Shows
Blockspace: AI NewsSpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain SiteWelcome back to The Blockspace Podcast! Today, we open with a quick breakdown of Spain’s newly approved 300 MW data center in Spain, and then we welcome Soluna CEO John Belizaire to break down their new JV with Applied Digital for a 50 MW site in Texas for ChronoScale. To cap the show, we break down SpaceX’s Q3 earnings, including Elon Musk’s moonshot aspirations to hit $500B - $1T in ARR next year with 20 GW of compute. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU renta...
2026-10-2150 minBlockspace: AI NewsIREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is RisingWelcome back to The Blockspace Podcast! Today, we open with rumors about delays for IREN’s Childress data center for Microsoft, as the tech giant has reportedly requested a full networking rewiring for the build. Plus, an interview with independent journalist Aaron Renn on the quasi-governmental entities that broker deals with data centers to attract them to their states, and how these opaque deals give ammo to data center NIMBYs. For our final segment, Needham analyst John Todaro joins to discuss his latest research note, which examines how rising CAPEX and financing costs are weighing on data center stock pr...
2026-10-201h 00Blockspace: AI NewsCoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout ForecastWelcome back to The Blockspace Podcast! Today, we open with two bullish investment banker notes on CoreWeave, as both JPMorgan and Wells Fargo remain overweight despite concerns over financing. Lygos Finance CEO Jay Patel also joins us to discuss whether these financing fears are overblown, and we cap the show with SemiAnalysis’ 50 GW data center buildout forecast for 2027. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our...
2026-10-1953 minBlockspace: AI NewsWhy Nvidia's GPUs Sell Out In Hours w/ HyperbolicWhy is it so hard to secure compute resources? We break down the current supply chain and demand for B300 servers.This panel discussion explores the tightening market for high-end hardware and the reality of acquiring compute resources in the current cycle. We examine the specific bottlenecks facing providers and why the demand for B300 servers is outpacing current availability.Understanding the limitations of modern AI infrastructure is essential for anyone tracking the compute economy. We discuss the complexities of sourcing hardware and the ongoing struggles with data center capacity that are preventing companies from...
2026-10-1851 minBlockspace: AI NewsSpaceX's Tesla Merger (and Flying Car), the Bull Case for CoreWeave, AI Isn't Stressing the TX Grid YetWelcome back to The Blockspace Podcast! Today, we open with an investment bank note on CoreWeave and unpack the bull case for the leading neocloud despite doomer takes on its debt load. We also cover Tesla’s roadster demo, plus forecasts that say a SpaceX and Tesla merger could be revealed as early as December. Luxor’s Director of Energy Haley Thomson also joins us to discuss why data centers are not taxing Texas’ grid yet as ERCOT emerges from its tamest summer stretch for power prices in years. Check out Dimetrics, the AI industry’s Bloomb...
2026-10-1652 minBlockspace: AI NewsAnthropic Q3 Financials, Nebius vs. CoreWeave Stock Ratings, Hyperscalers Will Gobble Up NeocloudsWelcome back to The Blockspace Podcast! Today, we take a look at Anthropic’s leaked Q3 financials and what they mean for the company’s IPO valuation could be. We also cover Rosenblatt’s buy rating on Nebius and why the bank favors it over CoreWeave, plus a report from Gartner that says 80% of the neocloud market will be consolidated into hyperscalers. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.
2026-10-1550 minBlockspace: AI NewsAI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW SiteWelcome back to The Blockspace Podcast! Today, we take a look at the market bloodletting as many data center stocks plunge into the red YTD, including why the selloff is happening now as debt spreads blow out for CoreWeave, Oracle, and Meta. We also cover IREN’s hopes for a second data center in Australia and Keel winning approval for an 80 MW site in Pennsylvania. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most...
2026-10-1455 minBlockspace: AI NewsCipher Digital’s $850M Convert, Goldman Sachs SpaceX Price Target, AMD’s Fermi BackstopWelcome back to The Blockspace Podcast! Today, we cover Cipher Digital’s $850M convertible note offering to cover cost overruns at Barber Lake, plus its partial retirement of an older convertible note, and we also touch on Goldman Sach’s bullish price target on SpaceX amid its AI cloud business growth and AMD guaranteeing TensorWave’s 222 MW lease for a Fermi data center. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful d...
2026-10-1337 minBlockspace: AI NewsIREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute MarketWelcome back to The Blockspace Podcast! Today, we cover The Information's reporting that Anthropic has inked an undisclosed deal with IREN, how Microsoft plans to expand its AI inference chips with Maia 300, and the launch of Architect’s Liquid Inference market for trading AI inference compute. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and conten...
2026-10-1246 minBlockspace: AI NewsOpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone PlanWelcome back to The Blockspace Podcast! Today, we break down why the Financial Time’s reporting on OpenAI’s $50B ARR – $20B shy of the $70B reported in September – looked at the numbers incorrectly. We also cover why Firmus is scrapping its $5.5B IPO after a lack of investor interest, plus how SpaceX’s latest Starlink offering wants to disrupt the cell phone industry. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerfu...
2026-10-0944 minBlockspace: AI NewsApplied Digital Earnings, SpaceX Seeks $40B Debt Raise, Protests Erupt Over SpaceX Colossus SiteWelcome back to The Blockspace Podcast! Today, we unpack Applied Digital’s Q1 FY 2027 earnings, SpaceX’s talks for a $40B debt raise, and the chaos that erupted in Memphis this week during a city council hearing for SpaceX’s Colossus data center. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉...
2026-10-0856 minBlockspace: AI NewsWells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland SiteWelcome back to The Blockspace Podcast! Today, we open with an interview with Lygos Finance CEO Jay Patel to discuss how the unrelenting surge in US Treasury rates will affect the AI CAPEX boom. We also cover the five buy ratings for powered shell stocks from Wells Fargo, Applied Digital’s 1 GW site in Finland, and how hyperscaler negative free cash flow means a slow down to CAPEX could be coming in 2027 and 2028. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data cent...
2026-10-0754 minBlockspace: AI NewsGoogle Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation ModelWelcome back to The Blockspace Podcast! Today, we open the show with Google’s new power purchasing deal with Constellation Energy for 3.6 GW of nuclear capacity across PJM. We also cover a new Morgan Stanley note that makes the bullish case for Bloom Energy as the bank projects 160 GW of incremental data center demand through 2029, and we cap the show by covering B. Riley’s new model for valuing data center stocks. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushba...
2026-10-0637 minBlockspace: AI NewsTeraWulf Expands Muskie to 1 GW and SpaceX Mulls TSMC for TerafabWelcome back to The Blockspace Podcast! Today, we cover news that TeraWulf has expanded its PPA for Muskie from 500 MW to 1 GW, including what this means about how close WULF has come to a deal for the site. Plus, we cover reports that SpaceX is exploring a partnership with TSMC for its Terafab chip foundry, and we unpack the data for how dependent US data centers are on Chinese manufacturing. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and mor...
2026-10-0537 minBlockspace: AI NewsHow SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper ExpansionWelcome back to The Blockspace Podcast! We’re back from Yotta with a shorter episode today, where we cover SpaceX’s rise to $121B in AI cloud contracted revenue, plus Crusoe’s plans for two $2.4B sites as part of Project Hyper. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. 👉Soluna
2026-10-0324 minBlockspace: AI NewsAnthropic's IPO Analysis, Cipher's Site Extension & Building Compute MarketsLive from Yotta 2026!Compute's daily live show | 1P EST every weekdayFull episodes on the Blockspace podcast:🎙️ https://blockspace.media/podcast/Sponsored by:👉 dimetrics.ai Enterprise compute intelligence👉 https://luxor.tech/ Blockspace’s preferred mining pool. Start hashing today with Luxor!👉 https://www.lygos.finance/ Borrow against your Bitcoin, without compromising on custody.
