Blockspace
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!
Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note
Welcome back to The Blockspace Podcast! Rothschild & Co Redburn has initiated coverage of neoclouds, and in its first ratings, it placed a hold on IREN and sells on CoreWeave and Nebius. Also, Texas is pumping the breaks on data centers even more with a freeze to environmental and resource permitting until Greg Abbott’s audit concludes in December. For other news, we give an update on CoreWeave’s contracted capacity and CleanSpark closing a securded notes round for $2.267 billion.
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Hut 8 Stock Price Update, Morgan Stanley Sees 72 GW Deficit in 2029, AWS Block’s Meta’s Muse, New Era Up 30% on Vista Deal
Welcome back to The Blockspace Podcast! Stocks are ripping, so we open today with a stock price update on Hut 8, Galaxy Digital, IREN, and others. From there, we unpack Morgan Stanley’s latest AI stock report, where the bank forecasts a 34% deficit in available power through 2028 as GPU advancements outpace power supply in the US. Plus, Jay Patel of Lygos Finance joins us to discuss the Fed’s rate hike and what it means for BTC, and we cover Amazon Web Services blocking Meta’s Muse AI agent and why NewEra surged 30% today on news of its 207 MW Vista PPA.<...
IREN and CIFR Price Targets, Anthropic and OpenAI Seek 20-30MW Sites, Data Centers Take Collateral Damage in Middle East and Ukraine
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 Iran and Ukraine are taking down data centers in the Middle East and Kyiv.
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CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet)
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 and Brazoria, TX sites. We also cover how OpenAI is closing the gap with Anthropic as the two frontier labs race to public markets, Rune’s $40M raise to bring modular, containerized data centers to solar farms, and SemiAnalysis’ latest research that shows moratoriums have done little to slow the data center buildout in the US.
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Cipher Digital Stock Price and Batch Zero Update, How the Fed Hike Will Affect Neoclouds, Tech Titans Battle for the Soul of AI
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 and powered shell providers, the latest shots fired by tech CEOs in the war to pause or advance AI, and Apple’s reported move into a commercial AI inference server line.
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MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play
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. Plus, we take a look at Crusoe’s deal with Perplexity AI and its plans for a new switchgear factory in Tulsa, OK, and Damsker Report author Alexandra Damsker joins to make the case for why she believes CoreWeave is overvalued, resulting in a spirited back-and-forth over CoreWeave’s actual business model, economics, and debt. Finally, we close on Met...
AI Stocks Tumble, Frontier Lab CEOs Call for AI Slowdown, and Ellison Pulls the Plug on 50M ORCL Sale Amid Layoffs
Welcome back to The Blockspace Podcast! Today, we look at the winners – and mostly losers – from today’s AI stock sell off as the market reacts to top AI lab CEOs calling for a slowdown to the pace of frontier lab development. On that note, we unpack why Anthropic CEO Dario Amodei is calling to “pace the frontier,” what that actually means, and the reaction from other leading CEOs and President Trump. We also cover why Oracle Executive Director Larry Ellison is pulling the plug on a sale of 50 million ORCL shares, and we interview Lygos Finance CEO Jay Patel on t...
Hut 8 Stock Price Update, Fluidstack Taps Pentagon for $5B, Chinese LLMs Were Claude All Along
Welcome back to The Blockspace Podcast! Today, we look at why Hut 8 is leading a rally in powered shells following its Batch Zero approval, wondering if investors see downstream benefits for Hut 8 from our second news topic, where Fluidstack is reportedly in talks to tap a $5B loan from the Pentagon under its new data center supply chain debt program. For today’s interview, Data Center Richness journalist Rich Miller joins to discuss how data center M&A is heating up, and we close the show on Anthropic’s bombshell report that Moonshot was routing Kimi inference traffic through Clau...
Cipher Digital, Core Scientific, Ionic Digital Batch Zero Updates and SpaceX Taps Rocket Scientists for Data Center Construction
Welcome back to The Blockspace Podcast! Today, we open with a stock update, focusing on Cipher Digital, Core Scientific, and Ionic Digital’s announcements for their Batch Zero designations. We also cover how SpaceX is rehauling its data center construction team with engineers from its rocket line, Google and Blackstone’s Crux AI joint-venture running into delays, and a breakdown of pro-data center Super PAC spending and ad campaigns.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with th...
Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All
Welcome back to The Blockspace Podcast! Today, we open with a stock update, focusing on Galaxy Digital and CleanSpark’s announcements for base load and studied load classification under ERCOT’s Batch Zero. For interviews, Acre Security CEO Kumar Sokka joins to discuss the ins-and-outs of data center security, and Lygos Finance CEO Jay Patel unpacks Kraken’s M&A strategy as it eyes an IPO. To bookend the show, we scrutinize the AI doomerism leaking from Anthropic following X posts from a former engineer and its head of alignment regarding AI’s perceived existential risk to humanity.
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IREN Stock Price Update and Batch Zero Approval, Palantir Taps Nebius for Sovereign AI, Soluna Batch Zero Approval, Data Centers Enrich WV
Welcome back to The Blockspace Podcast! Today, we open with a stock update – data center and AI stocks are ripping, and IREN, CIFR, CLSK, WULF, HUT, MARA, and other are up significantly, particularly those likely to have received favorable approvals for ERCOT’s Batch Zero designations. We also cover IREN receiving base load designation for Sweetwater 1 and 2 in Batch Zero, Palantir and Nebius new agreement for sovereign AI enterprise compute, Soluna’s project Kati receiving base load designation for Batch Zero, and how West Virginia’s new data center tax law is a boon for the state and its localiti...
Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero Classifications, Luxor’s GPU Price Index
Welcome back to The Blockspace Podcast! Today, we cover Crusoe’s $13B deal with Jane Street as the trading firm builds out its AI cloud business for internal use. For interviews, Luxor’s Kaan Farahani joins to discuss their latest addition to Hashrate Index, the GPU Price Index, which tracks real pricing for H200 and H100 nodes, and RTO Insider journalist Tom Kleckner breaks down ERCOT’s load classification decision for Batch Zero. Finally, we close on Anthropic upping its revolving credit line to $15B in anticipation of its IPO.
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Cipher’s 2.5 GW Gas Pipeline, IREN’s $2.8B GPU Financing, Nscale’s IPO and $103B Contract Backlog
Welcome back to The Blockspace Podcast! Today, we break down Cipher Digital’s plan to build 2.5 GW of gas pipelines to expedite its data center buildouts, including which sites will most likely benefit from the behind-the-meter generation. We also cover IREN’s latest $2.8B GPU financing round, whether or not the AI bottleneck trade is dead, and Nscale’s reported $103B in contract backlogs ahead of its September IPO. Plus, Senator Bernie Sanders has proposed a cap on AI intelligence to keep it below human IQ.
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SB Energy IPO Analysis, Google Taps 396MW of Geothermal with Fervo, Bitdeer’s $100M Landgrab for Rockdale
Welcome back to The Blockspace Podcast! Today, we break down SB Energy’s IPO plans – with some bankers saying the stock could fetch a $50B valuation despite not yet having an active data center – and dig into the nature of the intertwined financial relationship between SB Energy and its fellow Stargate pioneers, Open AI and NVIDIA. For other news, we cover Google’s 396 MW PPA with geothermal energy startup Fervo and Bitdeer moving one step closer to an AI deal with a $100M land acquisition for its Rockdale data center.
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Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks
Welcome back to The Blockspace Podcast! Today, we open with Anthropic’s $35B deal with Lambda for AI cloud compute at Hut 8’s Beacon Point data center, and then we touch on ERCOT missing yesterday’s deadline for a decision on conditional base load classifications in Batch Zero. For interviews, Neddham analyst John Todaro joins us to discuss AI stocks, and Pirate Wires journalist Jonas Du hops on to discuss his latest feature exposing that the portfolios of the most vociferous anti-data center politicians tell a much different story about how they truly feel about the AI boom.
