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

👉CleanSpark, America's Bitcoin Miner!

CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.

#22 - Marc-Antoine Navrez /// Tymate - Faut il craindre le Contact Tracing ?