Blockspace Media - Podcast Details

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Blockspace: A Bitcoin Podcast MARKETS: Inside Riot’s $311M AMD Deal w/ Jason LesSubscribe to the Blockspace newsletter! 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...

2026-01-1723 min

Blockspace: A Bitcoin Podcast NEWS: Galaxy’s 830 MW Expansion, BitGo’s $1.96B IPO, BitMine’s $200M Bet on MrBeastSubscribe to the Blockspace newsletter! 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). Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Galaxy Helios: 830MW appr...

2026-01-1632 min

Blockspace: A Bitcoin Podcast TECH: Unraveling Bitcoin's Quantum Problem (Video-Podcast)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. Subscribe to the newsletter: https://newsletter.blockspacemedia.com 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 Wi...

2026-01-1018 min

Blockspace: A Bitcoin Podcast NEWS: Hut 8’s Eyes 500MW Site, MSCI Keeps MSTR, Florida Revisits a BTC ReserveSubscribe to the Blockspace newsletter! 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.

2026-01-0932 min

Blockspace: A Bitcoin Podcast CULTURE: The State of Crypto Media w/ Brady DaleSubscribe to the Blockspace newsletter! 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. Subscribe to th...

2026-01-081h 05

Blockspace: A Bitcoin Podcast COMPUTE: Quantum's $100 Billion Threat To BitcoinCharlie 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. Subscribe to the newsletter! [https://newsletter.blockspacemedia.com](https://newsletter.blockspacemedia.com) Notes: * 1-2 million BTC are quantum vulnerable * Satoshi holds ~$100 billion in...

2026-01-0746 min

Blockspace: A Bitcoin Podcast Our Top Stories From 2025Blockspace 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * ICE raided Texas mine; seized guns/workers * Operat...

2025-12-2350 min

Blockspace: A Bitcoin Podcast Inside the $220M Bitcoin Infrastructure SPAC w/ Ryan GentryRyan 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * IPO oversubscribed, upsized to $220...

2025-12-1542 min

Blockspace: A Bitcoin Podcast This New Bitcoin Proposal Would Steal Your BitcoinToday, 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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...

2025-12-1040 min

Blockspace: A Bitcoin Podcast The Conspiracy Was True: Operation Chokepoint 2.0We 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 ef...

2025-12-0327 min

Blockspace: A Bitcoin Podcast Bitcoin Ruined Your Thanksgiving (Here's What To Do)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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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

2025-11-2926 min

Blockspace: A Bitcoin Podcast Bitcoin Collapse: Here's Who's Bleeding In The StreetColin 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Bitcoin trading at $86-87K (red for the year) • Average BTC E...

2025-11-2232 min

Blockspace: A Bitcoin Podcast Did Jack Dorsey Fix The Bitcoin Merchant Problem?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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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 ...

2025-11-1526 min

Blockspace: A Bitcoin Podcast $120K Bitcoin Call, Stablecoins, and 2026 BTC Market w/ Galaxy Research Alex ThornAlex 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Galaxy revised BTC target: $185K down to $120K • Gold outp...

2025-11-1243 min

Blockspace: A Bitcoin Podcast Inside Russia's Secret Bitcoin Mining IndustryAnna 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/ Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Russia legalized Bitcoin mining in November 2024 • Hash rate dropped 10-15% afte...

2025-11-0529 min

Blockspace: A Bitcoin Podcast What we know about the FTX insolvency 3 years laterInvestigative 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • FTX had hundreds of thousands of individual creditors • Creditors repaid in bank...

2025-10-2243 min

Blockspace: A Bitcoin Podcast The Bitcoin "Dusting" Attack You Didn't Know About W/ Galaxy DigitalZach 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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 ta...

2025-10-1833 min

Blockspace: A Bitcoin Podcast Strategy's Path To $10 TrillionPio 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • MicroStrategy owns 600K+ Bitcoin, no corp will catch up • Money printing at $100-175B monthly, historically high • 40% of mon...

2025-10-1537 min

Blockspace: A Bitcoin Podcast Bitcoin Miners Don’t Care About The Filter DebateWe'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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Foundry controls ~30% of Bitcoin's hashrate • Mining pools dropped fees...

2025-10-1119 min

Blockspace: A Bitcoin Podcast Why Filters Are Playing Into The Fed's Hands w/ FluffyponyRiccardo 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Bitcoin nodes connect to 8 peers by default • Fiber network enabled faster miner-to-miner relay • Filtering OP_RETURN...

