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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