps:

00:00 Start

00:58 Quantum: Fear or foreshadowing

05:17 Pumping your bags

08:01 The "appearance" of a plan

13:32 Current activity

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NEWS: Bitcoin Craters, French Gov't Challenge MARA Acquisition, Cipher's Note Sees $13B Buy Interest

Fri, 06 Feb 2026 13:25:00 +0000

Charlie, Colin, and Matt join us to talk about Bitcoin's brutal 50% drawdown and the resulting 13% difficulty adjustment. We dive into the geopolitical tension in France over Mara’s data center acquisition and Tether’s strategic move into Anchorage Digital. We also break down the massive $2 billion debt offering from Cipher Mining that was 6x oversubscribed and TeraWulf's 1.5GW power grab. Whether it's hash price hitting record lows or institutional funds unwinding, we’ve got the pulse on the markets.

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Notes:

* Estimated 13% downward difficulty adjustment.

* Hashprice hit daily lows near $30.

* TeraWulf added 1.5GW potential power capacity.

* Cipher Mining $2B note saw $13B in bidding.

* Tether invested $100M into Anchorage Digital.

Timestamps:

00:00 Start

02:58 Bitcoin sell off

10:19 Gemini exit EU & AU

14:41 Difficulty Report by Luxor

20:44 France stalls MARA takeover bid for Exaion

26:19 Tether invests in Anchorage digital

29:17 CAPEX still going strong?

👉CleanSpark, America's Bitcoin Miner!

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MARKETS: What’s Really Driving Bitcoin’s Price w/ Rory Murray

Tue, 03 Feb 2026 09:00:00 +0000

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Welcome back to The Blockspace Podcast! Today, CleanSpark's VP of Digital Asset Management Rory Murray joins us to talk about the latest macro shocks hitting the market and how they are driving bitcoin’s price. Rory breaks down how the options market may have been weighing on bitcoin’s price in Q4, and how the options market has changed bitcoin’s market. We also dive into the six sigma move in Japanese rates, the unraveling of the yen carry trade, and how geopolitical tensions over Greenland are affecting global liquidity. Rory explains why bitcoin is being buffeted by noise while gold and silver take the lead in the debasement trade, plus the intersection of AI energy demand and Bitcoin mining as we head into 2026.

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Notes:

* Japan 40-year bond yields topped 4% first time.

* Japan has world's highest debt-to-GDP ratios.

* Korean equity index rose 70% last year.

* Yen carry trade has driven trillions in flow.

* Gold crossed USD as top central bank reserve.

Timestamps:

00:00 Start

03:20 Bitcoin & macro

06:45 Japan

17:08 Carry trade & liquidity drying up

18:08 Debasement trade

18:47 Hypercycle

22:50 Silver rally

23:18 Energy is the value creator

26:59 Options suppressing Bitcoin price?

41:10 Dampening volatility

42:35 Next 90 days

46:07 Cleanspark's BTC stack

48:14 Easier or harder to manage stack

👉CleanSpark, America's Bitcoin Miner!

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BITCOIN: How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan

Sat, 31 Jan 2026 09:00:00 +0000

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Welcome back to The Blockspace Podcast! Today, Taylor Monahan, a security lead at MetaMask, joins us to talk about a highly sophisticated $300M phishing attack linked to North Korea’s Lazarus Group. Taylor shares how the Lazarus Group hijacks Telegram accounts to lure victims into fake Zoom meetings and download a Trojan horse malware program. We break down the hackers’ strategy, how the malware works, which wallet types are most vulnerable to theft, and what users can do to protect themselves if they have fallen prey to the scam or not. Tune in to learn how to identify these red flags and implement better digital hygiene for your crypto assets.

Check out this article for a deep dive into how the malware works; plus, follow Taylor for updates on X and keep track of Lazarus Group’s history of hacks via her Github.

Notes:

* Lazarus Group stole over $300M in the last year.

* Attackers hijack Telegram accounts.

* Scammers use fake Zoom links to deploy malware.

* Malware often bypasses paid antivirus software.

* Sandbox architecture on iOS offers more safety.

* Software wallets and browser wallets are most vulnerable.

* 2FA remains critical for sensitive account access.

Timestamps:

00:00 Start

03:51 Telegram attack

11:30 2 Factor Authenticators

13:48 Losses

16:38 Calculating losses

19:08 North Korea

21:52 Malware

24:17 Malware detection

25:16 EDR

27:12 Wallets

34:21 Is verifying addresses enough?

39:28 Wallet malware design

44:11 What do they want?

54:16 Taylor stealing payloads

1:01:49 Steps to protect

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MARKETS: Understanding Thursday’s Market Meltdown

Fri, 30 Jan 2026 09:00:00 +0000

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Welcome back to The Blockspace Podcast! In lieu of a news roundup today, we recap Thursday’s market chaos, in which gold shed Bitcoin’s entire market cap in a single morning. We unpack Microsoft's historic 10% drop despite an earnings beat and contrast it with Meta's rally. Are we looking at a systemic liquidity shock or a one-off deleveraging event? We break down the charts, from credit spreads to the VIX, and examine the canaries in the coal mine that could point toward a rocky 2026.

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Notes:

* Gold shed ~$1.7 trillion in one morning

* Microsoft stock closed down 10%, worst daily move since 2000

* Meta stock rose 10% after earnings beat

* Bitcoin pukes to $83,000

* VIX spiked 8%

Timestamps:

00:00 Start

01:46 Market rips then dips, then rallies again

08:40 Bitcoin bear

11:43 Microsoft

20:31 Polymarket government shutdown odds

27:34 Why BTC go down?

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ENERGY: Understanding ERCOT’s Massive Overhaul w/ Tom Kleckner

Tue, 27 Jan 2026 09:00:00 +0000

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Welcome back to The Blockspace Podcast! Today, Tom Kleckner, a veteran energy correspondent at RTO Insider, joins us to talk about how ERCOT is overhauling the Texas grid to handle the unprecedented AI boom. We dive into the massive 233GW interconnection queue, the impact of Senate Bill 6 on transmission costs, and new reliability measures like DRRS. Tom breaks down the "batch process" for large loads and whether Bitcoin miners or AI data centers are better at balancing the grid. We also touch on the future of Texas energy, from gas plants to small modular nuclear reactors.

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Notes:

* 70% demand jump to 145GW by 2031.

* Interconnection queue reached 233GW.

* SB6 shifts transmission costs to large loads.

* Large loads defined as 75MW or greater.

* Texas Energy Fund has $10 billion available.

* 73% of queue requests from data centers.

Timestamps:

00:00 Start

01:51 Interconnection queue changes

06:46 Kill switch

08:50 Batch system

11:22 What's DRRS?

13:39 Is DRRS an ancillary service?

16:13 Storage (battery)

18:22 4CP

22:00 Rate of change

24:18 Current state of changes

26:24 Timeline

27:33 Baseload & ghost loads

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👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation

FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute.

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Published thrice weekly, "The Blockspace Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday, our news show on Friday, and our Writer's Room talk show on Saturday!

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TECH: How Bitcoin engineers are solving the quantum risk

Sat, 24 Jan 2026 09:20:00 +0000

Tackling the technical battle to protect Bitcoin from quantum computers. We explore why quantum-resistant signatures are up to 100x larger than current ones and the impact this has on block space and fees. From lattice-based math to STARK-based compression, Charlie breaks down the leading proposals like BIP 360 and BIP 347. We also calculate the "migration" timeline—how long it would actually take to move every Bitcoin to a safe address before "Q-Day" arrives.

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Notes:

* Quantum signatures can reach 17,000 bytes (500x!)

* Optimized hash signatures are 50x larger.

* Full BTC migration takes 76 to 142 days.

* There are 190 million unspent BTC outputs.

Timestamps:

00:00 Start

05:31 Hash based signatures

08:17 Adoption

12:17 Bitcoin uniquely exposed

14:38 Proposals

17:39 Going forward

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NEWS: BitGo’s $2 Billion IPO, OpenAI’s Data Center Cost Dispute, ZBD Raises $40 million, and Farcaster Founder Steps Down

Fri, 23 Jan 2026 13:48:00 +0000

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Welcome back to The Blockspace Podcast! Today, Charlie and Will to talk about a massive week in markets and compute. We break down BitGo’s $2.1 billion IPO valuation and why the New York Stock Exchange’s move toward tokenized securities and instant settlement is a game changer for TradFi. The duo also discusses Blockspace’s acquisition of Bitcoin Layers, Zebedee’s $40M Series C, and the controversial exit of the Farcaster founding team. Finally, we look at how OpenAI and Microsoft are handling grid upgrades and why Coinbase is building a "Quantum Avengers" advisory board.

Timestamps:

00:00 Start

01:58 Blockspace acquires Bitcoin Layers

02:43 OPNEXT is back baby!

03:10 $2B ETF inflows

04:39 NYSE blockchain & 24/7 trading

08:27 Open AI & MSFT pinky swear not to not raise power costs

13:33 Saudi's Humain secures up to $1.2B to expand AI infrastructure

15:20 ZBD raises $40M

18:18 Coinbase announces quantum thing

19:11 BitGo prices IPO at $18 per share, set to begin NYSE trading

24:47 Cry Corner: Farcaster shuts down

👉CleanSpark, America's Bitcoin Miner!CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.

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COMPUTE: Inside China’s Control of the Critical Metals Supply Chain w/ Craig Tindale

Tue, 20 Jan 2026 09:00:00 +0000

Welcome back to The Blockspace Podcast! Today, Craig Tindale, macro investor and former manufacturing consultant, joins us to talk about the critical mineral shortage and multi-trillion dollar problem facing the US data center, energy, and defense sectors. We dive into his "Critical Mineral Thesis," exploring how China secured 80-90% of the world's critical mineral refining capacity. Craig explains the "midstream matrix," the looming 25,000-tonne silver deficit, and why the US is like a "turtle on its back" after decades of outsourcing. We discuss if sound money can save a system that has lost its atomic backbone.

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If you’d like to read Craig Tindale’s work to learn more, you can find his seminal articles here:

-⁠Critical Materials: A Strategic Analysis ⁠

-⁠The Hard Bifurcation ⁠

Notes:

* China controls 80-90% of mineral refining.

* 70% of silver production refined in China.

* 25,000-tonne silver deficit in four years.

* Large transformers have 4-5 year wait times.

* Chinese firms borrow at 2-4% interest.

Timestamps:

00:00 Start

02:37 Who is Craig?

10:15 Thesis

13:49 Silver problems

17:41 Tin

19:50 Titanium

22:42 Recession game theory

27:32 Sound money standard

33:43 Regulation outlook

40:24 Reshoring industry

45:22 Data center demand

49:39 Energy generation stagnation

54:52 Waking up to reality

1:00:52 Greenland & political games

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TECH: Inside Bitcoin Core's Newest Maintainer

Sat, 17 Jan 2026 10:47:00 +0000

Explaining the latest shakeup in Bitcoin development: the addition of a sixth Bitcoin Core maintainer known as "The Charlatan." We explore the history of Bitcoin’s governance—from Satoshi to Wladimir van der Laan—and why the project has moved away from a single lead maintainer. We also break down the "Bitcoin kernel" project, an initiative to separate consensus code to allow for a more diverse ecosystem of Bitcoin clients, and address the common conspiracies surrounding who really controls the network.

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Notes:

* Bitcoin is a $2 trillion network asset.

* Bitcoin Core has six current maintainers.

* No person officially holds lead maintainer title.

* GitHub is a Microsoft-owned product.

* Bitcoin on path to $100 trillion valuation.

* New maintainer added first time since Feb 2023.

Timestamps:

00:00 Start

03:09 What's Github?

05:29 What is a Maintainer?

09:27 Client diversity

16:24 Lead maintainer

18:28 Faketoshi

26:15 New Maintainer

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MARKETS: Inside Riot’s $311M AMD Deal w/ Jason Les

Fri, 16 Jan 2026 23:01:00 +0000

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Welcome back to The Blockspace Podcast! Today, Jason Les, CEO of Riot Platforms, joins us to talk about Riot’s first HPC/AI deal with AMD. We dig into the details on the $311 million deal with AMD, Riot’s acquisition of the property for its Rockdale facility, and Riot’s strategy for repurposing bitcoin mining infrastructure for high-performance computing at a lower CAPEX than some of its peers. Jason explains how Riot is leveraging its massive power portfolio and Bitcoin treasury to fund this expansion without dilution, and what could be coming down the pipe for Riot’s 1.7 GW portfolio with regards to future AI deals.

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Notes:

* $311M AMD deal over 10 years for 25MW load

* Rockdale land acquired for $96 million cash

* Expansion options up to 200MW for total potential revenue of ~$1B

* CapEx cost of $3.6M per MW for retrofits

* Portfolio includes 1.7GW total power capacity

* Project financing targets 75-85% loan-to-cost.

Timestamps:

00:00 Start

02:22 RIOT & AMD deal announcement

04:03 Rapid timeline & costs

07:15 Financing strategy

10:21 Rockdale power rights

12:40 In addition to Rockdale

13:26 Finance ratings

15:18 New clients

17:07 Future of Bitcoin mining & RIOT

19:45 Power shell vs Neocloud

21:44 Final thoughts

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NEWS: Galaxy’s 830 MW Expansion, BitGo’s $1.96B IPO, BitMine’s $200M Bet on MrBeast

Fri, 16 Jan 2026 09:00:00 +0000

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Welcome back to The Blockspace Podcast! Today, Colin and Charlie dig into Galaxy's 830 MW ERCOT approval for its Helios site, CleanSpark's latest land acquisition in Texas, BitGo's $1.96B IPO prospectus, Semler shareholders voting yes on the merger with Strive, and the first change to Bitcoin’s BIP process in 9 years. Finally, for this week’s (truly odd) cry corner: BitMine is investing $200M into YouTuber MrBeast (yes, really).

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Notes:

* Galaxy Helios: 830MW approved

* Clean Spark: 447 acres acquired

* BitGo IPO: $1.96B valuation aim

* BitMine: $200M to Beast Industries

* Bitcoin Price: $97,000 recorded

* Hash Price: Above $40/PH/Day

Timestamps:

00:00 Start

02:17 Difficulty Report by Luxor

06:42 Galaxy 830 MW approval

10:30 CLSK land acquisition

15:37 BitGo IPO

19:00 ASST - SMLR deal approved

21:32 New BIP, who dis?

25:39 Cry corner: BMNR invests in MrBeast

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MARKETS: The Metric That Will Signal A Bitcoin Bottom w/ Checkmatey

Tue, 13 Jan 2026 10:05:00 +0000

James Check, Co-Founder of Check on Chain, joins us to talk about the current state of Bitcoin in 2026. James breaks down why Bitcoin decoupled from the wider market in late 2025, the massive sell-side pressure from long-term holders, and why on-chain metrics point to a bear market phase. We also explore the "extraordinary" nature of ETF flows, the quantum computing debate, and why gold and Bitcoin are ultimately the same trade.

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Notes:

* ETF outflows reached ~$6.5 billion

* Realized Cap is currently trending lower

* Bitcoin fair value is approx $90k

Timestamps:

00:00 Start

03:25 Current state of the market

07:52 ETF vs. chain analytics

10:49 ETF outflows & price drivers

14:00 Retail ETF buyers

18:56 Whale selling?

20:37 Gold

25:34 4 yr cycle is crap

32:07 Good indicators

35:57 What's exciting in Bitcoin now?

40:58 Evolving views on Bitcoin

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Published twice weekly, “The Blockspace Pod” interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

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TECH: Unraveling Bitcoin's Quantum Problem (Video-Podcast)

Sat, 10 Jan 2026 09:42:00 +0000

We break down the difference between bits and qubits, explain why Shor's algorithm threatens elliptic curve cryptography, and debate the fate of Satoshi's vulnerable coins. It’s a deep dive into encryption, timeline predictions, and the massive coordination challenge facing the Bitcoin network to upgrade before it's too late.

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Notes:

* Satoshi has ~1M quantum vulnerable BTC.

* 2-4 million total BTC are currently exposed.

* 10-20% of supply is vulnerable to Shor's algo.

* Breaking BTC needs ~4,000 logical qubits.

* Google’s Willow chip has 105 physical qubits.

* NIST finalized quantum standards in 2024.

Timestamps:

00:00 Start

01:02 Overview

05:08 The Algorithm

10:59 Satoshi's Coins

13:09 How Long Do We Have?

15:18 Where Do We Stand?

17:22 Post Quantum Migration

👋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!

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NEWS: Hut 8’s Eyes 500MW Site, MSCI Keeps MSTR, Florida Revisits a BTC Reserve

Fri, 09 Jan 2026 09:00:00 +0000

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Welcome back to The Blockspace Podcast! Today, Colin and Charlie give a temperature check on bitcoin mining stats, highlighting stats that show non-monetary transactions currently account for nearly 50% of all Bitcoin transactions. We also dig into Hut 8’s plans for a 500 MW data center in Illinois, the latest hiring spree at Cipher Mining, Riot’s updated compensation plan as they expand into AI, and MSCI’s decision to keep Strategy (MSTR) in its indices. Finally, for this week’s cry corner, Florida’s renewed attempt at a Strategic Bitcoin Reserve.

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Notes:

* Runes: 6.1M txs, 42% of volume last month

* Hash price: $39/PH/day, fees near zero

* Hut 8: 500MW, $4-5B site in Logan County, IL, pending zoning approval

* Difficulty: 4 negative adjustments out of last 5

* Riot: Jason Chung in as CFO

*Florida makes a second attempt at a strategic bitcoin reserve

Timestamps

00:00 Start

02:37 Difficulty Report by Luxor

06:06 Hut 8 new data center

11:15 MSCI decision

13:26 Cipher adds Drew Armstrong, Lee Bratcher

18:07 Riot compensation changes, new CFO

22:33 Cry corner: Are SBRs back?

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Published twice weekly, "The Blockspace Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

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CULTURE: The State of Crypto Media w/ Brady Dale

Thu, 08 Jan 2026 22:20:00 +0000

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Welcome back to The Blockspace Pod! Today, Brady Dale, author of the Front Stage Exit newsletter and former Axios reporter, joins us to talk about the state of bitcoin/crypto media. We break down the current landscape into a number of categories, including incumbents / newcomers, tradfi giants, research desks, alt crypto media, and more. Brady and the hosts critique the decline of leading outlets, the SEO tactics of a specific tradfi publication, and why the "discovery audience" strategy didn’t pan out.

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Timestamps:

00:00 Start

03:21 Who is Brady?

08:02 Colin's take

15:17 Small But Deadly

23:04 Research Desks

28:31 TradFi Giants

35:13 Shuffling the Deck

44:03 Non-journalist Challengers

49:32 The Alternative to the Alternatives

56:08 Conferences

1:03:32 Brady's X Thread

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COMPUTE: Quantum's $100 Billion Threat To Bitcoin

Wed, 07 Jan 2026 18:41:00 +0000

Charlie and Colin join us to talk about the existential risk of quantum computing. We break down Nick Carter's latest research, the timeline for a potential quantum break, and the 2 million Bitcoin currently at risk. We debate the ethics of "burning" Satoshi's coins to save the network, the technical challenges of forking to quantum-resistant signatures, and why the next big Bitcoin civil war might be fought over physics.

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Notes:

* 1-2 million BTC are quantum vulnerable

* Satoshi holds ~$100 billion in Bitcoin

* Legacy crypto banned by US Gov by 2035

* Elliptic curve break projected 2028-2033

* $500 billion sitting in vulnerable wallets

Timestamps:

00:00 Start

01:16 Overview

06:26 Do we do anything?

08:48 Companies pumping quantum bags

19:18 Bitcoin as bug bounty

23:37 How to quantum proof Bitcoin?

26:14 BIP 360

35:48 Philosophy & chain splits

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CULTURE: Our Predictions For 2026

Wed, 07 Jan 2026 18:23:00 +0000

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.

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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

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Our Top Stories From 2025

Tue, 23 Dec 2025 10:41:00 +0000

Blockspace Boys — Charlie, Colin, and Will — join us to count down the most impactful and wildest stories of the year. They dive deep into the ICE raid on a Texas Bitcoin mine, the end of Operation Chokepoint 2.0, and the industry-wide pivot to AI and HPC. We also discuss Trump’s tariffs causing miner panic, the "Treasury Narrative" bust, and the legendary $8 billion whale sale. Plus, don't miss the saga of the Bitcoin Puppet race car.

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Notes:

* ICE raided Texas mine; seized guns/workers

* Operation Chokepoint 2.0 Conspiracy

* Miners paying $2-3.5M for chartered jets

* OG Whale sold $8B Bitcoin via Galaxy

Timestamps:

00:00 Start

02:11 Ice Raids Bitcoin Facility

10:21 Mining co-loction deals

16:13 Operation Chokepoint 2.0

25:05 ASIC imports

33:48 The Rush to Avoid Tariffs

39:22 80k Bitcoin on the Move

46:22 Bitcoin Treasury Narrative

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Inside the $220M Bitcoin Infrastructure SPAC w/ Ryan Gentry

Mon, 15 Dec 2025 10:38:00 +0000

Ryan Gentry, CEO of Bitcoin Infrastructure Acquisition Corp (BIXI), joins us to talk about taking a Bitcoin company public via SPAC. We dive into his journey from aerospace engineering to Lightning Labs, and why so many engineers flock to Bitcoin. Ryan breaks down the current state of Bitcoin infrastructure, the massive opportunity in Bitcoin lending, and how Lightning Network integrates with new side systems. We also discuss why the "burden of proof" has shifted to the no-coiners in traditional finance.

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Notes:

* IPO oversubscribed, upsized to $220 million

* BTC Lending very attractive

* Square used by 28% of US merchants

Timestamps:

00:00 Start

01:31 Ryan intro

07:12 Aerospace Bitcoin Mafia

09:29 What is Bitcoin Acquisition Infrastructure Corp?

