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Blockspace

@blockspace • 13,387 subscribers

Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom. Live weekdays at 1p EST

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$IREN CEO Dan Roberts: “We’ve got over 4,000 workers across our sites so I feel like the next 12-18 months is going to be a story of execution and delivery”
0:32
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$IREN CEO Dan Roberts: “We’ve got over 4,000 workers across our sites so I feel like the next 12-18 months is going to be a story of execution and delivery”

Blockspace

27,254 views • 9 days ago

NEW DOCUMENTARY "The Bitcoin Professor" feat Eli Ben-Sasson | Starknet.io of StarkWare (BTCFi arc) 🥷 Eli's read every whitepaper but hasn't stepped foot in a Bitcoin mine. We hit the road to see the actual face of Bitcoin at a ranch, a mine, and a local bitcoin meetup! Watch the full documentary 👇
13:27
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NEW DOCUMENTARY "The Bitcoin Professor" feat Eli Ben-Sasson | Starknet.io of StarkWare (BTCFi arc) 🥷 Eli's read every whitepaper but hasn't stepped foot in a Bitcoin mine. We hit the road to see the actual face of Bitcoin at a ranch, a mine, and a local bitcoin meetup! Watch the full documentary 👇

Blockspace

451,386 views • 8 months ago

Mike Alfred details purchasing seven million shares of $CIFR back when it was trading between $1 and $2 His hedge fund Alpine Fox LP’s latest 13F shows they still hold 3.76M shares worth over $48 MILLION A massive winner on Cipher Digital
0:58
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Mike Alfred details purchasing seven million shares of $CIFR back when it was trading between $1 and $2 His hedge fund Alpine Fox LP’s latest 13F shows they still hold 3.76M shares worth over $48 MILLION A massive winner on Cipher Digital

Blockspace

193,945 views • 3 months ago

Narrative violation: Some anti-datacenter politicians are proposing datacenter tax hikes & moratoriums out of caution while simultaneously investing in datacenters themselves. Jonas Du just dropped a massive Pirate Wires piece exposing this: "I dug into some of these disclosures and I found millions and millions of dollars invested into these datacenter stocks and ETFs"
1:11
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Narrative violation: Some anti-datacenter politicians are proposing datacenter tax hikes & moratoriums out of caution while simultaneously investing in datacenters themselves. Jonas Du just dropped a massive Pirate Wires piece exposing this: "I dug into some of these disclosures and I found millions and millions of dollars invested into these datacenter stocks and ETFs"

Blockspace

11,054 views • 7 days ago

Jim Cramer on $KEEL: “This is the kind of thing I’m willing to blast. This is a high risk infrastructure company where I do feel something good can happen. I think Nebius, congratulations to them, you want the next Nebius though.”
0:24
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Jim Cramer on $KEEL: “This is the kind of thing I’m willing to blast. This is a high risk infrastructure company where I do feel something good can happen. I think Nebius, congratulations to them, you want the next Nebius though.”

Blockspace

43,011 views • 1 month ago

NEW GWART SHOW W/ SEC Commissioner Hester Peirce "You're buying rights to a treasury controlled by three guys in their basement" ⚡ Why code is code ⚡ Why most tokens aren't securities ⚡ The registration trap ⚡ Meme coins = unregulated gambling Presented by @Ellipsis_Labs
56:04
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NEW GWART SHOW W/ SEC Commissioner Hester Peirce "You're buying rights to a treasury controlled by three guys in their basement" ⚡ Why code is code ⚡ Why most tokens aren't securities ⚡ The registration trap ⚡ Meme coins = unregulated gambling Presented by @Ellipsis_Labs

Blockspace

150,617 views • 1 year ago

$CIFR CEO Tyler Page: “Hyperscalers & Neoclouds are looking for faster ways to get power” It appears as if Cipher Digital is targeting on-site generation to bring more compute capacity online for investment-grade hyperscalers
0:44
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$CIFR CEO Tyler Page: “Hyperscalers & Neoclouds are looking for faster ways to get power” It appears as if Cipher Digital is targeting on-site generation to bring more compute capacity online for investment-grade hyperscalers

