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Blockspace

@blockspace • 11,897 subscribers

Compute's daily show. Covering AI/HPC, energy, and powered land. Live weekdays at 1p EST

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Announcing our headline & livestream sponsor, Taproot Wizards! Yes, we are *livestreaming* OPNEXT! Stay locked for where you can tune in live to our Bitcoin scaling conference livestream (complete with magical wizard-flair 🪄)

Announcing our headline & livestream sponsor, Taproot Wizards! Yes, we are *livestreaming* OPNEXT! Stay locked for where you can tune in live to our Bitcoin scaling conference livestream (complete with magical wizard-flair 🪄)

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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
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

125,959 views • 27 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 • 5 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

25,844 views • 26 days 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

56,150 views • 2 months 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 • 9 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

74,632 views • 4 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 • 8 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 • 8 months ago

NEW @gwartygwart show: Why Crypto Options Are So Slow To Mature w/ Nick | Derive, 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/ Nick | Derive, 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

34,339 views • 2 months 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

20,895 views • 1 month ago

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

Blockspace

39,839 views • 4 months ago

NEW MINING POD: "If you can't be flexible, it's going to take 3 to 7 years because you're going to have to build your own generation." TeraWulf ⚡️ Anthropic, Google, $WULF ⚡️$50.6M Q3 rev ($7.2M from AI) ⚡️ Converts & Secured Notes Presented by @cleanspark_inc
39:37
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NEW MINING POD: "If you can't be flexible, it's going to take 3 to 7 years because you're going to have to build your own generation." TeraWulf ⚡️ Anthropic, Google, $WULF ⚡️$50.6M Q3 rev ($7.2M from AI) ⚡️ Converts & Secured Notes Presented by @cleanspark_inc

Blockspace

30,405 views • 6 months ago

NEW MINING POD W/ Cleanspark CEO S Matthew Schultz "The future of mining is going to be about operational efficiency and scale" 🔸 OpEx reduced to $43k per BTC 🔸 WY sites hit 99.2% uptime 🔸 Targeting 37 EH/s by year end Presented by @cleanspark_inc
52:05
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NEW MINING POD W/ Cleanspark CEO S Matthew Schultz "The future of mining is going to be about operational efficiency and scale" 🔸 OpEx reduced to $43k per BTC 🔸 WY sites hit 99.2% uptime 🔸 Targeting 37 EH/s by year end Presented by @cleanspark_inc

Blockspace

26,092 views • 6 months ago

"We have talked back and forth with Luke Dashjr from OCEAN, that guy who maintains Knots, multiple times over the past 2 years." "We've had probably 2-3, multiple hour calls with him. He came to our house and we talked about OP_NET with him! He's known about it since basically day one!" OP_NET's Danny Plainview (🍊,💊) on kicking the BIP-110 hornet's nest.
3:14
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"We have talked back and forth with Luke Dashjr from OCEAN, that guy who maintains Knots, multiple times over the past 2 years." "We've had probably 2-3, multiple hour calls with him. He came to our house and we talked about OP_NET with him! He's known about it since basically day one!" OP_NET's Danny Plainview (🍊,💊) on kicking the BIP-110 hornet's nest.

Blockspace

13,891 views • 2 months ago

NEW BLOCKSPACE POD w/ Matt Cole CEO of Strive "Our bags are packed for what we know is going to happen. We're at the precipice of pretty substantial liquidity working into the system" ⚡ 50% drawdowns to be expected ⚡ Strive's preferred equity structure ⚡ BTC 30%/yr returns
43:41
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NEW BLOCKSPACE POD w/ Matt Cole CEO of Strive "Our bags are packed for what we know is going to happen. We're at the precipice of pretty substantial liquidity working into the system" ⚡ 50% drawdowns to be expected ⚡ Strive's preferred equity structure ⚡ BTC 30%/yr returns

Blockspace

24,269 views • 6 months ago

A Thousand Year Milady Dynasty Charlotte, creator of Milady NFTs, discusses building a counter-cultural art movement, embracing controversy, fostering community through derivatives, and aiming for "thousand-year dynasty" influence across tech, politics, and culture while rejecting traditional VC-backed NFT models. Follow our guest on Twitter: ♡ Charlotte Fang 🪲 Crown Prince ❀ LOVE HEALS 💞 00:00 Start 01:01 Who is Charlotte Fang? 01:29 Inspiration for Milady ? 04:39 Art style 10:24 Path to success? 17:43 Community engagement 21:37 Milady Cancel? 25:10 Milady 911 27:08 VC backed NFTs 35:07 Memecoins 37:17 Crypropunks 44:08 Derivatives 51:04 Future of NFTs 57:15 Fidenza 1:02:22 Ordinals 1:05:28 Base 1:08:54 Grand vision
1:16:27
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A Thousand Year Milady Dynasty Charlotte, creator of Milady NFTs, discusses building a counter-cultural art movement, embracing controversy, fostering community through derivatives, and aiming for "thousand-year dynasty" influence across tech, politics, and culture while rejecting traditional VC-backed NFT models. Follow our guest on Twitter: ♡ Charlotte Fang 🪲 Crown Prince ❀ LOVE HEALS 💞 00:00 Start 01:01 Who is Charlotte Fang? 01:29 Inspiration for Milady ? 04:39 Art style 10:24 Path to success? 17:43 Community engagement 21:37 Milady Cancel? 25:10 Milady 911 27:08 VC backed NFTs 35:07 Memecoins 37:17 Crypropunks 44:08 Derivatives 51:04 Future of NFTs 57:15 Fidenza 1:02:22 Ordinals 1:05:28 Base 1:08:54 Grand vision