13:06 Target company count?

14:10 SPAC vs Index investing

17:28 Areas of industry focus?

21:25 Bitcoin's evolution as asset

26:33 L2s & Lightning

29:13 Side Systems

33:41 AI agents & payments

36:04 Investor technical understanding

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This New Bitcoin Proposal Would Steal Your Bitcoin

Wed, 10 Dec 2025 09:38:00 +0000

Today, we break down the controversial "CAT" proposal by Claire Ostrom. This idea suggests snapshotting and burning UTXOs associated with Ordinals and Stamps to curb spam. We analyze the technical flaws, the failed game theory, and why seizing user coins—even "dirty" ones—sets a dangerous precedent for Bitcoin censorship and on-chain confiscation.

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Notes:

* CAT burns UTXOs under a specific threshold

* 100 million inscriptions are likely junk

* Proposal is a soft fork consensus change

Timestamps:

00:00 Start

06:16 BIP text

08:20 Burning Bitcoin UTXOs

11:55 non-monetary UTXO? WTF?

13:10 BIP process

16:43 Coinjoined Chris' thread

21:14 Game theory

23:08 hard price floor

👋The Blockspace Podcast 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!

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Why The 2025 Bitcoin Bull Run Failed Us

Sat, 06 Dec 2025 10:11:00 +0000

Today, we unpack the "underwhelming" 2025 bull market. Was $126k really the top? We dive into the data showing Bitcoin's 4-year ROI is virtually indistinguishable from the S&P 500 and Gold. We also break down Meltem Demirors’ viral thread on why "Proof of Stake was a mistake", how TradFi revenue has officially flipped DeFi, and why the meme coin supercycle left retail investors empty-handed.

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Notes:

* BTC 4yr ROI: 12% vs Gold 10%

* TradFi Rev $9.1B vs DeFi $9B

* BTC Range: $70k-$100k for 2 yrs

* '21 Inflation Adj Peak: $84k

* BTC Down 2.6% in 12 Months

* 2025 Bitcoin Top: $126k

Timestamps:

00:00 Start

02:02 Have you seen my bull run?

10:05 Meltem's Thread

16:26 Maker DAO

24:37 Proof of Mistake

👋Bitcoin Season 2 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!

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The Conspiracy Was True: Operation Chokepoint 2.0

Wed, 03 Dec 2025 10:09:00 +0000

We discuss the bombshell report from the House Committee on Financial Services that confirms the existence of **Operation Chokepoint 2.0**—a coordinated, extralegal effort by the Biden Administration to push the crypto industry out of the US banking system. Review Nic Carter's original exposes, how the "conspiracy" became formal documentation, and the shift from an existential threat to a clearer path for conducting business in the United States. We also discuss the political "reckoning" ahead for the industry's single-issue campaign spending.Subscribe to the newsletter! https://newsletter.blockspacemedia.com](https://newsletter.blockspacemedia.com)**Notes:*** House report confirms debanking conspiracy.* Extralegal effort to cut crypto banking.* Nick Carter published OCP 2.0 exposes.* Existential risk to US crypto is not near-term.* Crypto actively supported Trump's campaign.* "Single issue PAC" raised biggest money ever.Timestamps:00:00 Start01:25 Chokepoint 1.004:08 Regulation as maze07:14 FDIC letter11:06 Charlie gets de-banked13:12 Fed letter SR226-👋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? hello@blockspace.media

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Bitcoin Ruined Your Thanksgiving (Here's What To Do)

Sat, 29 Nov 2025 09:54:00 +0000

We analyze Bitcoin's historical holiday performance from 2012-2024, revealing that Thanksgiving-to-Christmas returns are a perfect 50/50 coin toss. We break down why 2017's spectacular bull run spoiled expectations, how the COVID-era 2020 produced the GOAT Thanksgiving shill with 69% gains, and why dollar cost averaging is the only advice worth giving your skeptical relatives. Plus: practical strategies for orange pilling family without ruining dinner.

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Notes:

• Bitcoin 50/50 up or down Thanksgiving to Christmas

• 2020 had 69% gain, best holiday performance ever

• 2017 bull run was 50% gains in one month

• 1 in 7 Americans now own Bitcoin

• Dollar cost averaging recommended strategy

• ETFs make onboarding boomers easier now

Timestamps:

00:00 Start

00:25 It's all about family

03:34 Past holiday returns

06:24 2017 & 2020 holiday markets

07:52 FTX

12:52 Akshually, the returns average 6%

👋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!

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Bitcoin Collapse: Here's Who's Bleeding In The Street

Sat, 22 Nov 2025 09:57:00 +0000

Colin and Charlie break down the brutal November 2025 Bitcoin selloff. With BTC trading at $87K, the average ETF holder is now underwater, hash prices are at all-time lows, and treasury companies like MicroStrategy and Nokia are facing serious headwinds. We discuss whether this is just typical Bitcoin volatility or something more concerning, analyze the dangers of leverage in crypto, and examine what happens when treasury companies can no longer access capital markets.

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Notes:

• Bitcoin trading at $86-87K (red for the year)

• Average BTC ETF holder now underwater

• Hash price at all-time low for miners

• MicroStrategy convertible notes taking haircuts

• 30% drawdown within historic BTC range

• Treasury companies face capital access issues

Timestamps:

00:00 Start

00:34 Number Go Down WTF!

04:15 Bitcoin is volatile, strap in!

09:02 But why go down?

16:50 NAKA

20:20 Treasury company bubble

21:50 Metaplanet

25:09 Leverage will break you

28:32 Hashprice

👋Blockspace Podcast 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!

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Bitcoin & Islamic Finance

Wed, 19 Nov 2025 10:33:00 +0000

Allen Farrington and Harris Irfa explain their seminal paper "Bitcoin, Fiat and Islamic Finance." They dive into why Islamic banking is an oxymoron, how riba (interest/usury) connects to fractional reserve banking, and why Bitcoin naturally produces Islamic-compliant financial systems.

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**NOTES:**

- Global South spends half GDP on debt interest

- Islamic finance industry worth $3+ trillion

- Dinar used for 1000+ years in Islamic world

- Fractional reserve creates money via lending

- Sukuk are asset-backed Islamic bonds

- Bitcoin enables prophetic economics principles

00:00 Start

01:56 Allen's backstory

03:13 Harris' background

05:09 Islamic banking is an oxymoron

08:10 Islamic finance will emerge on top of Bitcoin

12:46 Basics of Islamic finance

15:20 Riba (interest)

18:08 BTC mining in Islamic nations

24:07 managers & risk sharing

27:55 Flux

33:00 Is Bitcoin halal?

38:58 Islamic finance & a Bitcoin Standrd

41:42 Research response

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Did Jack Dorsey Fix The Bitcoin Merchant Problem?

Sat, 15 Nov 2025 09:51:00 +0000

We break down Jack Dorsey's massive Bitcoin rollout across Cash App and Square—4M merchants can now accept BTC payments via Lightning and mainnet. We explore how Bitcoin rails are undercutting Visa/Amex fees, the Strike-style settlement strategy, and the controversial BIP 177 denomination debate.

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Notes:

• 4M Square merchants now accept Bitcoin payments

• Credit card fees range from 2-6% per transaction

• Cash App uses Lightning Network for settlements

• BIP 177 proposes renaming Satoshis to Bitcoins

• 100M Satoshis equal one Bitcoin

• Jack Dorsey owns Block, Square, and Cash App

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$120K Bitcoin Call, Stablecoins, and 2026 BTC Market w/ Galaxy Research Alex Thorn

Wed, 12 Nov 2025 13:23:00 +0000

Alex Thorn, Head of Research at Galaxy Digital, joins us to talk about why Galaxy revised their Bitcoin end-of-year target from $185K to $120K, the competitive headwinds from gold (up 57% vs Bitcoin's 12%), AI investments, and stablecoins, the October 10th leverage wipeout, Bitcoin's maturation into a lower-volatility asset, whale distribution patterns, the stalled momentum of ordinals and runes, Bitcoin Layer 2 developments, and the ongoing arbitrary data filters debate affecting projects like Citrea and Botanix.

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Notes:

• Galaxy revised BTC target: $185K down to $120K

• Gold outperformed Bitcoin: 57% vs 12% YTD

• October 10th leverage wipeout major catalyst

• Bitcoin Season 2 momentum has stalled out

• Stablecoins creating major market competition

• Layer 2s like Citrea, Botanix still early stage

Timestamps:

00:00 Start

00:49 Gov shutdown? Oh no!!!

03:03 Revising EOY price prediction

07:55 Next price catalyst?

10:50 Longer term price predictions

14:01 Crashing to $100k

16:34 Stablecoins

22:38 Tether & competition

30:11 Backing

33:58 Did we lose the plot?

37:37 Enthusiasm for BTC development

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The 7 Indicators Saying The Bull Market Isn't Over

Sat, 08 Nov 2025 11:00:00 +0000

We dive deep into Coinglass's Bull Market Peak Indicators showing zero out of 30 signals flashing bear market warnings. Despite recent price drops and worst jobs data in 22 years, Bitcoin dominance sits at 59% (65% triggers peak warnings), Pi cycle top indicator remains green, and long-term holders absorbed $52.2B in sell pressure.

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Notes:

• 0 out of 30 indicators show bear market

• Bitcoin dominance currently at 59%

• 65% dominance historically signals cycle top

• Jobs data showed 100K+ losses last month

• Long-term holders absorbed $52.2B sell pressure

Timestamps:

00:00 Start

00:36 BTC puking on jobs data

01:39 Bitcoin Dominance

07:19 Institutional Allocations

09:09 Long Term Holder Supply

11:57 Mayer Multiple

13:26 Peull Multiple

19:42 Pi Cycle Top Indicator

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Inside Russia's Secret Bitcoin Mining Industry

Wed, 05 Nov 2025 10:42:00 +0000

Anna Baydakova, Senior Reporter at CoinDesk joins us to talk about Russia's complex relationship with Bitcoin. From Putin's surprising embrace of crypto mining to the grey market of mining rig distribution, Anna reveals how sanctions transformed Russia's crypto landscape. We explore Siberian mining operations and why Russians increasingly turn to Bitcoin as both protest and preservation against an authoritarian regime.

Link to the full report: https://blockspace.media/insight/in-between-worlds-the-state-of-bitcoin-mining-in-russia/

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Notes:

• Russia legalized Bitcoin mining in November 2024

• Hash rate dropped 10-15% after Ukraine invasion

• Electricity costs $0.02-0.04/kWh in Siberia

• Putin shifted from anti-crypto to pro-mining

• Telegram channels became primary crypto platform

Timestamps:

00:00 Start

01:16 Russia mining overview

02:56 Past 3 years of growth

08:30 Top Russian Miners

09:11 Mining "ban" is complicated

13:30 Who owns these miners?

17:31 Sanctions & War

23:23 Grey ASIC market

26:36 Wrap up

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Gold Investors Are Taking A Victory Lap

Sat, 01 Nov 2025 09:01:00 +0000

Gold Investors Are Taking A Victory Lap! Colin explains how Boomer goldbugs finally get to take a victory lap as Bitcoin gets beaten out by gold in 2025. Were Bitcoiners wrong about the debasement trade? Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Gold beats Bitcoin in 2025 • Gold is winning the debasement trade • It’s a geopolitical game • China, US, and Rare Earth Metals Timestamps: 00:00 Start 00:40 Goldbug victory lap 03:55 Gold soars as BTC crabs 06:19 China buying gold 09:28 The dollar is cooked 14:10 Rare earth minerals 17:24 Narratives

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The Insanity of Bitcoin's Newest Soft Fork

Wed, 29 Oct 2025 09:10:00 +0000

Rob Hamilton from AnchorWatch joins us to talk about the explosive BIP 444 proposal that could fork Bitcoin. We break down PortlandHodl's original 520-byte output limit idea, LukeDashjr's controversial technique to ban inscriptions, and the legal pressure being applied to mining pools. Rob explains why this fork will likely fail, what happens to your Bitcoin if it succeeds, and why opponents finally admitted a consensus change was needed all along.

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Notes:

• BIP 444 limits outputs to 520 bytes max

• OP_RETURN reduced from current to 84 bytes

• F2Pool controls 12% hash rate, opposes fork

• Mining pool switching costs nearly nothing

• Fork creates 2 coins: pure vs unholy Bitcoin

• Legal pressure applied to multiple pools

Timestamps:

00:00 Start

01:55 Portland HODL's proposal

04:48 PR 444 (is dumb)

08:22 Author of the PR: Dathon Ohm

09:45 Knots & Ocean inner circle

10:45 LEGAL & MORAL authorities! Oh my!

14:52 Assume 444 was merged, wat do?

21:55 Stamps maximalism! One jpg to rule them all!

28:47 Possible paths forward31:09 What happens next?

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Did The CIA Create Bitcoin?

Sat, 25 Oct 2025 08:34:00 +0000

Tucker Carlson says the CIA probably created Bitcoin. We go back to the very beginning – to Gavin Andresen and the 1996 NSA paper on digital cash. The rabbithole goes very deep! (And we explain why it’s probably FUD)

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Notes:

• 1996 NSA paper on digital cash

• Gavin Andresen 2011 CIA presentation

• CIA infiltrate Bitcoin development?

• Why all this is probably FUD

Timestamps:

00:00 Start

01:49 Who is Satoshi?

03:48 Gavin Andresen, a CIA puppet?

11:05 NSA enters the chat

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What we know about the FTX insolvency 3 years later

Wed, 22 Oct 2025 09:23:00 +0000

Investigative reporters Jonathan & Sophie dive much deeper into what happened *after* SBF was ousted. Hundreds of thousands of individual customers became creditors, getting paid in dollar values from the bankruptcy filing date when the market bottomed out (Meanwhile, nearly $1 billion in fees went to the bankruptcy process expenses) When you're waiting for money and told you won't get it back while watching massive fee statements pile up, something feels really wrong.

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Notes:

• FTX had hundreds of thousands of individual creditors

• Creditors repaid in bankruptcy filing at market low

• Nearly $1 billion total in bankruptcy fees

• Sullivan and Cromwell among multiple firms paid

Timestamps:

00:00 Start

02:56 Beginning the investigation

05:37 Interviewing SBF

08:21 Beginning bankruptcy

10:23 The bankruptcy claim experience

13:30 Who handled the bankruptcy?

16:08 What were the FTX assets?

17:35 A complicated portfolio

20:07 Bankruptcy firm double dipping?

22:50 Customer questions

27:56 Are these fees normal?

33:19 Reimbursements to date

35:33 BTC go up

36:58 What's next?

39:35 Next step for journalists?

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The Bitcoin "Dusting" Attack You Didn't Know About W/ Galaxy Digital

Sat, 18 Oct 2025 12:14:00 +0000

Zach Pokorny from Galaxy Digital joins us to discuss their deep investigation into the mysterious 80,000 Bitcoin whale that moved last summer. The report uncovers a massive dusting campaign targeting over 40,000 addresses holding 2.3 million BTC with fake "abandoned property" notices. We dive into the Salomon Brothers connection, the $90K cost of the attack, and why this looks like classic Craig Wright-style lawfare.

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Notes:

• 2.3 million BTC dusted

• 40,000+ addresses hit

• Attack cost 0.7 BTC (~$90,000)

• 80,000 BTC whale sold through Galaxy

• 3-year dormancy minimum targeted

Timestamps:

00:00 Start

02:27 Size & breadth of the messaging campaign

04:39 Message contents

05:51 Legal definitions

08:47 Is Salomon Brothers real?

12:02 Why not use a law firm?

13:06 Did the 80k BTC seller get spooked?

14:31 Scale of the campaign

15:35 Satoshi addresses?

17:55 How did they choose addresses?

19:44 Lots of holders have "dormant coins"

21:17 Cost of the campaign

23:14 Links to other attacks

26:26 Speculating who this was

28:12 Court process & jurisdiction

32:12 Wrap up

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Strategy's Path To $10 Trillion

Wed, 15 Oct 2025 09:27:00 +0000

Pio Vincenzo joins us to talk about why MicroStrategy could become a $10 trillion company, how Bitcoin miners like Riot and Cipher are pivoting to AI infrastructure, and why the traditional four-year Bitcoin cycle is officially dead. Pierre breaks down the Bitcoin treasury company trend, explains why time is on Bitcoin's side, and shares his controversial take on why crypto Twitter must always lose.

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Notes:

• MicroStrategy owns 600K+ Bitcoin, no corp will catch up

• Money printing at $100-175B monthly, historically high

• 40% of money supply printed during Covid period

• Bitcoin miners repositioning for AI hyperscaler deals

• Bitcoin ETFs launched during Biden presidency

Timestamps:

00:00 Start

01:41 New wave of crypto content creators?

03:55 Bitcoin not crypto trend

05:45 Trump "insider" rumors

09:47 MSTR bull case

15:06 One DAT to Rule Them All?

18:46 BTC miners, WTF?

22:30 IREN & Cypher

27:42 Prediction markets

30:34 4 years cycle go bye bye?

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Bitcoin Miners Don’t Care About The Filter Debate

Sat, 11 Oct 2025 17:10:00 +0000

We're reporting live from the North American Blockchain Summit in Dallas, Texas, where roughly 30% of the world's Bitcoin hashrate is decided. The shocking reality? Bitcoin miners don't care about Core v30 or technical debates. They care about electrons, steel, aluminum, and profit. We break down how Foundry became the largest pool with 0% fees, why miners prefer FPPS revenue certainty over block variance, and the massive disconnect between Bitcoin's technical community and the mining industry.

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Notes:

• Foundry controls ~30% of Bitcoin's hashrate

• Mining pools dropped fees from 2% to near 0%

• FPPS model is “addicting” for miners

• Texas becoming finance capital with new exchange

• Most miners don't know their pool's Core version

• Future fee markets could disrupt pool dominance

Timestamps:

00:00 Start

00:28 NABS vibes

01:41 Miners don't care about Core V30

03:48 Miners care about profitability

04:44 Pools

08:59 Predictable revenue

13:10 Miner incentives

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Why Filters Are Playing Into The Fed's Hands w/ Fluffypony

Wed, 08 Oct 2025 08:51:00 +0000

Riccardo Spagni (Fluffypony), former Monero lead maintainer, joins the Bitcoin filter debate and explains why it's following the same playbook as the blocksize wars. Riccardo explains his early studies on Sybil attacking Bitcoin nodes, why filtering is fundamentally broken censorship, the thankless job of being a protocol maintainer. We also discuss his WorldCoin criticism, AI agent commerce, and why stablecoins will likely dominate machine-to-machine payments.

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**Notes:**

• Bitcoin nodes connect to 8 peers by default

• Fiber network enabled faster miner-to-miner relay

• Filtering OP_RETURN stops only 1 of 6 data methods

• Spagni maintained Monero 2014-2019 (5 years)

• Lightning privacy requires permanent open channels

• AI agents will likely use stablecoins, not Bitcoin

Timestamps:

00:00 Start

01:16 Who is Fluffypony?

06:45 Worldcoin influencer?

09:30 Filters (that don't filter anything)

12:53 Why don't "all nodes matter"?

18:35 Knots node count

23:16 OK, define censorship

31:24 Community criticism

38:26 The future of the "filter TM" debate

42:44 On-chain privacy

48:32 The state of Bitcoin privacy

53:23 OP_CTV

56:05 AI + Bitcoin

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Larry Fink’s Bitcoin ETF Is Eating Wall Street

Sat, 04 Oct 2025 09:16:00 +0000

“Uptober” is absolutely delivering Bitcoin pushes $121K with BlackRock's iShares Bitcoin ETF breaking into the top 20 ETFs by AUM - a meteoric rise for an asset that was "a scam" according to Larry Fink just two years ago. Hashrate hits the historic 1 Zetahash milestone, mining stocks see 624% gains led by AI pivots, and ordinals collections pump double digits. The gang breaks down ETF inflows, network security, and why this cycle's retail is hiding in plain sight.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNotes:• Bitcoin trades at $121K, nearing ATH• BlackRock's ETF entered top 20 ETFs by AUM• Hashrate reached 1 zettahash milestone• US ETFs saw $675M single-day inflow Oct 1st• Mining stocks up 624% since June (Iris leading)• Ordinals collections up double digits on weekTimestamps00:00 Start00:27 Pump it UP02:08 IBIT Breaks Top 20 ETFs09:09 Hashrate21:18 Ordinals are SO BACK!-👋Bitcoin Season 2 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? hello@blockspace.media

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Bitcoin's Missing Piece: Zero-Knowledge Proofs

Wed, 01 Oct 2025 08:35:00 +0000

Eli Ben-Sasson, co-founder of StarkNet and Zcash, announces StarkNet's major Bitcoin news: native Bitcoin staking on StarkNet. Starknet has 100 million STRK tokens allocated for competitive Bitcoin lending rates and Bitcoin yield strategies. Eli explains why zero-knowledge proofs are the scalability solution Bitcoin needs, how StarkNet enables self-custodial Bitcoin DeFi, and why OP_CAT could be the nine lines of code that save Bitcoin from becoming just another store-of-value asset for the wealthy.

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# Notes:

• Bitcoin staking now live on StarkNet

• 100M STRK tokens for Bitcoin lending incentives

• 500M+ STRK already staked in protocol

• 21-day unstaking period for Bitcoin

• $1M research fund for OP_CAT development

• ZK-STARKs verify million transactions for one cost

• RS7 launching Bitcoin yield strategies

Timestamps

00:00 Start

01:46 Bitcoin staking is now live

03:08 What is Bitcoin Staking?

06:07 History of Zero Knowledge Proofs

08:00 ZK & scaling

09:05 How scaling would work

10:57 Covenants (OPCAT, CTV)

11:55 STRK token

14:12 PoW vs PoS

16:09 Practical benefits from staking

20:26 Staking curve & rates

21:57 100M STRK tokens

24:14 Why start with lending?

