CoinDesk Podcast Network

Colin and Charlie break down the latest Bitcoin news, from the massive $16k price drawdown and capitulation theories to Bitdeer’s legal woes in Ohio and IREN joining the MSCI index. Plus, a deep dive into "quantum resistance" and the historic shift in mining difficulty.

Colin and Charlie join us to talk about a wild week in Bitcoin. We dive into the $16,000 price "puke" and whether we've hit a local bottom, explore Bitdeer's legal snag at their Ohio AI flagship site, and discuss IREN's inclusion in the MSCI USA index. We also break down the historic six-out-of-seven negative difficulty adjustments—the first since 2011—and tackle the "ontology of time" and quantum resistance.

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Notes:

* Bitcoin lost $16,000 within 12 hours last week.

* BTC saw a historic 21% daily price drawdown.

* Bitdeer's Ohio site has 570MW allocated.

* 6 of last 7 difficulty adjustments were negative.

* IREN to join MSCI USA index on March 2nd.

* Bitcoin hash price recovered to roughly $35/PH.

Timestamps:

00:00 Start

04:01 BTC number go down!

10:10 Difficulty Update by Luxor

12:32 Bitdeer lawsuit

18:39 Cleanspark Ad

19:08 IREN added to MSCI USA Index

22:33 The MARA-Exaion plot thickens

29:14 BIP 360 merged

37:49 OP_NEXT Ad

39:21 Cry corner: No one understands anything about anything

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👉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.

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Cathedra’s Tom Masiero joins us to breakdown how the bitcoin mining AI-shift echoes China’s 2021 bitcoin mining ban.

Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin.

Welcome back to The Blockspace Podcast! Today, Tom Masiero, Head of Strategy at Cathedra joins us to talk about the structural shifts pushing bitcoin miners toward AI and HPC services. We explore why this migration mirrors the 2021 China mining ban, the hidden opportunities for smaller operators, and why Bitcoiners understand the "power game" better than traditional data centers. Tom breaks down the reality of infrastructure costs, the current state of hash price, and how the "cockroach" mentality of miners is paving the way for the future of global compute.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

* Hash price hit all-time low of $29/PH/day.

* China ban cut 80% of global hash rate.

* 5 of last 6 difficulty adjustments negative.

* AI infrastructure costs $10-$15M per megawatt.

* Bitcoin price dropped to $65,000 level.

* Sub-50 MW sites are the new frontier.

Timestamps:

00:00 Start

03:22 AI boom & China mining ban

08:30 What edge do miners have over hyperscalers?

13:23 Energy production limits

21:23 Small scale HPC

24:23 Batteries

35:46 Secondary effects

36:51 Pleb miners

39:55 IS US mining doomed?

45:57 Powershell vs Neocloud

👉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.

Binance co-CEO Richard Teng breaks down the exchange’s 300 million user milestone and how its Franklin Templeton partnership is bringing "smart money" to Web3.

At Consensus Hong Kong 2026, Binance co-CEO Richard Teng detailed the exchange's explosive growth to over 300 million users and its pivot toward "smart money" institutional services. Highlighting a landmark partnership with Franklin Templeton, Teng explained how tokenized money market funds are now being used as off-exchange collateral, allowing institutions to trade Binance's deep liquidity while keeping assets in regulated custody and earning yield.

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This episode was hosted live by Jennifer Sanasie and Eleanor Terrett at Consensus Hong Kong 2026, presented by Hex Trust.

ICE Futures US President Jennifer Ilkiw joins Sam Ewen and Dave LaValle at Consensus Hong Kong to launch new crypto futures and multi-token indices.

Jennifer Ilkiw, President of ICE Futures US, joined Sam Ewen and Dave LaValle at Consensus Hong Kong 2026 to announce a major expansion into regulated crypto derivatives. ICE is returning to the digital asset market with futures for Bitcoin, Ether, Solana, XRP, and BNB, alongside the CoinDesk 5 and CoinDesk 20 multi-token indices.

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This episode was hosted live by Sam Ewen and Dave LaValle at Consensus Hong Kong 2026, presented by Hex Trust.

BlackRock's Nicholas Peach says a 1% allocation of Asian household wealth to crypto could bring to the market nearly $2 trillion in inflows. Speaking at Consensus Hong Kong, Peach highlighted that this shift would equal roughly 60% of the entire current crypto market cap. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.