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“I think it's definitely about sending a message, right? He has levers. Ultimately, at the end of the day, in terms of how he manages his treasury versus the bitcoin that he has and increasing his USD treasury, and like we would expect him to use them. So I don't think this is surprising at all. I think it would be way, way more concerning if Michael Saylor was unwilling to do this.”

Lygos Finance’s Francis Corvino weighs in on Strategy selling bitcoin, and why the story is really a nothingburger, on the latest Blockspace Live.

🎧Catch the latest episode of 'The Blockspace Pod,’ in partnership with @blockspace Media!

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[CoinDesk Podcast Network @CoinDeskPodcast]

Bitcoin ETFs hit a record $3.45B outflow streak as BTC falls below $69K, Tom Lee says Strategy’s recent sale is typical market behavior, and Mt. Gox moves $739M worth of Bitcoin ahead of creditor repayments.

@SamEwen has what you need to know.

[CoinDesk Podcast Network @CoinDeskPodcast]

GEN C: @garyvee, Chairman of @vayner_x and CEO and Creator of @veefriends, joins Gen C to discuss why we are living through the most consequential technological moment since electricity.

Watch @SamEwen's conversation with Gary Vaynerchuk now out on all CoinDesk platforms.

00:00 Blockchain Meets AI
00:45 Managing Chaos in 2026
02:07 Maybe Culture Mindset
04:43 AI Opportunity for Have Nots
06:44 AI Bigger Than Internet
08:21 Innovation Mount Rushmore
10:00 Entrepreneurs and AI Leverage
12:21 Understanding Blockchain Ownership
14:53 NFTs as Collectibles
18:51 VeeFriends and Calling the Top
20:36 Speculation and Junk Wax Era
21:30 Stimulus and Collectibles
22:09 Big Dreams Roadmaps
22:33 Jets vs VeeFriends
24:45 Garage Sale Arbitrage
27:05 Consistency and Positivity
28:35 Trading Culture Shift
30:45 AI Exposes People
32:50 Marketing to AI Agents
37:35 Return of IRL
40:46 Optimism About Humanity

[CoinDesk Podcast Network @CoinDeskPodcast]

The #1 newsletter in Bitcoin, twice per week to your inbox.

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[CoinDesk Podcast Network @CoinDeskPodcast]

🎧 Catch the latest episode of 'Blockspace,’ in partnership with @blockspace!

BLOCKSPACE: Anthropic's IPO, IREN’s $3.65B GPU Financing, Strategy Sells BTC, DMG’s 50 MW AI Data Center

⚡️ Antrhopic is going public with a $47 billion ARR
⚡️DMG ($DMGI) inks 50 MW AI colocation deal for its site in BC, Canada
⚡️ $IREN finalizes $3.65B GPU financing for its $MSFT deal

📺 Watch: https://t.co/kXxAoqepJP
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[CoinDesk Podcast Network @CoinDeskPodcast]

Strategy sells Bitcoin for the first time in four years, Jamie Dimon escalates the fight over stablecoin yield, and Citigroup says tokenized assets could reach $5.5T by 2030.

@SamEwen has what you need to know.

[CoinDesk Podcast Network @CoinDeskPodcast]

Watch on YouTube!

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[CoinDesk Podcast Network @CoinDeskPodcast]

And it's just the same thing that happened in Bitcoin too. If [the Ethereum community] can smooth over that period somehow then maybe the future could be promising. But yeah right now it looks pretty grim

“We've got the Ethereum Foundation saying everybody's leaving. We've got podcasters rage quitting. But those are things that need to happen. So the fact that it happened is not necessarily bad. I guess the question is what happens next?”

Does Ethereum need new faces to hoist its banner, or does it need a facelift entirely? @udiwertheimer weighs in on the state of Ethereum on the latest Blockspace Live.

🎧Catch the latest episode of Blockspace in partnership with @blockspace!

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[CoinDesk Podcast Network @CoinDeskPodcast]

The #1 newsletter in Bitcoin, twice per week to your inbox.

Join +10,000 investors, professionals, and bitcoiners who read Blockspace:

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[CoinDesk Podcast Network @CoinDeskPodcast]

🎧 Catch the latest episode of 'Blockspace,’ in partnership with @blockspace!

BLOCKSPACE: Semiconductor Smugglers, Google’s 200 MW Solar Deal, Iran War’s Energy Market Impact, Debunking Data Center Water Myths

⚡️ Taiwanese officials bust smuggler ring which snuck $15M of NVIDIA chips to China
⚡️ Google inks deal for 200 MW of solar power in OK
⚡️ Almond farms use 60-75x more water than data centers in the US

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[CoinDesk Podcast Network @CoinDeskPodcast]

Intercontinental Exchange CEO Jeffrey Sprecher says Hyperliquid is bigger than Nasdaq in daily perpetual futures volume, Paxos wins SEC approval to clear U.S. stocks on blockchain rails, and Kalshi sues Minnesota over its prediction market ban.

@SamEwen has what you need to know.

[CoinDesk Podcast Network @CoinDeskPodcast]

Is the CFTC ready to oversee crypto and prediction markets?

Brookings senior fellow @Aarondklein joins @RebeccaRettig1 and @renato_mariotti on The Policy Protocol. Plus, @congressmanGT and @RepAngieCraig named people of the week.