25:29 Re7 Capital

28:31 Re7 function

36:08 Consensus for covenants

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Inside the Mind of Luke Dashjr, Bitcoin's Most Polarizing Developer

Sat, 27 Sep 2025 08:17:00 +0000

Today we dive deep into the controversial world of Luke Dash Jr, the Bitcoin developer behind Bitcoin Knots who believes the sun orbits the Earth, supports monarchy over democracy, follows an obscure Catholic sect with only 30,000 followers worldwide, and thinks using Bitcoin in ways he disapproves of should be criminal. We expose his authoritarian development practices and why Bitcoiners should know exactly who they're endorsing.

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Notes:

• Luke's sect has only 30,000 followers vs 1.4B Catholics

• Luke was sole BIP editor for a while

• Bitcoin Knots filters some lighting & coinjoins

• Luke believes violating laws equals immoral behavior

• “GitHub doesn't work with Knots” claims disputed

Timestamps:

00:00 Start

00:32 Geocentrism is back baby!

06:26 Why Luke is a Bitcoin legend

09:12 UASF

13:52 Knots

16:52 ONE maintainer to rule them ALL

23:06 Luke merge unreviewed code, sounds safe..

24:34 BIPs repo

28:30 Knots has more maintainers? ahh, what?

35:12 Obscure religious sect

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Inside The Secret World Of Bitcoin Scammers w/ Junseth

Wed, 24 Sep 2025 09:02:00 +0000

Junseth from the legendary Bitcoin Uncensored podcast joins us to talk about his shocking investigation into crypto phone scammers. He recorded dozens of calls with young thieves targeting Bitcoin holders, revealing how 16-17 year olds recruited on Roblox and Minecraft steal millions through social engineering attacks on Coinbase users. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Junseth’s scammer interviews: https://soundcloud.com/junsethsworld Notes: • He gets 10+ scam calls/day • Scammers are young: 16-18 years • Recruited primarily on Roblox/Minecraft • One scammer calls back to apologize! • Claims of $60k+ paydays Timestamps: 00:00 Start 03:51 Scammer recording 07:36 The arc of the conversation 12:50 Who are these scammers? 14:51 Arrests 17:06 What do they do with the assets? 20:26 Recruiting scammers from Minecraft 25:04 Bitcoin cultural evolution 28:26 Whay is everyone dumb? 30:21 Non-monetary Bitcoin 37:02 Cultural moments - 👋Bitcoin Season 2 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? hello@blockspace.media

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Kevin Durant’s Coinbase Debacle, Saylor’s Using AI & Monero’s Reorg

Sat, 20 Sep 2025 13:39:00 +0000

Three wild stories: NBA star Kevin Durant finally remembering his Coinbase password after 11 years of locked Bitcoin gains, Michael Saylor revealing how he uses ChatGPT to design revolutionary $6 billion securities offerings, and Monero experiencing its deepest blockchain reorganization attack in history with 118 invalidated transactions.

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NOTES:

• Durant bought Bitcoin in 2016 at $300-1000 range

• His 2016 salary: $20M, today: $53M

• Bitcoin outperformed his net worth by 100x

• Saylor designed $6B security with AI help

• Monero suffered 18-block reorg attack

• 118 transactions invalidated on Sept 15th

Timestamps:

00:00 Start

00:26 Kevin Durant's BTC Password

09:26 Blockspace Ad

10:02 Bitcoin for Corps

18:40 Monero chain re-org

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Astrology Tells Us What Bitcoin Is Going To Do in 2026

Wed, 17 Sep 2025 08:50:00 +0000

Erin Redwing, Bitcoin astrologer and former astronomer, joins us to talk about eclipse season chaos, Saturn returns for millennials, why 2026 marks the Age of Aquarius, and Bitcoin's astrological DNA from its 2008 Saturn-Uranus opposition birth.

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**NOTES:**

• Bitcoin hit $18K on winter solstice 2020

• Saturn returns happen ages 27-30

• Eclipse seasons occur every 6 months

• 2026 starts new astrological era

• Bitcoin created during planetary opposition

• Pluto in Aquarius until 2044

Timestamps:

00:00 Start

01:35 Astronomy background

03:37 Erin predicts the 2025 Spring sell-off

05:55 Eclipse Season

12:48 Positive outlook

16:52 Cleanspark

18:11 Themes for the next era?

22:18 Saturn return

26:12 Saturn return applies to everyone

30:19 Bitcoin & Saturn

32:56 Price up or down?

42:47 Bitcoin culture right now

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How Nepal Used Discord to Elect its Next PM

Sat, 13 Sep 2025 08:48:00 +0000

Dive into the wild story of how Nepal's government was overthrown using Jack Dorsey's BitChat mesh network app and Discord polls. From social media bans sparking protests to Zoomers coordinating via Bluetooth networks, this episode explores the intersection of crypto technology and political revolution. Plus, Charlie Kirk's thoughts on Bitcoin strategic reserves.

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**Notes:**

• BitChat downloads jumped from 3K to 50K in one day

• 48,000 Nepal downloads = 38% of total installs

• 26 social media platforms banned Sept 4th

• Bluetooth mesh network max range ~30 meters

• Charlie Kirk supports US Bitcoin reserve

• Discord poll selected interim leadership

Timestamps

00:00 Start

00:25 Citizens rebel in Nepal

03:44 BitChat

05:08 Nepal backstory

06:18 BitChat to the rescue

11:41 Discord voting

21:26 Hot topic of week

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How To Beat Coinbase At Their Own Game (But On-Chain)

Wed, 10 Sep 2025 12:36:00 +0000

Flashnet CEO Ethan Marcus joins us to discuss Bitcoin & markets. We chat the challenges of stablecoins, and how Spark’s signing protocol offers a fast, cheap alternative to Lightning. He also shares candid lessons from a $300 k load test and his vision for Bitcoin‑native finance.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNotes: Coinbase charges ~70 bps per trade. Spark handled $300 k in 9 min during beta. Bitcoin spot volume ≈ $20‑30 trillion yr. Lightning’s fee‑free stablecoin rollout deemed “disaster”. Spark’s operator model uses threshold signatures. Braille’s USD‑BTC stablecoin launches on Spark.Timestamps:00:00 Start01:52 Is Flashnet crypto or fintech?02:23 What is Spark?03:25 Role of the Operator05:06 Like a State Chain but different06:50 Spark idea origins08:54 Flashnet11:08 Why not build on Lightning?12:16 Hyperliquid15:00 How does Spark fit into BTC scaling?16:30 Why use a DEX?18:38 Evolution of on-chain exchanges20:35 Braille & stablecoins21:58 RGB & other protocols24:15 Park launch troubles26:16 Degens lend a helping hand28:08 Corporate chains30:21 Single sequencer = server32:09 Zero Day33:08 Innovations in BTC-👋Bitcoin Season 2 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? hello@blockspace.media

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Filters Are Futile

Sat, 06 Sep 2025 09:29:00 +0000

We dive into the “filter debate,” dissecting why some Bitcoin purists are demanding JPEG‑free blocks and why their efforts are futile, but harmful to the bitcoin network. Fee economics, block‑size limits, real‑world examples, and the clash between censorship resistance and arbitrary data.

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Notes:

Block size capped ~4 MB (~250 GB/yr)

$600 M+ spent on ordinal fees

Knots rose from 5 % to 18 %

30/25 000 nodes filtered in early test

100 % filtered nodes still ineffective

Fee market drives transaction inclusion

Timestamps:

00:00 Start

02:54 Letter Analogy

05:40 Nations censoring transactions

07:16 Spam

16:16 JPEGS

18:03 Block size

19:12 Death to JPEGS

20:32 IBD (initial block download)

26:11 But we are filtering X transactions!

27:24 First principles

34:36 Oh Luke... so disappointing..

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Bears Are Wrong About Strategy’s Bitcoin Play

Wed, 03 Sep 2025 14:53:00 +0000

Ed and Tim from Bitcoin Treasuries join us to talk about the explosive growth of bitcoin treasury companies, why traditional metrics don't work anymore, MicroStrategy's continued outperformance versus the Mag 7, mining companies losing narrative appeal, and their upcoming September 17th Bitcoin Treasuries Unconference in NYC.

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**Notes:**

• MSTR outperformed Mag 7 every day for a year

• Traditional PE ratios don't work for BTC cos

• MicroStrategy: $500M revenue, $75M profit

• Fixed income markets worth $4 trillion

• Many treasury cos trade below NAV

• Bitcoin gains counted as revenue now

Timestamps

00:00 Start

01:17 Conference & podcast

03:01 MSTR price lag

05:20 Market outlook

06:55 Why BTC treasury companies?

09:30 Comparing companies

15:03 Bearish BTC miners?

18:34 Future of treasury companies

22:20 Winner take most or all?

23:27 Attracting capital

26:23 Bitmex Report

28:56 Conference highlights

32:55 Wrap up

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Tether on RGB, finding UAE's $700mm in btc, and USGox data on Bitcoin

Sat, 30 Aug 2025 13:39:00 +0000

Colin & Charlie joins us to unpack the UAE’s secret $700 million Bitcoin mining operation, the US government’s bold move to publish macro data on-chain through Chainlink, and Tether’s planned launch on the RGB layer‑2. We also explore nation‑state mining strategies and the quirky characters behind RGB.

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Notes:

UAE mine valued at $700 M BTC

Citadel (UAE) operating the mine

US gov posting data on multiple blockchains

Chainlink oracle used for Bitcoin L2 Botanics

Tether targeting RGB (still pre‑v1)

Bhutan holds 12k BTC ($1.3 B)

Timestamps:

00:00 Start

00:21 UAE mining BTC

05:55 US data on-chain

11:03 Tether coming back to BTC

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5 Essential Privacy Tips For Bitcoin

Thu, 28 Aug 2025 12:25:00 +0000

Satsie joins us to talk about Bitcoin privacy fundamentals. We cover why Bitcoin isn't anonymous, essential privacy practices like avoiding address reuse and hardware wallet shipping risks, the importance of running your own node, and advanced tools like PayJoin transaction batching and silent payments for enhanced on-chain privacy.

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**Notes:**

• Bitcoin requires KYC through exchanges

• Address reuse is "really, really bad"

• Hardware wallets shipped to homes create risk

• PayJoin needs 5% network adoption minimum

• Node sync takes "couple days" currently

• Silent payments require blockchain scanning

Timestamps:

00:00 Start

01:24 Who is Satsie?

04:24 How private is Bitcoin?

06:06 Privacy is hard

07:58 Basic BTC privacy techniques

10:50 VPNs

11:57 Running a node

15:13 You are using somebody's node

17:28 What is Payjoin?

19:59 When would we use Payjoin?

21:10 Payjoin adoption

22:45 Multi-party Payjoin

23:54 Silent Payments

27:16 Current US privacy regulations

29:00 Soft forks

31:06 Resources

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Nobody Is Using Bitcoin Right Now

Wed, 27 Aug 2025 10:10:00 +0000

Will Owens from Galaxy Digital joins us to talk about Bitcoin's shocking transaction fee collapse. Despite BTC ripping to new all-time highs, fees have fallen to historic lows with "free blocks" becoming common. We dive deep into the data showing how custodial adoption and speculative activity moving to other chains is creating a miner revenue crisis.

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**NOTES:**

• Bitcoin fees at all-time lows despite $120K price

• "Free blocks" with 1 sat/vB fees now common

• Miners losing 15-20% potential revenue from fees

• 1.5M Bitcoin vulnerable to quantum attacks

• Hash price hit $35/TH all-time low recently

• Coinbase custodies over 1 million Bitcoin

Timestamps:

00:00 Start

01:05 Are fees important?

09:09 Free Block

10:37 Do miners care?

13:24 OP_RETURN

18:38 OP_RETURN & Bitcoin Core

21:34 Wallet type

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BONUS EPISODE: Consensus & Core w/ Antoine Riard

Sun, 24 Aug 2025 18:34:00 +0000

Bonus audio-only episode. Recorded live in Vegas w/ Bitcoin Core Contributor Antoine Riard. We discuss a lot of things, details of Bitcoin Core development, and work on libbitcoinkernal.

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The Tornado Cash Trial, Explained

Wed, 20 Aug 2025 12:29:00 +0000

David Z Morris joins us to talk about his extensive coverage of the Tornado Cash trial. We dive deep into Roman Storm's conviction, the legal precedent for privacy tools, and the chilling effects on open source development in crypto.

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NOTES:

• Jury hung on 2 charges, guilty on 1 MTB charge

• North Korea Lazarus laundered $600M

• No direct OFAC-sanctioned wallets used the service

• Appeal process could take years to resolve

Timestamps:

00:00 Start

00:41 Why the Tornado Cash Story?

05:06 What is Tornado Cash?

11:15 What does Tornado Cash Do?

14:01 Autonomous Smart Contracts

19:34 Run as a Business

23:57 Profits

24:58 Criminal Charges

31:43 Future of Open Source Development

37:15 Advice for Privacy Devs

42:43 Public Perception

46:09 Journalism & Privacy

49:10 What Happens Now?

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We're in a Recession on TikTok, But Not in the Market

Sat, 16 Aug 2025 12:02:00 +0000

We’re diving deep into the disconnect between market performance and recession fears. They explore viral TikTok recession indicators, analyze Q2 earnings data, examine job market softening, and discuss whether we're actually heading into recession territory or if it's all just economic anxiety amplified by social media vibes.

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## Notes:

- 33% recession probability down from 45% in April

- S&P 500 earnings grew 11.8% year over year in Q2

- Only 73,000 jobs added in July vs expectations

- May/June job numbers revised down by 258,000

- Energy sector earnings dropped 18-19% in Q2

- 92% probability of September Fed rate cut

Timestamps:

00:00 Start

00:32 Wen resesh bruv?

03:54 Recession Pop Music

10:48 White Lady Dasher

12:49 Data nerd time

24:56 Mag 7 earnings

26:49 Unemployment

31:34 Consumer credit

33:44 What's a humble central bank to do?

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The Economic Case for Bitcoin Treasury Companies

Wed, 13 Aug 2025 08:02:00 +0000

Steven Lubka, VP of Investor Relations at Nakamoto, joins us to talk about the "paper bitcoin summer" phenomenon, treasury companies as Bitcoin acquisition vehicles, regulatory arbitrage strategies, international market expansion, and why vibes matter in capital markets. We explore how companies like MicroStrategy pioneered leveraged Bitcoin strategies and what the future holds for Bitcoin financial institutions.

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**Notes:**

• Treasury companies hold ~60k BTC outside MicroStrategy

• MicroStrategy trades at 2x NAV premium currently

• Bitcoin has multi-trillion dollar market cap

• Preferred shares cost ~9-10% for these companies

• MetaPlanet proved model works internationally

• Galaxy sold 80k BTC recently absorbed by market

Timestamps:

00:00 Start

02:19 Paper Bitcoin Summer

05:25 Treasury company bull case

11:27 Why now?

15:12 How many companies can do this?

20:22 IPO vs SPAC

22:45 Why BTC & not other commodities?

26:01 Market liquidity

29:01 Marketing as asset

34:04 Vibes Capital Markets

39:46 Paper Bitcoin Maxi

45:57 Nakamoto's future

50:34 Amanda & Branden

53:17 Wrap up

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Comply or Die: Privacy or Palantir

Sat, 09 Aug 2025 13:05:00 +0000

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Can Bitcoin Go Negative? How Bitcoin Futures Contracts Work

Wed, 06 Aug 2025 08:58:00 +0000

Matt Wraith, CTO of Bitnomial, explains the arcane world of Bitcoin futures trading. Physical delivery vs cash-settled futures to exploring the possibilities of fork futures markets, Matt breaks down complex market mechanics with real-world examples. How could chain splits could be traded, the quantum computing threat to Bitcoin, and why having oil storage matters when futures go negative.

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Notes:

- Bitnomial founded 2014, launched futures 2020

- Oil futures went negative in March 2020

- Bitcoin Cash hashrate flipped BTC post-fork

- Quantum computer threat "5 years away for 30 years"

- Physical delivery requires actual BTC transfer

- Fork futures first appeared during SegWit debate

Timestamps:

00:00 Start

01:09 Founding Bitnomial

03:32 Regulatory changes

05:16 CTO role

06:09 Multiple hats

07:29 Futures

10:08 History of futures

12:38 Physical delivery

14:48 Storage costs

17:25 Clearing house

18:27 Cash settled

21:22 Bitcoin futures history

25:23 Forks & futures

37:02 Assets on Bitcoin

41:22 Restrictions on futures

45:04 Black Swan pricing

48:18 Quantum

52:52 Presidio Bitcoin Quantum Conference

55:36 Futures as governance

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How Bitcoin Treasuries Will Cause The Next Bear Market

Sat, 02 Aug 2025 14:23:00 +0000

Charlie and Colin dive deep into the dangerous parallels between today's Bitcoin treasury companies and the 1929 investment trust bubble. They analyze how companies like MicroStrategy use convertible debt to accumulate Bitcoin, why this creates systemic risk, and how forced selling could trigger a catastrophic unwind. From Ponzi-like dividend structures to the speculative attack strategy, they break down why this leverage-fueled boom might end badly.

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**NOTES:**

• 98 companies raised $86B in 8 weeks for crypto

• MicroStrategy needs $300-400M annually for dividends

• Q1 revenue only $111M vs dividend obligations

• Public entities hold ~900K Bitcoin total

• Investment trusts grew 11x from 1927-1929

• 1929 trusts were 1/3 of all capital issuance

Timestamps:

00:00 Start

02:30 Lessons from 1929

07:22 Trusts vs BTC treasury companies

12:50 Shorting MSTR

20:51 Hear me out.. companies that make profits

24:34 Don't say the P word!

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Bitcoin Needs Self Custody To Survive

Wed, 30 Jul 2025 10:41:00 +0000

Nick Neuman, CEO & co-founder of Casa joins us to talk about why Bitcoin's future depends on self-custody adoption. Neuman argues that without users holding Bitcoin "at the edges" and generating transaction fees, mining incentives could collapse, potentially forcing changes to Bitcoin's 21 million supply cap or pushing institutions toward proof-of-stake alternatives.

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NOTES:

• Casa founded in 2018 to enable self-custody

• Coinbase holds 2.8 million Bitcoin today

• Transaction activity lower than 2018 levels

• Bitcoin block reward halves repeatedly over time

• Mining unprofitable without transaction fees

• 2140 deadline for block reward depletion

Timestamps:

00:00 Start

02:38 Self custody & Bitcoin survival

07:25 Held at the edges

11:26 Fees a& codes changes

17:55 Memetic death spiral

21:00 layer 2

26:12 Self custody adoption

30:48 Changes to improve self custody

33:35 Education

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Saylor Is Lapping The Bitcoin Treasury Competition

Sat, 26 Jul 2025 08:22:00 +0000

Michael Saylor's controversial pentagram post and MicroStrategy's pivot to preferred stocks. With 145+ companies now adopting Bitcoin treasury strategies and institutions holding 10% of all Bitcoin, we explore whether this paper Bitcoin summer represents genuine adoption or a dangerous leveraged bubble waiting to burst.

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**Notes:**

• MicroStrategy owes $400M annually in dividends

• Core business only generates $111M revenue

• 145 Bitcoin treasury companies now exist

• Institutions hold 10% of Bitcoin supply

• Daily institutional buying 10x mining rate

• Treasury companies bought 39K BTC/month

Timestamps:

00:00 Start

00:48 Bitcoin's "Defense Dept"

03:04 Preferred stock pivot

04:40 Where does the yield come from?

07:29 Dividends can't come from company profits

19:22 MSTR memes

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Bitcoin Isn’t Changing And That’s A Bad Thing

Wed, 23 Jul 2025 07:58:00 +0000

FILL OUT THE SURVEY BY CLICKING HERE: https://forms.gle/DFpR9MyhWo1NQ8T39 You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.com Bitcoin developer James O’Beirne joins us to talk about the current state of Bitcoin development, the controversial CTV (OP_CheckTemplateVerify) soft fork proposal, and why he organized a letter signed by 66+ prominent Bitcoin developers requesting Bitcoin Core focus on protocol upgrades. We dive deep into Bitcoin's development culture, the post-SegWit era challenges, and the growing concern about Bitcoin's ossification. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • 66 developers signed CTV support letter • 96% of Bitcoin value uses non-taproot outputs • 19% of global hashrate supports CTV proposal • 5+ years of CTV development and testing • 5 Bitcoin bounty offered for CTV bugs found • 16.5 years since Bitcoin's initial release Timestamps: 00:00 Start 01:55 Jame's work 08:33 History of BTC development 12:37 Culture & the block size war 16:34 Code change process 24:29 The CTV letter origin 33:53 Reception of the letter 38:33 Why is there resistance? 40:53 Alternative proposal 48:20 Upgrade Hooks 50:36 Future outlooks for changes 54:49 Reasons for optimism - 👋Bitcoin Season 2 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? hello@blockspace.media

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The US Government Is Hiding It's Bitcoin Stash

Sat, 19 Jul 2025 14:30:00 +0000

FILL OUT THE SURVEY BY CLICKING HERE: https://forms.gle/DFpR9MyhWo1NQ8T39 Charlie and Colin dive deep into investigative journalism that reveals the US government's Bitcoin holdings are far more complex than anyone realized. After a $10K bounty led to a FOIA request, we discovered the US Marshals Service holds just 29,000 Bitcoin - not the 200,000 widely reported. We explore seized vs forfeited assets, government custody practices, and why Senator Lummis got it wrong. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • US Marshals hold 29,000 Bitcoin worth $3.4B • Arkham shows 198,000 Bitcoin for US government • US sold 195,000 Bitcoin for $366.5M total • Bitfinex hack involved 94,000 seized Bitcoin • Government peak holdings: 237K Bitcoin (2022) • $10K bounty offered for Marshal data Timestamps: 00:00 Start 00:47 Lola investigates 05:27 29k BTC 11:03 Politicians enter the chat 17:47 Government custody providers - 👋Bitcoin Season 2 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? hello@blockspace.media

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Where Does Bitcoin Peak This Cycle?

