CoinDesk Podcast Network Blockspace Podcast: BitGo’s $2 Billion IPO, OpenAI’s Data Center Cost Dispute, ZBD Raises $40 million, and Farcaster Founder Steps Down
Jan 23, 2026
Big market moves and infrastructure bets take center stage. A major crypto custody firm prices a multibillion IPO and tokenized trading on exchanges gets a spotlight. AI data center costs and grid upgrades spark debate. A Bitcoin gaming payments startup raises $40 million. A long-running Ethereum social app sees its founding team step away.
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Blockspace Acquires Bitcoin Layers
- Blockspace acquired Bitcoin Layers to build data products focused on the Bitcoin L2 landscape, anticipating future resurgence.
- Will Foxley and Charlie Spears see Bitcoin L2s as currently underserved but likely to regain prominence.
Huge ETF Inflows Show Renewed Bitcoin Demand
- CoinShares reported $2.17B of inflows into crypto ETFs, the largest since October, signaling renewed institutional interest in Bitcoin.
- Will Foxley connects these flows to a pickup in risk appetite and fewer tax-loss pressures.
NYSE Moves Toward On‑Chain Tokenized Stocks
- The New York Stock Exchange announced a platform combining its Pillar matching engine with blockchain post-trade settlement for tokenized securities.
- Charlie Spears and Will foresee 24/7 trading, instant settlement, and tokenized stock trading moving TradFi on-chain in the US.