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IREN, CIFR, HUT Stock Price Updates, PUCT Approves Permian Basin Transmission Line, SpaceX’s Turbine Fabrication
Welcome back to The Blockspace Podcast! Today, we open with an AI stock update with a specific focus on IREN, CIFR, and HUT. Then, Lygos Finance CEO Jay Patel joins to discuss Strategy’s first BTC buy since June, bitcoin ETF flows, and whether BTC is really trading like a debasement-trade asset. Finally, we cover the Public Utility Commission of Texas’ approval of the state’s first 765 kV transmission line to the Permian Basin – including which data center stocks are likely to benefit – and SpaceX’s move into turbine blade manufacturing.
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IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap
Welcome back to The Blockspace Podcast! Today, we cover IREN’s FY2026 earnings, plus interviews with Hive’s Buzz HPC President Craig Tavares, Lygos Finance CEO Jay Patel on Kevin Warsh’s Jackson Hole speech, and investor Ben Pouladian on his takeaways from Hot Chip 2026.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.
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NVIDIA’s Explosive Q2 Earnings, Trump’s Energy Systems Executive Order, Matt Prusak Giga Energy Interview
Welcome back to The Blockspace Podcast! Today, we open with a TLDR of NVIDIA’s blow-out Q2 earnings, before hopping to Trump’s latest Executive Order on bulk-energy system infrastructure to screen for cybersecurity backdoors in imported goods. We wrap with an interview with Giga Energy Chief Business Officer Matt Prusak, plus the Rainey Center’s latest research on which arguments work best to dispel data center misinformation to win over data center opponents.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by...
IREN Stock Update, Ornn’s H100 Volatility Index, OpenAI is Hemorrhaging Talent, Moonshot in Talks with Hyperscalers for Kimi K3
Welcome back to The Blockspace Podcast! Today, we open with investment bank price targets for IREN in anticipation of its earnings tomorrow, and Ornn’s Kush Bavaria joins to discuss their new H100 volatility index. To end the show, we take a look at the departure of key personnel from OpenAI this year and Moonshot’s reported talks with hyperscalers for Kimi K3 compute.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most pow...
Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote
Welcome back to The Blockspace Podcast! Today, Bianco Research Founder Jim Bianco joins for a macro update, where we talk about interest rates in light of the Treasury’s leveled-up buyback program, inflation, and why Bianco thinks the AI CAPEX boom isn’t flashing warning signs yet. Plus, we cover which stocks Needham believes are most exposed to ERCOT’s Batch Zero shakeup, and how Oklahoma voters could upend an industrial property tax exemption law that has been on the books since 1985.
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TeraWulf Secures 482 MW for Justified, Morgan Stanley Sees Powered Shell Deal Uptick, Luxor Pilots GPU Curtailment
Welcome back to The Blockspace Podcast! Today, we cover TeraWulf’s approval for 482 MW for its Justified data center in Hancock, including how much tax revenue the data center could earn for the county and the state of Kentucky, its job impact, and how it might lower bills for other ratepayers. Plus, Morgan Stanley thinks we could see a slew of new powered shell agreements in the final months of the year, with its eyes particularly set on Cipher Digital and Riot’s sites in Texas. To close the show, Luxor COO Ethan Vera joins to discuss their successful pilo...
Keel Responds to PA Data Center Executive Order, and 75% of Americans Oppose Data Centers
Welcome back to The Blockspace Podcast! Today, we cover Keel Infrastructure’s response to Josh Shapiro’s executive order for data centers and how Citadel has shed part of the book it acquired from Situational Awareness. Plus, the GOP is urging AI companies to clean up their messaging ahead of midterms as 75% of Americans oppose them.
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TPUC’s Batch Zero Meeting, Soluna CEO Interview, Ionic Digital’s Q2 Earnings
Welcome back to The Blockspace Podcast! Today, we give an update on the Texas Public Utilities Commission’s meeting on ERCOT’s new Batch Zero timeline, including what it means for potential base load consideration for Hut 8 and Cipher Digital. For interviews, we grill Soluna CEO John Belizaire on the company’s Q2 earnings and AI buildout, and Aterio Analyst Javier Reyes on Microsoft’s data center builds and Josh Shapiro’s Pennsylvania data center executive order. And we cap off the stream with a recap of Ionic Digital’s Q2 results.
