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CoinDesk Podcast Network

The Blockspace Pod: Our Predictions For 2026

CoinDesk Podcast Network

CoinDesk

Business News, Daily News, News, Tech News

4.7698 Ratings

🗓️ 5 January 2026

⏱️ 41 minutes

🧾️ Download transcript

Summary

Charlie and Colin drop their 6 major predictions for 2026. From a silver supply shock and Bitcoin hash rate stagnation to the rise of prediction markets and AI data center delays. Find out why big banks are entering Bitcoin lending and why the internet is about to get fake. Charlie and Colin join us to talk about the major plot beats for 2026. They cover the looming silver supply deficit, why Bitcoin hash rate might see its slowest growth years, and the supply chain breaks threatening AI data centers. Plus, they discuss the "538 moment" for prediction markets, big banks launching Bitcoin lending, and the AI content takeover. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Silver up 140% over the past year. * Gold up roughly 65% over the year. * 580M oz silver deficit from 2010-2015. * Poly Market had $21.5B volume last year. * 2025 Hash rate increased by 32%. * AI Data centers need 1.5 tons of silver. Timestamps: 00:00 Start 02:44 Silver & Gold 09:53 Prediction Markets 17:45 Bitcoin Hashprice Falls 22:55 AI Bubble 27:01 Bitcoin Lending 33:01 AI Slop - 👋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? hello@blockspace.media

Transcript

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0:00.0

Howdy y'all. Charlie here. Watch our new documentary, The Bitcoin Professor, featuring Starkware co-founder Ellie Bin Sasson as he and I hit the road to meet with real Bitcoiners in the American Heartland.

0:12.5

We visit a Bitcoin mine, a Bitcoin cattle ranch, and a local Bitcoin meetup.

0:17.3

Discover how Ellie and Starkware are building tools to supercharge the Bitcoin economy.

0:22.3

Watch the full documentary today on our YouTube channel, links down below in the show notes.

0:28.3

You know, there's been this huge spending boom in 2024 and 2025 for AI data centers,

0:33.2

but frankly, supply chains haven't been able to keep up with this, and I would not be surprised to see

0:38.4

them break in 2026, so much so that you see multiple delays from multiple different providers

0:43.9

for these data centers. To me, it almost seems like if you're looking for a spark that could

0:48.2

light the fuse for a recession, it would be these deals being delayed and certain companies

0:54.0

either defaulting on the

0:55.1

debt that they have for these things or just creating a kind of cascading event as confidence

0:59.9

breaks down in this trade. Because we've already started to see that with Blue Owl, Oracle's chief

1:05.0

financing partner, they declined financing one of Oracle's new data center builds. Basically

1:09.8

saying that the ROI just

1:11.4

didn't make sense for them. They don't want to take the risk. If you just look at everything

1:15.1

that's going on, the macro market and in the kind of accordion effect for supply chains that

1:20.3

we're really still feeling since COVID and all of the mixed pricing signals, it seems

1:24.4

kind of obvious to me.

1:27.3

Bitcoin mining expert says that Bitcoin's hash rate growth will stall or even pull back

1:32.6

in 2026. Yes, this is the 2026 predictions episode from us at Blockspace Media.

1:39.3

Colin and I have six predictions on Polymarket, AI one-shotting all the boomers, Bitcoin lending,

1:47.0

and yep, we are still gold bugs. This is the Blockspace podcast brought to you by CleanSpark,

...

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