Wed, 16 Jul 2025 08:41:00 +0000

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Charlie and Colin dive deep into Bitcoin's explosive run past $122,000, analyzing what's driving the rally and how high it could go. They break down predictions from Peter Brandt ($150K), Bob Lucas ($175K), and the wild $400K call from Udi. Plus: why boomer ETF flows might be the secret sauce, the Mayer Multiple indicator, and whether we're in for a supercycle.

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NOTES:

• Bitcoin hit $122K all-time high over weekend

• Market cap exceeds $2.4 trillion, flips Amazon

• Mayer Multiple at 1.12, well below 2.4 threshold

• iShares Bitcoin ETF trades at $67 per share

• DXY down 10.7% in 2025, worst since 80s

• Gold market cap at $22.3 trillion (10x Bitcoin)

Timestamps:

00:00 Start

03:00 Bitcoin marketcap flips Amazon & Google

08:25 Mayer Multiple (it's back baby!)

10:27 Analyst: Peter Brandt (parabolic advance)

13:54 Analyst: Bob Lucas (4 yr cycle)

25:19 Analyst: Udi (just vibes man)

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Who Moved 80,000 BTC?

Sat, 12 Jul 2025 15:31:00 +0000

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Charlie and Colin dive deep into the $8 billion Bitcoin whale awakening from 2011, conspiracy theories around legal notices, and the dramatic fallout between Elon Musk and Trump. Plus, Bitcoin smashes through $113K as markets defy doomsday predictions.

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NOTES:

• 80,000 Bitcoin moved worth $8.1 billion

• Bitcoin hits new all-time high at $113K

• Funds dormant since 2011 - 13+ years

• Elon announces America Party with Bitcoin focus

• Markets shed 15% earlier this year

• $150B in government waste cuts achieved

Timestamps

00:00 Start

00:52 80k BTC moved

06:03 Message in transaction

16:21 Elon forms political party

22:29 BTC @ $113k

28:28 WW3 with Iran

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Why tokens don't work (except for Bitcoin)

Wed, 09 Jul 2025 08:18:00 +0000

Gwart joins us to talk about the collapse of crypto's "public goods" era and why the revenue meta is taking over. We dive deep into the fat protocol thesis, why DAOs failed, the difference between Bitcoin and crypto, and how builders are finally focusing on sustainable businesses instead of token hacking.

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**NOTES:**

• Pump.fun crossed hundreds of millions in revenue

• Fat protocol thesis originated 2016-2017

• iPhone example: $1,000 vs theoretical $10,000

• Uniswap has fee switch but hasn't turned it on

• Thread guy has 5% Bitcoin portfolio allocation

• Bitcoin could 10x in next five years

Timestamps:

00:00 Start

01:59 Bitcoin vs Crypto

06:08 What does Gwart "believe" in?

08:33 Revenue Meta & Fat Protocol Thesis

13:36 Interpreting the Fat Protocol Thesis

19:25 Analogies to Linux, etc

27:18 Is the DAO dead?

31:27 Devs

37:35 Creators of the Revenue delusion

40:46 Are stonks the new tokens?

45:01 Solana maxi

50:22 Real World Assets ;P

53:10 Minting new BTC maxis

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The Average American Bitcoin Owner Is Not Who You'd Expect

Mon, 07 Jul 2025 07:52:00 +0000

Colin and Charlie dive deep into the Nakamoto Project's groundbreaking survey revealing what the average American really thinks about Bitcoin. From surprising ownership demographics to political shifts and moral foundations, this data challenges everything you think you know about who owns Bitcoin and why. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • 48 million Americans own Bitcoin (18.6% surveyed) • 11 million hold their own keys (4.21%) • Hispanic/Latino ownership leads at 24.2% • 58.8% keep Bitcoin on exchanges • Political shift right since 2024 • 4 in 5 support gold-to-Bitcoin conversion Timestamps: 00:00 Start 02:14 Highlights 05:12 Who holds Bitcoin? 08:35 How do people hold Bitcoin? 12:02 Ethnicity of Bitcoin holders 16:32 Politics 20:38 Changes in ownership from 2024 22:22 Sentiment 27:26 Moral Foundations 39:00 Crypto Reserve 43:12 Policy **SEARCH OPTIMIZATION** Bitcoin, cryptocurrency, survey, demographics, ownership, Americans, politics, morality, Nakamoto Project, self-custody, exchanges, ETF, Hispanic, Latino, conservative, liberal, moral foundations, strategic reserve, gold conversion, Troy Cross, blockchain, digital assets **POSTS FOR X (TWITTER)** • "Bitcoin ownership was not skewed conservative" - last year's finding completely flipped as Trump embraced crypto @troybcross • "Bitcoin Twitter are not real life. They are a facsimile of real life, distorted and misleading" - harsh but fair reality check • "48 million Americans own Bitcoin... I'm kind of curious where all those people are" - the invisible majority problem • "Maybe white people are just looking to fill a void in their lives, so we make it a part of our personality" - brutal self-reflection • "Most people are kind of normal, rational people in that they just don't care" - about strategic Bitcoin reserves • "The average person has trouble distinguishing between Bitcoin and crypto" - education gap remains massive • "People who own Bitcoin overwhelmingly trust, know, consider high utility and consider Bitcoin good" - correlation confirmed • "Liberty as the basis for moral foundation" - strongest predictor of Bitcoin ownership according to new data **CHAPTERS CREATED BY AI (CHECK FOR ACCURACY)** 00:00 Start 00:45 Nakamoto Project Report 02:43 48M Americans Own Bitcoin 05:29 Bitcoin Storage Methods 08:36 Demographics Breakdown 12:22 Race & Ownership Rates 17:00 Political Shifts in 2025 20:39 Trump Effect Analysis 24:34 Sentiment & Attitudes 27:57 Moral Foundations 34:21 Trust & Perception 39:04 Strategic Reserve Policy 45:46 Gold Conversion Rates

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Bitcoin Was Always Political w/ Casey Rodarmor

Wed, 02 Jul 2025 08:54:00 +0000

Casey Rodarmor, creator of Bitcoin Ordinals and Runes protocols, joins us to talk about his frustration with Bitcoin politics, why he thinks Bitcoiners are becoming too cozy with politicians, the future of ordinals and runes adoption, his thoughts on stablecoins, and his fascinating new project to integrate Chinese numerology and divination systems into Bitcoin through SAT-based fortune telling.

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**NOTES:**

• Bitcoin currently trading at $110,000

• Runes has built-in 4-year hype cycle for names

• One-letter rune names unlock in final phase

• Casey blames lack of creativity for runes adoption

• Stablecoins expand dollar demand globally

• Chinese numerology integration planned for ordinals

Timestamps:

00:00 Start

00:55 Tired of Ordinals & Runes?

03:25 Bitcoin is feeling weird

06:41 Politicians

10:02 Arch Network

10:34 Bitcoin & politics

12:02 Stablecoins

14:02 Hell Money Podcast

15:20 Numerology

22:04 Vaporware?

23:35 Interesting stuff right now

👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more.

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Michael Saylor Wants You to Go Into Debt to Buy Bitcoin (Plus, BTC Mortgages)

Sat, 28 Jun 2025 08:00:00 +0000

You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 16,000 Bitcoiners: https://newsletter.blockspacemedia.com

Welcome back to Bitcoin Season 2! Today, Charlie and Colin break down Michael Saylor's Bitcoin Prague keynote where he tells people to leverage it all for bitcoin - including borrowing from family members (what could go wrong?). Plus, the FHFA’s directive ordering Fannie Mae and Freddie Mac to recognize crypto as legitimate assets for mortgages, a new Bitcoin stablecoin launch, and the weird on-chain "clocking in" game that's creating the only regular fees on Bitcoin right now.

NOTES:

• Bitcoin trading at $107,000-$108,000

• Michael Saylor’s BTC Prague Keynote: Debt for BTC

• FHFA order for recognition of crypto as an asset for mortgages

• Transaction fees only 2 sats per byte

• Tether market cap at $157 billion

• Crypto market cap over $3 trillion total

• Bitcoin market cap over $2 trillion

• People clocking in 30+ days straight

Timestamps:

00:00 Start

02:10 Saylor says leverage = good

11:37 Bill Putle BTC as loan backing

20:18 Stablecoins on BTC

29:16 Make sure you clock in!

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Putting Music On Chain w/ 0xBunzy

Wed, 25 Jun 2025 08:00:00 +0000

You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 16,000 Bitcoiners: https://newsletter.blockspacemedia.com

Welcome back to Bitcoin Season 2! Today, @0xBunzy, Bitcoin developer and creator of foundational tools, joins us to talk about Laser Eyes, the open source wallet connection library that's become essential infrastructure; Beat Blocks, an inscription tool for putting music on Bitcoin’s blockchain; and why Bitcoin's constraints spark the most creative innovations in art and developer tooling.

NOTES:

• Opus codec compresses 40% smaller than MP3

• Multiple major apps now use Laser Eyes

• npm installs track Bitcoin dev growth

• Beat Blocks uses recursive inscriptions

• P5 library enables high-quality visuals

• Bitcoin friction creates better art

Timestamps:

00:00 Start

01:11 How does Bunzy explain his job?

02:49 Laser Eyes

06:39 Modulat wallet construction

08:39 Beat Blocks

14:24 Browser UI experience

16:41 Art on Bitcoin as culture

20:32 Wrap up

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The Great Bitcoin Treasury Bubble

Sat, 21 Jun 2025 08:00:00 +0000

You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.com

Welcome back to Bitcoin Season 2! Today, Colin and Charlie talk about the explosive growth of Bitcoin treasury companies and their financial engineering strategies. They break down Strategy's convertible debt playbook, examine why these companies trade at premiums to their Bitcoin holdings, and debate whether this trend is sustainable or an elaborate house of cards waiting to collapse.

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**Notes:**

• MicroStrategy holds 592,100 Bitcoin

• Q1 2025 revenue: $111 million

• Convertible notes have 0-1% interest rates

• Bitcoin needs to drop way low for liquidation

• Preferred shares pay 8-10% dividends

• Annual obligations: $10-20 billion

Timestamps:

00:00 Start

02:59 Strategy (formerly micro)

10:42 Types of companies

15:13 Preferred stock

24:57 Closed end fund dynamics

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Bitcoin Has Stockholm Syndrome

Wed, 18 Jun 2025 09:00:00 +0000

Jeremy Rubin joins us to talk about his secretive Miami Bitcoin office building Polybeam bridge and a Bitcoin staking platform, his controversial ideas for redesigning Bitcoin script entirely using RISC-V instead of the current "crappy programming language," his CTV endorsement process and why CAT proposals fell short, plus his theory on optimal soft fork activation timing to avoid holidays and summer vacations.

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Notes:

• Building Bitcoin staking platform into core client

• Polybeam bridge connects Bitcoin to StarkNet

• CTV endorsement process received few submissions

• Recommends 10 megabytes memory for new script

• Early November best time for soft fork activation

• In-person work more effective than remote

Timestamps:

00:00 Start

01:47 Working from home

03:17 Jeremy's secret project

04:25 Polybeam

05:35 Char & Bitcoin staking

07:19 Staking within the client

10:05 Whiteboarding at OP_NEXT

11:54 64 byte transactions

22:12 Redesigning bitcoin script

28:52 Drama & Kanye

30:55 CTV

37:34 Softfork activation (the human version)

46:01 Best day of life

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All Your Bitcoin Models Are Broken (But Really)

Sat, 14 Jun 2025 12:04:00 +0000

Charlie and Colin break down every major Bitcoin price prediction model and explain why they're all fundamentally flawed. From Plan B's broken stock-to-flow to Giovanni's power law obsession, rainbow charts, and Metcalfe's law - we expose the problems with each approach and introduce Charlie's new "institutional structured bid corridor" theory for this cycle.

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NOTES:

• Stock-to-flow predicted $1M by 2025 - failed

• Rainbow chart undefeated since 2013

• Power law predicts $100K by 2028 latest

• Metcalfe's law broken by ETF adoption

• Hyper-bitcoinization chart shows $100B BTC

• Institutional money creating price channels

Timestamps:

00:00 Start

00:34 Price Models

02:09 Stock to Flow

10:48 Rainbow Chart

14:59 Arch Network

15:31 Power Law

21:40 Metcalfe's Law

28:03 Hyperbitcoinization Model

30:47 Institutional Structure Bid Corridor Model

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The NFT Market is Broken, Here's How To Fix It

Wed, 11 Jun 2025 08:54:00 +0000

Nick, co-founder of Gamma, joins us to talk about the broken NFT market discovery process and how their new platform Signals fixes the ridiculous whitelist system. We dive into Bitcoin ordinals vs traditional NFTs, why inscriptions are superior to off-chain storage, and how auction-style price discovery creates fairer markets for creators and collectors.

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Notes:

• Tens of thousands of Bitcoin nodes store inscriptions

• 2021 marked peak NFT hype cycle craze

• Most NFT data stored on centralized servers

• Signals uses auction clearing price model

• Bitcoin inscriptions permanently on-chain

• Traditional NFTs just track ownership

Timestamps

00:00 Start

00:49 Inscribing Vegas conference

02:47 NFT market currently

05:45 Market participants

11:44 Why are Ordinals & Inscriptions interesting?

20:36 Arch Network

21:08 Price discovery (it's harder than it looks)

29:09 Signals Art

39:54 Blockspace

40:43 Is a market equilibrium possible?

45:05 Wrap up

47:53 Invite code #BS2

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Bitcoin Has a Wrench Attack Problem

Sat, 07 Jun 2025 10:47:00 +0000

Charlie and Colin dive deep into the dark side of crypto wealth - the rising amount of physical attacks, kidnappings, and torture targeting Bitcoin holders. From the Ledger co-founder's mutilation in France to wild NYC penthouse hostage situations involving crack cocaine and air fryers, they explore real cases and share Jameson Lopp's security wisdom.

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**Notes:**

• Ledger co-founder kidnapped 2 days, fingers cut

• American tourist lost $125K in London scam

• Italian held 17 days, $28M crypto extorted

• 90+ officers in French rescue operation

• Attacks started with Hal Finney in 2014

• Most incidents happen in Europe/Asia

Timestamps:

00:00 Start

01:08 What is a wrench attack?

05:33 Jameson Lopp

08:19 3 Types of attacks

09:34 Kidnapping (Ledger Case)

12:19 Kidnapping (French Father Case)

13:03 Attempted Abduction (France Daughter of CEO)

14:59 Arch Network

15:31 Wrench Attack Tracker

19:10 Hostage (American Tourist London)

22:08 Different custody setups

24:34 Hostage (Kentucky Crypto King)

30:58 Best practices

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Bitcoin Jesus 2.0: Saylor Era

Wed, 04 Jun 2025 09:14:00 +0000

Vortex joins us to talk about Bitcoin's unfinished evolution, the critical need for soft fork upgrades like CTV and check sig from stack, parallels between Roger Ver and Michael Saylor's influence, lessons from the block size war, and why technical development can't stop despite growing political resistance within the Bitcoin community.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

**Notes:**

• Bitcoin at $110,000 feels eerily casual in 2025

• CTV has $500k+ bug bounty with no exploits found

• Only 3-5% of global population has used Bitcoin

• Next cycle could see $2M+ Bitcoin price target

• ETFs defined this cycle; governments next

• Lightning needs upgrades for high-fee environments

Timestamps:

00:00 Start

01:20 The RETURN of Vortex

03:47 Blocksize War vs Now

08:41 Roger Ver & Micheal Saylor

14:56 Why not big blocks?

19:38 UASF (user activated soft fork)

20:47 CTV + CSFS

24:49 Current state of Bitcoin

31:50 Protecting your psyche

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Bitcoin Goes Full "Suitcoiner"

Sat, 31 May 2025 09:19:00 +0000

Charlie and Colin record live from Bitcoin 2025 in Las Vegas to discuss VP JD Vance's nuanced Bitcoin takes, the conference's corporate transformation, Lightning Network's 9.7% APR yields, Peter Schiff's surprising Bitcoin NFT sales, conference security issues, and whether Bitcoin has lost its cypherpunk roots to Wall Street suits.

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NOTES:

• Bitcoin market cap: $2 trillion, $100k+ price

• Lightning routing earned 9.7% APR yields

• Conference had 30k attendees, 4k BTC payments

• Peter Schiff sold NFTs for 0.01-0.02 BTC each

• Vegas conference returning next year

• Multiple stages: 6-7 different tracks

Timestamps:

00:00 Start

02:03 Peter Schiff <3 Bitcoin

04:19 Vibe check

10:36 Sh!#coins galore!

14:30 JD Vance

20:45 Not much gambling

22:24 9.7% APY Lightning Routing Node

27:31 Square enables Bitcoin payments

29:37 New scammer crowd

30:55 Bitcoin skull

33:29 Sh!#coin swag room service?

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The Bitcoin Attack You Haven't Heard About

Wed, 28 May 2025 08:31:00 +0000

PortlandHODL explains Bitcoin's most dangerous vulnerability: poison blocks. These malicious blocks can freeze nodes for 11+ hours on Raspberry Pi devices and 25 minutes on enterprise hardware, creating profitable attack opportunities for miners while exposing how relay policy acts as an accidental guardian of the network.

Follow our guests: @PortlandHODL

Notes:

• Poison Blocks (denial of service)

• Raspberry Pi validation: 11 hours for poison blocks

• Enterprise hardware: 25 minutes validation time

• Attack gives 20% effective hash rate boost

• Fix exists in Great Consensus Cleanup

• Bitcoin fees currently under $1

Timestamps:

00:00 Start

00:53 Real threats to Bitcoin

04:55 How is block made?

11:46 Nodes & DOS blocks

20:03 Making DOS blocks

29:33 Arch Network

30:05 Miners & DOS blocks

36:46 Attack response time

40:47 Fixing the problem

43:25 Why not fixed yet?

54:12 Client diversity

1:01:11 Other good soft forks

1:05:12 Are you worried?

1:10:03 "Deep Thoughts" by Portland HODL

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The REAL Bitcoin Pizza Day Story

Sat, 24 May 2025 14:13:00 +0000

Charlie and Colin reveal the shocking truth about Bitcoin Pizza Day that mainstream media got wrong. Laszlo didn't just spend 10,000 Bitcoin on pizza - he spent nearly 80,000 Bitcoin throughout 2010! We dive deep into how his GPU mining discovery revolutionized Bitcoin, why Satoshi sent him a concerned email, and how this "penance" may have actually saved Bitcoin's decentralization in its early days.

**Notes:**

• Laszlo spent ~80,000 Bitcoin total on pizza in 2010

• GPU mining was 10x more powerful than CPU mining

• Bitcoin hash rate increased 130,000% by end of 2010

• Laszlo had 1-1.5% of entire Bitcoin supply 2009-2010

• His wallet peaked at 43,854 Bitcoin

• Total wallet flows were 81,432 Bitcoin

Timestamps:

00:00 Start

00:28 Lies, damn lies.. and pizza

02:21 What actually happened

05:46 It's actually WAY MORE than you think

11:15 Arch Network

11:47 Laslo "saved" Bitcoin

19:12 Pizza or penance?

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We Need Bitcoin For State Pensions, Not Treasuries

Wed, 21 May 2025 09:00:00 +0000

Storm Rund, President of the Oklahoma Bitcoin Association, joins us to discuss the state of Bitcoin Strategic Reserve bills across the US. Storm breaks down the complex legislative process, explains why many bills fail despite strong support, and compares treasurer vs. pension fund approaches. He introduces the opportunity cost tracker that shows how much money states have lost by rejecting Bitcoin. The conversation concludes with insights on vibe coding, AI productivity, and how these technologies will reshape business models.

Follow our guests: @Storm_R0

Notes:

- Over half of US states have proposed SBR bills

- Oklahoma SBR bill passed 77-15 then died in committee

- Pension funds typically 4x larger than state funds

- 5% Bitcoin allocation = $500M opportunity cost

- Montana SBR had $50M cap with specific fund source

- AI changing labor market in big tech companies

Timestamps:

00:00 Start

01:31 Current Bitcoin Reserve landscape

03:31 Bill process

07:05 Oklahoma example

11:53 Funding these state SBRs

12:43 Bill design matters

17:55 Bill funding

19:54 Treasury vs Pension funds

27:03 Crafting better bills

33:53 Opportunity cost tool

43:50 Vibe coding

49:07 AI changing business

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Not Just Coinbase, Everyone’s Leaking Crypto User Data

Sat, 17 May 2025 09:00:00 +0000

Today, Janusz joins us to dive into the recent Coinbase customer data breach where overseas support agents were bribed to steal user information. We explore the fundamental vulnerabilities in KYC systems, the rising trend of physical attacks targeting crypto holders, and sophisticated phishing operations. Yanis offers practical alternatives to centralized exchanges and discusses how to maintain privacy while navigating regulatory requirements in the crypto space.

Notes:

- Coinbase hackers demanded $20M in Bitcoin ransom

- Less than 1% of Coinbase customers affected

- Physical crypto attacks increasing since 2022

- Support agents bribed to copy customer data

- P2P alternatives avoid additional KYC exposure

- Constitutional rights may extend to anonymous payments

Timestamps:

00:00 Start

01:15 Easy targets

03:09 Coinbase breach timeline

04:15 Coinbase CEO Brian Armstrong Video

06:58 The pitfalls of KYC

15:29 Junseth scam call

17:29 Arch Network

18:31 Know the risks

22:31 Protecting yourself

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What the Samourai Case Means for the Future of BTC Privacy

Wed, 14 May 2025 08:56:00 +0000

Seth for Privacy, VP at Cake Wallet, joins us to discuss the ongoing Samurai Wallet legal case and its implications for Bitcoin privacy. Seth explains how the DOJ's prosecution of Samurai developers threatens the entire crypto privacy landscape, despite FinCEN's admission that self-custodial wallets shouldn't be regulated as money services. He breaks down Bitcoin's current privacy limitations, highlighting promising technologies like Silent Payments and Payjoin V2, while candidly addressing why Monero offers superior privacy by design. Are we re-living through the same cryptography battle we fought in the 90s?

