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Blockspace

Blockspace
Bitcoin
Bitcoin Mining
Data Centers
Spacex
Quantum Computing
Cryptocurrency
Gold
NVIDIA
Anthropic
Microstrategy
Artificial Intelligence
Iren
Etfs
Ordinals
Terawulf
Hut 8
ERCOT
Openai
Bitcoin Core
Michael Saylor

Covering powered land, AI infra, Wall Street ratings, local data center politics, operational updates, executive interviews. Join Colin and Charlie to understand what's happening in data centers!

PublishesDailyEpisodes311Founded3 years ago
Number of ListenersCategories
Tech NewsBusinessInvestingNews

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Artwork for Blockspace

Latest Episodes

Welcome back to The Blockspace Podcast! Today, we open with reports that Anthropic and OpenAI are expanding their power search to sub-50 MW sites, plus bullish investment bank forecasts for IREN and Cipher, and we close with a note on how the wars in... more

Welcome back to The Blockspace Podcast! CleanSpark rose 6% in early trading hours today on news that it inked its $6.6B Sandersville AI deal with Meta, the first revelation of the site’s tenant, who also holds exclusivity rights to CleanSpark’s Sealy... more

Welcome back to The Blockspace Podcast! Cipher Digital surged today on clarification of its Batch Zero classifications, which includes 1,100 MW of base load and 2,100 MW of studied load. We also dive into how the Fed’s rate hike will impact neocloud ... more

Welcome back to The Blockspace Podcast! Today, we open with a stock price update for MARA following its Batch Zero base load and studied load classifications, and we also cover Soluna’s additional base load classification for its 100 MW Dorothy site.... more

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Recent Guests

Kumar Sokka
CEO of Acre Security
Acre Security
Episode: Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All
Kaan Farahani
Speaker from Luxeron discussing Hashrate Index GPU price index
Luxeron
Episode: Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero Classifications, Luxor’s GPU Price Index
John Todaro
AI and HPC analyst
Needham & Company On
Episode: Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks
Jonas Duon
Journalist
PirateWire
Episode: Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks
Craig Tavares
Hive's Buzz HPC lead
Hive
Episode: IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap
Ben Pouladian
Analyst/commentator on NVIDIA and AI infrastructure
Luxor (sponsor) / Industry commentator
Episode: IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap
Jim Bianco
Founder of Bianco Research, Macro Analyst
Bianco Research
Episode: Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote
John Belazer
CEO of Soluna
Soluna
Episode: TPUC’s Batch Zero Meeting, Soluna CEO Interview, Ionic Digital’s Q2 Earnings
Corey Trinetti
Founder of Measured AI, analyst
Measured AI
Episode: Loudon County’s $1.4B Data Center Boon, Vineland Approves DataOne/Nebius Expansion, Crusoe Eyes IPO

Hosts

Colin
Host of Blockspace Live; frequent presenter on data centers, crypto, and AI infrastructure topics
Charlie
Co-host focusing on technology and market analysis in data centers and crypto infrastructure

Reviews

4.6 out of 5 stars from 32 ratings
  • Really great show- tons of insights

    Learned a lot from the co-hosts. Lots of fun. Nice focus on bitcoin content but also move around to adjacent stuff well. Cheers!!

    Apple Podcasts
    5
    BrooklynBill786
    United States8 months ago
  • Much Needed

    Subbed and much needed topics covered, appreciate Charlie and the show alot

    Apple Podcasts
    5
    BrainHarrington
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Subbed and much needed topics covered, appreciate Charlie and the show alot
Really great show- tons of insights. Learned a lot from the co-hosts. Lots of fun. Nice focus on bitcoin content but also move around to adjacent stuff well. Cheers!!

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#81
United States/News/Tech News
Apple Podcasts
#120
United Kingdom/News/Tech News
Apple Podcasts
#140
Canada/News/Tech News
Apple Podcasts
#121
Australia/News/Tech News
Apple Podcasts
#239
Germany/News/Tech News
Apple Podcasts
#248
Italy/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

IREN Stock Update, Ornn’s H100 Volatility Index, OpenAI is Hemorrhaging Talent, Moonshot in Talks with Hyperscalers for Kimi K3
Q: What is the participation mix seen in forward hashes and who is on the other side of those forwards?
Speculators are part of the mix, but the largest demand comes from inference providers hedge their costs, using short-term rentals to cover demand rather than long-term reservations.
IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap
Q: What is the broader financing implication of IREN's capex ramp and how might GPU prepayments play into funding the next phase?
Management signaled that GPU prepayments and financing could cover a large portion of the next cycle, but there remains uncertainty about financing data centers outright; lenders are considering a mix of GPU financing and project-level debt, with equity and other sources likely needed to fill the gap.
Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote
Q: What is the core political dynamic in Oklahoma around Google's data center subsidies?
The core issue is the tension between providing attractive incentives to lure large data-center projects and the fiscal strain on local schools and utilities, with Google's footprint dominating the state's tax reimbursement program and provoking debate over long-term commitments.
Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote
Q: What does Needham see as the biggest risks for Texas data-center projects in the near term?
Needham sees near-term capacity as relatively protected, but mid- to late-term capacity (2028-2029) as more exposed due to regulatory and interconnection uncertainties, including NIMBY opposition and evolving batch-zero rules.
Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote
Q: Is thisQE-light approach actually QE in disguise, and what are the risks if inflation remains sticky?
Yes, it can look like QE-light when it combines bond-buying with more bill issuance; the risk is that inflation remains sticky and bondholders demand higher yields in the future, potentially undermining the intended liquidity benefits and causing a sell-off.

Audience Metrics

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Frequently Asked Questions About Blockspace

What is Blockspace about and what kind of topics does it cover?

A high-impulse, finance- and technology-forward show focused on the economics and strategy behind AI infrastructure, data-centers, and crypto mining. Episodes frequently dissect large-scale deal flows, power/logistics considerations, and regulatory or policy twists shaping hyperscale compute. Notable moments often center on big capital moves, ambitious site expansions, and the evolving balance between Bitcoin mining and AI data-center deployments, with guests ranging from operators and investors to policy researchers. The show regularly weaves in market color, practical risk management, and behind-the-scenes financing details, making it particularly useful for listeners evaluating sponsorship or partnership opportunities in the data-center ... more

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Which podcasts are similar to Blockspace?

These podcasts share a similar audience with Blockspace:

1. What Bitcoin Did
2. Coin Stories with Natalie Brunell
3. CoinDesk Podcast Network
4. The Jack Mallers Show
5. TFTC: A Bitcoin Podcast

How many episodes of Blockspace are there?

Blockspace launched 3 years ago and published 311 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Blockspace?

Recent guests on Blockspace include:

1. Kumar Sokka
2. Kaan Farahani
3. John Todaro
4. Jonas Duon
5. Craig Tavares
6. Ben Pouladian
7. Jim Bianco
8. John Belazer

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