Blockspace: Datacenter deals, SpaceX IPO, and Saylor didn’t sell

About this episode

The episode discusses the shift in Bitcoin mining economics and the impact of AI infrastructure on the market.

Markets are ripping as Bitcoin miners pivot to AI infrastructure. We cover AWS rumors, Galaxy Digital's surge, Michael Saylor's latest multi-million Bitcoin buy, the Texas 4CP mining curtailment, and Elon Musk’s massive $26B xAI compute deals with Google and Anthropic. 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 infrastructure boom, featuring Galaxy Digital's market surge and Elon Musk's multi-billion-dollar xAI compute leases with Google and Anthropic. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Hash price hit a new all-time low. * Galaxy Digital stock surged 22% in a morning. * xAI generates $26 billion in annual revenue. * Situational Awareness fund hits $20B AUM. Timestamps: 00:00 Start 02:09 Hashrate forming a bottom? 05:13 KEEL 08:12 Galaxy 11:10 Cipher Digital (CIFR) 14:24 Francis 33:21 Kaan 50:21 Situational Awareness 53:30 Coremint 54:30 SpaceX Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar…

People in this episode

Guests: Francis Corvinho, Kaan

Topics covered

• Bitcoin mining
• AI infrastructure
• Market trends
• Elon Musk
• Michael Saylor
• Galaxy Digital
• Zcash protocol

Keywords

• Bitcoin
• mining
• AI
• Galaxy Digital
• Michael Saylor
• Elon Musk
• Zcash
• AWS
• Texas 4CP
• xAI

Mentioned in this episode

Organizations: Galaxy Digital, Google, Anthropic, CleanSpark, xAI, AWS, Texas 4CP

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