MicroStrategy's $44B Filing Explained

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, 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. 

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

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?

👉CleanSpark

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.

👉Luxor, Blockspace's preferred mining pool

Bitcoin mining revenue changes every day. Difficulty adjusts. Fees move. Prices shift. And that makes it hard to plan. Luxor Pool’s Fixed Payouts let miners lock in revenue at a guaranteed daily rate for up to 18 months. According to Hashrate Index, miners who used rolling fixed payout strategies since the last halving have outperformed FPPS mining by up to 15 percent. Fixed Payouts give you predictable daily revenue, so you can plan, budget, and grow with confidence. With Luxor, uncertainty is optional. Learn more at luxor.tech/mining

Learn more about your ad choices. Visit megaphone.fm/adchoices