Follow our guests: @Sethforprivacy

Notes:

- Samurai indicted April 24, 2024, despite self-custody

- 98% conviction rate in Southern District of NY

- DOJ hid key FinCEN evidence from defense

- Silent Payments gives one reusable static address

- Payjoin V2 coming to Cake Wallet this week

- Bitcoin privacy tools fighting transparent design

Timestamps

00:00 Start

01:04 Samurai wallet legal case

06:30 Jurisdiction & charges

11:59 How significant is this case?

16:28 Arch Network

17:00 Current privacy on BTC

19:47 Silent payments

21:54 Payjoin V2

24:43 Privacy tech limits of BTC

27:42 Privacy soft forks

32:51 Future of oh-chain privacy

37:31 OP_RETURN debate

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Bitcoin OP_RETURN Debate Explained

Sat, 10 May 2025 12:27:00 +0000

What started as a technical proposal has exploded into community division, with accusations of "destroying Bitcoin" flying around. The hosts break down what OP_RETURN is, why some devs want to increase its size limit, and why others view it as enabling "spam" on the blockchain. At its core, this fight reveals deeper tensions about who controls Bitcoin's future and what the network should be used for.

Notes:

- OP_RETURN limit currently set at 83 bytes

- Proposal would increase limit to ~1 megabyte

- 30-45% of Bitcoin transactions are "non-financial"

- Bitcoin Knots node usage has grown to 7-8%

- Out-of-band transactions bypass node relay

- Core devs facing diminished community trust

Timestamps:

00:00:00:00 Start

00:00:36:16 Why's everyone so mad?

00:02:04:14 Claim your bias

00:04:00:03 The backstory

00:08:27:09 Changing the OP_RETRUN limit

00:11:24:06 Post to relax the limit

00:15:39:23 Out of Band payment

00:17:39:06 Standard vs valid consensus

00:19:52:29 What is spam?

00:28:41:05 Arch Network

00:29:13:14 Cons of increasing the limit

00:32:34:25 That's too "woke" bro!

00:35:56:27 Knots

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Bitcoin Tribalism turns on Core developers

Wed, 07 May 2025 09:05:00 +0000

Udi Wertheimer, co-founder of the Taproot Wizards and famous Bitcoin provocateur, joins us to talk about the explosive OP_RETURN debate dividing the Bitcoin community. We dive deep into why Bitcoin Core developers are facing unprecedented backlash, how they've lost touch with newer Bitcoiners, and what Greg Maxwell's sudden reappearance signals about Core's weakening position. Udi offers surprising insights on both sides and proposes solutions for rebuilding trust between developers and the community.

Follow our guests: @udiwertheimer

**Notes:**

• OP_RETURN controversy spans over a decade

• Greg Maxwell returns after years of silence

• Core devs disconnected from 5+ year Bitcoiners

• ~50 readers engage with Bitcoin OpTech weekly

• 6-month delay suggested for PR merge

• JPEGs benefit from controversy attention

Timestamps:

00:00 Start

03:08 OP_RETURN Debate Summary

10:21 SPAM on Bitcoin

17:17 Is this a Core blunder?

27:26 How SHOULD Core do?

34:42 What if Core doesn't communicate better?

37:38 What does a pleb do?

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US States FOMO into Bitcoin?

Sat, 03 May 2025 12:24:00 +0000

Arizona has taken the lead in the race to establish a strategic Bitcoin reserve, with two bills passing through the legislature and now awaiting the governor's signature. These bills would allow the state to hold and buy Bitcoin and other digital assets with up to 10% allocation. The hosts dissect the different approaches states are taking, from Texas's expert advisory committee structure to New Hampshire and North Carolina's advancing legislation. With 40 strategic Bitcoin reserve bills filed across the US, and states navigating custody options, yield strategies, and political roadblocks, the Bitcoin state race is heating up!

Notes:

- Arizona passed two SBR bills awaiting governor's signature

- 40 SBR bills filed across US states, 6 are dead

- Texas bill allows up to 1% of general fund for Bitcoin

- Arizona bills allow up to 10% allocation to Bitcoin

- $500B minimum market cap requirement in Texas bill

- Oklahoma bill failed in committee by one vote (6-5)

Follow our guests: @cbspears @asilayhodling @btcszn2

Timestamps:

00:00 Start

00:32 Arizona SBR vote

08:42 State custody

11:50 Arch Network

12:22 Not your keys, not your strategic reserve

15:28 Other states drafting Bitcoin laws

16:51 Texas bill

20:31 Market cap provisions

25:31 Alabama

27:19 Fails: Oklahoma

32:08 Fails: Pennsylvania

👉 Brought t

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Uncle Sam Wants Your Bitcoin

Wed, 30 Apr 2025 09:00:00 +0000

Author of "The Bitcoin Dollar" Mark Goodwin joins us to discuss how stablecoins may be the US government's strategy to maintain dollar hegemony by yoking Bitcoin to the dollar system. He explains how private stablecoin issuers must buy US treasuries, creating artificial dollar demand while enabling surveillance. Mark argues that while Bitcoin pumps, Bitcoiners must fight to preserve its permissionless nature or risk merely empowering the state rather than creating true freedom for individuals. Follow our guests: @markgoodw_in # Notes: - Tether holds ~$145B in US treasuries - PayPal offering 3.7% yield on PYUSD stablecoin - Bitcoin inflation fell below gold in May 2020 - US strategically using stablecoins for dollar demand - Stablecoin regulations prioritize treasury backing - Bitcoin scaling solutions needed for privacy

Timestamps: 00:00 Start 01:32 The 21 cabal 06:40 Bitcoin as an EXIT 14:14 The Bitcoin Dollar 29:54 Arch 39:27 Stablecoins 51:40 Trump's illegal scams 1:01:25 What should Bitcoiners do? - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 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.

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5 Facts You Didn’t Know About Bitcoin!

Sat, 26 Apr 2025 13:08:00 +0000

Charlie and Colin explain 5 things you probably didn’t know about Bitcoin. Satoshi's original Bitcoin client included a poker program. Did you know Bitcoin has an off-by-one error in Bitcoin's difficulty adjustment? We debunk the myth that the 21 million cap is mentioned in the whitepaper and explore three critical inflation bugs that threatened Bitcoin. Lastly, we tell the story of how "Bitcoin Pizza Guy" Laszlo Hanyecz was actually a pioneering contributor to Bitcoin's development and mining technology.

Notes:

- Original Bitcoin client included a poker client

- Difficulty adjustment calculation uses 2015 not 2016 blocks

- 21M supply cap not mentioned in Bitcoin whitepaper

- 2010 inflation bug created 184 billion Bitcoin

- Bitcoin Pizza guy spent ~100,000 BTC, not just 10,000

Follow our guests: @cbspears @asilayhodling @btcszn2

Timestamps:

00:00 Start

02:05 Bitcoin & Poker

09:12 Difficulty Adjustment 2015 Blocks

13:02 21M Supply (or not?)

17:55 Arch

18:28 3 Bugs

29:06 Bitcoin Pizza Guilt

39:58 BONUS: HFSP

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Solving the Bitcoin Builder’s Dilemma with Arch Network

Wed, 23 Apr 2025 10:00:00 +0000

Matt and Amine, co-founders of Arch Network, join us to talk about their recent $13M Series A funding round led by Pantera Capital. They explain how Arch differentiates itself from other Bitcoin L2s by enabling programmability on Bitcoin with their custom VM and FROST/ROAST threshold signature schemes. The founders discuss their approach to solving Bitcoin's programming limitations, creating a dynamic validator system that can scale over time, and building applications like DEXs and prediction markets directly on Bitcoin. They also share insights from their testnet phase and outline their roadmap toward mainnet launch.

Follow our guests: @0xfinetuned @proofofmud

# Notes:

- Arch raised $13 million led by Pantera Capital

- Uses FROST/ROAST for dynamic validator sets

- Custom VM inspired by Solana's architecture

- Aims for instant finality vs Bitcoin's 10 minutes

- Uses transaction dependency graph for rollbacks

- Mainnet launch expected around June/July 2025

Timestamps:

00:00 Start

00:35 Pantera Capital raise

01:57 Building Arch last 2 yrs

04:04 VC finally funding BTC dev

07:37 Arch ecosystem

09:07 Arch dev verticals

13:25 Distributed validator set

15:04 Arch ad read

15:36 Arch Virtual Machine

17:33 Developer adoption new VM

20:19 Builder reception

21:50 Testnet learnings

24:26 Under the hood of Arch

25:51 Bitcoin MEV

29:05 Apps for Arch

31:14 Migrating L1 assets to Arch

33:27 Wen Arch token

35:09 The future

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Are there too many crypto lobbyists in DC?

Sun, 20 Apr 2025 20:30:21 +0000

Charlie and Colin dive into the growing presence of crypto lobbying in Washington, D.C., analyzing CoinDesk's coverage and the staggering $119 million spent by the industry in 2024. They contrast national lobbying orgs like the Bitcoin Policy Institute with state-level players like the Satoshi Action Fund, discussing their roles, motivations, and effectiveness. The hosts also reflect on their own grassroots efforts in Oklahoma, the risks of regulatory capture, and the long-term implications of industry money shaping public policy.

Follow our guests: @cbspears @asilayhodling @btcszn2

Timestamps:

0:00 Intro: Are there too many crypto lobbyists?

0:42 Offensive lobbying: Crypto enters DC with money and momentum

1:50 From defense to offense: Lobbying works

3:13 CoinDesk chart: $119M spent by crypto in 2024

5:20 How past regulatory scares galvanized the industry

7:20 Two types of lobbying: Good faith vs regulatory capture

10:21 Inside look: Local lobbying efforts in Oklahoma

21:20 Arch

22:34 National vs state: Satoshi Action Fund vs Bitcoin Policy Institute

👉 Brought t

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This Bitcoin OG is Orange Pilling the Bond Market

Wed, 16 Apr 2025 12:46:00 +0000

Pierre Rochard, one of the OG voices in Bitcoin discourse, joins us to discuss his new Bitcoin Bond Company as the continuation of the speculative attack thesis that he wrote about a decade ago. Pierre shares insights on corporate Bitcoin adoption trends, the trade-offs between on-chain transactions vs custodial services, and why he's more open to soft forks than many Bitcoin maximalists. The conversation takes a personal turn when Pierre explains how Bitcoin's shift away from materialism created space for his spiritual journey back to Catholicism.

Follow our guests: @BitcoinPierre

Notes:

- Bitcoin bonds enable borrowing weak currencies

- MicroStrategy uses convertible bonds for Bitcoin

- Transaction fees crashed during bear markets

- ETFs reduce on-chain Bitcoin footprint

- Corporate adoption mainly from struggling companies

- Pierre has cataloged 22 soft fork proposals

Timestamps:

00:00 Start

01:36 Who's Pierre Rochard?

03:27 What's a speculative attack?

09:24 Current market outlook

11:48 Starkware interview reaction

20:45 Priced out of on-chain access

26:40 Arch

27:14 Corporate influence over protocol development

36:39 Corps buying BTC

39:34 Degens & speculation

46:05 Religion & faith

49:44 The virtues of soft forks

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Bitcoins Biggest Crashes

Sat, 12 Apr 2025 10:24:00 +0000

How do previous Bitcoin crashes compare to this week’s Tariff Troubles? Colin and Charlie analyze Bitcoin's recent 30% drop from $109K to $76K in context of previous market crashes. We compare the COVID crash of 2020, the Terra/Luna collapse of 2022, and the FTX insolvency that same year. They discuss how market sentiment differed between crashes despite similar percentage drops, explore how "exogenous" vs "endogenous" factors affected recovery, and debate whether Bitcoin behaves as a risk-on or risk-off asset. The conversation includes personal anecdotes about experiencing these market downturns and predictions for Bitcoin's future.

Follow our guests: @cbspears @asilayhodling @btcszn2

Notes:

- Bitcoin down 30% from $109K to $76K

- Markets recovered 9.5% in one day

- Terra/Luna crash: 35% drop in one week

- FTX collapse: only 30% drop but worst sentiment

- US fiscal deficit at $36.7 trillion debt

- BitMEX "outage" may have saved 2020 crash

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps:

00:00 Start

00:46 Bitcoin crashes, don't buy it

06:25 Macro lookback

14:00 Covid crash (march 2020)

22:45 Arch

23:18 Terra Luna crash (may 2022)

32:16 FTX Crash

38:43 Stay humble, stack sats

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An Insiders Look Into Bitcoin Development

Wed, 09 Apr 2025 13:11:00 +0000

ReardenCode, independent Bitcoin developer and freedom advocate, joins us to talk about reframing how we think about Bitcoin soft forks. Reardon breaks down opcodes, explains why we should focus on capabilities rather than protocols, and explores the historical context of Bitcoin's upgrades from SegWit to Taproot. The conversation goes deep on OP_CAT, CTV, and CHECKSIGFROMSTACK while but tries to make the topics approachable approachable.

Follow our guests: @ReardenCode

Notes:

- Bitcoin is the first digitally scarce asset

- OP_CAT enables five different capabilities

- SegWit enabled non-third party malleable txs

- Taproot enabled hidden script paths

- CTV+CSS combo enables rebindable signatures

- MEV concerns can probably be scoped and managed

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps:

00:00 Start

01:28 What is Bitcoin?

02:36 What's an OP code?

05:41 How to think about OP codes

07:39 Capabilities examples

10:17 Explaining OP codes

12:03 What do we want?

13:24 Why did SegWit NOT do more?

15:22 Taproot

18:50 Arch

19:25 Hidden script paths

22:13 CTV

31:55 OP_CAT

35:11 Check Contract Verify

36:33 Introduction of "state" & MEV

37:07 MEV

40:29 Limiting MEV

43:36 The problems of OP_CAT

48:26 The current consensus

52:22 Wrap up

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Inside Bitcoin’s Darknet Markets

Sat, 05 Apr 2025 14:46:00 +0000

BITCOIN SEASON 2: Inside Bitcoin’s Darknet Markets

Sub-title (150 characters or so)

We’re exploring darknet markets, from their history with the Silk Road to how they function today. Bitcoin vs. Monero usage, exit scams, and why these markets look like they're stuck in 2004 despite handling billions in transactions.

Body (300 characters or so)

You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.com

Colin and Charlie dive into the seedy underbelly of cryptocurrency—darknet markets. From the early days of the Farmers Market to the infamous Silk Road and beyond, they explore how these marketplaces function, why they initially struggled without Bitcoin, and the recent shift from Monero back to Bitcoin following exchange delistings. With $2 billion in annual volume yet surprisingly flat growth, they examine the robust review systems, exit scams, and why these sites stubbornly maintain their 2004-era aesthetics.

Disclaimer: This episode discusses drugs and illegal activities for informational purposes only.

Follow our guests: @cbspears @asilayhodling @btcszn2

Notes:

- Darknet markets processed ~$2-3.5B annually

- Farmers Market (2006) had only 3,000 users

- Silk Road processed $182M from 100,000 users

- Market volume remained flat despite crypto growth

- Monero losing popularity after exchange delistings

- Kraken darknet market: ~$800M volume in 2024

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps:

00:00 Start

01:50 Chainalysis Darknet Market Report

05:15 Farmer's Market

14:27 After Silk Road

16:11 Arch

16:42 Rise of Monero

23:38 Quality control

29:24 Exit scams

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Julian Assange’s Brother, Gabriel Shipton on Wikileaks & BTC

Wed, 02 Apr 2025 13:14:00 +0000

Gabriel Shipton, film producer and brother of Wikileaks founder Julian Assange, joins us alongside Brian Locklin from Ordinals to discuss Project Spartacus. This ambitious initiative aims to permanently archive the Afghan War Logs on Bitcoin's blockchain through ordinals technology, creating an uncensorable repository of historically significant information. They explore how Bitcoin offers unique censorship resistance, the technical challenges they've overcome, and the potential for Bitcoin to serve as a powerful publishing platform for journalists and freedom advocates.

Follow our guests: @GabrielShipton @ordinalsbot @bruffstar

Notes:

- Project archives 76,000+ Afghan War Logs on Bitcoin

- Julian Assange was imprisoned for 14 years

- War Logs were previously unavailable at times

- Julian is free but restricted by plea deal

- Bitcoin enabled Wikileaks to survive debanking

- Ordinals offer new censorship-resistant archive

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps:

00:00 Start

01:25 Project Spartacus

03:18 Before Assange was released

06:36 Ordinalsbot involvement

09:45 Arch

10:17 New financial model for publishing

15:42 Breaking new ground for Ordinals

18:32 Censorship resistant platforms

23:07 Recent wins & losses

29:38 Wrap up

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Gamestop pulls a Microstrategy

Sat, 29 Mar 2025 13:22:00 +0000

We dive into GameStop's surprising announcement to raise $1.3 billion in convertible notes, potentially to buy Bitcoin. The hosts explore how this connects to the 2021 meme stock saga that gave GameStop its massive cash position, Ryan Cohen's relationship with Michael Saylor, and whether this Bitcoin strategy is a life raft for a retail gaming business in decline. With GameStop's revenue dropping from $8.5B to $3.8B over eight years, is this a smart pivot or just vibe investing?

Notes:

- GameStop announces $1.3B convertible note offering

- Revenue declined from $8.5B to $3.8B in 8 years

- Company has $4.76B cash on balance sheet

- Cash position largely from 2021 meme stock frenzy

- Zero debt after paying off all loans

- Saylor posted photo with Ryan Cohen: "Team Bitcoin"

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps:

00:00 Start

00:28 GameStop enters the chat

02:05 GME be buying

07:58 Roaring Kitty Redux

10:43 Financials

13:25 Arch

13:56 Business evolution

20:14 Volatility trade

25:28 Not a crazy pivot

30:22 BTC makes an honest market or not...

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Stop Ossification: Don't Let BTC Become a Rolex

Wed, 26 Mar 2025 11:11:00 +0000

Eli Ben-Sasson, co-founder and CEO of StarkWare, joins us to discuss how StarkNet plans to settle on both Ethereum and Bitcoin. We dive into the technical details of zero-knowledge proofs, the importance of OP_CAT for Bitcoin's future, and the fascinating Collider Script approach to covenants. Eli shares his concerns about Bitcoin ossification, explaining why without scaling solutions, Bitcoin risks becoming a "Rolex" - an asset only accessible to the wealthy. We also explore quantum computing threats and potential solutions for securing Bitcoin's future.

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Notes:

- StarkWare has over 200 team members

- OP_CAT is the "greenest" covenant proposal

- Quantum threats require ZK-based solutions

- Collider Script enables covenants at high cost

- Bitcoin fees prevent mass adoption

- Bitcoin needs soft forks to avoid ossification

00:00 Start

01:09 Starkware background

04:38 Bringing ZK tech to Bitcoin

07:53 What is a "unified" layer 2?

09:21 Why use Starknet?

11:33 Posting proofs on-chain

13:26 OP_CAT

16:55 Collider script

19:35 Arch

20:09 SHA1 collisions?

22:43 Brute forcing covenants into Bitcoin

24:53 fear of soft fork

27:59 Quantum

32:16 Possible quantum futures

34:26 Why ZK_Starks for Satoshi's coins??

38:16 Confiscation vs network protection

43:18 Self custody future

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Trump Pledges Allegiance to Stablecoins

Sat, 22 Mar 2025 10:26:00 +0000

President Trump makes a pivot from Bitcoin to stablecoins in his latest policy statements. Reality check: stablecoins now account for over 50% of all crypto settlement volume, with Tether becoming the 7th largest holder of US Treasuries globally. We break down how stablecoins are being used in emerging markets, why Tron dominates the stablecoin landscape despite centralization concerns, and what this means for Bitcoin's relationship with the traditional financial system.

Notes:

- Tether is 7th largest buyer of US treasuries globally

- Stablecoins now 50% of all crypto settlement volume

- Tether holds $113 billion in treasuries

- Tron handles ~40% of stablecoin transactions

- Tether earns ~$4 billion yearly on Treasury yields

- Trump now promoting stablecoins for dollar dominance

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps:

00:00 Start

00:34 Trump video

03:09 Reaction

06:53 Tether buying treasuries

11:08 Other stablecoins

17:35 Arch Network

18:05 The Tether Eye of Sauron

20:10 Who's using stablecoins

22:18 Where are stablecoins traded?

26:31 Volume of all crypto transactions compared

32:33 A realistic view

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What Satoshi Got Wrong About Bitcoin

Wed, 19 Mar 2025 12:30:00 +0000

Peter Todd joins us to talk about Bitcoin's technical evolution, discussing terminology like "blockchain" vs "timechain," and revealing flaws in Satoshi's original design. Peter dives deep into mining economics, explaining the risks of block withholding attacks, the problems with activation mechanisms for soft forks, and controversial funding models like demurrage. Despite surviving significant challenges, Bitcoin faces ongoing security concerns as block rewards diminish, requiring creative solutions to ensure mining remains economically viable long-term.

Notes:

- Block withholding attacks remain an unsolved risk

- Mining rewards currently ~0.5% tax on Bitcoin savings

- Bitcoin difficulty algorithm relies on halving events

- Miners have ~24-30% hash power can disrupt network

- Transaction fees alone insufficient for mining economics

- Demurrage could stabilize mining revenue long-term

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps:

00:00 Start

02:03 Timechain not a good word

04:28 White paper terminology

09:17 Difficulty

11:35 Price vs hashrate

12:53 Block withholding attack

21:08 Arch Network

21:40 Risks of a block withholding attack

26:50 Soft forks

31:01 BIP 8 & BIP 9

34:12 Signaling for soft forks

35:51 Nodes vs miners

38:04 Transaction IDs

43:22 OP_NEXT

44:14 Solving soft fork activation

48:50 Are drivechains dumb?

