The Blockspace Pod: Inside the $220M Bitcoin Infrastructure SPAC w/ Ryan Gentry

CoinDesk Podcast Network

CoinDesk

Business News, Tech News, Daily News, News

4.8 • 689 Ratings

🗓️ 15 December 2025

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ryan Gentry, CEO of Bitcoin Infrastructure Acquisition Corp, discusses his $220M IPO, the "aerospace mafia" thesis, and why Bitcoin lending is the next big sector for public markets. Ryan Gentry, CEO of Bitcoin Infrastructure Acquisition Corp (BIXI), joins us to talk about taking a Bitcoin company public via SPAC. We dive into his journey from aerospace engineering to Lightning Labs, and why so many engineers flock to Bitcoin. Ryan breaks down the current state of Bitcoin infrastructure, the massive opportunity in Bitcoin lending, and how Lightning Network integrates with new side systems. We also discuss why the "burden of proof" has shifted to the no-coiners in traditional finance. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * IPO oversubscribed, upsized to $220 million * BTC Lending very attractive * Square used by 28% of US merchants Timestamps: 00:00 Start 01:31 Ryan intro 07:12 Aerospace Bitcoin Mafia 09:29 What is Bitcoin Acquisition Infrastructure Corp? 13:06 Target company count? 14:10 SPAC vs Index investing 17:28 Areas of industry focus? 21:25 Bitcoin's evolution as asset 26:33 L2s & Lightning 29:13 Side Systems 33:41 AI agents & payments 36:04 Investor technical understanding - 👋The Blockspace Pod is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? [email protected]

Transcript

Click on a timestamp to play from that location

0:00.0	Is at this point for no corners, like the burden is on you for why you've been wrong for 15 years.
0:05.3	The burden is on you for why all of these, you know, phenomenal public markets, investors, hedge fund guys, you know, are buying Bitcoin.
0:13.0	The burden is on you to explain why the great state of Texas has a strategic Bitcoin reserve.
0:19.0	And you don't. You know, there are several sovereign wealth funds that publicly have disclosed really
0:23.2	large Bitcoin positions.
0:24.6	I don't really think we need to go overboard in proving the Bitcoin worth works and has
0:30.6	value.
0:31.2	I think it stands on its own now at this point, and it's kind of up to the thudsters.
0:35.8	Okay, you may have some points that you think
0:38.4	are real, but you're wrong and you've been wrong. And when are you going to admit that you're
0:43.9	wrong? Welcome back. I've got Ryan Gentry, CEO of Bitcoin Infrastructure Group, B-I-X-I-U, which
0:52.9	just announced the completion of its $200 million IPO.
0:58.3	And recently trading, Ryan, welcome to the Blockspace podcast.
1:03.0	Thank you so much for having me, Charlie.
1:04.4	I'm really excited to be here.
1:06.7	Yeah, we just launched our IPO last week know, last week, initially we're targeting $200 million.
1:15.4	We're very excited to note that due to, you know, extreme demand, we were 5x over subscribed.
1:20.6	We actually upsized it to $220 million.
1:23.8	And so that's public markets want Bitcoin exposure.
1:27.1	Public markets are very excited about Bitcoin
1:28.6	and I'm excited to talk to you with you about it today. Yeah. And I think we'll regularly
1:33.6	have me weighed into like areas of tradfired. I don't understand. So you'll have to hold my hand
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from CoinDesk, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CoinDesk and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.