Blockspace: IREN’s $2.3B Note Offering, STRC Comes to DeFi, KEEL’s Q1 2026 Earnings
CoinDesk Podcast Network
CoinDesk
4.7 • 698 Ratings
🗓️ 12 May 2026
⏱️ 65 minutes
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| 0:00.0 | What is going on, y'all? Welcome back to Blockspace Live. We're coming at y'all fresh as daisies on this beautiful Monday morning. |
| 0:12.2 | Hope everyone had a great Mother's Day, by the way. So we've got a few interesting items on the docket today. We will be opening up with iron issuing or planning to |
| 0:21.1 | issue a convertible note for total consideration of $2.3 billion. This is coming off of the heels |
| 0:25.2 | of iron announcing a partnership with the Vidiya to develop an AI site for the premier GPU |
| 0:31.8 | fabricator and also agreeing to use NVIDIA machines for their 5 gigawatt AI buildout. |
| 0:39.1 | After that, we have got Jay Patel, CEO of Lago's Finance on to talk about what else, but stretch. |
| 0:46.8 | But not stretch specifically, synthetic derivatives built on top of stretch in Defi. |
| 0:52.1 | And what that could actually mean for systemic risk to |
| 0:55.1 | the stretch and strategy ecosystem, if anything at all. After that, we will be diving into |
| 1:00.7 | also what else, but quantum computing, specifically Project 11's most recent paper on |
| 1:07.1 | quantum computing threat to Bitcoin and a reaction from BitGo CEO Mike Belch. |
| 1:11.9 | We will then move on to Keel's Q1 performance as the Bitcoin miners saw a fall off in revenue |
| 1:19.2 | as it wound down its Paso Pay Center last year in Paraguay selling it to hive. |
| 1:25.3 | And then we will close out on a little bit of opium with the Morgan |
| 1:30.6 | Stanley Bitcoin ETF launch, rather the last month of trading, the first full month for the |
| 1:36.2 | ETF in which it saw zero outflows. Now, the volume itself is not the story here, but the fact that |
| 1:42.5 | nobody actually sold the positions over the last |
| 1:45.3 | month. |
| 1:46.3 | Blockspace goes live Monday, Wednesday, Friday at noon Eastern featuring quick hits on the latest |
| 1:51.7 | in Bitcoin mining AI and emerging tech. Make sure to hit subscribe. Hit that little bell notification |
| 1:58.2 | on YouTube so you get the push notification on your phone. |
| 2:05.8 | And if you like the stream and you miss it, it turns into a podcast. |
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