50:44 Miner centralization

56:54 WTF is demurrage?

1:01:18 Tail emission

1:07:04 ETH mansion

1:09:47 Ordinals

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Is Bitcoin's Lightning Network A Success?

Sat, 15 Mar 2025 14:14:00 +0000

Matt Kimmell joins us to evaluate the Lightning Network's decade long journey. We break down Lightning using simple analogies (bar tabs and abacuses!), trace its historical development through Bitcoin's scaling debates, and try to assess its successes and disappointments. While Lightning functions technically and has achieved notable adoption milestones, the we discuss why user experience remains challenging and if we can address persistent issues like channel liquidity management and offline reception problems.

Notes

- Lightning whitepaper published in 2015 (decade ago)

- Three softforks enabled Lightning functionality

- Trump used Lightning for burger purchase on camera

- Many Lightning wallet providers have shut down

- Channel liquidity management remains a major UX issue

- Binance and major exchanges now support Lightning

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps:

00:00 Start

02:17 What is the Lightning Network?

08:50 History of Lightning

21:34 Web3

26:35 Arch Network

27:07 New use cases

30:05 Lightning successes

37:49 Lightning failures

41:30 OP_NEXT

48:06 UX challenges

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Tricking Solana Degens into Stacking Sats

Wed, 12 Mar 2025 10:20:00 +0000

Janusz is meeting Solana degens where they’re at by building a product that helps them stack bitcoin during their regular Solana use. “Lemon Drop” is the first product release in Janusz’s recent Bitcoin pivot and builds towards his bigger goal: increasing Bitcoin privacy through increasing Bitcoin’s anonymity set. Also: activating a Bitcoin soft fork?

Notes:

• How Lemon Drop works

• Privacy on Bitcoin

• Open Source vs Product focused development

• A soft fork activation?

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps:

00:00 Start

01:02 Anon payments

03:17 Pivot on Layers project

05:39 Lemondrop

10:13 Inspiration

12:45 Arch Network

13:17 Building the team

16:52 Wrapped BTC

20:36 Bitcoin Layers project

25:51 Soft fork activation client

32:26 Advocating for specific covenants

37:11 Privacy projects

42:43 Privacy adoption

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Bitcoin By The Numbers in 2025

Sat, 08 Mar 2025 16:15:00 +0000

You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.com

We break down the 2024 River Financial Report. What countries are buying? Which funds are buying? What does the average Bitcoin user look like? And what the heck is up with Lightning these days?

Notes:

• Lightning mixed: up & down

• ETFs are buying individuals Bitcoin

• Sovereigns are starting to but BTC

• Good vs Bad changes to Bitcoin in 2024

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps

00:00 Intro Bitcoin Season 2 Writers Room

00:22 Institutions Are Buying All Your Bitcoin

02:42 How ETFs & Institutions Are Changing Bitcoin

05:35 MicroStrategy’s Massive Bitcoin Holdings

09:45 Arch Network

10:16 Nation States

12:03 Nation-States & Governments Holding Bitcoin

16:26 Bitcoin’s Bull Case How Early Are We

22:27 ETFs & The 2024 Bitcoin Bull Market

26:50 The State of the Bitcoin Lightning Network

39:00 Stablecoins Adoption & Bitcoin’s Use Cases

42:03 Bitcoin Protocol Upgrades & Future Development

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Diving Even Deeper on Quantum Bitcoin

Wed, 05 Mar 2025 15:41:00 +0000

A lot has happened since our last conversation with Hunter just 3 months ago. The Bitcoin developer mailing list has been popping off and now everyone’s talking about Quantum Bitcoin. But what’s changed? What new debates have kicked off & what are their implications? And should we confiscate Satoshi’s coins if they get quantum hacked?

Notes:

• Should we steal Satoshi’s coins?

• Does quantum need a block size increase?

• Which bitcoin is most vulnerable?

• Has the “best” solution changed in the past 6 months?

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps

00:00 Introduction & Controversial Bitcoin Proposal

02:03 Bitcoin’s Quantum Security Threat

05:01 How Quantum Computers Could Steal Bitcoin

08:07 The Debate on Locking Satoshi’s Coins

12:24 Bitcoin Censorship vs. Core Values

19:53 Arch Network

20:27 Preparing Bitcoin for a Quantum Future

29:23 Evaluating Quantum-Resistant Cryptography

36:14 Block Size Weight & Transaction Discounts Explained

44:41 Security Implications for Bitcoin Miners

52:40 Conclusion & How to Get Involved

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He Solved Bitcoin Memecoins!

Sat, 01 Mar 2025 16:01:00 +0000

Bob Bodily explains how Odin.fun hides all the complexities of Bitcoin so the users get straight to doing what they want: trading tokens fast. Odin.fun solves the bonding issue, the token namespace reservations, threshold signing, etc. But at the end of the day you have to solve the biggest problem: user acquisition.

Notes:

• Chain abstraction for Bitcoin

• Engineering challenges of Bitcoin tokens

• User experience vs technical complexity

• Going head-to-head with the Solana ecosystem

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps

2:30 What is Odin.fun?

4:36 Why Are Runes Hard to Design For?

7:00 Under the Hood

9:44 Arch Network

10:16 Asian Markets

13:57 Token Creation on L2

15:57 Front Running

18:47 Abstracting Away Complexity

22:38 Current BTC Developments

24:52 OP_CAT

28:43 Plans for BRC20

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The Six Bitcoin Stakeholder Groups w/ Lyn Alden

Wed, 26 Feb 2025 14:50:00 +0000

Lyn Alden’s just dropped a report a little different than her normal Bitcoin & macro focus: Bitcoin Consensus. She takes us through defining the various stakeholder groups and how the game theory works as these groups’ influence wax and wane.

You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.com

Notes:

• What is an Economic Node

• What are the Six Bitcoin Stakeholder groups?

• Protocol Developers power

• Game Theory of stakeholder power dynamics

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Timestamps

00:00 - Intro

02:52 - Lynn’s Background & Bitcoin Research

05:16 - The Six Bitcoin Stakeholder Groups

08:09 - Economic Nodes

12:03 - Miners vs. Nodes

15:15 - Arch Network

15:45 - Protocol Devs

16:33 - Protocol Developers & Their Influence

20:19 - Podcasters

23:08 - “State of Mind” Concept

29:26 - Should More Stakeholders Be Involved in Consensus?

31:43 - Game Theory Behind Bitcoin Consensus Changes

34:31 - Weaknesses & Risks in the Process

38:52 - Future Soft Forks

39:15 - Lyn’s View

42:46 - Potential Future Optimizations

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The Crazy Satoshi Theory About Jack Dorsey

Sat, 22 Feb 2025 15:30:00 +0000

Charlie & Colin break down the conspiracy theory that claims Jack Dorsey is Satoshi Nakamoto. You might be surprised how deep the rabbithole goes and how crazy the connections sound.

Notes:

• Jack Dorsey’s Vietnamese restaurant

• Hidden address references in old Bitcoin transactions

• Are clues hidden in comic books?

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Chapters:

00:00 Is Jack Dorsey Satoshi?

01:14 The bizarre connections begin

02:29 Jack’s “Satoshi” Shirt

05:02 Jack Dorsey was a Cypherpunk

06:44 Arch Network

07:16 Old Addresses

09:52 Clues in old vanity addresses

19:07 Jack, Bitcoin, and nautical references

36:54 Why Jack Dorsey isn’t Satoshi

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Going Public With Bitcoin App Fold

Wed, 19 Feb 2025 10:00:00 +0000

Will Reeves, CEO of Fold, is hyperfocused on making it easy to save in Bitcoin. As the new Bitcoin user looks different than previous cycles, so does the modern Bitcoin company. Fold is going public on the thesis that the average American needs low friction options to orient their existing habits around saving in Bitcoin.

Notes:

• Fold vs other public crypto companies

• Different company models each cycle

• Successful (and unsuccessful) products

• Starbucks & airline miles, but with Bitcoin

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Chapters:

00:00 Intro

1:26 Nasdaq listing

02:47 Fold 1.0 to Fold 2.0

04:25 Arch Network

04:55 Fold 2.0

05:35 Why Fold holds over 1,000 BTC

09:59 Adapting for a changing Bitcoin landscape

19:08 The reasoning behind Fold’s Nasdaq listing

29:59 Bitcoin's Changing User Base

39:25 Plans for 2025 and beyond

41:44 Reflections on the future of Bitcoin

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What You Didn’t Know About Wrapped Bitcoin

Sat, 15 Feb 2025 11:00:00 +0000

Matt Luongo from Thesis helps us “wrap” our heads around what it means to take your bitcoin cross-chain. What are the trust assumptions? What are the differences between different wrapped Bitcoin products? Is there any “funny business” going on?

Notes:

• New users are coming to ETFs

• Microstrategy vs cross-chain Bitcoin

• TVL mirroring

• BitGo’s Wrapped Bitcoin vs other wrapped Bitcoin

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Chapters:

00:00 Introduction

02:03 What is Wrapped Bitcoin

05:12 Bitcoin Layers and Bridging

07:45 Arch Network

08:15 Layers

10:30 Trust Assumptions in Wrapped Bitcoin

14:14 Proof of Reserves vs. Solvency

19:02 The Scale of Wrapped Bitcoin

25:12 Soft Forks and Bitcoin’s Future

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Operation Chokepoint 2.0 Gets Choked Out

Wed, 12 Feb 2025 11:55:00 +0000

It’s now openly acknowledged that the crypto industry has been targeted for years by the previous administration’s Operation Chokepoint 2.0 scheme. Charlie & Colin discuss how last week’s hearing saw Senators Warren & Scott addressed the matter before the House Financial Services Committee. We explain how we got here and where we might go as an industry.

Notes:

• History of regulatory scrutiny

• FTX Fallout

• Operation Chokepoint 2.0 Hearing

• Elizabeth Warren changes tune

Check out our Bitcoin scaling conference! Visit opnext.dev to learn more.

Chapters:

03:23 – Operation Choke Point 2.0: Background & FTX Fallout

07:20 – Nick Carter’s Revelations & Chokepoint Analysis

09:23 – Silvergate’s Story & the 15% Deposit Cap

18:09 – House Financial Services Committee Hearing Recap

25:05 – Elizabeth Warren’s Pivot & Broader Political Implications

42:41 – Future Outlook: Could There Be a Choke Point 3.0?

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Are We Winning Yet?

Sat, 08 Feb 2025 09:00:00 +0000

Welcome back to Bitcoin Season 2! For this week's Writer's Room, Colin and Charlie cover the release of Tornado Cash co-founder Alexey Pertsev from prison. They also dive into recent policy talking points from Trump's Crypto Czar, David Sacks, including why stablecoin regulation could become a pillar of this administration's crypto approach (and what that means for dollar dominance). Plus, what Trump's executive order for a U.S. Sovereign Wealth Fund means for a Strategic Bitcoin Reserve.

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication.

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Trade War Bullish for Bitcoin?

Tue, 04 Feb 2025 15:04:15 +0000

After a crypto dump some are comparing to the COVID crash, Bitcoin dominance has skyrocketed. Is this the new normal? Bitwise's Jeff Park says the trade war may kick off a series of events that is actually good for Bitcoin,

Follow our hosts on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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You're not bullish enough on rare satoshis

Wed, 29 Jan 2025 17:01:46 +0000

Quary, founder of Magisat, discusses the growing market for rare sats, unique satoshis with historical, aesthetic, or numerical significance. How does ordinal theory assign identities to satoshis? What are the technical challenges of procuring rare sats?

Despite current liquidity & market drawdown, Quary argues that rare sats represent an authentic, grifter-resistant asset class, poised to gain value as Bitcoin adoption grows.

Timestamps:

00:00 Intro

02:09 How Quary Discovered Rare Sats

04:43 What Are Ordinals and Rare Sats?

09:40 What Makes a Satoshi Rare?

15:21 The Unique Nature of Rare Sats

17:31 The Rare Sat Marketplace: How Sats Get Traded

24:31 Technical Challenges in Building a Rare Sat Marketplace

30:53 Market Valuation and Adoption of Rare Sats

39:03 The Bull Case for Rare Sats

Follow our hosts on X: @cbspears

Check out our conference - opnext.dev

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ordinals BLOODBATH & DeepSeek

Tue, 28 Jan 2025 14:53:16 +0000

The culling is happening -- Bitcoin assets like Runes & Ordinals are collapsing. Is this the end? Top Ordinals assets are down 30% - 60% over the past month and the total Runes market cap has fallen below $1 billion, again.

An interesting phenomenon the past week has been the attention on Solana memecoins from the ordinals & Bitcoin maxi community. Unlikely as it may seem, "boomer" Bitcoiners are launching memecoins on Solana.

Follow our hosts on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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The Story of the Silk Road

Sat, 25 Jan 2025 16:53:17 +0000

Ross Ulbricht is free, full pardon! But how did we get here & what actually was the Silk Road? Colin & Charlie dive in

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Trump Proves We're All Shitcoiners Now

Tue, 21 Jan 2025 09:00:00 +0000

For this emergency Writer's Room episode, Charlie and Colin talk Trump's inauguration speech, in which he doesn't mention Bitcoin (quelle suprise!); the $10 billion dollar elephant (or should we say "shitcoin"?) in the room, TRUMP coin; and Trump's myriad Bitcoin policy promises.

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep72: Ranking the BEST Bitcoin Reserves (Tierlist!)

Sat, 18 Jan 2025 15:08:46 +0000

There are now 7 states with Bitcoin reserve proposals! But they're not all the same, and it can be super confusing how each one works. Charlie & Colin explain & rank the Bitcoin reserves according to our (admittedly arbitrary) metrics!

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep71: Save in Bitcoin, Spend in Dollars w/ Shezhan Marieda

Thu, 16 Jan 2025 09:48:00 +0000

Loans on Bitcoin are better than loans on Ethereum. More private, more secure, and better "attestations"

Dive into the world of DLCs, Discreet Log Contracts - an underexplored but powerful mechanism that Shezhan Marieda uses to power Lava Loans

Follow our guest on Twitter: @MarediaShezhan

Follow our host: @cbspears

---

👋Bitcoin Season 2 is proudly presented by 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.

---

Timestamps

00:00 Introduction

01:23 What is Lava?

03:50 Bitcoin Smart Contracts

05:19 Explaining DLCs

10:49 Lava Loan Mechanics

13:13 Counterparty Dynamics

16:42 Challenges in Building Lava

19:01 Yield and Interest

25:58 DLC Innovations

41:41 Future of Lava

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Ep71: Runes do or DIE moment!

Tue, 14 Jan 2025 16:07:17 +0000

Runes are back down below $1 billion market cap and seem like they have lower to go. Is this the moment that Runes die?

Follow our hosts on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

Stream Bitcoin Season 2 everywhere

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📺 Watch: • Bitcoin Season 2 FULL Episodes

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Ep70: Hal Finney's best quotes

Fri, 10 Jan 2025 22:23:00 +0000

Welcome back to Bitcoin Season 2!

For today's Writer's Room, Colin and Charlie celebrate Running Bitcoin Day by picking through the Bitcoin Talk archives for a selection of Hal Finney's most prescient takes. Finney is famous for being the first person (after Satoshi) to run Bitcoin -- a claim to fame that involves receiving the first non-mining related transaction from Bitcoin's creator -- as well as being one of the earliest contributors to Bitcoin Core. Hal was highly active in Bitcoin's salad days and a prolific poster on Bitcoin Talk, where he provided his thoughts on Bitcoin's earliest versions, pontificated over the cryptocurrency's future, and shared ideas with its earliest adopters. Many of Hal's ideas and prognostications were incredibly incisive and clairvoyant -- almost frighteningly so -- hence the title of today's show.

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Ep69: Changing the game for Bitcoin custodians w/ Rob Hamilton

Wed, 08 Jan 2025 15:31:01 +0000

Most large custodians secure Bitcoin using multisig or MPC, but that tech hasn't really changed or upgraded for almost a decade. Anchorwatch founder Rob Hamilton explains how Miniscript levels up the custodian game and allows for better risk mitigation for the largest holders of Bitcoin. He also dives into Bitcoin script, soft forks, and getting Ethereum holders to burn their assets onto Bitcoin.

Follow our guest on Twitter: @Rob1Ham

Follow our host: @cbspears

---

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Timestamps:

02:11 Anchorwatch TLDR

03:55 The tech behind Anchor Watch’s Trident Vault.

04:28 Bitcoin native smart contracts.

07:23 Bitcoin address encoding.

13:16 Multi-sig of Multi-sig explained.

14:09 Designing distributed risk solutions.

30:00 How Clubhouse and Bitcoin discussions led to Anchor Watch.

34:38 Vision for Bitcoin banking infrastructure.

36:47 Bitcoin-denominated insurance policies.

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Ep68: Is your staked Bitcoin at risk?

Tue, 07 Jan 2025 16:54:39 +0000

Rumors are swirling of custodians & services rehypothecating Bitcoin for the various staking protocols which have popped up over the past year. Are these founded? What's the risk? Also, why is everyone using the same custodians in the first place?

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

Stream Bitcoin Season 2 everywhere

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Ep67: How astrology forecasts Bitcoin in 2025 w/ Erin Redwing

Wed, 01 Jan 2025 18:33:49 +0000

The Fourth Turning? That's the Uranus return cycle. Ray Dalio's 250 civilizational cycle? That's Pluto's return.

Erin Redwing explains how Bitcoin astrology works & how "Girl pseudoscience" (astrology) is just as useful as "Boy pseudoscience" (economics).

What is Bitcoin astrology & how it guides us through 2025 ✨

Follow our guest on Twitter: @realizingerin

Follow our host: @cbspears

---

Bitcoin Season 2 is brought to you by Botanix!

Botanix Labs is pioneering a new direction for DeFi with the first EVM L2 running on Bitcoin that’s built to be forward secure, decentralized, and share gas fees generated by the network with users.

See the future of DeFi from botanixlabs.xyz

---

Enjoy the show? Check out our website and newsletter by clicking here.

00:00 Intro

03:34 From Planetary Science to Bitcoin

09:32 Bridging Bitcoin and Astrology

13:23 Outer Planet Astrology

20:07 Predictions for 2025

40:04 Astrology as a Lens for Bitcoin and Economics

49:48 The Future of Bitcoin: 2025 and Beyond

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Ep66: The Taproot Wizards Enter the Spellverse

Tue, 24 Dec 2024 16:53:37 +0000

The Taproot Wizards "are a new Bitcoin Cultural movement" that combines nerdy tech & fun experimentation. "Illusionist" OuterLumen joins Bitcoin Season 2 to talk about Spellverse, the Wizard's project to document & catalogue the universe of community submissions over the past 2 years.

Follow our guest: @OuterLumen

---

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

0:00 Intro

3:30 OuterLumen name origin

5:50 Discovering Taproot Wizards

7:40 What Are Taproot Wizards

10:25 The Appeal of Web3 and Digital Identity

13:10 Researching NFT Traits and Discoveries

16:45 Spellverse Creation

18:50 Visualizing Spellverse

25:00 Showcasing Community Stories

35:15 Bitcoin and Ethereum Communities

40:05 Reflecting on Bitcoin Culture and Evolution

44:50 Trends in the Ordinals Ecosystem

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Ep65: Layers VS Saylors

Mon, 23 Dec 2024 20:07:12 +0000

The race is ON between who can attract more Bitcoin: Corporations or the on-chain Bitcoin economy. Bitcoin layers, staked & wrapped Bitcoin are growing fast -- but are they growing fast enough to beat Michael Saylor & Saylor copycats?

We use BitcoinLayers.org to help us track things!

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep64: Are Big Blockers BACK? (+ Strategic Bitcoin Reserve?)

Sat, 21 Dec 2024 15:32:38 +0000

We thought we won the Blocksize War in 2017 when Bitcoin Cash forked off -- but now it sounds like some Bitcoin developers are picking up the same talking points? Charlie & Colin dissect what's going on.

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep63: Bitcoin Already Has a Solution to Quantum Computing

Thu, 19 Dec 2024 00:32:00 +0000

Most "Quantum FUD" you hear is probably BS. But there are some ways Bitcoin is vulnerable to quantum computers. Hunter Beast helps us understand what these threats look like and explains a solution.

Follow our guest: @cryptoquick

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Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

03:13 Hunter’s Quantum Resistance Work

05:05 Google’s Willow Chip & Its Implications

07:29 Early Quantum Computers vs. Today

09:31 Quantum Noise & Error Correction

11:30 How Quantum Computers Challenge Bitcoin

13:07 Is Quantum a Real Threat?

14:00 The Four Vulnerability Scenarios in Bitcoin

15:35 Public Key Hash Addresses: Safe or Not?

19:40 The Importance of Operational Security

23:25 Satoshi’s Coins as a Quantum Shield

28:09 Proactive Quantum-Resistant Solutions for Bitcoin

33:45 Should Bitcoin Take a Proactive or Reactive Approach to Soft Forks?

43:00 Bitcoin’s Resilience Remains Unshaken

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Ep62: The Bitcoin eco is getting weird at $100k

Wed, 18 Dec 2024 14:57:00 +0000

Bitcoin is solidly over $100k but what in the world is happening in the "Bitcoin ecosystem"? Microstrategy has a premium but on-chain activity is dead? Ordinals are down in BTC terms, but they are UP in USD terms.

Everything is upside-down, let's review the numbers!

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep61: Bitcoin is at a custodianship crossroads w/ Willem Schroe

Wed, 11 Dec 2024 19:58:18 +0000

Hyperbitcoinization is more than just the price going up, it's about Bitcoin being the basis for every transaction in the world *and* it means a vibrant on-chain ecosystem. Founder of Botanix Labs, Willem Schroe, believes we are at a massive crossroads in Bitcoin where the future could be dominated by custodians. Willem calls for more on-chain activity, hoping for a sovereign bitcoin future.