2026-09-3051 min
Credible CommitmentsBlockspace & Multi-Party Block Construction for EthereumIn this episode of Credible Commitments I chat with Drew Van der Werff, CEO of Blockspace USA. We catch up on the PBS pipeline including Commit-Boost and ePBS. Then we introduce Blockspace and their new initiative— multi-party block construction— the holy grail of block building for Ethereum. Timestamps(00:00) - Commit-Boost to Blockspace(05:16) - Reflecting on the adoption cycle(08:37) - On neutrality and independence(10:27) - Some context on PBS(14:07) - The impact of ePBS(20:00) - It boils down to economics(24:17) - Blockspace Forum & gaps in PBS pipeline(28:00) - Multi-party Block...
2026-09-2157 min
Bitcoin Takeover PodcastS17 E13: Charlie Spears on Blockspace, Bitcoin Culture & OP_NEXTCharlie Spears is a co-founder of Blockspace media, an organization which specializes in publishing articles and podcasts about Bitcoin mining and scaling. In this episode, we talk about the rise of AI, Bitcoin culture, and the upcoming OP_NEXT event.
Time stamps:
00:01:07 – Introduction & Spook Joke
00:05:04 – Blockspace Media Origins
00:08:34 – Technical Glitches
00:11:27 – The Gwart Show
00:13:50 – Bitcoin Media Landscape
00:17:25 – Blockworks vs. Blockspace
00:19:22 – AI’s Impact on Media
00:21:07 – AI Workflow & Security
00:22:30 – Voice Cloning Risks
00:24:41 – AI Content & Authenticity
00:27:45 – AI & Bitcoin Mining
00:30:20 – AI Replacing Creative Work
00:33:02 – Charlie's Music Career & Podcasting
00:36:03 – Cake Wallet Giveaway
00:40:13 – Bitcoin Privacy & Zcash
00:41:18 – Bitcoin Culture Critique
00:47:54 – Altcoins & EVM on Bitcoin
00:51:44 – Lightning Network UX
00:58:20 – Custodial vs. Non-Custodial Lightning
01...
2026-03-172h 03
CoinDesk Podcast NetworkThe Blockspace Pod: Block’s Layoffs, Magic Eden Drops BTC + ETH, MARA Gets Serious on AI, Jane Street’s LawsuitOn the latest Blockspace roundup, the gang cover’s Block’s 40% workforce reduction and our scoop that Magic Eden is quitting the Bitcoin and Ethereum NFT game.
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-ti...
2026-02-281h 02
CoinDesk Podcast NetworkBlockspace Podcast: BitGo’s $2 Billion IPO, OpenAI’s Data Center Cost Dispute, ZBD Raises $40 million, and Farcaster Founder Steps DownBitGo went public, the first crypto IPO of 2026! Plus, analysis on inflows into digital asset products, Bitcoin gaming app ZBD raising $40 million, and longtime Ethereum social media app Farcaster announced its founder is stepping down.
Subscribe to all things Blockspace: Podcast, Newsletter, Events
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...
2026-01-2329 min
CoinDesk Podcast NetworkThe Blockspace Pod: The State of Crypto Media w/ Brady DaleFor today’s Blockspace Pod, Brady Dale joins us to discuss the best and worst crypto media publications for 2026.
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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...
2026-01-061h 05
The Mining Pod | Blockspace MediaGoodbye For Now! (We're moving feeds: click over to get the new show)Click here to follow The Blockspace Podcast feed!
Spotify: https://open.spotify.com/show/1NQIkiCHVbQy8Cq0Ppmjwe
Apple: https://podcasts.apple.com/us/podcast/the-blockspace-podcast/id1729672815
After nearly 5 years of weekly shows, we’ll be pausing the Mining Pod for now as we focus on our main show, The Blockspace Podcast. We'll still be posting 3 shows per week on the new feed, including our weekly interviews and news stories.
Please click on the links above to follow the Blockspace feed, or search fo...
2026-01-0601 minThe Mining Pod | Blockspace MediaThe 2025 Hashies: Introducing Blockspace’s Annual Awards ShowCatch the latest Blockspace documentary, The Bitcoin Professor, on YouTube!
Welcome back to The Mining Pod! Today, Charlie and Colin proudly inaugurate The Hashies, Blockspace’s annual award show for the best and worst in Bitcoin for that year. The winners of this year’s Hashies, in order of appearance, are as follows:
Most Ascendant BTC Mining CEO: Daniel Roberts
Most Ascendant Crypto CEO: Shayne Coplan
Best Deal of the Year: CRWVCORZ (because – not despite – it fell though)
Worst Deal of the Year: RIOTBITF takeover bid
2025-12-3037 min
CoinDesk Podcast NetworkThe Blockspace Pod: Our Top Stories From 2025The Blockspace Boys count down the best and favorite Bitcoin stories of 2025, from ICE raids in Texas and Operation Chokepoint 2.0 to the explosive pivot to AI and the mystery of the $8B OG whale wallet.
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 billio...
2025-12-2350 min
Inflection PointSupply Shock | Why Bitcoin Blockspace May Be Severely Underpriced | Blockspace BaronIn this episode, Blockspace Baron joins the show to deep dive into a contrarian Bitcoin thesis: treating block space itself as a scarce, financial asset. We explore why Blockspace Baron is aggressively acquiring it, how inscriptions and tokens reframe fee economics, and what this could mean if transaction fees rise. Enjoy!
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Follow Blockspace Baron: https://x.com/MrBeastBitcoin
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
Supply Shock Telegram: https://t.me/+Sp...
2025-12-2339 min
The Gwart Show | Blockspace MediaInside Tempo: Stripe's New L1 For PaymentsMallesh, formerly Special Mechanisms Group and Rice University joins us to talk about his move to Tempo, Stripe's new payments-first blockchain.We dive into why they built another L1, multi-stablecoin architecture, MEV challenges in payments, with credible neutrality
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
Notes:
• Tempo is designed for fast finality payments
• Stablecoin agnostic w/ AMM
• Reserved block space for payment txns
• Cross-border wire transfers are still broken for traditional systems
Timestamps:
00:00 Start
00:25 Who is Mallesh?
01:50 Special Mechanisms Group
03:49 Consensys
05:34 Tempo
08:14 Advantages of Tempo
10:36 Specific Tempo designs
13:58 Fungible stablecoins
14:44 Tether & economies of scale
18:14 Validator set
22:45 Payments...
2025-09-291h 07The Gwart Show | Blockspace MediaInside Tempo: Stripe's New L1 For PaymentsMalesh, formerly Special Mechanisms Group and Rice University joins us to talk about his move to Tempo, Stripe's new payments-first blockchain.We dive into why they built another L1, multi-stablecoin architecture, MEV challenges in payments, with credible neutrality
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
Notes:
• Tempo is designed for fast finality payments
• Stablecoin agnostic w/ AMM
• Reserved block space for payment txns
• Cross-border wire transfers are still broken for traditional systems
Timestamps:
00:00 Start
00:25 Who is Malesh?
01:50 Special Mechanis...
2025-09-281h 08The Gwart Show | Blockspace MediaPrivacy and Bitcoin development with Carl DongFILL OUT THE SURVEY BY CLICKING HERE
Welcome back to The Gwart Show! Today, Carl Dong, founder of Obscura VPN and former Bitcoin Core developer at Chain Code Labs, joins us to talk about his transition from Bitcoin development to building privacy infrastructure. We discuss his work on reproducible builds, supply chain security, the funding dynamics of Bitcoin development, and why he created the first multi-hop VPN that eliminates single points of trust.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
Timestamps:
00:00 Start
01:09 Carl's professional background
02:54 Personal...