Blockspace

47,024 views • 3 months ago

"We raised $1.3 billion dollars...we can go play offense." We caught up with @tylerpage of Cipher Digital at North American Blockchain Summit | November 2026 $CIFR
3:06
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"We raised $1.3 billion dollars...we can go play offense." We caught up with @tylerpage of Cipher Digital at North American Blockchain Summit | November 2026 $CIFR

Blockspace

110,014 views • 11 months ago

NEW MINING POD W/ Mike Alfred "the biggest and most challenging part is controlling the physical infrastructure" ⚡ $IREN from $2 → $31 ⚡ Anti-consensus investing ⚡ Why atoms > bits ⚡ CoreWeave's tell ⚡ The digital infrastructure thesis Brought to you by CleanSpark Inc.
39:13
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NEW MINING POD W/ Mike Alfred "the biggest and most challenging part is controlling the physical infrastructure" ⚡ $IREN from $2 → $31 ⚡ Anti-consensus investing ⚡ Why atoms > bits ⚡ CoreWeave's tell ⚡ The digital infrastructure thesis Brought to you by CleanSpark Inc.

Blockspace

114,280 views • 11 months ago

NEW PODCAST W/ Tay 💖 How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan Taylor joins Colin Harper to discuss the Lazarus Group’s Telegram scam SWEEPING crypto groupchats. ⚡️ Over +$300 million stolen ⚡️On-device wallets most at risk ⚡️Funds traced to NK's infamous Lazarus Group
1:07:25
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NEW PODCAST W/ Tay 💖 How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan Taylor joins Colin Harper to discuss the Lazarus Group’s Telegram scam SWEEPING crypto groupchats. ⚡️ Over +$300 million stolen ⚡️On-device wallets most at risk ⚡️Funds traced to NK's infamous Lazarus Group

Blockspace

74,861 views • 7 months ago

One year ago, $KEEL CEO Ben Gagnon spoke about the bottleneck he aims to solve: “What you don’t hear much about is all the power and infrastructure that’s necessary to operate Nvidia GPUs and make them run” Yesterday, KEEL closed a $458 million convertible senior notes offering to continue Ben’s mission of bringing compute online
0:28
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One year ago, $KEEL CEO Ben Gagnon spoke about the bottleneck he aims to solve: “What you don’t hear much about is all the power and infrastructure that’s necessary to operate Nvidia GPUs and make them run” Yesterday, KEEL closed a $458 million convertible senior notes offering to continue Ben’s mission of bringing compute online

Blockspace

34,541 views • 3 months ago

"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.
5:00
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"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.

Blockspace

56,151 views • 5 months ago

Per HIVE Digital Technologies CEO Aydin Kilic, some GPUs are retaining as much as 80% of their value years after being deployed 🤯 The reason? AI demand is insatiable. "Obviously China has a huge amount of demand and they're trying to get whatever GPUs they can. Maybe they can't buy the latest and greatest, but they're allowed to buy the older gear. So they'll take all that stuff."
1:02
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Per HIVE Digital Technologies CEO Aydin Kilic, some GPUs are retaining as much as 80% of their value years after being deployed 🤯 The reason? AI demand is insatiable. "Obviously China has a huge amount of demand and they're trying to get whatever GPUs they can. Maybe they can't buy the latest and greatest, but they're allowed to buy the older gear. So they'll take all that stuff."

Blockspace

40,900 views • 4 months ago

$IREN just signed a 800MW transmission deal for a datacenter campus in.... Australia 🐨 Not an LOI, not competing with other operators, signed power. Energization is targeted for 2028
4:10
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$IREN just signed a 800MW transmission deal for a datacenter campus in.... Australia 🐨 Not an LOI, not competing with other operators, signed power. Energization is targeted for 2028