Follow our guest: @WillemSchroe

---

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

Chapters:

0:00 Intro

6:20 Origin Story: Spider Chain Whitepaper

9:00 Permissionless vs Decentralized Explained

13:45 User Demand vs Ideology in Bitcoin

17:30 Crossroads for Bitcoin: Custody vs Sovereignty

22:10 Product Market Fit in Bitcoin and Stablecoins

28:00 Applications Driving Bitcoin Adoption

34:50 The Role of Blackrock and Stakeholder Power

39:00 Bitcoin Soft Forks and Covenants Discussion

43:00 Botanix in 2025: Vision for Hyperbitcoinization

47:00 Call to Action: Bitcoin Back On-Chain

50:00 Conclusion and Final Thoughts

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Ep60: You should be paying attention to this Bitcoin dev chart!

Tue, 10 Dec 2024 19:02:00 +0000

"What do Bitcoin devs think about X?" is the most popular question right now in the soft fork discussion. How do we measure who supports what? It's not super straightforward, but just this week we found a super useful chart!

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep59: Is Bitcoin doomed to follow the same path as email? w/ Jameson Lopp

Wed, 04 Dec 2024 11:00:00 +0000

Cypherpunk Jameson Lopp talks about Bitcoin consensus, ossification, and how he hopes Bitcoin does not follow the same path the email (SMTP) protocol has -- being limited to a handful of centralized providers.

Follow our guest: @lopp

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Bitcoin Season 2 is brought to you by Botanix!ac

See the future of DeFi from botanixlabs.xyz

---

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on X and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech!

Chapters:

00:00 Intro

02:21 Taproot Wizard and Background

06:30 Bitcoin and Ethereum Context

10:09 SMTPification of Bitcoin Explained

13:14 Ossification and Protocol Challenges

19:47 Improving Bitcoin at the Protocol Layer

31:33 Current State of Bitcoin Development

46:09 Soft Forks and Future Proposals

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Ep58: Sneaky Bitcoin Scaling!

Tue, 03 Dec 2024 01:36:11 +0000

While everyone's arguing about soft forks like OP_CAT, several researchers have proposed sneaky workarounds which are able to emulate certain covenants *without a soft fork*. Charlie reviews what they are, a bit of how they work, and what it might mean for future soft fork discussions.

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

Chapters

01:03 Metrics Update

01:25 Technical Deep Dive

05:22 Ordinals and Inscriptions Data

06:20 Covenant Workarounds Explained

18:04 Growth in Covenant Workarounds

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Ep57: Investing in Bitcoin's future $100b asset class

Wed, 27 Nov 2024 11:00:00 +0000

FarmerJoe is an unlikely DeFi yield farmer who found himself investing in all things Bitcoin Season 2 *and* becoming an accidental $PUPS memecoin founder. FarmerJoe is bullish all things new on Bitcoin, Bitcoin defi, and Bitcoin assets.

Follow our guest: @FarmerJoe0x

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Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

Chapters:

02:20 Bitcoin’s Evolution

05:30 Bitcoin Meme Coins

15:00 Inscriptions vs. Tokens

20:30 The Solana-Bitcoin Bridge

30:00 Challenges with Exchange Listings

40:00 Why Arch value like Layer 2

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Ep55: AI agents in the 2025 crypto cycle w/ Bootoshi

Wed, 20 Nov 2024 20:50:55 +0000

AI models are now everywhere in crypto, and you've probably already interacted with one that Bootoshi built! We also talk AI strong memory building, how AI models will drive user experiences, and why crypto + AI are uniquely positioned for 2025.

Follow our guest: @KingBootoshi

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Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

Chapters:

2:34 From Ethereum NFTs to Bitcoin Ordinals

6:06 Building Language Models and Chatbots

8:14 What Makes a Chatbot Successful?

9:05 How Language Models Work

9:52 Comparing AI Models and Their Strengths

10:39 Neural Networks and Transformer Models

12:22 AI's Role in Shaping Ideas and Products

13:06 The Future of AI Creativity and Innovation

14:26 Bootoshi’s Vision for AI-Powered Companies

16:12 The Rise of AI Idea Generators

16:54 AI as a Creative Tool in Crypto and Bitcoin

19:55 Building Personal AI Assistants

24:10 Deploying AI in the Wild: Lessons Learned

32:12 Mimicking Nature’s Efficiency in AI Design

34:20 Trauma and Personality in AI Bots

42:29 Crypto as a Safe Haven for Job Displacement

50:54 AI Agents on Social Media

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Ep54: Bitcoin's Mexican Standoff 🔫🔫

Sat, 16 Nov 2024 12:00:00 +0000

James O'Bierne just dropped a SPICY twitter thread "The Consensus Conundrum" which basically says Bitcoin has a leadership problem. Colin & Charlie dive into this hot topic!

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep53: Memecoins thrive on a dying dollar w/ Murad Mahmudov

Wed, 13 Nov 2024 19:28:30 +0000

"Memecoins will exist as long as fiat money" says Murad Mahmudov. Murad outlays his thesis for why the next year will be historic for memecoins, and how the best memecoins will look more like quasi-religions, movements, than speculation.

Follow our guest: @MustStopMurad

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Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Chapters:

00:02:25 Murad's Early Bitcoin Insights

00:09:09 Memecoins from First Principles

00:22:14 Multi-Cycle Meme Coin Theory

00:33:03 Memecoins on Bitcoin

00:40:23 Community and Cultural Influence on Bitcoin

00:45:18 Bitcoin Soft Forks and Community Activism

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Ep52: Superpower Bitcoin with Covenants | Mihael Šinkec

Wed, 06 Nov 2024 12:00:00 +0000

Mihael Šinkec from sCrypt talks about how enabling covenants on Bitcoin superpower the chain, unlocking "platform" and computer-like characteristics.

Follow our guest: @MSinkec

---

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

---

01:37 - CAT20 Token Standard and Fractal

02:30 - Covenants and Vaults: Enhanced Bitcoin Capabilities

04:14 - Smart Contracts vs Covenants on Bitcoin

06:10 - Use Cases for Covenants and Future Applications

08:16 - Bitcoin as a Platform and Potential Evolution

10:19 - Privacy and Zero-Knowledge Proofs with Covenants

12:10 - Self-Custody Innovations and Vault Applications

15:20 - Bitcoin's Programmable Potential with OP_CAT

18:06 - Current Projects and the Future of Bitcoin Development

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Ep51: $250k Bitcoin NFT given away on Minecraft???

Tue, 05 Nov 2024 15:09:14 +0000

Ordinals Creator Casey Rodarmor just gave away his first every ordinals inscription to a random Minecraft player! Also, the mempool is close to clearing, Taparoo swap launches, and OP_NEXT is coming!

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep50: Who actually decides if Bitcoin soft forks (OP_CAT???)

Sat, 02 Nov 2024 11:00:00 +0000

How does Bitcoin's "governance" work? Trick question: there IS no governance! Why our OP_NEXT conference in Boston next week (Nov 9!) is aiming to be one of the places we actually move the needle on what a soft fork looks like!

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep49: OP_CAT is bad, filters are useless, and MEV is inevitable w/ Post Capone

Wed, 30 Oct 2024 13:46:25 +0000

There aren't that many good critics of OP_CAT left, so we asked Post Capone to provide his perspective. This conversation touches on tons of topics -- filters, ethereum/solana vs Bitcoin, witness discount, alternative bitcoin clients, and of course MEV.

Follow our guest: @p0stc4p0n3

---

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

00:00 Intro

02:59 Recap on BitVM & Linus Interview

04:44 Bias and Analytical Neutrality

07:15 Bitcoin vs. Ethereum

10:11 ETH/BTC Ratio Call

11:42 Ethereum Market Dynamics

18:12 Free Market Ideology in Bitcoin

22:10 Ordinals and Satoshi Dice Comparison

28:05 Filtering Transactions & Censorship

30:15 Witness Discount Explanation

42:00 UTXOs

46:40 Alternative Bitcoin Clients

52:30 Soft Fork Necessity and Activation

55:06 Criticisms of OP_CAT

01:00:30 Constraining the Application Layer

01:02:45 Realities of Expressive Code & AMMs

01:12:10 Potential for Miner-Enforced Soft Fork

01:16:40 MEV Reality

01:28:17 Future of MEV and Order Types

01:33:10 Closing Thoughts and Future Predictions

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Ep48: The Laser Eye to Degen Spectrum

Tue, 29 Oct 2024 17:28:16 +0000

There's no longer a dominant Bitcoin culture, so who are the big names in Bitcoin and where do they fall along the Laser Eye x Degen spectrum? We rank Michael Saylor, Vitalik, CZ Binance, and more!

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep47: Not even Bitcoin is safe from AI tokens

Tue, 29 Oct 2024 17:17:20 +0000

AI tokens have hit every blockchain and now they're on Bitcoin too. Also: Casey breaks Ord, a solominer hits a block with an Apollo miner, and Runes are down again.

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

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Ep46: Solving Sniping with MagicEden

Sat, 26 Oct 2024 17:41:00 +0000

We've got Stephen & Matthew, engineering & product on the Bitcoin side of MagicEden, explaining how the platform combines cutting edge tech w/ intuitive product design.

Follow our guests: @MakeTokensFun @summraznboi

---

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our host on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

---

Timestamps:

00:34 Intro

02:19 Roles in Magic Eden, Joining Ordinals

05:57 Growth in Bitcoin Ecosystem & Magic Eden’s Vision

07:13 Expanding Beyond Ordinals: Runes & Ecosystem Building

10:56 Marketplace Challenges & Collaboration in Engineering

20:33 User Benefits: Shield Icon, Mempool Fix & Cart Optimization

30:06 New Trading Features & Improved User Experience

33:11 Enhancing Liquidity & Making Runes Accessible

38:18 Mobile Launch & Broader Market Adaptation

42:28 Magic Eden’s Future in Bitcoin Community & Challenges

45:56 Future Outlook on Bitcoin Economy & Innovation

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Ep45: Superpowering Bitcoin with Ark | Alex B

Sun, 20 Oct 2024 00:32:36 +0000

Alex B of Ark Labs explains how Ark can be considered a "UTXO renting service" and how an Ark can superpower everything Bitcoin already does.

Follow our guest: @bergealex4 arklabshq

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our hosts on X: @cbspears, @AsILayHodling

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

Chapters:

00:00 - Introduction

01:12 - Overview

08:28 - What is Ark Protocol?

09:30 - Understanding UTXOs

19:04 - Why Ark?

22:33 - Sponsorship: Botanix Labs

23:08 - Revisiting Ark Protocol

24:00 - State of Ark Development

30:01 - Challenges in Building Ark

39:56 - Covenants

45:25 - Consensus and Bitcoin Scaling

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Ep44: Bitcoin PIPEs: Do Everything On Bitcoin Without A Soft Fork?

Thu, 17 Oct 2024 14:17:46 +0000

We get super technical with Misha Komarov about Bitcoin PIPEs -- a proposed scheme to emulate opcodes like OP_CAT (and therefore covenants) without a soft fork.

Follow our hosts on X: @cbspears

Follow our guest on X: @nemothenoone

---

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our hosts on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

---

Chapters:

0:00 - Intro

1:44 - Upcoming Workshop in Boston

2:15 - Misha's Background

7:01 - Opcodes and Covenants Explained

11:26 - Introduction to Bitcoin Pipes

17:19 - Functional Encryption and Bitcoin

20:09 - Placeholder Proof Systems in Bitcoin

26:58 - Setting Up a Bitcoin Pipe

32:20 - Decrypting a Pipe for Transactions

35:00 - Misha's Thoughts on Bitcoin Soft Forks

40:17 - Bitcoin’s Developer Renaissance

43:20 - Future Implementation of Bitcoin Pipes

46:00 - Feasibility of Bitcoin Proof Systems

48:05 - Why Misha is Excited About Bitcoin

50:11 - Final Thoughts

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Ep43: Memecoins & Mempools

Tue, 15 Oct 2024 15:08:43 +0000

The mempool is filling up with Memecoins! Blockchain explorer mempool.space adds Runes flags to transactions and some laser eyes don't like this, causing the ordinals community to donate to the project.

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our hosts on X: @cbspears

Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

00:00:33 - Intro

00:02:15 - Bitcoin Blockchain Fee Update

00:03:18 - Runes Market Cap Growth

00:04:16 - Puppets vs. Node Monks NFT Race

00:05:03 - Mempool.space Controversy

00:07:22 - Community Sponsorship on Mempool.space

00:10:40 - Meme Coins vs. Crypto Tech Tokens

00:12:24 - Bitcoin Layer 2 Developer Activity

00:15:16 - Bitcoin Liquid Staking Fundraising

00:18:52 - Upcoming OP_Next Conference

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Ep 42: Memecoins Up (Nonbelievers Down) and Swan Lawsuit | Writer's Room

Thu, 10 Oct 2024 18:04:00 +0000

Welcome back to Bitcoin Season Two! Charlie and Colin are back with this week's Writer's Room, and like it or hate it, memecoins are back, y'all, and so is Murad Mahmudov. Murad's bitcoin fund blew up in the COVID flash-crash of March 2020, and now he's going all in on memecoins. Is that a good thing? Not for us to decide, but it is a thing -- and it could be a leading indicator for further froth in bitcoin/crypto markets more broadly. Finally, the duo covers Blockspace's recent reporting on Swan Bitcoin's lawsuit against former employees and contractors related to Swan's mining venture with Tether. If you lean toward Bitcoin maximalism, you might want to skip to the end of the episode for Colin's coverage of the ongoing Swan Bitcoin lawsuit.

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

Follow our hosts on X: @cbspears, @AsILayHodling

👋Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep41: Did you survive the Ordinals Bear Market?

Tue, 08 Oct 2024 08:41:12 +0000

Bitcoin Season 2 ecosystem metrics & news updates!

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

---

Bitcoin Season 2 is brought to you by Botanix!

See the future of DeFi from botanixlabs.xyz

---

Follow our host: @cbspears

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep40: Doing Everything on Bitcoin L1 | Chad w/ OPNET

Fri, 04 Oct 2024 13:45:29 +0000

Chad Masterson riffs with Charlie about the long and storied history of ordinals metaprotocols, token schemes, and how the OPNET team is shipping an indexer-side smart contract system *without a token*.

Follow our guest: @chadmasterxbt @opnetbtc

Special thanks to @InscribAtlantis & @ordzaar for hosting this great conference & allowing Blockspace to produce media at the event!

Follow our host: @cbspears

Bitcoin Season 2 is brought to you by

Enjoy the show? Check out our website and newsletter: https://newsletter.blockspacemedia.com/

---

Chapters

00:00 - Intro

03:45 - Bitcoin's Liquidity Challenges and Dex Innovation

05:32 - Building BRC-20: Challenges and Innovations

08:30 - Adoption and User Experience of Bitcoin Dex

10:22 - Tapping into Bitcoin Layer 1 Liquidity

12:04 - Engaging the Best Bitcoin Developers

16:01 - Bitcoin and Programmability

21:22 - Scaling, Liquidity, and the Role of MeV (Miner Extractable Value)

28:36 - The Future of Bitcoin Layer 1 and Layer 2

32:15 - Bringing DeFi to Bitcoin

40:01 - The Importance of Slower Financial Systems

45:00 - Closing Thoughts & Vision for Bitcoin's Future

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Ep39: Finding an Ordinals Trading Edge w/ TheHawk

Thu, 26 Sep 2024 08:11:20 +0000

We sit down with Ordinals trader TheHawk at the Ord Summit in Singapore and talk about ordinals trading strategies. How should loans strategies like Liquidium be utilized? What is the current ordinals trading meta? What is the near & long term outlook of the Bitcoin ecosystem?

Follow our guest: @PackBagPoints

Special thanks to @InscribAtlantis & @ordzaar for hosting this great conference & allowing Blockspace to produce media at the event!

Follow our host: @cbspears @asilayhodling

Enjoy the show? Check out our website and newsletter: https://newsletter.blockspacemedia.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep38: Building a Global State Machine w/ Arch Network | Matt Mudano

Thu, 19 Sep 2024 07:58:00 +0000

We chat with Matt Mudano of Arch Network live at Ord Summit in Singapore! Matt helps Charlie get into the weeds of how Arch handles state transitions on Bitcoin, how FROST/ROAST works, and what the actual user unlock of Arch would look like.

Follow our guest: @proofofmud @archntwk

Special thanks to @InscribAtlantis & @ordzaar for hosting this great conference & allowing Blockspace to produce media at the event!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep37: F*ck it we Fractal now | Writer's Room

Fri, 13 Sep 2024 21:37:10 +0000

Charlie & Colin brought you the first coverage on Fractal Bitcoin, now we're going to bring you the FUD!

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

Follow our hosts: @cbspears @AsILayHodling

Chapters:

00:00 Intro and Correct Opening

00:27 Fall Vibes and Upcoming Travel

01:39 Bitcoin Season Two Writers' Room

02:35 Fractal Bitcoin Explained

06:00 Concerns with Fractal Bitcoin’s Growth

10:50 Fractal Bitcoin’s Cadence Mining System

14:15 Cloud Mining Surge and Hashrate Impact

22:20 Tokenomics and Sell Pressure Concerns

33:40 - Cloud Mining up 100%

46:40 - Mining is interesting again

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Ep36: "The Ordinals Ecosystem Mines Bitcoin"

Tue, 10 Sep 2024 13:59:26 +0000

Fractal Bitcoin, BitAxes, Ordinals the Mine BTC, Decentralizing Mining. Everywhere you look there is something happening in Ordinals around Bitcoin mining right now.

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

Follow our host: @cbspears

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep35: Investing in Bitcoin Season 2 | Tyler Evans, UTXO Mgmt

Thu, 05 Sep 2024 11:00:00 +0000

How do you invest in "Bitcoin Season 2"? We have Tyler Evans with UTXO Management talking about the new landscape of Bitcoin venture opportunities and the (sometimes) contrarian bet that a new crop of Bitcoin builders are the place to put your money.

Follow our guests: @tylev

Follow our host: @cbspears @asilayhodling

Enjoy the show? Check out our website and newsletter: https://newsletter.blockspacemedia.com/

---

Chapters

00:00 - Introduction

03:00 - Early Days of UTXO Mgmt

06:50 - Ordinals & Bitcoin Season 2

15:00 - Western and Eastern Capital

18:10 - Incentive Alignment in Bitcoin Projects

19:00 - Growing Interest from Tier-One VCs in Bitcoin

21:20 - Bitcoin's Black Hole and Venture Capital

26:10 - Catalysts for Bitcoin Season Two

30:00 - Future of Bitcoin Layer Two and Soft Fork Discussion

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Ep34: Restaking Comes to Bitcoin w/ Luke Xie | SatLayer

Thu, 29 Aug 2024 11:00:00 +0000

This week we've got Luke Xie explaining how restaking works on SatLayer. Does Bitcoin provide unique security guarantees that other Proof of Stake systems need? How does the builder & investor culture differentiate from East to West?

Follow our guests: @lukex

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter: https://newsletter.blockspacemedia.com/

---

Chapters

00:00:33 Introduction to Bitcoin Season 2

00:00:58 Overview of This Episode

00:01:34 Intro

00:01:48 Luke’s Background and Bitcoin Journey

00:02:55 Discovering Bitcoin and the MIT Connection

00:03:38 The Evolution of Crypto Interests

00:08:15 Introduction to Bitcoin Restaking

00:09:19 What is Restaking?

00:13:05 Why Use Bitcoin for Restaking?

00:14:35 How SAT Layer Works

00:17:01 Bitcoin Validation Services (BVS)

00:19:15 Babylon Launch and Market Impact

00:20:22 Potential for Bitcoin Restaking Growth

00:24:48 East vs. West: Market Perspectives on Bitcoin

00:28:19 Geographical Differences in Crypto Adoption

00:31:57 Impact of Bitcoin ETFs on the Market

00:34:47 Challenges and Criticism of Restaking

00:37:22 Future of Bitcoin and Multi-Chain Ecosystem

00:41:23 SAT Layer’s Future Plans

00:42:25 Closing Remarks

00:43:38 Podcast Outro and Other Block Space Media Content

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Ep33: VCs are pivoting to Bitcoin!

Mon, 26 Aug 2024 18:38:40 +0000

Web3 venture capital has neglected Bitcoin for the past half decade, but it looks like that might be changing! Also, Ordinals are catching small bid and Babylon Chain has a big mainnet launch.

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

Follow our host: @cbspears

Chapters:

00:00 - Welcome to Bitcoin Season 2

01:55 - Market Metrics Overview

03:10 - News Highlights: Magic Eden Launches Token

04:30 - Babylon Chain Launches on Mainnet

05:35 - Bitcoin Fees, Alkimiya

06:15 - Venture Capital Flowing into Bitcoin

08:30 - Conclusion and Future Outlook

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Ep32: Fractal Bitcoin is coming

Thu, 22 Aug 2024 11:00:00 +0000

We chat with Lorenzo, CEO of Unisat & creator of "Fractal Bitcoin" -- a new type of merge-mined sidechain launching in September.

Follow our guests: @lorenzonical

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

---

Chapters:

00:00 Intro

03:30 Background in the Gaming!

04:30 Recursive Bitcoin to Fractal Bitcoin

06:30 Fractal Bitcoin Basics

08:00 Mining Mechanics

11:00 Bridging Between Bitcoin and Fractal

14:00 Fractal Bitcoin Ecosystem

20:00 Insights from the Testnet

27:00 Comparing Fractal Bitcoin to Other Concepts

34:00 Lorenzo like nostr

40:00 Final Thoughts

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Ep31: Metaprotocol Madness!