2025-10-081h 03

Blockspace: A Bitcoin Podcast Larry Fink’s Bitcoin ETF Is Eating Wall Street “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...

2025-10-0426 min

Blockspace: A Bitcoin Podcast Inside the Mind of Luke Dashjr, Bitcoin's Most Polarizing DeveloperToday 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Luke's sect has only 30,000 followers vs 1.4B Catholics • Luke was sole BIP editor for a while •...

2025-09-2744 min

Blockspace: A Bitcoin Podcast Inside The Secret World Of Bitcoin Scammers w/ JunsethJunseth 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...

2025-09-2449 min

Blockspace: A Bitcoin Podcast Kevin Durant’s Coinbase Debacle, Saylor’s Using AI & Monero’s ReorgThree 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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 tr...

2025-09-2023 min

Blockspace: A Bitcoin Podcast Astrology Tells Us What Bitcoin Is Going To Do in 2026Erin 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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 p...

2025-09-1746 min

Blockspace: A Bitcoin Podcast How Nepal Used Discord to Elect its Next PMDive 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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

2025-09-1326 min

Blockspace: A Bitcoin Podcast How To Beat Coinbase At Their Own Game (But On-Chain)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...

2025-09-1034 min

Blockspace: A Bitcoin Podcast Filters Are FutileWe 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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 02:5...

2025-09-0644 min

Blockspace: A Bitcoin Podcast Bears Are Wrong About Strategy’s Bitcoin PlayEd 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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

2025-09-0337 min

Blockspace: A Bitcoin Podcast Tether on RGB, finding UAE's $700mm in btc, and USGox data on BitcoinColin & 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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) Bhut...

2025-08-3017 min

Blockspace: A Bitcoin Podcast 5 Essential Privacy Tips For BitcoinSatsie 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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

2025-08-2833 min

Blockspace: A Bitcoin Podcast Nobody Is Using Bitcoin Right NowWill 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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...

2025-08-2732 min

Blockspace: A Bitcoin Podcast BONUS EPISODE: Consensus & Core w/ Antoine RiardBonus 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. - 👋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 Learn more about you...

2025-08-2435 min

Blockspace: A Bitcoin Podcast The Tornado Cash Trial, ExplainedDavid 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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?

2025-08-2053 min

Blockspace: A Bitcoin Podcast We're in a Recession on TikTok, But Not in the MarketWe’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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com ## 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 revi...

2025-08-1641 min

Blockspace: A Bitcoin Podcast The Economic Case for Bitcoin Treasury CompaniesSteven 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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...

2025-08-1354 min

Blockspace: A Bitcoin Podcast Can Bitcoin Go Negative? How Bitcoin Futures Contracts WorkMatt 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: - Bitnomial founded 2014, launched futures 2020 - Oil futures went negative in March 2020 - Bitcoin Cash hashrate flipped BTC post-fork ...

2025-08-0659 min

Blockspace: A Bitcoin Podcast How Bitcoin Treasuries Will Cause The Next Bear MarketCharlie 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **NOTES:** • 98 companies raised $86B in 8 weeks for crypto • MicroStrategy needs $300-400M annually for dividends • Q1 revenue only $...

2025-08-0235 min

Blockspace: A Bitcoin Podcast Bitcoin Needs Self Custody To SurviveNick 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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 transactio...

2025-07-3036 min

Blockspace: A Bitcoin Podcast Saylor Is Lapping The Bitcoin Treasury CompetitionMichael 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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 ...

2025-07-2636 min

Blockspace: A Bitcoin Podcast Bitcoin Isn’t Changing And That’s A Bad ThingFILL 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 **No...

2025-07-2359 min

Blockspace: A Bitcoin Podcast The US Government Is Hiding It's Bitcoin StashFILL 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 $3...

2025-07-1923 min

Blockspace: A Bitcoin Podcast Where Does Bitcoin Peak This Cycle?FILL OUT THE SURVEY BY CLICKING HERE: https://forms.gle/DFpR9MyhWo1NQ8T39 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Bitcoin hit $122K all-time high ov...

2025-07-1639 min

Blockspace: A Bitcoin Podcast Who Moved 80,000 BTC?FILL OUT THE SURVEY BY CLICKING HERE: https://forms.gle/DFpR9MyhWo1NQ8T39 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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 •...

2025-07-1234 min

Blockspace: A Bitcoin Podcast Why tokens don't work (except for Bitcoin)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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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 • Thre...

2025-07-0959 min

Blockspace: A Bitcoin Podcast Bitcoin Was Always Political w/ Casey Rodarmor 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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 • Ca...

