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Welcome back to The Blockspace Podcast! Today, we check the market’s pulse as risk-on assets rally following a postponement in US strikes on Iran, and we look into the data that is making the Fed hawkish and what that means for bitcoin. Plus, Ryan Gentry, CEO of Bitcoin Infrastructure Corp, joins us to talk about the evolution of agentic payments with the Lightning Network. We also break the latest sweep of layoffs in the crypto sector; Strategy’s stock offerings for $21 billion in MSTR, $21 billion in STRC, and $2.1 billion in STRKl; and Marathon’s entrance into the AI software landscape.
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Notes:
* Bitcoin popped back above $70,000.
* Gold touched $4,100/oz after a 10% weekly drop.
* Inflation expectations surged to 5.2%.
* 30-year bond yield moved up by 30 basis points since outbreak of Iran war
* Strategy files to sell $21B each of MSTR and STRC
* Strategy has purchased more BTC in Q1 2026 than any quarter except for Q4 2024
Timestamps:
00:00 Start
01:39 Fed Reserve vs Iran
12:57 Machine to machine payments x402
30:33 Crypto Layoffs
39:02 MSTR is at it again!
47:37 MARA goes AI, kind of?
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