Blockspace - A Bitcoin Podcast
Bitcoin conversations from the deep end, covering markets, tech, compute, and culture from hosts Charlie Spears and Colin Harper. Three episodes per week, on all podcast players, Yahoo Finance, CoinDesk and more. Drop us a listen and review!
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The Metric That Will Signal A Bitcoin Bottom w/ Checkmatey
<p>James Check, Co-Founder of Check on Chain, joins us to talk about the current state of Bitcoin in 2026. James breaks down why Bitcoin decoupled from the wider market in late 2025, the massive sell-side pressure from long-term holders, and why on-chain metrics point to a bear market phase. We also explore the "extraordinary" nature of ETF flows, the quantum computing debate, and why gold and Bitcoin are ultimately the same trade.</p> <p>Subscribe to the newsletter! [https://newsletter.blockspacemedia.com](https://newsletter.blockspacemedia.com)</p> <p>Notes:</p> <p>* ETF outflows reached ~$6.5 billion</p> <p>* Realized Cap is currently...
TECH: Unraveling Bitcoin's Quantum Problem (Video-Podcast)
<p>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.</p> <p>Subscribe to the newsletter: https://newsletter.blockspacemedia.com</p> <p>Notes:</p> <p>* Satoshi has ~1M quantum vulnerable BTC.</p> <p>* 2-4 million total BTC are currently exposed.</p> <p>* 10-20% of supply is vulnerable to Shor's algo.</p> <p>* Breaking BTC needs ~4,000 logical qubits.</p> <p>* Google’s Wi...
NEWS: Hut 8’s Eyes 500MW Site, MSCI Keeps MSTR, Florida Revisits a BTC Reserve
<p>Subscribe to the Blockspace newsletter!</p> <p><br></p> <p>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. <...
CULTURE: The State of Crypto Media w/ Brady Dale
<p>Subscribe to the Blockspace newsletter!</p> <p><br></p> <p>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.</p> <p><br></p> <p>Subscribe to th...
COMPUTE: Quantum's $100 Billion Threat To Bitcoin
<p>Charlie and Colin join us to talk about the existential risk of quantum computing. We break down Nick Carter's latest research, the timeline for a potential quantum break, and the 2 million Bitcoin currently at risk. We debate the ethics of "burning" Satoshi's coins to save the network, the technical challenges of forking to quantum-resistant signatures, and why the next big Bitcoin civil war might be fought over physics.</p> <p>Subscribe to the newsletter! [https://newsletter.blockspacemedia.com](https://newsletter.blockspacemedia.com)</p> <p>Notes:</p> <p>* 1-2 million BTC are quantum vulnerable</p> <p>* Satoshi holds ~$100 billion in...
CULTURE: Our Predictions For 2026
<p>Charlie and Colin join us to talk about the major plot beats for 2026. They cover the looming silver supply deficit, why Bitcoin hash rate might see its slowest growth years, and the supply chain breaks threatening AI data centers. Plus, they discuss the "538 moment" for prediction markets, big banks launching Bitcoin lending, and the AI content takeover.</p> <p>Subscribe to the newsletter! https://newsletter.blockspacemedia.com</p> <p>Notes:</p> <p>* Silver up 140% over the past year.</p> <p>* Gold up roughly 65% over the year.</p> <p>* 580M oz silver deficit from 2010-2015.</p> <p>* Poly Market had $21.5...
Our Top Stories From 2025
<p>Blockspace Boys — Charlie, Colin, and Will — join us to count down the most impactful and wildest stories of the year. They dive deep into the ICE raid on a Texas Bitcoin mine, the end of Operation Chokepoint 2.0, and the industry-wide pivot to AI and HPC. We also discuss Trump’s tariffs causing miner panic, the "Treasury Narrative" bust, and the legendary $8 billion whale sale. Plus, don't miss the saga of the Bitcoin Puppet race car.</p> <p>Subscribe to the newsletter! https://newsletter.blockspacemedia.com</p> <p>Notes:</p> <p>* ICE raided Texas mine; seized guns/workers</p> <p>* Operat...
Inside the $220M Bitcoin Infrastructure SPAC w/ Ryan Gentry
<p>Ryan Gentry, CEO of Bitcoin Infrastructure Acquisition Corp (BIXI), joins us to talk about taking a Bitcoin company public via SPAC. We dive into his journey from aerospace engineering to Lightning Labs, and why so many engineers flock to Bitcoin. Ryan breaks down the current state of Bitcoin infrastructure, the massive opportunity in Bitcoin lending, and how Lightning Network integrates with new side systems. We also discuss why the "burden of proof" has shifted to the no-coiners in traditional finance.</p> <p>Subscribe to the newsletter! https://newsletter.blockspacemedia.com</p> <p>Notes:</p> <p>* IPO oversubscribed, upsized to $220...
This New Bitcoin Proposal Would Steal Your Bitcoin
<p>Today, we break down the controversial "CAT" proposal by Claire Ostrom. This idea suggests snapshotting and burning UTXOs associated with Ordinals and Stamps to curb spam. We analyze the technical flaws, the failed game theory, and why seizing user coins—even "dirty" ones—sets a dangerous precedent for Bitcoin censorship and on-chain confiscation.</p> <p>Subscribe to the newsletter! https://newsletter.blockspacemedia.com</p> <p>Notes:</p> <p>* CAT burns UTXOs under a specific threshold</p> <p>* 100 million inscriptions are likely junk</p> <p>* Proposal is a soft fork consensus change</p> <p>Timestamps:</p> <p>00:00 Start</p> <p>06:16 BIP...
Why The 2025 Bitcoin Bull Run Failed Us
<p>Today, we unpack the "underwhelming" 2025 bull market. Was $126k really the top? We dive into the data showing Bitcoin's 4-year ROI is virtually indistinguishable from the S&P 500 and Gold. We also break down Meltem Demirors’ viral thread on why "Proof of Stake was a mistake", how TradFi revenue has officially flipped DeFi, and why the meme coin supercycle left retail investors empty-handed.</p> <p>Subscribe to the newsletter: https://newsletter.blockspacemedia.com</p> <p>Notes:</p> <p>* BTC 4yr ROI: 12% vs Gold 10%</p> <p>* TradFi Rev $9.1B vs DeFi $9B</p> <p>* BTC Range: $70k-$100k for 2 yrs</p>...