Mon, 19 Aug 2024 18:29:55 +0000

Bitcoin metaprotocols, sidechains are heating up!

Also

Alkimiya trading competition

Babylon Mainnet staking launch this week

Metaprotocol & sidechain MADNESS (OPNET, SUBFROST, BRC20 on Fractal, TRAC)

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

Follow our host: @cbspears

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Ep30: Fixing Proof of Stake with Babylon protocol

Sun, 18 Aug 2024 23:11:00 +0000

David Tse, cofounder of Babylon, explains how the Babylon protocol leverages the asset of Bitcoin to improve Proof of Stake systems. Tse discusses the broader implications for Bitcoin holders, suggesting that Babylon Chain could introduce a new era where Bitcoin holders play a more active role in securing the network, potentially earning yield in a low-risk manner.

Follow our guests: @dntse @babylonlabs_io

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

---

0:00 - Intro

1:16 - Overview of Babylon Chain

1:35 - User Growth & Research Background

3:56 - Transition from Telecom to Blockchain

7:02 - Babylon Protocol and Bitcoin’s Role

10:25 - Time Stamping and Slashing Mechanisms

23:22 - Testnet Phases and Mainnet Launch Plans

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Ep29: The Dawn of Bitcoin MEV

Thu, 15 Aug 2024 11:00:00 +0000

MEV on Bitcoin looks much bigger (and different) than simple Ordinals sniping. Devin from Rebar Labs discusses how the landscape of Bitcoin MEV is shaping up and the products their company is building, particularly Rebar Shield.

Follow our guests: @d_evvy @rebarlabs

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

-----

Chapters:

00:01:06 - Intro

00:03:15 - Dark Forest vs the Dark Swamp

00:04:26 - What does MEV look like on Bitcoin?

00:18:46 - Rebar Shield: Protecting Bitcoin Transactions

00:32:29 - Private Order Flow

00:35:13 - Landscape of miners & pools

00:39:27 - Pool Partnerships

00:41:11 - Future of MEV, Bitcoin programmability

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Ep28: The Rise of BitcoinFi

Mon, 12 Aug 2024 19:52:00 +0000

"BitcoinFi" is taking over the timeline! What is OPNET/Fractal/Bitcoin Staking/ Arch/etc? Also Wrapped Bitcoin moving from ETH to TRON? We have Matt Luongo from Thesis joining us to wrap our heads around pegged BTC on other chains.

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

00:00 - Introduction to Bitcoin Season Two

00:34 - Current State of Bitcoin Metrics

01:18 - Market Activity Overview

02:49 - Emerging Bitcoin Fi Concepts

06:02 - Deep Dive into New Projects

14:07 - Discussion on Wrapped Bitcoin and DeFi

20:15 - Bitcoin on Other Chains

25:35 - Conclusion and Channel Updates

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Ep27: How Udi Started The Taproot Wizards

Thu, 08 Aug 2024 11:00:00 +0000

Udi Wertheimer sits down with Charlie to talk about how the Taproot Wizards got their start, where they are going, and why even try to jumpstart Bitcoin culture at all.

Follow our guest: @udiWertheimer

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

---

Chapters:

00:00 Introduction

00:33 Inscribing Nashville and Bitcoin Season Two

01:38 Udi Wertheimer and Bitcoin Season Two

02:52 Transition from Online to Public Figure

05:04 Bitcoin Maximalism and Its Evolution

07:14 The Concept of Taproot Wizards

09:18 The Role of NFTs in the Bitcoin Ecosystem

13:03 The Importance of OP_CAT

14:48 Bitcoin Soft Fork Processes

16:14 The Role of Community in Bitcoin's Future

17:57 Bitcoin's Evolution and Institutional Adoption

19:48 The Impact of Cultural Shifts on Bitcoin

21:42 The Future of Bitcoin Upgrades

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Ep26: Making Bitcoin FUN! w/ Parker Day & Casey Rodarmor

Mon, 05 Aug 2024 11:00:00 +0000

Parker Day & Casey Rodarmor chat backstage about the ideas & execution behind the FUN! Collection. How did Parker get into Bitcoin, who are the models, and why did it take several years to bring this collection to life?

Follow our guests: @rodarmor @heyparkerday

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

Chapter Markers:

00:00 Introduction

00:43 Conference Partnership

01:02 Subscribe and Connect

01:38 Meet Casey and Parker Day

02:04 Parker's First Bitcoin Conference

02:26 From Analog Art to NFTs

03:53 Collaborating on Ordinals

05:55 Innovating with Metadata

07:00 Artistic Exploration and Identity

12:52 Subjects and Collaborators

15:00 Technical Innovations

19:53 Community and Impressions

22:50 Future Plans and Reflections

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Ep25: The Business Behind the Biggest Bitcoin transactions

Thu, 01 Aug 2024 20:08:52 +0000

We sat down with Brian & Toby, cofounders of Ordinalsbot, a Bitcoin ordinals infrastructure business. Brian and Toby describe what they're working on -- from artist partnerships to launching an Ordinals & Runes marketplace.

Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech!

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter:

----

Chapters:

00:00 Introduction and Partnership Announcement

01:39 Meet the Ordinals Bot Team

02:28 Origins, Vision, and API-First Approach

05:10 Innovations and Full Megas on Bitcoin

08:27 Engineering Challenges and Team Growth

10:04 Community Engagement and Industry Collaboration

14:23 Future Plans and Special Projects

17:09 Ordinals London and Conclusion

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Ep24: Ordinals are Mainstream Now

Wed, 31 Jul 2024 18:10:05 +0000

We're back from Bitcoin 2024 and Ordinals are officially MAINSTREAM! Also, Runes are still very dead and a new type of Bitcoin transaction!

Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech!

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

Chapters:

00:31 - Introduction and Overview

01:05 - Debrief from Nashville and Recovery

01:44 - New YouTube Channel and Giveaway

02:24 - Highlights from Nashville Conferences

05:04 - Trump's Speech and Bitcoin Mining

10:09 - Ordinals Market Analysis

21:02 - Version Three Transactions and Technical Discussion

26:27 - Wrap-Up and Calls to Action

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Ep23: Builders vs Leverage

Tue, 16 Jul 2024 14:33:19 +0000

Lots of Ordinals enjoyers have been REKT by leverage, what's the damage? Also, the bear market hasn't slowed down Ordinals builders!

Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech!

---

00:00: Introduction by Charlie Spears from Black Space Media.

00:35: Overview of Bitcoin Season Two, livestream schedule, and Black Space Media content.

01:23: Discussion on Bitcoin fee rates, transaction backlog, and potential market trends.

02:17: Analysis of the runes market and various assets' performance.

03:25: Examination of ordinal assets and collections' market status.

04:47: Observations on market trends, including potential recovery signals.

06:17: Insights on ordinal leverage and loan defaults in the Bitcoin ecosystem.

08:51: Upcoming events, including Inscribing Nashville and the Bitcoin 2024 conference, and conclusion.

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep22: Miner Capitulation & UNCOMMON GOODS

Mon, 08 Jul 2024 23:45:07 +0000

Bitcoin miners are capitulating.... or are they? Also, a new fee dynamic emerges that sets a new baseline for fees on Bitcoin!

Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech!

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

00:00:33 - Welcome back to Bitcoin Season Two

00:01:03 - Bitcoin prices drop to $55,800

00:01:35 - Germany selling Bitcoin

00:01:54 - Bitcoin ownership and market impact

00:02:18 - Bitcoin mining and hash price index

00:03:38 - Bitcoin mining profitability challenges

00:04:31 - Bitcoin adoption and mining cycle

00:05:17 - Bitcoin mining difficulties and hash rate trends

00:06:09 - Bitcoin miners facing economic challenges

00:06:57 - Uncommon Goods rune analysis

00:07:20 - Runes market cap and trends

00:08:08 - Ordinals activity and secondary market trends

00:09:01 - Uncommon Goods minting dynamics

00:10:16 - On-chain fee rates and Uncommon Goods minting

00:11:22 - Tools for minting Uncommon Goods

00:12:22 - The impact of Uncommon Goods on Bitcoin fee rates

00:14:11 - Technical overview of a complex Bitcoin transaction

00:17:06 - Conclusion and shout-out to Boston on Stacker News

00:18:25 - Outro and upcoming events

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Ep21: Bitcoin L2 Roadmaps

Tue, 02 Jul 2024 15:02:22 +0000

Where are the current Bitcoin L2 projects in their respective roadmaps?

Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech!

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep20: The Future of Fees

Thu, 27 Jun 2024 11:00:00 +0000

Alkimiya founder, Leo Zhang, discusses the past, present, and future of Bitcoin's fee market. Leo describes how Bitcoin's blockspace is undergoing commoditization, how it mirrors/differs from other commodities markets.

Follow our guest on Twitter: @Leozayaat @alkimiya_io

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter by clicking here.

---

00:00 - Intro

02:29 - The Vision of Alkimiya

07:06 - Future of Block Space Commoditization

10:10 - Comparison with Traditional Commodities Markets

13:19 - Impact of Ordinals and Mempool Sniping

15:03 - Physical vs. Synthetic Block Space

19:19 - Proposer-Builder Separation (PBS)

24:09 - The Future of Bitcoin's Fee Market

33:22 - State of Alkimiya and Future Plans

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Ep19: Bitcoin is Dead, Everything is Dead

Mon, 24 Jun 2024 19:25:38 +0000

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

→ Ordinals, Runes, & Bitcoin all massively drawn down

→ Are "Programmable Runes" real?

→ MtGox payouts incoming

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter!

---

00:01:43 - Welcome and Introduction

00:01:49 - Bitcoin and Crypto Market Status

00:02:27 - Bitcoin Price and Market Sentiment

00:03:06 - Bitcoin Fees and Transaction Activity

00:04:24 - Marketplace Volume and Magic Eden's Dominance

00:08:44 - Runes Market Cap and Activity Decline

00:18:53 - Mt. Gox Repayment Announcement and Sell Pressure

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Ep18: Fighting Back Against Election Fraud with Bitcoin

Thu, 20 Jun 2024 13:22:12 +0000

Carlos from SimpleProof.com explains how the 2023 Guatemalan election used Bitcoin to timestamp results and prevent accusations of fraud. Governments can use Bitcoin’s immutable ledger to timestamp election results and prove that they haven’t been tampered with.

Follow our guest on Twitter: @carlostoriello

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter by clicking here.

Chapters:

00:00 - Intro

03:00 - Overview of Guatemala's Voting System

04:50 - Proof of Work in Paper-based Voting

06:00 - Timestamping Election Results

07:08 - The 2019 Election Issues in Guatemala

08:20 - Open Timestamps Protocol

09:00 - Timestamping in 2023 Election

10:00 - How Timestamping Works

11:00 - Verifying Election Documents

16:00 - Comparison of Timestamp Data from Bitcoin

24:00 - Addressing Accusations of Election Fraud

27:00 - The Role of Bitcoin in Protecting Election Integrity

29:00 - Future Plans and Expanding the Use of Timestamping

33:00 - Challenges of Using Bitcoin for Public Registries

Questions or want to sponsor? hello@blockspace.media

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Ep17: ETH NFTS are dead, Suss BTC L2s & Saylor yeets BTC

Mon, 17 Jun 2024 22:23:52 +0000

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

→ ETH NFTs down to 4,000 daily active users

→ Are Bitcoin L2s actually worthwhile?

→ Saylor buys $500 million BTC

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter by clicking here.

00:00:32: Welcome and introduction.

00:00:56: Overview of recent transaction activity on Bitcoin.

00:01:25: Discussion on Bitcoin transaction fees and mempool status.

00:02:18: Breakdown of transaction types on Bitcoin.

00:03:30: Analysis of inscription activity on Bitcoin.

00:04:24: Examination of Bitcoin Layer 2 solutions.

00:06:21: Review of Merlin Bitcoin L2.

00:07:19: Ordinals marketplace and volume analysis.

00:09:09: Overview of active addresses and market trends in ordinals.

00:10:08: Runes market analysis and trends.

00:11:22: Detailed look into runes minting activity.

00:12:36: Discussion on ETH NFTs and their decline.

00:14:08: Overview of Bank of Nakamoto and its stablecoin.

00:15:08: News on MicroStrategy's Bitcoin investment.

00:16:25: Analysis of various Bitcoin L2 projects.

00:18:00: Mention of upcoming interviews and content.

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Ep16: The Biggest Memecoin on the Biggest Blockchain

Thu, 13 Jun 2024 14:06:59 +0000

Runemaster Leonidas says it's time for memecoins to come home to Bitcoin and explains why DOG•GO•TO•THE•MOON should be the #1 dog coin everywhere.

Follow our guest on Twitter: @LeonidasNFT

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter by clicking here.

Timestamps:

00:00:00 - Preview

00:00:34 - Intro

00:02:08 - Leonidas OG and DOG meme coin

00:03:14 - Bull case for DOG

00:05:43 - Largest airdrop in Bitcoin's history

00:06:44 - Decentralization and community-driven approach

00:09:41 - Exchange listings and challenges

00:10:54 - Competitive landscape of meme coins

00:12:16 - Structural limitations of the Runes protocol

00:14:00 - Future developments for liquidity and trading

00:17:10 - DOG's market performance and growth potential

00:17:56 - Cultural conversation on Bitcoin

00:20:08 - Legacy Bitcoin maximalism vs. new Bitcoin culture

00:24:24 - Speculative nature of Bitcoin and meme coins

00:26:20 - Bitcoin’s security and fee market

00:28:14 - Embracing speculation in Bitcoin

00:30:04 - Bitcoin as a future store of value

00:31:09 - Final reflections on DOG and Bitcoin’s future

00:32:14 - Potential of meme coins on Bitcoin

00:33:13 - Closing remarks and outro

Questions or want to sponsor? hello@blockspace.media

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Ep15: Fees Pump, OKX Burns Millions & are BRC20s back?

Tue, 11 Jun 2024 01:00:01 +0000

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

→ Fees pumped on Bitcoin

→ OKX Burns millions -- is this just the beginning?

→ Ordinals Conferences coming

→ Are BRC20s Back

Follow our host: @cbspears

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Ep14: How Maximalism Dies with Dylan LeClair

Fri, 07 Jun 2024 12:31:51 +0000

Maximalism has peaked. Bitcoin is no longer dominated by a Bitcoin maximalist dogma, but is quickly welcoming a diverse crowd of degens, gamblers and token peddlers. Is this good for Bitcoin is the question of course!

To answer that question, we've brought on Dylan LeClair, Director of Bitcoin Strategy at Japanese corporation Metaplanet, joins Bitcoin Season 2 to discuss Bitcoin's changing culture scene and what “Bitcoin Accelerationism” actually means.

Follow our guest on Twitter: @DylanLeClair

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter by clicking here.

Chapters:

00:00 Intro

04:20 Recent travels

06:50 Michael Saylor comparisons

10:40 BitBlockBoom to BTC Asia

18:40 Narratives over time

26:30 Do shitcoins have positive externalities?

29:50 Tech(acc) to Bit(acc)

39:00 Malthusian vs Promethean

43:05 User influx may drive UI/UX innovation

45:30 Origination of Accelerationism

48:50 Who are the interesting voices in Bitcoin?

55:40 Accelerationists are Optimists

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Ep13: Return of Runes, Bitcoin Startups, and Has Saylor Gone Soft on ETH?

Mon, 03 Jun 2024 21:37:40 +0000

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

→ Runes market picking up

→ Ordinals Metrics are DOWN

→ Big Raises for Bitcoin startups

→ Saylor softens on ETH?

Follow our host: @cbspears

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Ep12: The Chaos Of Bitcoin Consensus

Thu, 30 May 2024 11:30:00 +0000

Bitcoin Developer PortlandHODL rips 4meggers on the regular, but how does all this stuff work under the hood? Portland explains how he built Slipstream for Marathon Digital, how he reorged Testnetv4 TWICE, and what exactly “Mempool Relay Policy” is.

Charlie & Portland cover many Bitcoin topics in this 2 hour episode – Soft Forks, explaining Bitcoin with analogies, and how Bitcoin has been used over the past 15 years.

Follow our guest on Twitter: @PortlandHODL

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter by clicking here.

Chapters:

00:00 Intro

02:15 Views on Bitcoin

06:05 Slipstream is like a shipping service

10:55 Standardness & Relay Policy

17:40 Analogy for Standardness vs Consensus

18:40 Challenges to build Slipstream

21:00 Great Consensus Cleanup

25:00 Revenue from Slipstream

29:00 Why has nobody else built Slipstream?

33:20 Bitcoin developer landscape

39:40 The "M" Block

48:00 Wild Bitcoin File Storage idea

51:00 Reorging Testnet

58:01 Explain the Testnet v3 story

1:04:00 Thoughts on Bitcoin Core

1:09:49 BTCD exploit

1:11:40 Thoughts on other Bitcoin clients

1:16:15 Chaos is good for Bitcoin

1:17:10 Soft forks

1:23:20 Portland's view on Soft Forks

1:32:40 Bitcoin education

1:36:10 What are Bitcoiners lacking?

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Ep11: Weekly Update (5/27)

Tue, 28 May 2024 15:59:19 +0000

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech.

→ Runes market picking up

→ Ordinals continue to die

→ Bitcoin tech: eCash / Bitcoin Layers

→ Saylor on devs

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter by clicking here.

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Ep10: Behind The Great Rune Rush | Bitcoin Season 2 & The Mining Pod

Thu, 23 May 2024 12:00:00 +0000

Chief Research Officer at Bitcoin miner Griid, Mike Hamilton is an experienced & well-known Bitcoin miner. But even more impressive might be his feat snagging of the second Runes ticker once the moment the protocol launched last April.

Mike talks about how his experience with Bitcoin and tinkerer mentality let him beat all the other teams competing for the top Runes spots. Mike also discusses Bitcoin mining, the role miners may play going forwards, and his personal project “Mutable Trees”

Follow our guest on Twitter: @mikehamilton / @mutabletrees

Follow our host: @cbspears

Enjoy the show? Check out our website and newsletter by clicking here.

Chapters:

00:00:00 Start

00:02:55 Mike intro

00:08:12 What is etching & hard coding?

00:09:59 Acquiring the Runes ticker

00:15:01 Building Runes tools

00:19:24 Airdropping

00:23:54 Miners learning Runes

00:26:38 Managing UTXOs

00:32:17 Including Runes in business model

00:34:26 Block templates

00:38:43 Miners vs Maxi

00:40:16 Fix the filters?

00:42:35 Mutable Trees

00:48:34 OP_CAT

00:52:07 Miners & soft forks

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Ep9: How to Build a Bitcoin Rollup: Citrea

Wed, 01 May 2024 11:30:00 +0000

Chainway & Citrea founder, Orkun Kılıç, explains how his team at Chainway is building the first ZK rollup on Bitcoin: Citrea.

Subscribe to Blockspace Media newsletter to get all your Bitcoin Season 2 news! https://blockspace.media/newsletter/

Bitcoin Season 2 is about new ideas, new conversations on Bitcoin. It's the technical and cultural smashed together for an exciting era of new topics on the oldest blockchain.

0:00 Intro

1:50 From Eth to Ordinals to Rollups

4:00 What is a Rollup?

7:30 What differentiates Citrea?

9:15 Using inscriptions to post data to Bitcoin

12:10 Optimizing beyond Ordinals

15:30 BitVM enabling a Bitcoin Bridge

16:30 How does Clementine work?

19:40 Does BitVM get more pragmatic?

21:20 Progress on Implementation

24:20 ZK proof verifier R&D

26:00 OP_CAT and soft forks

27:10 The Sequencer Problem

29:50 Competition from other rollups

32:20 Citrea to lead Bitcoin programmability

34:00 Just how scalable is a rollup?

35:05 Using Bitcoin as the token

37:40 Where does Citrea go from here?

40:10 Resurgence in Bitcoin development

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Ep8: How the Taproot Wizards made CatVM

Wed, 24 Apr 2024 15:00:00 +0000

Rijndael & Tyler Whittle tell us the tale of how they wrote the CatVM storybook and how OP_CAT could fulfill the promises a lot of other Bitcoin ideas have failed to deliver.

Subscribe to Blockspace Media newsletter to get all your Bitcoin Season 2 news!

https://blockspace.media/newsletter/

Bitcoin Season 2 is about new ideas, new conversations on Bitcoin. It's the technical and cultural smashed together for an exciting era of new topics on the oldest blockchain.

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Ep7: Casey & Raph: Behind Runes & Ordinals

Fri, 19 Apr 2024 11:00:00 +0000

Casey Rodarmor & Raphjaph talk about how they built Runes, the future of Ordinals, and what they're working on next!

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Ep6: Making Ordinals (tooling) Make Sense

Mon, 15 Apr 2024 11:30:00 +0000

We chat with Alec Taggart + Cole of Oyl Dynamics about how to build a suite of products that power the Ordinals (and Bitcoin) ecosystem. Oyl started with a wallet, then expanded further down the stack to build Sandshrew & Metashrew -- reimagining user experience, flow, and indexing.

Subscribe to Blockspace Media newsletter to get all your Bitcoin Season 2 news!

https://blockspace.media/newsletter/

Bitcoin Season 2 is about new ideas, new conversations on Bitcoin. It's the technical and cultural smashed together for an exciting era of new topics on the oldest blockchain.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep2: MEV On Bitcoin? With Walt Smith and Julian Duran | 002

Tue, 02 Apr 2024 18:36:00 +0000

We break down Miner Extractable Value on Bitcoin, from current occurrences to forward looking concerns. Charlie is joined by Walt Smith of Cyber Fund and Julian Duran of Marathon Digital to discuss MEV on Bitcoin!

Bitcoin Season 2 covers current conversations about new ideas on Bitcoin.

Livestream on a weeknight, VOD on weekday. Bitcoin Season 2 covers current conversations about new ideas on Bitcoin.

Contact: hello@blockspace.media

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