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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Quantum: The Next Battleground For Bitcoin
<p>Brandon Black, Alex Pruden, Nic Carter, and GG join us to talk about whether Bitcoin is prepared for the quantum era. We explore the technical divide between developers who see quantum as a distant concern and investors who fear an unaddressed existential risk. From the Factor 21 meme to the trade-offs of post-quantum signatures like Sphinx and SLH-DSA, we break down the spicy debate that could lead to Bitcoin's most heated internal battle yet and what it means for the future of the network.</p> <p>Subscribe to the newsletter! https://newsletter.blockspacemedia.com</p> <p>Notes:</p> <p>* Quantum...
Bitcoin Craters, French Gov't Challenge MARA Acquisition, Cipher's Note Sees $13B Buy Interest
<p>Charlie, Colin, and Matt join us to talk about Bitcoin's brutal 50% drawdown and the resulting 13% difficulty adjustment. We dive into the geopolitical tension in France over Mara’s data center acquisition and Tether’s strategic move into Anchorage Digital. We also break down the massive $2 billion debt offering from Cipher Mining that was 6x oversubscribed and TeraWulf's 1.5GW power grab. Whether it's hash price hitting record lows or institutional funds unwinding, we’ve got the pulse on the markets.</p> <p>Subscribe to the newsletter! https://newsletter.blockspacemedia.com</p> <p>Notes:</p> <p>* Estimated 13% downward difficulty adjustment.</p> <p>* Ha...
MARKETS: What’s Really Driving Bitcoin’s Price w/ Rory Murray
<p>Subscribe to the Blockspace newsletter!</p> <p><br></p> <p>Welcome back to The Blockspace Podcast! Today, CleanSpark's VP of Digital Asset Management Rory Murray joins us to talk about the latest macro shocks hitting the market and how they are driving bitcoin’s price. Rory breaks down how the options market may have been weighing on bitcoin’s price in Q4, and how the options market has changed bitcoin’s market. We also dive into the six sigma move in Japanese rates, the unraveling of the yen carry trade, and how geopolitical tensions over Greenland are affecting global liquid...
BITCOIN: How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan
<p>Subscribe to the Blockspace newsletter!</p> <p>Welcome back to The Blockspace Podcast! Today, Taylor Monahan, a security lead at MetaMask, joins us to talk about a highly sophisticated $300M phishing attack linked to North Korea’s Lazarus Group. Taylor shares how the Lazarus Group hijacks Telegram accounts to lure victims into fake Zoom meetings and download a Trojan horse malware program. We break down the hackers’ strategy, how the malware works, which wallet types are most vulnerable to theft, and what users can do to protect themselves if they have fallen prey to the scam or not. Tune in t...
MARKETS: Understanding Thursday’s Market Meltdown
<p>Subscribe to the Blockspace newsletter!</p> <p><br></p> <p>Welcome back to The Blockspace Podcast! In lieu of a news roundup today, we recap Thursday’s market chaos, in which gold shed Bitcoin’s entire market cap in a single morning. We unpack Microsoft's historic 10% drop despite an earnings beat and contrast it with Meta's rally. Are we looking at a systemic liquidity shock or a one-off deleveraging event? We break down the charts, from credit spreads to the VIX, and examine the canaries in the coal mine that could point toward a rocky 2026.</p> <p><br></p> <p>Su...
ENERGY: Understanding ERCOT’s Massive Overhaul w/ Tom Kleckner
<p>Subscribe to the Blockspace newsletter!</p> <p><br></p> <p>Welcome back to The Blockspace Podcast! Today, Tom Kleckner, a veteran energy correspondent at RTO Insider, joins us to talk about how ERCOT is overhauling the Texas grid to handle the unprecedented AI boom. We dive into the massive 233GW interconnection queue, the impact of Senate Bill 6 on transmission costs, and new reliability measures like DRRS. Tom breaks down the "batch process" for large loads and whether Bitcoin miners or AI data centers are better at balancing the grid. We also touch on the future of Texas energy, from...
TECH: How Bitcoin engineers are solving the quantum risk
<p>Tackling the technical battle to protect Bitcoin from quantum computers. We explore why quantum-resistant signatures are up to 100x larger than current ones and the impact this has on block space and fees. From lattice-based math to STARK-based compression, Charlie breaks down the leading proposals like BIP 360 and BIP 347. We also calculate the "migration" timeline—how long it would actually take to move every Bitcoin to a safe address before "Q-Day" arrives.</p> <p><br></p> <p>Subscribe to the newsletter! https://newsletter.blockspacemedia.com</p> <p><br></p> <p>Notes:</p> <p>* Quantum signatures can reach 17,000 bytes (500x!)</p>...
NEWS: BitGo’s $2 Billion IPO, OpenAI’s Data Center Cost Dispute, ZBD Raises $40 million, and Farcaster Founder Steps Down
<p>Subscribe to all things Blockspace: Podcast, Newsletter, Events</p> <p><br></p> <p>Welcome back to The Blockspace Podcast! Today, Charlie and Will to talk about a massive week in markets and compute. We break down BitGo’s $2.1 billion IPO valuation and why the New York Stock Exchange’s move toward tokenized securities and instant settlement is a game changer for TradFi. The duo also discusses Blockspace’s acquisition of Bitcoin Layers, Zebedee’s $40M Series C, and the controversial exit of the Farcaster founding team. Finally, we look at how OpenAI and Microsoft are handling grid upgrades and why Coin...
COMPUTE: Inside China’s Control of the Critical Metals Supply Chain w/ Craig Tindale
<p>Welcome back to The Blockspace Podcast! Today, Craig Tindale, macro investor and former manufacturing consultant, joins us to talk about the critical mineral shortage and multi-trillion dollar problem facing the US data center, energy, and defense sectors. We dive into his "Critical Mineral Thesis," exploring how China secured 80-90% of the world's critical mineral refining capacity. Craig explains the "midstream matrix," the looming 25,000-tonne silver deficit, and why the US is like a "turtle on its back" after decades of outsourcing. We discuss if sound money can save a system that has lost its atomic backbone.</p> <p><br><...
TECH: Inside Bitcoin Core's Newest Maintainer
<p>Explaining the latest shakeup in Bitcoin development: the addition of a sixth Bitcoin Core maintainer known as "The Charlatan." We explore the history of Bitcoin’s governance—from Satoshi to Wladimir van der Laan—and why the project has moved away from a single lead maintainer. We also break down the "Bitcoin kernel" project, an initiative to separate consensus code to allow for a more diverse ecosystem of Bitcoin clients, and address the common conspiracies surrounding who really controls the network.</p> <p>Subscribe to the newsletter! [https://newsletter.blockspacemedia.com](https://newsletter.blockspacemedia.com)</p> <p>Notes:</p> <p>* Bi...
