CoinDesk Podcast Network

CoinDesk

The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.

  1. 7H AGO

    The Blockspace Pod: Wall Street Just Gave Your Bitcoin Bonds A (BBB) Triple B Rating

    We just had a historic 14% difficulty adjustment, weather-driven hash rate curtailments, and the groundbreaking Bitcoin-backed bond from Ledn. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Matt from CoinShares, Kaan from Luxor, and Jay from Lygos join us to talk about the massive 14.7% Bitcoin difficulty adjustment and the impact of the recent Arctic blast on North American miners. We dive deep into Luxor's 21-month mining analysis, showing why hedging has outperformed spot mining since the 2024 halving. Finally, we discuss Ledn's historic Triple B-rated Bitcoin-backed bond and how institutional investors are beginning to view Bitcoin as high-quality collateral compared to traditional assets. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Bitcoin difficulty spikes +14.73 • Hashprice drops to all-time low of $30/PH/day. • ERCOT uneconomic hours rose over 900%. • Ledn bond rated Triple B- by S&P Global. • Hedging outperformed spot mining in 2025 Timestamps: 00:00 Start 02:56 Bombshell difficulty adjustment!!! 20:08 Ledn's $188M Bitcoin-Backed Bond Securitization 31:03 Nakamoto acquires Bitcoin Conference & UTXO Mgmt 38:24 Datacenter cry corner/culture corner 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.

    48 min
  2. 2D AGO

    The Blockspace Pod: The Shortest Bear Market Ever w/ Matt Hougan of Bitwise

    Matt Hougan, CIO of Bitwise, breaks down why we’re still in a crypto winter, the truth about central bank gold buying, and why Bitcoin’s revenue problem doesn’t matter… yet. We dive into the Kevin Warsh Fed era, quantum risks, and the rise of AI agents. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Matt Hougan, CIO of Bitwise, joins us to talk about the current state of the crypto winter and when the bottom is finally in. We explore the digital gold narrative, explaining why central bank buying—not debasement—drove gold’s recent surge. Matt details the institutional vs. retail divide, the impact of Fed Chair Kevin Warsh, and the looming debate over Bitcoin’s security budget. Plus, we tackle the quantum discount and how AI agents could 1000x on-chain activity. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Altcoins like Sui and Aptos fell 70%+ in 2025. * Institutions might end the winter by Q2 2026. * BTC volatility capped at 50-60% drawdowns. * Gold price surge driven by central bank buys. Timestamps: 00:00 Start 03:22 Is it still "crypto winter"? 04:34 Why January? 06:36 Market segments 08:31 Gold 10:54 Central banks & Bitcoin 12:56 Causes of the crash 14:52 Kevin Warsh 16:58 Fed hawks become doves 17:34 Quantum... oh so scary! 19:59 Bitcoin Core 21:44 Revenue 24:37 Beyond "digital gold" narrative 26:44 AI 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.

    30 min
  3. 4D AGO

    The Blockspace Pod: Big Oil Wants Dollars, Not Bitcoin w/ Chris Alfano

    Chris Alfano, CEO of 360 Energy, joins the podcast to discuss how Bitcoin mining is solving oil and gas problems. Learn about the reality of hash price aversion among energy giants, the move toward pipeline-scale mining, and why off-grid power is the ultimate goal for sustainable operations. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Chris Alfano, CEO of 360 Energy, joins us to talk about the integration of Bitcoin mining and oil & gas. We discuss the recent investment from Halliburton and what it signals for the industry. Chris explains why major oil companies prefer giving away waste gas for free over taking hash price exposure, the technical challenges of dirty fuel gas, and the shift from individual wellheads to large-scale pipeline deployments. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Hash price hit all-time low of $29/PH/day. * China ban cut 80% of global hash rate. * 5 of last 6 difficulty adjustments negative. * AI infrastructure costs $10-$15M per megawatt. * Bitcoin price dropped to $65,000 level. * Sub-50 MW sites are the new frontier. Timestamps: 00:00 Start 03:22 AI boom & China mining ban 08:30 What edge do miners have over hyperscalers? 13:23 Energy production limits 21:23 Small scale HPC 24:23 Batteries 35:46 Secondary effects 36:51 Pleb miners 39:55 IS US mining doomed? 45:57 Powershell vs Neocloud 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.

    59 min
4.7
out of 5
641 Ratings

About

The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.

You Might Also Like