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Josh Shapiro’s Data Center Executive Order (and What it Means for KEEL, NBIS), Plus a Look at National Data Center Pushback
Welcome back to The Blockspace Podcast! Today’s show centers on a single theme: the data center culture war. We open with a deep dive into Pennsylvania governor Josh Shapiro’s new executive order that overhauls the data center approval process in the state, including how this will impact Keel Infrastructure, Nebius, and Amazon. And then we turn our attention to how the data center permission/dismission debate is evolving across the United States, using a stalled Google data center project in Oklahoma as the centerpiece. We wrap the show with a note on TeraWulf’s Muskie data center being...
Loudon County’s $1.4B Data Center Boon, Vineland Approves DataOne/Nebius Expansion, Crusoe Eyes IPO
Welcome back to The Blockspace Podcast! Today, we open with a note on Loudon County, the richest county in America which also happens to house 6-8% of all US data centers, from which it will reap $1.4B in property taxes this year. For interviews, we welcome MeasuredAI Founder Corey Trinetti to discuss how utility and data center power deals are evolving, plus Neostellar partner Evan Schlossman joins to discuss the VC firm’s investment strategy. For our final section, we give a newsflash update on Crusoe’s IPO hopes, DataOne and Nebius securing approval for Phase 2 of their Vineland, NJ s...
Hive Earnings and CFO Interview, NVIDIA Backstops $500B OpenAI Site, Blue Energy’s 2.5 GW Gas/Nuke Build for Crusoe
Welcome back to The Blockspace Podcast! Today, we unpack Hive’s Q1 FY2027 earnings and take a look at their new $350M, 5-year AI cloud deal. For other interviews, Lygos Finance CEO Jay Patel joins us to break down NVIDIA’s latest backstop for OpenAI’s $500B data center in Ohio, and UTXO’s VP of Credit Dan Hillery gives us a pulse check on Strategy as STRC closes in on its $100 peg. We also round off the show with an update on Blue Energy’s 2.5 GW natural gas and nuclear power plant build for Crusoe’s 1.5 GW data center.
...An Update on Keel's AI Lease Negotiations, Moses Lake, Sharon/Panther Creek Permitting w/ Ben Gagnon
For today's bonus show, we sit down with Keel CEO Ben Gagnon for an update on Keel's AI lease negotiations, the remaining permitting process for its Panther Creek and Sharon data centers, and what terms the company is seeking for its first AI leases.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.
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Inside CoreWeave's Q2 Results and Enterprise AI Contracts w/ Brannin McBee
For today's additional bonus episode, we sit down with CoreWeave Co-founder and CDO Brannin McBee to unpack the company's Q2 results, the future of its enterprise AI cloud computing line, $10.4B ARR milestone, and how its 2029 A100 deal is changing the company's view on GPU depreciation.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.
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Soluna Q2 Earnings and CFO Interview, NBIS Hits a Snag in NJ, What it Takes to Build Compute Futures
Welcome back to The Blockspace Podcast! Today, we unpack Soluna’s Q2 earnings and welcome the company’s CFO Mike Picchi to discuss the results, plus we cover Hunterbrook’s latest report that Nebius’ infrastructure provider in Vineland, NJ, DataOne, has received a stop order for its deployment of Bloom Energy cells on the site. For other interviews, we talk with Luxor CEO Nick Hansen about Luxor Energy’s expansion into SPP and Architect Financial Technologies CEO Brett Harrison discusses their compute futures offering.
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Keel CEO Interview, WhiteFiber CEO Interview, IREN Completes 50 MW Phase 1 for Microsoft
Welcome back to The Blockspace Podcast! Today, we have back-to-back interviews with WhiteFiber CEO Sam Tabar and Keel CEO Ben Gagnon, and for news, we cover IREN’s completing the 50 MW phase 1 of its Childress data center for Microsoft and how a tiny rural town in Washington is cashing in on the data center boom.
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CoreWeave Q2 Earnings and CDO Interview, Nebius Q2 Earnings, WhiteFiber Q2 Earnings
Welcome back to The Blockspace Podcast! Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat.
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👉CleanSpark (Nasdaq: CLSK...
Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines
Welcome back to The Blockspace Podcast! For today’s earnings update, we take a look at Riot Platform’s Q2 results, including its recently inked 191 MW, $9.1B deal with a leading AI lab (reportedly Anthropic). We also touch on NVIDIA’s new $500 billion financing program for neoclouds and data center operators, and ERCOT’s request to the Texas PUC to move deadlines for Batch Zero approval to make room for Governor Abbott’s data center audit. And for today’s interview, AnchorWatch CEO Rob Hamilton discusses frustrations with using ChatGPT and Anthropic for code audits in the wake of the Coldcard...
KEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50%
Welcome back to The Blockspace Podcast! For today’s earnings update, we tackle Keel Infrastructure’s Q2 earnings and Bitdeer’s Q2 earnings, and we welcome Lygos Finance CEO Jay Patel for an update on macro topics, including why he believes rising rates and low BTC vol make for a bullish setup for bitcoin and how the Treasury’s yen intervention could impact global markets. To cap off the show, we cover FactSet’s latest earnings insights report that reveals that, so far into earnings season, the S&P 500’s earnings growth rate is 50.4%, on pace for the highest rate since Q...
Hut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion
Welcome back to the Blockspace Podcast! For today's bonus episode, we sit down with Hut 8 CEO Asher Genoot to discuss how Texas' data center audit -- which Gennot described as "extremely smart," praising Governor Greg Abbott for his effort to root out phantom load -- for Batch Zero will impact the AI infrastructure company. Plus, we go over Hut 8's qualitative Q2 results, how Hut 8 will approach future financing for its data center builds, and where it will focus its efforts for future expansion.
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CleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings
Welcome back to The Blockspace Podcast! At the top of today’s show, we recap CleanSpark’s Q3 FY2026 earnings, with some juicy details about the company’s Sandersville AI site build cost and financing route, and we cap the show with MARA’s Q2 earnings in which they revealed they are close to signing their first AI deal. For interviews, Luxor’s Kaan Farahani joins to break down bitcoin mining metrics for July, Nakamoto’s Brandon Bailey hops on to break down key trends from earnings season, and Hut 8 CEO Asher Genoot dives into the company’s Q2 earnings and f...
Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory
Welcome back to The Blockspace Podcast! At the top of today’s show, we thumb through investment bank reratings for TeraWulf, Cipher Digital, and Hut 8 following Q2 earnings. Plus, Google wants to raise $20-25 billion with its latest bond sale, SpaceX is planning a 100 million sq/foot factory for robotics and chip fabrication in Texas, and Anthropic finally confirms that it’s building an AI inference chip.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute...
Galaxy Digital and TeraWulf Q2 Earnings, TeraWulf CFO Interview, SpaceX Q2 Earnings and Orbital Data Centers
Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury joins us to discuss the company’s financing strategy for its multiple AI sites. And to cap the show, we dig into SpaceX’s Q2 earnings and its partnership with NVIDIA to place data centers in space.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, st...
Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup
Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, Ionic Digital CEO Andy Stewart joins us for a company update following its direct listing on the Nasdaq in July, where we dig into the company’s AI lease with Nscale and its future expansion plans. For other news, we cover Bitdeer’s first AI colocation deal (and why Anthropic could be a counterparty), how an audit is delaying ERCOT’s Batch Zero, and IREN closing it...
Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets
Welcome back to The Blockspace Podcast! We kick off Earnings Week with a stock market update, including investment banks rerating AI stocks ahead of earnings. Plus, DeepSeek is reportedly tapping 1 GW of power in Inner Mongolia, China for AI workloads. For interviews, Fortitude Mining CFO Erik Ellingson discusses the company’s Zcash mining strategy and analyst/investor Ben Pouladian comes with questions about AMD’s latest chip.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the com...
Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango
Welcome back to The Blockspace Podcast! For our lead story today, we cover how zoning for Hut 8’s $5B, 500 MW data center in Illinois has been stalled as a local council cancels a zoning vote for the project, and we also cover a Bloomberg report that Moonshot’s Kimi K3 AI model was trained on 20,000 H200s from Alibaba. For interviews, Luxor’s Michael San Miguel covers trends in the GPU secondary market, Lygos Finance’s Co-founder Matt Black joins to debrief us on a Coldcard hack that has resulted in the theft of 1,000+ BTC, and Compute Exchange CEO Carmen L...
