Blockspace: AI & Bitcoin

Welcome back to The Blockspace Podcast! For our lead story, TeraWulf plans to raise $3.5 billion with a mix of leveraged loans and corporate bonds, according to CFO Patrick Fleurry as reported by Bloomberg. For interviews, we welcome Luxor’s Kaan Farah...

Welcome back to The Blockspace Podcast! The Texas Public Utilities Commission held a meeting today that will decide just how much data centers pay for grid infrastructure, and we cover MARA’s acquisition of a 1,200 acre site in Texas that could scale u...

Welcome back to The Blockspace Podcast! SemiAnalysis just put out a report on projections for Anthropic’s Q3 earnings, and it forecasts that the company could pull in $1 billion this quarter and be worth as much as $6 trillion by the end of 2027. Plus,...

Welcome back to The Blockspace Podcast! SpaceX is now part of the Nasdaq 100, the fastest inclusion of any company after the index changed its rules in May. Plus, why Meta’s neocloud pivot is more about hedging their bets than a compute supply surplus,...

Welcome back to The Blockspace Podcast! For our lead story today, TeraWulf has signed a 20 year, $19 billion deal with Anthropic for 401MW of critical IT load at its Hawesville, KY site. Lygos Finance CEO Jay Patel also joins us to discuss Strategy’s $...

Welcome back to The Blockspace Podcast! Today, we dive into IREN’s new stock awards to its co-CEOs, valued at $700 million at the time of publication, Anthropic reportedly tapping Samsung to build a custom AI chip, and Nvidia standing up a new program ...

Welcome back to The Blockspace Podcast! Today, we break down how Trump made roughly $1.4 billion from crypto ventures in 2025 across World Liberty Financial and TRUMP coin, and we cover what Meta’s reportedly moving into the AI cloud business means for...

Welcome back to The Blockspace Podcast! Today, Rob Hamilton of Anchor Watch joins us for a temperature check on the bitcoin market and Strategy’s STRC preferred stock, and Kush Bavaria, CEO of Ornn, hops on to talk about trends in the GPU rental market...

Welcome back to The Blockspace Podcast! Strategy announced its 5 point capital plan today, which included the potential to sell up to $1.25B bitcoin – and STRC and MSTR surged on the news. Lygos Finance Francis Corvino breaks it down for us on today’s ...

In today's bonus episode, Project Eleven CEO Alex Pruden explains exactly what the White House's new Executive Order on Quantum Computing means for the government's migration to post-quantum cryptography, and how the executive order relates to Bitcoin....

Welcome back to The Blockspace Podcast! Today, Thomas Braziel, a partner at 117 Partners, joins us to talk about how Strategy can salvage its capital structure given the ensuing crisis with STRC. We also dive into the brutal secondary market debut of S...

Welcome back to The Blockspace Podcast! Today for news, we cover HIVE’s LOI with an “investment-grade Swedish tech company” to serve as tenant for its 32 MW data center in Bode, Sweden, as well as the company’s $100M convertible note sale, and Galaxy D...

Welcome back to The Blockspace Podcast! OpenAI dominated headlines today when it announced that it has developed an ASIC chip for AI inference with Broadcom called Jalapeno – and it’s already in use, going from design to tapeout in 9 months. For today’...

Welcome back to The Blockspace Podcast! Today, Alex Pruden, CEO of Project 11 joins us to talk about the White House's latest executive orders on quantum computing. We dive into how these directives impact cybersecurity, the digital asset landscape, an...

Welcome back to The Blockspace Podcast! The Federal Energy Regulatory Commission has finalized new guidance aimed at fast tracking data centers across the U.S.. The rules aren’t set-in-stone or enforceable yet, but the new guidance is the most signific...

Welcome back to The Blockspace Podcast! Applied Digital just closed a $1.59 billion senior secured note round to fund a 150 MW expansion at its Polaris Forge 1 site for CoreWeave. Plus, we welcome Tim Neimeyer, the president of the Illinois Bitcoin Cou...

Welcome back to The Blockspace Podcast! SpaceX (SPCX) just won’t stop. The stock is up 50% from its IPO price, and it also just acquired AI coding startup Cursor for $60 billion in an all-stock transaction. For other news, Nvidia just closed a $25 bill...

Welcome back to The Blockspace Podcast! Anthropic and Uncle Sam are trading blows again, with the frontier LLM company pulling its recently released Mythos / Fable 5 model after whistleblowers said the model’s guardrails were bypassed. Lygos Finance’s ...

Welcome back to The Blockspace Podcast! For today's bonus show, we have an interview with Rich Miller, the founder of Data Center Richness and a seasoned data center journalist with decades of experience under his belt. Miller shares his views on how m...

Welcome back to The Blockspace Podcast! SpaceX’s historic IPO came and went today, marking a day of firsts that saw the company close the largest IPO ever at a $2 trillion valuation, making its founder Elon Musk the world’s first trillionaire. Nakamoto...

Welcome back to The Blockspace Podcast! Retail investors alone have accounted for roughly $75 billion of SpaceX’s IPO round – an amount that SpaceX originally intended to raise before the round became 3x oversubscribed. Plus, for today’s interview, Ric...

Welcome back to The Blockspace Podcast! Reuters has reported that SpaceX’s IPO round could come in at $250 billion, a 3x oversubscription from the company’s planned $75 billion. Plus, Cormint CEO Jamie McAvity joins us to give an optimistic outlook on ...

Welcome back to The Blockspace Podcast! Markets are bleeding, and AI/semiconductor stocks are taking the brunt of the bloodletting, so we open today’s show with a quick stock update from emerging AI factories like $HUT, $IREN, and $KEEL. Plus, we cover...

Francis Corvinho of Lygos Finance and Kaan of Luxor join us to talk about the massive shift in Bitcoin mining economics, Michael Saylor's credit strategies, Zcash protocol bugs, and the Texas 4CP summer mining curtailments. We also break down the AI in...

Today, we review SpaceX’s prospectus on rockets and interplanetary life extraterrestrial data centers. Plus, IREN gets a nod from B Riley and Hut 8 is raising a lot of cash for its Beacon Point facility.