2025-07-131h 01The Gwart Show | Blockspace MediaState of the trenches with Robert ChangFILL OUT THE SURVEY BY CLICKING HERE
Welcome back to The Gwart Show! Today, Robert Chang, crypto trader and prolific Twitter shitposter, joins us to talk about his wild ride through crypto's highs and lows - from being a Luna lunatic to losing everything on Hyperliquid, navigating AI agent metas, getting rugged by VCs stealing his ideas, and why internet capital markets might just be elaborate poker chips with better marketing.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
• Luna looping strategy led to total account loss
• Hyperliquid refunded liquidation due to o...
2025-07-061h 12The Gwart Show | Blockspace MediaOptions Trading In Crypto With DRW Cumberland’s Wilson HuangWelcome back to The Gwart Show! Today, Wilson Huang from DRW Cumberland joins us to talk about the explosive growth of Bitcoin options markets, why crypto volatility attracts both miners and hedge funds, how ETFs are reshaping institutional adoption, and why traditional finance principles are finally making sense in digital assets. We dive deep into market structure, OTC trading, and the future of crypto derivatives.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
Notes:
• Bitcoin dominates 90% of crypto options volume
• DRW started 30 years ago in CME trading pits
• ETF volume...
2025-06-0254 minThe Gwart Show | Blockspace MediaStablecoins, Virtual Power Plants and Venture Investing With SmacWelcome back to The Gwart Show! Today, Smac, partner at Compound VC, joins us to talk about why stablecoins have become the dominant crypto narrative despite being "boring fintech," DePIN opportunities in energy and water networks, venture capital market structure issues with massive fund sizes, the lack of creativity in crypto development, and why most social crypto apps are features not companies.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
Follow our guest on Twitter: @0xsmac
Notes:
• Compound VC focuses on pre-seed/seed stage investments
• $100M checks at $3B valua...
2025-05-251h 02
The Gwart Show | Blockspace MediaThe Real Ethereum Bull Case With Ryan BerckmansWelcome to The Gwart Show! Today, Ethereum bull Ryan Berckmans joins us to dissect Ethereum's current strategy and why he believes it remains on the right path despite recent challenges. Ryan explains the "hub and spokes" L1+L2 model, arguing that communication failures—not technical problems—damaged ETH sentiment. He breaks down why L2 growth combined with L1 scaling will drive Ethereum toward becoming a multi-trillion dollar asset, how blob fees will generate significant revenue, and why Solana's success doesn't threaten Ethereum's long-term dominance in the institutional market.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
...
2025-05-1858 minThe Gwart Show | Blockspace MediaThe Token Premium Myth With Noah GoldbergWelcome to The Gwart Show! Today, Noah Goldberg of Theia Research, joins us to dive deep into the world of liquid token markets. Noah breaks down why the "token premium" is unsustainable, how his firm evaluates fundamental value in DeFi applications, and why the market structure creates perverse incentives. He explains why on-chain finance hasn't supplanted traditional finance as quickly as many expected, discusses problems with market making in crypto, and offers insight into how crypto can build sustainable moats. A must-listen for understanding crypto's real financial underpinnings.
Subscribe to the newsletter! https://newsletter...
2025-05-111h 14The Gwart Show | Blockspace MediaMarket neutral trading with SantisaWelcome back to The Gwart Show! Today, Santisa @Tiza4ThePeople from Lucidity joins us to discuss market neutral strategies in DeFi. He breaks down how his fund extracts alpha from stablecoin pairs and incentive programs while maintaining a risk-neutral position. We dive into the sophistication behind monitoring protocols, identifying opportunities through on-chain analysis, and why DeFi tokens rarely represent true equity value. Santisa explains why his fund immediately dumps governance tokens, how they achieved double digit APY with "negligible risk," and why Bitcoin remains his primary conviction despite years in the DeFi ecosystem.
Subscribe...
2025-05-0457 minThe Gwart Show | Blockspace MediaHaseeb and Gwart, Round II (With Tarun Chitra)Welcome back to the Gwart Show! We got Round II of the Crypto VC debate with Gwart and Haseeb. Are tokens actually worth anything? Do VCs provide real signal value? What's the right benchmark for success? The conversation gets spicy as they examine Dragonfly's portfolio performance, discuss whether tokens truly capture value, and question if early-stage crypto investments can ever live up to their promises. With occasional moderation from Tarun, this debate exposes the tension between VC optimism and market skepticism.
Follow our guests: @tarunchitra @hosseeb
# Notes:
• Tokens launched in bu...
2025-04-271h 46The Gwart Show | Blockspace MediaHaseeb and Gwart arguing while Tarun writes a research paperWelcome back to the Gwart Show! Today we have Haseeb Qureshi and Tarun Chitra about whether VC-funded tokens are vaporware or valuable investments. They tackle fundamental questions about crypto market structure, token valuation models, and the long-term economics of L1 blockchains. Is there a carrying capacity for tokens? Are smart contract platforms overvalued? Will L1s converge to their utility value or maintain monetary premiums?Subscribe to the newsletter! https://newsletter.blockspacemedia.com# Notes:- Crypto market caps follow power law distribution- Solana valued...
2025-04-2055 minThe Gwart Show | Blockspace MediaBuilding Better On-chain Trading Infrastructure With Jarry XiaoWelcome back to The Gwart Show! Today, Jarry Xiao, co-founder and engineering lead at Ellipsis Labs, joins to chat tradfi to crypto infrastructure. Jarry dives deep into Phoenix, their central limit order book on Solana, and introduces Atlas - their purpose-built blockchain for financial applications. The conversation touches blockchain trading challenges, the economics of validator networks, and why truly effective trading systems require opinionated design.Follow our guest on Twitter! https://x.com/jarxiao?lang=enSubscribe to the newsletter! https://newsletter.blockspacemedia.comNotes:...
2025-04-131h 08The Gwart Show | Blockspace MediaL1s, VCs, and the Bitcoin investments with RajivWelcome to The Gwart Show! Today, @rajivpoc from @hiFramework joins us. We discuss the L1 trade narrative (“not cooked”), the influx of talented builders entering crypto, and dynamics between VCs and retail investors. Rajiv offers perspectives on Hyperliquid's success, the future of memecoins, and why Bitcoin-based financial products represent a massive opportunity. He also shares his optimistic outlook on washing away "grift" from the space while supporting serious builders with real business models.Subscribe to the newsletter! https://newsletter.blockspacemedia.comTimestamps:00:00 Start00:50 Who is Raji...
2025-04-061h 10The Gwart Show | Blockspace MediaThe Rise and Rise of Synthetic Stables With EthenaWelcome to The Gwart Show! Today, we are joined by Guy, the founder of Ethena, one of crypto's fastest-growing stablecoin projects, which reached $6 billion faster than any dollar-pegged asset in history. We discuss how Ethena's synthetic dollar works by capturing funding rates from perpetual futures markets, why they've embraced centralized exchanges while maintaining neutrality, and their ambitious new Converge blockchain. The conversation explores stablecoin competition, the limitations of decentralized approaches, and how they plan to bridge traditional finance with crypto through their partnership with Securitize.Subscribe to the newsletter! https://newsletter.blockspacemedia.com
2025-03-301h 11The Gwart Show | Blockspace MediaBitcoin As Resistance Money With Andrew BaileyWelcome back to The Gwart Show! Today, Andrew Bailey–fellow at the Bitcoin Policy Institute– joins Gwart to discuss Bitcoin's role as resistance money, the philosophical implications of cryptocurrency, and why simplicity might trump utility in digital assets. Follow our guest on Twitter: @resistancemoneyTOPICS-Bitcoin as Resistance Money-Philosophy in Cryptocurrency-Stablecoins vs Bitcoin-Ethical Money Creation-Future of Financial FreedomCHAPTERS00:00 Start01:07 Andrew bio01...