00:00 Welcome to The Policy Protocol
00:43 All Roads Lead to the CFTC
01:22 Unpacking the NYT's CFTC Investigation
05:11 Why the CFTC Needs Funding and Personnel
06:52 Aaron Klein Joins the Show
07:30 The History of the CFTC and the Great Salad Oil Swindle
08:10 'Independent Regulators as White House Subsidiaries'
09:39 Dodd-Frank Lessons for the CLARITY Era
11:47 The Case for Merging the SEC and CFTC
13:21 Is the Administration Soft on Financial Crime?
15:06 Should the SEC-CFTC Share an Office?
18:16 Renato and Rebecca Debrief on the CFTC's Future
21:45 Trump on Prediction Markets and Expanded Jurisdiction
22:30 People of the Week: GT Thompson and Angie Craig
24:26 Remembering Ondo Finance CEO Nathan Allman

[CoinDesk Podcast Network @CoinDeskPodcast]

Bitcoin falls below $73K after U.S. airstrikes near the Strait of Hormuz trigger nearly $1B in liquidations, BlackRock’s Bitcoin ETF sees another major outflow, and a Google engineer is charged with allegedly using internal search data to profit on Polymarket.

@JennSanasie has what you need to know.

[CoinDesk Podcast Network @CoinDeskPodcast]

So much of what's driving this is fears that are not right. The biggest fears around data centers today are water consumption, rising energy pricing, noise and then general AI jobs.”

Hut 8 CEO Asher Genoot addressed concerns over AI data centers on the latest Blockspace Live, claiming that they are mostly based on misconceptions or outright lies – especially regarding water and electricity rates.

“I think data centers today and – if not now, they are going to soon – are closed loop. You're no longer using water to cool down the chips. The second is in terms of energy. If you think about building a data center today, data centers are asked to pay for all the upfront CapEx and upgrade all the infrastructure, transmission lines, and electrical systems to support that energy. So you're actually investing into a better grid for everyone else to use.”

🎧Catch the latest episode of Blockspace in partnership with @blockspace!

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[CoinDesk Podcast Network @CoinDeskPodcast]

Donald Trump defends the CFTC’s authority over prediction markets while attacking state regulators, crypto-backed PACs score major wins in Texas primaries, and a mystery whale dumps $1.29B of BlackRock’s Bitcoin ETF amid continued outflows.

@jennsanasie has what you need to know.

[CoinDesk Podcast Network @CoinDeskPodcast]

The #1 newsletter in Bitcoin, twice per week to your inbox.

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[CoinDesk Podcast Network @CoinDeskPodcast]

🎧 Catch the latest episode of 'Blockspace,’ in partnership with @blockspace!

BLOCKSPACE:SPope Leo Calls AI the Tower of Babel, China is Funding Anti-AI FUD, TeraWulf’s 1 GW KY Data Center

⚡️ Pope Leo likens AI to the Tower of Babel in Catholic Church’s encyclical on AI
⚡️ BPI research claims that China, other foreign actors are influencing anti-AI data center discourse in the US
⚡️ TeraWulf ($WULF) acquires land and power rights for a 1 GW data center in KY

📺 Watch: https://t.co/kXxAoqepJP
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[CoinDesk Podcast Network @CoinDeskPodcast]

Hyperliquid expands into prediction markets to challenge Polymarket, stablecoins now exceed the FX reserves of 95 countries, and Nasdaq moves closer to launching cash-settled Bitcoin index options.

@SamEwen has what you need to know.

[CoinDesk Podcast Network @CoinDeskPodcast]

“The nine miners I cover I think are up roughly like 93% on average from the start of April. So they've absorbed more of their forward HPC or AI opportunity over the last few months and valuations are more full than they were.”

The AI CAPEX cycle is in full swing, with public bitcoin miners-turned AI firms soaking up investor dollars.

KBW senior analyst Stephen Glagola said that, more than time to power, “the more emerging durable moat at least from the co-location side is execution against hyperscalers standards and developing those relationships.”

But with all of this money flying around, he said he is cautious “on the demand side.” Put more bluntly: will these AI centers bring in enough revenue to justify all of this infrastructure buildout?

“Is there profitability justifying the return on investment, justifying all this spend at the bottom of the stack?

“And so you have a big delta right now between the trillions of dollars being spent on the bottom of the stack and the end revenue on the top of the stack. And most of it's coming from two companies: OpenAI and Anthropic. And you know you have to see that delta start narrowing or compressing over time.”

🎧Catch the latest episode of Blockspace in partnership with @blockspace!

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[CoinDesk Podcast Network @CoinDeskPodcast]

🎧 Catch the latest episode of 'Blockspace,’ in partnership with @blockspace!

BLOCKSPACE:Space X’s $2T IPO, FBI Scams the Scammers, Trump Media Sells Bitcoin

⚡️ SpaceX is seeking $75B at a $1.75-2 T valuation, inks deal with Antrhopic for 300 MW+ of Colossus compute, and holds 18,712 bitcoin
⚡️ FBI launched NextFundAI scam coin to nab pump and dump orchestrators
⚡️ Trump Media could be selling BTC as it moves $205 million to https://t.co/KthXZMKkHE

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