Blockspace

28,361 views • 3 months ago

.Mike Alfred laid out his investment strategy to trade AI stocks on the latest Blockspace Live, explaining the rationale behind Alpine Fox hedge fund's positions in $IREN and $CIFR. When we asked him about sleeper opportunities in the AI stock market, he didn't mince words: being a first mover does not guarantee success. In fact, these AI deals are getting better as time goes on, and the best deals could be yet to come from companies with MWs that are currently unmonetized. "There's been this rush to see who can sign the best deal. And I remember being told two years ago in spaces that no one would ever sign a better deal than $CORZ. "But what's happened over time is we've seen a lot of other deals and the pricing has just gone up. "So actually the pricing is accelerating to the upside. The demands actually accelerated the episode. So the folks who have the most capacity in the future may see better monetization opportunities along the curve."
4:14
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.Mike Alfred laid out his investment strategy to trade AI stocks on the latest Blockspace Live, explaining the rationale behind Alpine Fox hedge fund's positions in $IREN and $CIFR. When we asked him about sleeper opportunities in the AI stock market, he didn't mince words: being a first mover does not guarantee success. In fact, these AI deals are getting better as time goes on, and the best deals could be yet to come from companies with MWs that are currently unmonetized. "There's been this rush to see who can sign the best deal. And I remember being told two years ago in spaces that no one would ever sign a better deal than $CORZ. "But what's happened over time is we've seen a lot of other deals and the pricing has just gone up. "So actually the pricing is accelerating to the upside. The demands actually accelerated the episode. So the folks who have the most capacity in the future may see better monetization opportunities along the curve."

Blockspace

26,428 views • 3 months ago

NEW @gwartygwart show: Why Crypto Options Are So Slow To Mature w/ , founder of Derive.xyz "Options markets are always the last vertical to mature in finance." → Capturing 90% on-chain market share → RFQ and institutional liquidity Brought to you by Ellipsis Labs
54:43
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NEW @gwartygwart show: Why Crypto Options Are So Slow To Mature w/ , founder of Derive.xyz "Options markets are always the last vertical to mature in finance." → Capturing 90% on-chain market share → RFQ and institutional liquidity Brought to you by Ellipsis Labs

Blockspace

34,538 views • 5 months ago

NY, NY April 16th 🎟️
0:49
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NY, NY April 16th 🎟️

Blockspace

39,978 views • 7 months ago

Last year, $IREN CEO Dan Roberts discussed how the company was never just a Bitcoin miner. In 2018, Dan and his brother had a vision that the future world would need more HPC data centers. At the time of this interview IREN was trading at $7 and had 2.3 GW secured.
1:20
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Last year, $IREN CEO Dan Roberts discussed how the company was never just a Bitcoin miner. In 2018, Dan and his brother had a vision that the future world would need more HPC data centers. At the time of this interview IREN was trading at $7 and had 2.3 GW secured.

Blockspace

16,194 views • 2 months ago

Fractal Bitcoin is coming 🐚 We interviewed Lorenzo, founder of UniSat - wallet, explorer & extension for bitcoin., about the mechanics & launch of their new merge-mined sidechain, Fractal Bitcoin.
47:19
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Fractal Bitcoin is coming 🐚 We interviewed Lorenzo, founder of UniSat - wallet, explorer & extension for bitcoin., about the mechanics & launch of their new merge-mined sidechain, Fractal Bitcoin.

Blockspace

79,859 views • 2 years ago

Tyler Maroney said one thing quickly became clear when they were investigating the identity of Bitcoin's creator for the Finding Satoshi documentary: they wouldn't get intel if they featured Faketoshi in their film. "At one point, people at this conference said, "I'll talk to you as long as you can confirm to me that Craig Wright is not one of your candidates." Because they felt very much, I realized, like Satoshi was one of their own." Watch on for the full segment of our interview with PI Tyler Maroney and journalist William Cohan as they share their findings from the Finding Satoshi documentary.
14:15
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Tyler Maroney said one thing quickly became clear when they were investigating the identity of Bitcoin's creator for the Finding Satoshi documentary: they wouldn't get intel if they featured Faketoshi in their film. "At one point, people at this conference said, "I'll talk to you as long as you can confirm to me that Craig Wright is not one of your candidates." Because they felt very much, I realized, like Satoshi was one of their own." Watch on for the full segment of our interview with PI Tyler Maroney and journalist William Cohan as they share their findings from the Finding Satoshi documentary.

Blockspace

21,056 views • 4 months ago