2025-03-231h 26The Gwart Show | Blockspace MediaBringing The EVM To Bitcoin With Willem SchroeWelcome to The Gwart Show! Today, Willem from Botanix Labs joins us to discuss their pioneering "spider chain" approach for Bitcoin's second layer. Unlike traditional rollups, Botanix creates a decentralized network of multi-sig validators to bring EVM capabilities to Bitcoin while maintaining censorship resistance. Willem explains why decentralization matters for DeFi applications, how their validator system works with Bitcoin staking, and why they've chosen a different path than rollups. With mainnet launch planned for Q2, Botanix aims to enable Bitcoin holders to use their BTC in familiar DeFi applications without sacrificing security.Subscribe to...
2025-03-0948 minThe Gwart Show | Blockspace MediaFreedom Tech With Alex GladsteinWelcome to The Gwart Show! Today, Alex Gladstein, Chief Strategy Officer at the Human Rights Foundation, joins us to discuss how Bitcoin functions as essential "money dictators can't stop" for human rights activists worldwide. With nearly 18 years at HRF, Alex shares fascinating stories of Bitcoin adoption in authoritarian regimes, his journey from skeptic to advocate, and why Bitcoin—not general "crypto"—provides the unique properties needed for financial freedom in oppressive environments. He explores privacy solutions, scaling challenges, and the future of complementary technologies like ecash and Nostr.Follow Alex on Twitter: @gladstein
2025-03-021h 06The Gwart Show | Blockspace MediaToken Fundamentals Part II Felipe MontealegreSubscribe to the newsletter! https://newsletter.blockspacemedia.comWelcome back to The Great Show! Today, we finish the second half of our chat with Felipe Montealegre from Theia Research on traditional private equity valuation methods and crypto investing. We explore fundamental analysis in DeFi, token valuations, shareholder rights, and the evolution of crypto markets. Felipe shares insights on identifying quality revenue streams, evaluating moats, and building sustainable value in the crypto ecosystem.Topics: • DeFi Investment Strategies• Token Valuation Methods• VC vs Liqu...
2025-02-231h 07The Gwart Show | Blockspace MediaRethinking Token Fundamentals with Felipe MontealegreWelcome back to The Great Show! Today, Felipe Montealegre from Theia Research joins to discuss traditional private equity valuation methods and crypto investing. We explore fundamental analysis in DeFi, token valuations, shareholder rights, and the evolution of crypto markets. Felipe shares insights on identifying quality revenue streams, evaluating moats, and building sustainable value in the crypto ecosystem.Subscribe to the newsletter! https://newsletter.blockspacemedia.comTopic:3. PE vs Crypto Valuations4. Finding Crypto Fundamentals5. Investing in Token Cash Flow6...
2025-02-1653 minThe Gwart Show | Blockspace MediaBitcoin Staking With Jacob PhillipsWelcome to The Gwart Show! Today, Jacob Phillips, founder of Lombard Finance, joins us to talk Bitcoin staking. From Babylon protocol's approach to Bitcoin security to Lombard's role in creating liquid staking derivatives, we chat about Bitcoin as a productive asset. Plus thoughts on technical infrastructure, market dynamics, and Bitcoin staking in DeFi.TOPICS• Bitcoin Staking Mechanisms• Babylon Protocol Overview• Liquid Staking Derivatives• DeFi Integration• Security Models• Cross-chain Bitcoin Solutions🐦Follow our guests on Twitter: @JacobPPhillipsTi...
2025-02-091h 00The Gwart Show | Blockspace MediaTornado Cash, the DOJ and Coin CenterWelcome back to The Gwart Show! Peter van Valkenburgh breaks down Coin Center's legal battle against the DOJ's crackdown on privacy tools like Tornado Cash. From First Amendment rights to money transmission laws, we explore how these cases could alter development. Peter explains why software isn't money transmission and how these prosecutions threaten innovation in America.🐦Follow our guests on Twitter: @valkenburgh @coincenter 📝Quick notes & topics:• Code as protected speech• DOJ vs privacy tools• Money transmission laws• First Amendment right...
2025-02-021h 14The Gwart Show | Blockspace MediaWhat Is Ethereum Worth? With Kevin MillsIn this deep dive episode, Kevin Mills from Triton Liquid Fund joins us to examine the fundamental value of Ethereum through multiple analytical frameworks. Building on John Pfeifer's influential 2017 paper, Kevin explores cash flow models, equation of exchange, and the internet bond theory to assess ETH's true value. The conversation challenges popular narratives around monetary premium and questions traditional valuation approaches in crypto markets. Essential listening for anyone interested in crypto asset valuation fundamentals.Read the paper: https://whatisethereumworth.com/🐦Follow our guests on Twitter: @__kfm__
2025-01-261h 25The Gwart Show | Blockspace MediaA Market Update With JordiHappy Sunday and welcome back to The Gwart Show. Today we are joined by Jordi Alexander, founder of Selini Capital, discusses HyperLiquid's success, the future of AI in crypto, market making strategies, and shares insights on Ethereum's potential changes and Solana's surprising performance.Follow our guests on Twitter:@gametheorizing00:00 Start00:56 Jordi intro01:23 Selini Capital03:11 Prop shop vs VC money04:35 What is HFT?05:38 Which DeFi protocols for Selini Capital?06:35 Volume of Hyperliquid07:59 Marketmaking CeFi vs DeFi?
2025-01-1943 minThe Gwart Show | Blockspace MediaScaling Bitcoin With Steve Lee and RenSteve Lee from Spiral and Ren from Electric Capital join The Gwart Show to talk Bitcoin consensus! We cover how Bitcoin changes, stakeholder weight, and the future of protocol upgrades like covenants.Follow our guest on Twitter: @moneyball @0xren_cfRead our paper: https://bitcoin-cap.github.io/bcap/00:00 Start01:00 Introductions03:01 Partnering for the paper04:25 Motivation to write paper08:17 Reluctance to define a BTC consensus process12:20 Defining the stakeholders13:48 Consensus game theory15:51 Blocksize war
2025-01-121h 19The Gwart Show | Blockspace MediaZKVM With Succinct Labs Uma RoyToday we’re joined by Uma Roy of Succinct Labs to discuss ZK-VM technology, the upcoming prover network, and the alternative scaling paths. We got into rollup architectures, Bitcoin integration, and the landscape of ZK proofs in crypto.Follow our guest on Twitter: @pumatheuma00:00 Start00:53 Who is Uma?01:16 What's a ZKVM?03:07 Starkware vs Prover Network04:20 How does it work?05:28 Who plans to use this ZKVM?07:50 Why does it take an hour?10:01 What is the Prover Ne...
2025-01-0558 minThe Gwart Show | Blockspace MediaStarkware, ZK, and Bitcoin With Eli Ben-SassonEli Ben-Sasson, CEO of Starkware, joins The Gwart Show to discuss Ethereum L2s and Bitcoin scaling solutions. We go through rollup controversies, Starkware’s airdrop drama, and how we might actually scale protocols through ZK proofs and STARKs. Lastly, we touch on OP_CAT, which the Starkware team has been pushing behind the scenes.Follow our guest on Twitter: @EliBenSasson00:00 Start00:44 Guest introduction01:25 What is Starkware working on?03:15 Working on BTC vs ETH06:27 Why did Bitcoin dev st...
