Episode Details

BitGo went public, the first crypto IPO of 2026! Plus, analysis on inflows into digital asset products, Bitcoin gaming app ZBD raising $40 million, and longtime Ethereum social media app Farcaster announced its founder is stepping down.

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Welcome back to The Blockspace Podcast! Today, Charlie and Will to talk about a massive week in markets and compute. We break down BitGo’s $2.1 billion IPO valuation and why the New York Stock Exchange’s move toward tokenized securities and instant settlement is a game changer for TradFi. The duo also discusses Blockspace’s acquisition of Bitcoin Layers, Zebedee’s $40M Series C, and the controversial exit of the Farcaster founding team. Finally, we look at how OpenAI and Microsoft are handling grid upgrades and why Coinbase is building a "Quantum Avengers" advisory board.

Timestamps

00:00 Start

01:58 Blockspace acquires Bitcoin Layers

02:43 OPNEXT is back baby!

03:10 $2B ETF inflows

04:39 NYSE blockchain & 24/7 trading

08:27 Open AI & MSFT pinky swear not to not raise power costs

13:33 Saudi's Humain secures up to $1.2B to expand AI infrastructure

15:20 ZBD raises $40M

18:18 Coinbase announces quantum thing

19:11 BitGo prices IPO at $18 per share, set to begin NYSE trading

24:47 Cry Corner: Farcaster shuts down

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