ABOUT THIS EPISODE
AI compute futures are now live on the CME, and IREN has raised $3B in a new convertible note offering.
Welcome back to The Blockspace Podcast! Today for news, we cover IREN’s new $3B convertible note – the largest convert ever for a public bitcoin miner – Trump’s Q1 bitcoin equity buys, and the 90-day pause on zoning discussions for Hut 8’s proposed 500 MW data center in Logan County, Illinois. Plus, Mike Alfred of Alpine Fox Hedge Fund joins us to discuss his top stock picks for AI, and Kush Bavaria of Ornn jumps on to discuss how Ornn is providing an H100 index for the CME’s new AI compute futures – and his thoughts on the future of these incipient compute futures markets. Mike San Miguel of Luxor also joins us to discuss the latest in GPU markets and AI ASICs, and pseudonymous user Soup explains how he used Claude and $15 in tokens to spin up 3.5 trillion passwords to crack his long-lost bitcoin wallet.
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👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!
👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