2024-12-291h 02The Gwart Show | Blockspace MediaA Thousand Year Milady DynastyCharlotte, creator of Milady NFTs, discusses building a counter-cultural art movement, embracing controversy, fostering community through derivatives, and aiming for "thousand-year dynasty" influence across tech, politics, and culture while rejecting traditional VC-backed NFT models.Follow our guest on Twitter: @CharlotteFang7700:00 Start01:01 Who is Charlotte Fang?01:29 Inspiration for Milady ?04:39 Art style10:24 Path to success?17:43 Community engagement21:37 Milady Cancel?25:10 Milady 91127:08 VC backed NFTs35:07 Memecoins37:17 Crypropunks44:08 Derivatives51:04 Future...
2024-12-221h 16The Gwart Show | Blockspace MediaOuter Circle Meeting Minutes With Jon CharbWelcome back to The Gwart Show! Today we are rejoined by Jon Charb of DBA. A fellow podcaster and SOL bag holder, Gwart digs into Jon’s recent blog post on Ethereum’s future, community alignment, value of ETH, and Bitcoin rollup development.Follow our guest on Twitter: @jon_charb00:00 Start00:41 ETH's North Star Blog Post03:57 Is SOL a true competitor?05:44 WTF is a settlement layer?09:35 Main points of North Star post16:08 Community alignment19:21 Gas limit increase
2024-12-151h 05The Gwart Show | Blockspace MediaWhere Max Documents His BetrayalMax is leaving Ethereum, and we have the details. On this Gwart Show special filmed at Pubkey in NYC, Max and Eugene join Gwart to go through Max’s decision to leave Ethereum dev shop Conensensys in favor of a Solana client which frankly we don’t know how to spell or pronounce. We go through Ethereum’s major problems basically one-by-one in this 1.5 hour show, finishing with a Holiday Special game of ‘cooked or not cooked’ narratives.Follow our guest on Twitter: @MaxResnick1 @0xshittrader00:00 Start00:32 Quitting ETH...
2024-12-101h 36The Gwart Show | Blockspace MediaBeam Me Up! With Justin DrakeJustin Drake joins us as the dust settles on his ‘Beam Chain’ pivot (?) for Ethereum.Justin Drake of the Ethereum Foundation joins The Gwart Show! We discuss his Beam Chain proposal, covering improvements in block production, staking mechanics, and cryptography. He explains the path toward more efficient validation and the future of Layer 2 scaling solutions.Follow our guest on Twitter: @drakefjustinTimestamps:00:00 Start00:57 Beam chain05:36 Beam Chain highlights11:19 What is the Bean Chain meme...
2024-12-081h 08The Gwart Show | Blockspace MediaTOOL, Or How To Get 1 Second Confs On EthereumCan we get Ethereum without tradeoffs? Probably not but we’re gonna try. This week we’re joined by MEV searcher and developer 0xprincess to discuss “trustless order flow operations layers,” or how 1-second block times with no protocol changes or L2s can happen today. Later on we get into Wintermute, Flashbots and chain order flow.Follow our guest on Twitter: @0x9212ce55Timestamps:00:00 Start00:47 Who is 0xPrincess?03:52 How does T.O.O.L. work?05:30 Designing TOOL07...
2024-12-011h 03The Gwart Show | Blockspace MediaA Show On Crypto RegulationRebecca Rettig, Chief Legal Officer at Polygon Labs, joins The Gwart show to discuss crypto regulation, the future of DeFi, stablecoins, and the impact of upcoming elections on crypto policy. Deep insights into regulatory challenges and opportunities in the evolving crypto landscape. Note this show was recorded before the election occurred!Follow our guest on Twitter: @RebeccaRettig1Timestamps:00:00 Start00:50 Rebecca's bio01:38 Appearing in Congress05:06 Language matters07:17 What the "people" want09:28 Talking to representatives10:32 What has...
2024-11-1755 minThe Gwart Show | Blockspace MediaWhiskey: does it need to be on the blockchain?Spirits on the blockchain? We’re joined by a digital marketplace for Whiskey, BAXUS, to get a better understanding of RWAs. Follow our guest on Twitter: @BAXUSco @web4oTimestamps:00:00 Start01:27 Baxus background03:20 Whisky quality level07:19 Creating Baxus11:28 How does Baxus work?12:54 KYC17:48 Low end whisky market22:23 Whisky fandom23:53 The oracle problem26:52 Why does this need a blockchain?32:05 Brick and mortar locations33:27 UI & blockchain3...
2024-11-101h 11The Gwart Show | Blockspace MediaMechanism Design With ElijahElijah, protocol designer at DeFi exchange Neutron, joins The Gwart Show! We get pretty deep into some tech topics on Ethereum like decentralizing oracles and AMM designs so be sure to bring a notepad.Follow our guest on Twitter: @PossibltyResultTimestamps:00:00 Start00:42 Elijah background01:25 Multiple concurrent proposers05:03 App integration09:31 Hyperliguid12:10 Opinionated blockspace17:27 MCP risks21:27 ETH's goals?29:56 Is DeFi just FinTech 2.0?35:33 Future of AMMs40:56 Long...
2024-11-031h 15The Gwart Show | Blockspace MediaHard And Soft Power In Ethereum With James PrestwichWelcome back to the Gwart Show! Today we are joined by James Prestwich, a OG Ethereum engineer and leader of @init4tech, an Ethereum research group. On the show, we dive back into Ethereum’s plight, beginning with the fundamentals. We start with a review of Ethereum’s origins, James’ mental model for ETH, why PBS is broken (and was from the start), if Rollups work and how we skipped sharding, Vitalik and more Vitalik, and what Solana really means for Ethereum.Follow our guest on Twitter: @_prestwichTimestamps:
2024-10-271h 02The Gwart Show | Blockspace MediaSequencing and Layers With ThogardWelcome back to the Gwart Show! Today we are joined by Alex Watts, CEO and co-founder of Fastlane Labs. They discuss MEV, Ethereum's challenges, and UX. He explores the tensions between DeFi and traditional finance, the potential risks of stablecoins, and the need for crypto to focus on real-world outcomes beyond just decentralization.Follow our guest on Twitter: @ThogardPvPTimestamps:00:00 Start00:57 Alex's background01:35 Becoming a Seeker03:13 MEV opportunities04:56 Fastlane06:36 Polygon sidecar?09:36 MEV e...
2024-10-201h 17The Gwart Show | Blockspace MediaEthereum’s North Star With Mike NeuderWe’re rejoined by Mike Neuder, Ethereum researcher and general student of all things crypto-economics, to discuss the future of his bags, AKA Ethereum. We pick up on the conversation a lot of Twitter is having regarding Ethereum’s fraught future. Is it worth the marketcap? Can Solana flippen it? Is the FUD legit? We discuss on this week’s Gwart Show!Follow our guest on Twitter: @mikeneuderCHAPTERS00:00 Start01:01 ETH vibe check05:43 Vibes at ETH Foundation09:56 Make the L1...
2024-10-151h 51The Gwart Show | Blockspace MediaReasoning By Analogy With Kyle SamaniKyle Samani of Multicoin Capital–a fund well known for its Solana bags and focus on DePIN–joins The Gwart Show! Today, we discuss Solana's potential to overtake Ethereum, the future of DeFi, token economics, and the emerging DePIN sector. We have some hot takes on Ethereum as a failed project, ultrasound money, etc. Also we talk about moats for dapps, wallets and infra (always infra…)Follow our guest on Twitter: @KyleSamani @multicoincap00:00 Start00:53 Breakpoint & Token impressions08:27 Bitcoin is nonsense10:12 Debt vs commodity money
2024-10-081h 25The Gwart Show | Blockspace MediaProgramming Pet Rocks With Alpen LabsWelcome back to The Gwart Show!In today’s episode we are joined by the Alpen Labs team, a group of ZK dreamers working on SNARK-based verification of a second layer on top of Bitcoin. We hit all the big topics, like the current state of BitVM bridging, thoughts on sequencers, building a moat, Coinbase launching cBTC and EVM compatibility!Follow our guest on Twitter: @david_seroy @simanta_gautam00:00 Start00:31 Intro01:20 Current projects02:13 Applications on Bitcoin04:16 Bictoin L2 landscape10:36 Cu...