2025-07-0226 min

Blockspace: A Bitcoin Podcast Michael Saylor Wants You to Go Into Debt to Buy Bitcoin (Plus, BTC Mortgages)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.

2025-06-2835 min

Blockspace: A Bitcoin Podcast Putting Music On Chain w/ 0xBunzyYou'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

2025-06-2523 min

Blockspace: A Bitcoin Podcast The Great Bitcoin Treasury BubbleYou'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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • MicroStrategy ho...

2025-06-2136 min

Blockspace: A Bitcoin Podcast All Your Bitcoin Models Are Broken (But Really)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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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...

2025-06-1436 min

Blockspace: A Bitcoin Podcast The NFT Market is Broken, Here's How To Fix ItNick, 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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 mo...

2025-06-1149 min

Blockspace: A Bitcoin Podcast Bitcoin Has a Wrench Attack ProblemCharlie 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **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 •...

2025-06-0736 min

Blockspace: A Bitcoin Podcast Bitcoin Jesus 2.0: Saylor Era 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 se...

2025-06-0434 min

Blockspace: A Bitcoin Podcast Bitcoin Goes Full "Suitcoiner"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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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

2025-05-3137 min

Blockspace: A Bitcoin Podcast The Bitcoin Attack You Haven't Heard AboutPortlandHODL 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:

2025-05-281h 17

Blockspace: A Bitcoin Podcast The REAL Bitcoin Pizza Day StoryCharlie 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 B...

2025-05-2431 min

Blockspace: A Bitcoin Podcast We Need Bitcoin For State Pensions, Not Treasuries 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...

2025-05-2157 min

Blockspace: A Bitcoin Podcast Not Just Coinbase, Everyone’s Leaking Crypto User DataToday, 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...

2025-05-1728 min

Blockspace: A Bitcoin Podcast What the Samourai Case Means for the Future of BTC PrivacySeth 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:

2025-05-1443 min

Blockspace: A Bitcoin Podcast Bitcoin OP_RETURN Debate ExplainedWhat 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"

2025-05-1040 min

Blockspace: A Bitcoin Podcast Bitcoin Tribalism turns on Core developersUdi 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 sile...

2025-05-0740 min

Blockspace: A Bitcoin Podcast 5 Facts You Didn’t Know About Bitcoin!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...

2025-04-2645 min

Blockspace: A Bitcoin Podcast Solving the Bitcoin Builder’s Dilemma with Arch NetworkMatt 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.

2025-04-2338 min

Blockspace: A Bitcoin Podcast Are there too many crypto lobbyists in DC?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 @btcszn2Timestamps:0:00 Intro: Are there...

2025-04-2048 min

Blockspace: A Bitcoin Podcast This Bitcoin OG is Orange Pilling the Bond MarketPierre 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

2025-04-1655 min

Blockspace: A Bitcoin Podcast Bitcoins Biggest CrashesHow 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 ou...

2025-04-1242 min

Blockspace: A Bitcoin Podcast An Insiders Look Into Bitcoin DevelopmentReardenCode, 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: @ReardenCodeNotes:- Bitcoin is the first digitally scarce asset- OP_CAT enables five different capabilities

2025-04-0954 min

Blockspace: A Bitcoin Podcast Inside Bitcoin’s Darknet MarketsBITCOIN SEASON 2: Inside Bitcoin’s Darknet MarketsSub-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.comColin and Charlie dive into the seedy underbelly of c...

2025-04-0541 min

Blockspace: A Bitcoin Podcast Julian Assange’s Brother, Gabriel Shipton on Wikileaks & BTCGabriel 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

2025-04-0233 min

Blockspace: A Bitcoin Podcast Gamestop pulls a MicrostrategyWe 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...

2025-03-2932 min

Blockspace: A Bitcoin Podcast Stop Ossification: Don't Let BTC Become a RolexEli 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.Subscribe to the newsletter! https://newsletter.blockspacemedia.com

2025-03-2650 min

Blockspace: A Bitcoin Podcast Trump Pledges Allegiance to StablecoinsPresident 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...

2025-03-2241 min

Blockspace: A Bitcoin Podcast What Satoshi Got Wrong About BitcoinPeter 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...

2025-03-191h 13

Blockspace: A Bitcoin Podcast Is Bitcoin's Lightning Network A Success?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.-👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the ric...

2025-03-151h 02

Blockspace: A Bitcoin Podcast Tricking Solana Degens into Stacking SatsJanusz 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 t...