Blockspace

42,856 views • 1 year ago

NEW POD: Nakamoto's BTC Inc transaction w/ NAKA COO Amanda Fabiano "Holding bitcoin is not enough. As a Nasdaq listed company, you really need a strategy that has businesses with reoccurring revenue." Presented by @cleanspark_inc
52:03
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NEW POD: Nakamoto's BTC Inc transaction w/ NAKA COO Amanda Fabiano "Holding bitcoin is not enough. As a Nasdaq listed company, you really need a strategy that has businesses with reoccurring revenue." Presented by @cleanspark_inc

Blockspace

12,026 views • 3 months ago

NEW MINING POD: "This was the best quarter in Galaxy history. We generated $505 million in net income in a single quarter . . more adjusted gross profit than we did all of last year." 🔸 $GLXY Q3 Overview 🔸 Galaxy One Launch 🔸 Helios / CoreWeave build 🔸 $1.8B loan book
29:55
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NEW MINING POD: "This was the best quarter in Galaxy history. We generated $505 million in net income in a single quarter . . more adjusted gross profit than we did all of last year." 🔸 $GLXY Q3 Overview 🔸 Galaxy One Launch 🔸 Helios / CoreWeave build 🔸 $1.8B loan book

Blockspace

19,013 views • 7 months ago

The Biggest Memecoin on the Biggest Blockchain🐶 No company behind it, no exchange listing fee deals. Leonidas 🧡 $DOG explains why he hopes to see the Rune DOG•GO•TO•THE•MOON become the #1 Dog coin across all blockchains.
34:07
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The Biggest Memecoin on the Biggest Blockchain🐶 No company behind it, no exchange listing fee deals. Leonidas 🧡 $DOG explains why he hopes to see the Rune DOG•GO•TO•THE•MOON become the #1 Dog coin across all blockchains.

Blockspace

24,054 views • 2 years ago

Finding an Ordinals Trading Edge w/ TheHawk We sit down with Hawk at Inscribing Summit 🇸🇬 in Singapore and talk about ordinals trading strategy. (Hint: stack more sats) How should loans strategies like Liquidium.Fi | Cross-Chain Loans be utilized? What's the current trading meta? Near & long term outlook for the Bitcoin ecosystem? Now live on @BTCSZN2! Chapters 00:00 - Intro 00:28 - Hawk's Background and Nickname 03:00 - Early Bitcoin and Ethereum Involvement 04:48 - Ordinals and Early Experience 06:00 - Retired but Full-Time in Digital Assets 07:30 - Short-Term Thesis and DeFi Strategy 09:55 - Accumulating Satoshis as a Strategy 11:25 - Embracing Different Blockchains 12:58 - Gambling as Part of the Narrative 14:05 - Telegraphed Plays in Bitcoin Ecosystem 16:00 - Unexpected Plays: CAT20 and Fractal 19:05 - Tokens on Bitcoin: Speculative Events 21:45 - Stablecoin Adoption and DeFi Growth on Bitcoin 24:00 - TravelSwap and Using Bitcoin for Travel 27:30 - Ecosystem Challenges and Market Conditions 29:00 - Speculation on Future Bullish Developments
32:02
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Finding an Ordinals Trading Edge w/ TheHawk We sit down with Hawk at Inscribing Summit 🇸🇬 in Singapore and talk about ordinals trading strategy. (Hint: stack more sats) How should loans strategies like Liquidium.Fi | Cross-Chain Loans be utilized? What's the current trading meta? Near & long term outlook for the Bitcoin ecosystem? Now live on @BTCSZN2! Chapters 00:00 - Intro 00:28 - Hawk's Background and Nickname 03:00 - Early Bitcoin and Ethereum Involvement 04:48 - Ordinals and Early Experience 06:00 - Retired but Full-Time in Digital Assets 07:30 - Short-Term Thesis and DeFi Strategy 09:55 - Accumulating Satoshis as a Strategy 11:25 - Embracing Different Blockchains 12:58 - Gambling as Part of the Narrative 14:05 - Telegraphed Plays in Bitcoin Ecosystem 16:00 - Unexpected Plays: CAT20 and Fractal 19:05 - Tokens on Bitcoin: Speculative Events 21:45 - Stablecoin Adoption and DeFi Growth on Bitcoin 24:00 - TravelSwap and Using Bitcoin for Travel 27:30 - Ecosystem Challenges and Market Conditions 29:00 - Speculation on Future Bullish Developments

Blockspace

20,793 views • 1 year ago

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