2024-09-291h 10The Gwart Show | Blockspace MediaAdam Cochran: The Everything ExpertAdam Cochran–a familiar profil pic to anyone on crypto twitter-joins The Gwart Show! They tackle Ethereum's roadmap, DeFi’s PMF, TradFi boys joining the party and regulatory & political challenges. At the end, we get a nice pitch on why we should take Ethereum seriously (or not).Follow our guest on Twitter: @adamscochran00:00 Start01:18 Who's Adam Cochran?04:40 Don't get butt hurt06:09 Adam history09:23 Working on now?10:42 Unique investment profile12:47 ETH roadmap15:34 L1 vs L218...
2024-09-221h 09The Gwart Show | Blockspace MediaCitadel, But On-Chain With Ludwig ThouveninLudwig Thouvenin from Sorella discusses Ethereum MEV, Uniswap V4, and the launch of Brontes, an open-source MEV dashboard. He explores the complexities of DeFi liquidity, arbitrage strategies, and the future of Ethereum's protocol design, offering insights into the challenges and opportunities in the evolving crypto landscape.Follow our guest on Twitter: @SorellaLabs @0xvanbeethovenLink to the dashboard: https://t.co/tylzKFdetM00:00 Start00:57 What is Sorella?03:38 Types of MEV06:31 Confidence of MEV identification11:28 Assumption & discoveries19:10 Cross-chain MEV
2024-09-161h 13The Gwart Show | Blockspace MediaOn-chain Corps, World Liberty Financial, Trump vs. Harris and ETH Roadmap With Lex NodeGabe Shapiro, crypto lawyer and co-founder of MetaLeX Labs, joins The Gwart Show to discuss DeFi regulation, tokenized securities, and the future of crypto under Trump or Kamala.Follow our guest on Twitter: @lex_nodeChapters00:00 Start00:42 Gabe's background01:21 MetaLeX & Borgs04:16 Problems with DAOs09:40 Foundations vs corporations in DAOs15:03 Well run DAO examples18:06 The risks of tokens + equity21:53 Regulating conflicts of interest24:12 What don't lawyers understand?27:21 Liquid staking tokens
2024-09-081h 27The Gwart Show | Blockspace MediaPrediction Markets, But For Everything. Futarchy With Proph3tCan you short real life? That’s the idea behind Futarchy. By applying financial logic and smart contracts to ordinary life, you can create prediction markets that help people create better decisions. Today Proph3t of MetaDAO joins the Gwart show to discuss what Futarchy is, how it relates to DAO governance for projects like DeFi, where the tokens are at and if traditional entrepreneurs could thrive in a world where DAOs run the ship.Follow our guest on Twitter: @metaproph3t
2024-09-0159 minThe Gwart Show | Blockspace MediaStablecoins Are Cancer And Rollups Are Dumb With Shinobi, ShehzanWelcome back to The Gwart Show! Today we tackle the hard problem of scaling with Rollups, among other conversations. We’re re-joinbed by Shehzan, a Bitcoin builder focusing on borrowing and lending protocols on top of Bitcoin, and Shinobi, an out-spoken Bitcoiner and technical editor at Bitcoin Magazine. Follow our guest on Twitter: @marediashehzan @brian_trollzTimestamps:00:00 Start02:12 L2s on Bitcoin05:10 Do fees & speed effect payment adoption?06:26 Why does lightning suck?11:06 Lightning failed experiment?12...
2024-08-251h 39The Gwart Show | Blockspace MediaBitcoin-based Loan Markets, Among Other Dreams With ShehzanWelcome back to The Gwart Show! Today we are joined by Shehzan, a Bitcoin builder focusing on borrowing and lending protocols on top of Bitcoin. While most people think of Bitcoin as a dumb rock, the Lava team led by Shehzan is working on a novel solution to natively lend and borrow (while maintaining self-custody but we’ll let him explain that) on Bitcoin. Lava uses Discreet Log Contracts (DCLs) to thread the needle of both permissionless capital via DeFi markets and Bitcoin self-sovereignty via self-custody.Timestamps:00:00 Start...
2024-08-1855 min
Epicenter - Learn about Crypto, Blockchain, Ethereum, Bitcoin and Distributed TechnologiesAlkimiya: Blockspace, the Digital Real Estate - Leo ZhangAs the crypto industry matures, more sophisticated market participants become involved. As a result, risk management and hedging will evolve to levels seen in TradFi. However, regardless of the preferred market activity, when interacting with a blockchain, every actor competes for the same limited blockspace. Based on demand levels, the cost for securing that blockspace can fluctuate (in the form of miner fees for Bitcoin transactions, or gas fees for PoS blockchains). Therefore, a particular niche of power users could lower these costs by reserving blockspace in advance of elevated demand levels. Alkimiya set out to build just that...
2024-08-1753 minThe Gwart Show | Blockspace MediaWhere Uri Solves MEV With Uri KlarmanWelcome back to The Gwart Show! Uri Klarman, known for his BloxRoute private mempool company, joins Gwart to discuss the future of MEV on Ethereum and Solana. Uri goes through ther Ethereum block builder journey, why public mempool’s are a problem in today’s on-chain economy, and his many (and we mean many) attempts to address MEV or miner malfeasance through token schemes. Timestamps:00:00 Start00:44 Uri's background01:28 Blocksroute05:52 ETH block building11:44 DeFi vs CeFi15:55 Can Defi compete w/ Centr...
2024-08-111h 31The Gwart Show | Blockspace MediaThe Bald Man Sings With Udi WertheimerWelcome back to The Gwart Show! We are joined by the 4th most important Taproot Wizard, Udi Wertheimer, to discuss, well, male pattern baldness. We also dive into the wizards roadmap (not just JPEGS) like CATVM, the use-cases for L2s, how blockspace doesn’t solve blockspace issues and why ETH Maxis just keep losing.If you are enjoying the show, please subscribe to our email list for notifications when the podcast comes out, transcripts and more.Timestamps:00:00 Start00:54 Taproot Wizards update...
2024-08-041h 06
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast NetworkBTC193: The Financialization of Bitcoin Blockspace w/ Bob Burnett (Bitcoin Podcast)In this episode of the Bitcoin Fundamentals Podcast, we interview Bob Burnett, a Bitcoin mining and technology expert. Bob explains why the value of a block is largely misunderstood and how the future of mining may differ from common assumptions. We discuss the forward marketplace for blockspace, the economic implications of its scarcity, and the evolving role of miners. Bob also shares insights into the strategic importance of securing blockspace for major corporations and the potential symbiotic relationships between mining and financial services companies. Tune in to learn about the dynamics of blockspace, the impact of Bitcoin on energy...
2024-07-3159 minThe Gwart Show | Blockspace MediaL2s, Apps, and Stake Centralization With 0xMertWelcome back to The Gwart Show! We we’re down in Nashville recording some shows, but this week we have something a bit different with Mert, CEO of Helius and co-host of a BlockWorks podcast. So, it's a podcast with a podcaster today. We go through Solana's ecosystem, including MEV and architecture. Mert shares insights on Fire Dancer, state compression and Helius, while addressing criticisms and challenges.Timestamps00:00 Start00:50 Mert's background01:16 ETHCC experience03:26 ETHCC takeaways08:16 Can't L2s just get along!...