2025-03-1247 min

Blockspace: A Bitcoin Podcast Bitcoin By The Numbers in 2025You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comWe 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 2024Check out our Bitcoin...

2025-03-0853 min

Blockspace: A Bitcoin Podcast Diving Even Deeper on Quantum BitcoinA 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...

2025-03-0554 min

Blockspace: A Bitcoin Podcast He Solved Bitcoin Memecoins!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 ecosystemCheck out our Bitcoin scaling conference! Visit op...

2025-03-0133 min

Blockspace: A Bitcoin Podcast The Six Bitcoin Stakeholder Groups w/ Lyn AldenLyn 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.comNotes:• What is an Economic Node• What are the Six Bitcoin Stakeholder groups?• Protocol Developers power• Game Theory of stakeholder power dynamicsCheck out ou...

2025-02-2644 min

Blockspace: A Bitcoin Podcast The Crazy Satoshi Theory About Jack DorseyCharlie & 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 begin02:29 Jack’s “...

2025-02-2256 min

Blockspace: A Bitcoin Podcast Going Public With Bitcoin App FoldWill 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 BitcoinCheck out our...

2025-02-1943 min

Blockspace: A Bitcoin Podcast What You Didn’t Know About Wrapped BitcoinMatt 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 BitcoinCheck out our Bitcoin scaling conference! Visit opnext.dev to learn more.-👉 Brought to...

2025-02-1528 min

Blockspace: A Bitcoin Podcast Operation Chokepoint 2.0 Gets Choked OutIt’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 tuneCheck out our Bitcoin scaling conference! Visit opnext.dev to...

2025-02-1247 min

The Gwart Show | Blockspace Media Outer 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 05

The Gwart Show | Blockspace Media Ethereum’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 51

Blockspace: A Bitcoin Podcast Ep 42: Memecoins Up (Nonbelievers Down) and Swan Lawsuit | Writer's RoomWelcome 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...

2024-10-1043 min

Blockspace: A Bitcoin Podcast Doing Everything *on* Bitcoin L1 | Chad w/ OPNETChad 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 @opnetbtcSpecial thanks to @InscribAtlantis & @ordzaar for hosting this great conference & allowing Blockspace to produce media at the event!Follow our host: @cbspearsBitcoin Season 2 is brought to you by 👋Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s fir...

2024-10-0444 min

Blockspace: A Bitcoin Podcast Finding an Ordinals Trading Edge w/ TheHawkWe 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: @PackBagPointsSpecial thanks to @InscribAtlantis & @ordzaar for hosting this great conference & allowing Blockspace to produce media at the event!Follow our host: @cbspears @asilayhodling👋Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B...

2024-09-2632 min

The Gwart Show | Blockspace Media The 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 Mining Pod | Blockspace Media Bitcoin 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:...

2024-07-1042 min

Blockspace: A Bitcoin Podcast The Future of FeesAlkimiya 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_ioFollow 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 w...

2024-06-2736 min

Blockspace: A Bitcoin Podcast Fighting Back Against Election Fraud with BitcoinCarlos 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: @carlostorielloFollow 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...

2024-06-2042 min

Blockspace: A Bitcoin Podcast The Biggest Memecoin on the Biggest BlockchainRunemaster 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: @LeonidasNFTFollow 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.

2024-06-1334 min

Blockspace: A Bitcoin Podcast How Maximalism Dies with Dylan LeClairMaximalism 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: @DylanLeClairFollow our host: @cbspears👋Bitcoin Season...

2024-06-0755 min

Blockspace: A Bitcoin Podcast Return of Runes, Bitcoin Startups, and Has Saylor Gone Soft on ETH?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👋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...

2024-06-0324 min

Blockspace: A Bitcoin Podcast The Chaos Of Bitcoin ConsensusBitcoin 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: @PortlandHODLFollow our host: @cbspears👋Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B p...

2024-05-301h 43

Blockspace: A Bitcoin Podcast Behind The Great Rune RushChief 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...

2024-05-2356 min

Blockspace: A Bitcoin Podcast How to Build a Bitcoin Rollup: CitreaChainway & 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 Intro1:50 From Eth to Ordinals to Rollups4:00 What is a Rollup?7:30 What differentiates Citrea?9:15 Usi...

2024-05-0143 min

Blockspace: A Bitcoin Podcast How the Taproot Wizards made CatVMRijndael & 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

2024-04-2458 min

Blockspace: A Bitcoin Podcast Making Ordinals (tooling) Make SenseWe 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...

2024-04-1540 min