2024-07-2855 minThe Gwart Show | Blockspace MediaThe Realignment With Max ResnickWelcome back to The Gwart Show! We’re re-joined by Max Resnick (@MaxResnick1) of the Special Mechanisms Group (@specialmech) to discuss Ethereum's potential shift towards faster block times and multi-proposer systems. He explores the implications for L2s, MEV, and market structure. The conversation covers Ethereum's comp21etitiveness with Solana, the future of DeFi, and the challenges of centralization in crypto.Timestamps:00:00 Start01:06 Matt's background02:47 ETH vibes right now04:39 Consensus around new EIPs09:47 Node burdens13:22 What about the L2 ro...
2024-07-211h 18The Gwart Show | Blockspace MediaA Bullish Timeline Cleanser With CheckmateWelcome back to The Gwart Show! Today we’re joined by Bitcoin bull and on-chain analyst Checkmate to discuss Bitcoin's market dynamics, mining economics, and market outlook given the bear victory laps on the timeline. He shares thoughts on on-chain analysis, altcoin markets, ETFs, and the role of Bitcoin in the global financial system, offering a bullish perspective on its long-term potential.Timestamps:00:00 Start00:53 Checkmate intro04:07 Checkmate charting product07:29 Who's the customer?10:37 Current market outlook14:49 Why's everyone bearish?...
2024-07-141h 13The Mining Pod | Blockspace MediaBitcoin Blockspace As Electrical Markets With Leo ZhangWelcome back to The Mining Pod! On today’s show, we’re sitting down with Leo Zhang of Alkimiya Protocol to discuss their novel trading solution for Bitcoin blockspace. Yes, you read that right! Alkimiya enables parties like wallets, miners or professional traders to take a position on Bitcoin blockspace. Widespread usage of this trading platform could enable wallets or others to issue on-chain transactions even when fees are high, balancing out the long term volatility of Bitcoin transaction fees. For miners, it might open up doors for trading a new commodity: Blockspace. Timestamps:...
2024-07-1043 min
On The Brink with Castle IslandLeo Zhang (Alkimiya) on creating a market for Bitcoin blockspaceLeo Zhang, founder of Alkimiya, joins the show to talk about their Bitcoin fee exposure product. In this episode: The evolution of Alkimiya Alkimiya's current product approach Why solving Bitcoin transaction fee volatility matters How blockspace compares to conventional commodities What kind of market participants would want to long or short Bitcoin transaction fees? Avoiding manipulation in blockspace markets The decision to build on Base Reminiscing on the Ethereum gas token Building a fee product for Bitcoin as opposed to any other L1 Leo's long term views on Bitcoin fees Bitcoin season 2 and the cultural shift in Bitcoin M...
2024-07-0846 minThe Gwart Show | Blockspace MediaCheck Your Script With Rob HamiltonRob Hamilton, CEO of AnchorWatch and mini-script fan boy, joins The Gwart Show to break down the nuances behind Bitcoin script, why we should’t be scared of a soft fork for rollups (if we need one!) and what a world with more Bitcoin functionality looks like. Rob and Gwart embark on discussions of L2 tokens, Bitcoin consensus rules and the value of VCs in Bitcoin. Timestamps:00:00 Start00:32 Rob's background03:13 2013-202205:37 What is AnchorWatch?13:02 Miniscript19:53 Target user of AnchorWatch
2024-07-071h 59The Gwart Show | Blockspace MediaCrypto Market Making With Evgeny GaevoyEvgeny Gaevoy, CEO of Wintermute, discusses market making in crypto, DeFi evolution, blockchain technology's relationship with capitalism, Solana's approach, GameFi potential, and the future of crypto in light of AI advancements. He shares insights on token design, DAO governance, and contrarian views on crypto's long-term prospects.Timestamps:00:00 Start00:52 Evgeny background02:25 Crypto vs tradfi04:04 Caring about more than market making05:23 Wintermute business line07:10 Why use a market maker?10:11 Good vs bad market making?12:07 On-chain price discovery
2024-06-3059 minThe Gwart Show | Blockspace MediaHow To Win Blocks And Influence EthereumStefan Gosselin-co-founder at Flashbots and founder at OneBalance–joins The Gwart Show. We go through block builder centralization, Stephane's vision for Ethereum, properties of censorship resistance, censorship resistance, shared sequencers, and the future of Bitcoin L2s.Timestamps:00:00 Start00:32 Stephane’s background01:38 Beginning in Web304:59 Current projects06:15 Starting Frontier07:46 Infinite Games12:11 Centralization16:02 PBS design22:08 Global vs local consensus29:17 Censorship getting better?34:34 Are block builders price setters?37:09 One Balance41:31 Wall...
2024-06-231h 14The Gwart Show | Blockspace MediaVenture Investing In Bitcoin With Walt SmithWalt Smith of Cyber Fund joins The Gwart Show, sharing his take on venture capital in the crypto–and specifically Bitcoin–space. He discusses the potential of Bitcoin rollups, the future of Ethereum, and the drama among crypto VCs. Walt also dives into the idea of merge mining as a scaling solution for Bitcoin and shares his thoughts on the end game of tokenization.Chapter Markers:00:00 Start01:22 Walt's background02:45 Working at Galaxy04:22 Major investments05:36 Restaking08:19 Multi-asset pool model10:55 Open infrastructure "free...
2024-06-091h 17The Gwart Show | Blockspace MediaBitcoin Layers With @januszg_Welcome back to the Gwart Show! This week, Gwart sits down with Janus of the Bitcoin Layers team to discuss–well you probably get it. Still, they do go over Bitcoin sidechains, L2 approaches, tokens & dapps and what not on L2s , if this Zk thing makes sense, CatVM and more.Do we really want this and what do we want are frequently asked questions!Published weekly on Sunday afternoons, "The Gwart Show” gets to the bottom of crypto’s toughest topics.Timestamps:...
2024-06-021h 29
The Mining Pod | Blockspace MediaLaser Eyes Stay On With Allen FarringtonWe're off at Consensus 2024 so we're airing one of our favorite shows from The Gwart Show, one of our other podcasts on the Blockspace Podcast Network. We'll be back next week with EXTRA Mining Pod shows, but enjoy this Bitcoin podcast in between!Allen Farrington, co-founder of Axiom, joins The Gwart Show to discuss scaling Bitcoin, the role of venture capital in Bitcoin’s ecosystem, his thoughts on DeFi, NFTs, and stablecoins, and the potential for Bitcoin to supplant fiat money. He also shares his insights on the ordinals debate and the future of Bitcoin infrastructure....
2024-05-311h 42The Gwart Show | Blockspace MediaNot An Essay: Jon Charbonneau on Composability, Stake Centralization and Bitcoin L2sWelcome back to The Gwart Show! This week, Job Charbonneau of crypto venture fund DBA joins Gwart to discuss Ethereum's issuance debate, centralization of stake, roll-ups vs. Solana, the future of DeFi on Bitcoin, solving MEV, crypto's VC landscape shifts, and key insights from his recent Research Day event. Follow our guest on Twitter: @jon_charbFollow our host: @gwartygwart👋The Gwart Show is proudly presented by Ellipsis Labs! Ellipsis Labs is building foundational products in DeFi. Their first product @PhoenixTrade is the leading orde...
2024-05-261h 08The Gwart Show | Blockspace MediaMemecoins, Scaling Grifts and Other Shenanigans With Colluding NodeWelcome back to The Gwart Show! This week, Colluding Node from the Celestia joins Gwart to unravel the mystery of memecoins, stablecoins, governance tokens, Ethereum scaling via grifters and how Celestia works under the hood. Gwart and C-Node talk about like 20+ blockchains in this podcast so it probably has something for everyone.Follow our guest on Twitter: @colludingnodeFollow our host: @gwartygwart👋The Gwart Show is proudly presented by Ellipsis Labs! Ellipsis Labs is building foundational products in DeFi. Their first product @PhoenixTrade is the...
2024-05-191h 00The Gwart Show | Blockspace MediaBehind The MEV Mask With Dean EigenmannDean Eigenmann, a Miner Extractable Value (MEV) searcher, joins The Gwart Show to give an insiders look into the MeV landscape, strategies, decentralization challenges, and regulatory concerns. He discusses key differences between Ethereum and Binance Smart Chain, DeFi's future, L2 developments, and offers a critique of Bitcoin.00:00 Start01:23 Dean intro02:16 MEV = Oligopoly03:19 Builder centralization on ETH04:36 PBS design05:53 Enshrined PBS07:32 Atomic strategies & inventory risk09:02 Censorship10:29 Censorship & geographic distribution12:46 MEV on BSC13:43 MEV developer crossover
2024-05-1254 minThe Gwart Show | Blockspace MediaLaser Eyes Stay On With Allen FarringtonAllen Farrington, co-founder of Axiom, discusses Bitcoin scaling, the role of venture capital in Bitcoin's ecosystem, his thoughts on DeFi, NFTs, and stablecoins, and the potential for Bitcoin to supplant fiat money. He also shares his insights on the ordinals debate and the future of Bitcoin infrastructure.00:00:00 Start00:00:32 Allen intro00:01:22 Allen's background00:06:30 Investing in public Bitcoin companies00:10:44 Axiom00:13:26 What wrong with DeFi00:20:38 How does Axiom decide what to invest in00:24:11 Lightning gaming00:28:49 Criticisms of lightning00:33:02 Do...
2024-05-051h 41
The Gwart Show | Blockspace MediaA Chat With Mr. Tarun ChitraIn this podcast, Tarun shares his insights on ZK technology, DeFi governance, PoW vs PoS, Bitcoin L2s, and more. He discusses the challenges of marketing ZK tech, the importance of dynamic availability in PoW, and the potential for Bitcoin to adopt new opcodes. Tarun also shares his thoughts on the future of DeFi and the crypto industry as a whole.Follow our guest on Twitter: @tarunchitraFollow our host: @gwartygwart👋The Gwart Show is proudly presented by Ellipsis Labs! Ellipsis Labs is building fou...
2024-04-281h 26The Gwart Show | Blockspace MediaBitcoin Season 2 Is A Scam Part 2 With Alex BWelcome back! In Part 2 of The Gwart Show, Alex B shares his insights on Bitcoin, Ethereum, and the broader crypto landscape. He discusses the flaws in Ethereum's proof of stake model, the cult-like phenomena in crypto, the reality of the Lightning Network, and the centralization concerns in DeFi. Alex also touches on the necessity of stablecoins and the constant innovation in crypto tech.Published weekly on Sunday afternoons, "The Gwart Show” gets to the bottom of crypto’s toughest topics.Chapter Markers:00:00:00 Start00:00:03 Intro00...
2024-04-211h 29The Gwart Show | Blockspace MediaBitcoin Season 2 Is A Scam (Also Ethereum) With Alex BAlex B, writer at Bitcoin Magazine and longtime Bitcoin Twitter user, joins The Gwart Show in this two part series on the heart and soul of Bitcoin maximalism, why it matters, if Bitcoin Season 2 is a sham and, of course, if Ethereum is a scam.Follow our guest on Twitter: @bergealex4Follow our host: @gwartygwartChapter Markers:00:00:00 Start00:00:18 Introducing Alex Be 00:05:41 Bitcoin scaling discussion00:17:44 Necessary Bitcoin primitives00:36:02 Protocols & Bitcoin economy00:38:18 Incremental vs r...
2024-04-141h 29
The Gwart Show | Blockspace MediaSolana, What’s Right And What’s WrongEugene Chen, co-founder of Ellipsis Labs, discusses the future of decentralized finance, Solana's vision for transforming traditional finance, and how Phenix aims to redefine on-chain trading. He also shares insights on the Ethereum vs. Solana debate and the challenges of optimizing blockchains for Defi applications.Published randomly, "The Gwart Show” gets to the bottom of crypto’s toughest topics.00:00:00 Start00:00:18 Eugene's background 00:01:17 Defi work before Ellipsis00:02:21 From HFT to Defi00:05:25 Competing with TradFi00:08:07 Phenix as proof of concept00...
2024-04-0755 min
The Gwart Show | Blockspace MediaThe How And Why of AMMs With Alex NezlobinMechanism this, mechanism that. Why does crypto infrastructure even matter? Gwart tunes in with Alex Nezlobin to discuss the history and importance of AMMs like Uniswap.
Published randomly, "The Gwart Show” gets to the bottom of crypto’s toughest topics.Check out our other shows and content by going to https://blockspace.media/ today.
Follow our host on Twitter, @gwartygwart.
2024-03-241h 35
The Gwart Show | Blockspace MediaRijndael: The Tolerable Taproot WizardRjindael of the the Taproot Wizards joins Gwart to get to the bottom of Bitcoin’s soul search. Does Bitcoin need a revival? Are the Wizards going to hard? Is Lightning really broken? Who will stop the impending flood of Bitcoin MEV?
Published randomly, "The Gwart Show” gets to the bottom of crypto’s toughest topics.
Check out our other shows and content by going to https://blockspace.beehiiv.com/subscribe today.
Follow our host on Twitter, @gwartygwart.
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2024-02-252h 35
The Gwart Show | Blockspace MediaWe're Pretty Sure Mike and Max Can Fix MEVMike Neuder of the EF and Max Resnick of SMG join Gwart to fix Ethereum MEV in one podcast. Mike, Max and Gwart talk MEV, Bitcoin and more.
Published randomly, "The Gwart Show” gets to the bottom of crypto’s toughest topics.
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2024-02-191h 51
The Gwart Show | Blockspace MediaWas The Rollup Roadmap A Mistake? With Anatoly YakovenkoGwart interviews Solana Phone CEO Anatoly Yakovenko to talk Eth, monolithic architecture and more.
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2024-02-091h 27
Scraping Bits#41 - 0xperp: Dimensional MEV: Validators Can Sell Future Blockspace?In the 41st episode of Scraping Bits, host DeGatchi engages with 0xperp, a renowned figure in the blockchain and DeFi community, to unravel a new dimension in the world of Maximal Extractable Value (MEV). The episode provides an in-depth look at the emerging phenomenon of validators selling future blockspace and its implications for the blockchain ecosystem.0xperp brings a wealth of knowledge and experience to the discussion, explaining how the practice of selling future blockspace by validators is reshaping the traditional understanding of MEV. This groundbreaking approach allows validators to promise specific positions in future blocks, creating...
2024-01-0846 min
BlockShots: Blockchain SimplifiedEpisode 101 - What is Blockspace?Just a couple of days ago, in a work call, someone asked me the difference between blockchain and blockspace.Blockspace is a bit of a abstract concept. The capacity to fit transactions in a block.Check out episode 44 for a overview of block limits.https://episodes.blockshots.fm/p/episode-44-block-gas-limit-block#detailsBlockspace is a higher lever concept that refers to the overall capacity of the blockchain to process transactions and data, per block.When we evaluate blockchains, looking from the blockspace perspective can be useful.If...
2023-11-0604 min
Bankless36 - The DeFi Blockspace Cycle | Nic Carter🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❤️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS: 🌐 UNSTOPPABLE DOMAINS - HUMAN READABLE ETHEREUM & CRYPTO ADDRESSES https://bankless.cc/unstoppable 🌈 ZAPPER - ULTIMATE HUB FOR DEFI - ZAP INTO DEFI http://bankless.cc/zapper 💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith 🤖YEARN - YIELD...
2020-10-261h 24