Blockspace: AI & Bitcoin

Charlie and Colin break down every major Bitcoin price prediction model and explain why they're all fundamentally flawed. From Plan B's broken stock-to-flow to Giovanni's power law obsession, rainbow charts, and Metcalfe's law - we expose the problems with each approach and introduce Charlie's new "institutional structured bid corridor" theory for this cycle. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Stock-to-flow predicted $1M by 2025 - failed • Rainbow chart undefeated since 2013 • Power law predicts $100K by 2028 latest   • Metcalfe's law broken by ETF adoption • Hyper-bitcoinization chart shows $100B BTC • Institutional money creating price channels Timestamps: 00:00 Start 00:34 Price Models 02:09 Stock to Flow 10:48 Rainbow Chart 14:59 Arch Network 15:31 Power Law 21:40 Metcalfe's Law 28:03 Hyperbitcoinization Model 30:47 Institutional Structure Bid Corridor Model - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Nick, co-founder of Gamma, joins us to talk about the broken NFT market discovery process and how their new platform Signals fixes the ridiculous whitelist system. We dive into Bitcoin ordinals vs traditional NFTs, why inscriptions are superior to off-chain storage, and how auction-style price discovery creates fairer markets for creators and collectors. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Tens of thousands of Bitcoin nodes store inscriptions • 2021 marked peak NFT hype cycle craze • Most NFT data stored on centralized servers • Signals uses auction clearing price model • Bitcoin inscriptions permanently on-chain • Traditional NFTs just track ownership Timestamps 00:00 Start 00:49 Inscribing Vegas conference 02:47 NFT market currently 05:45 Market participants 11:44 Why are Ordinals & Inscriptions interesting? 20:36 Arch Network 21:08 Price discovery (it's harder than it looks) 29:09 Signals Art 39:54 Blockspace 40:43 Is a market equilibrium possible? 45:05 Wrap up 47:53 Invite code #BS2 - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlie and Colin dive deep into the dark side of crypto wealth - the rising amount of physical attacks, kidnappings, and torture targeting Bitcoin holders. From the Ledger co-founder's mutilation in France to wild NYC penthouse hostage situations involving crack cocaine and air fryers, they explore real cases and share Jameson Lopp's security wisdom. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Ledger co-founder kidnapped 2 days, fingers cut • American tourist lost $125K in London scam • Italian held 17 days, $28M crypto extorted • 90+ officers in French rescue operation • Attacks started with Hal Finney in 2014 • Most incidents happen in Europe/Asia Timestamps: 00:00 Start 01:08 What is a wrench attack? 05:33 Jameson Lopp 08:19 3 Types of attacks 09:34 Kidnapping (Ledger Case) 12:19 Kidnapping (French Father Case) 13:03 Attempted Abduction (France Daughter of CEO) 14:59 Arch Network 15:31 Wrench Attack Tracker 19:10 Hostage (American Tourist London) 22:08 Different custody setups 24:34 Hostage (Kentucky Crypto King) 30:58 Best practices - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Vortex joins us to talk about Bitcoin's unfinished evolution, the critical need for soft fork upgrades like CTV and check sig from stack, parallels between Roger Ver and Michael Saylor's influence, lessons from the block size war, and why technical development can't stop despite growing political resistance within the Bitcoin community. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Bitcoin at $110,000 feels eerily casual in 2025 • CTV has $500k+ bug bounty with no exploits found • Only 3-5% of global population has used Bitcoin • Next cycle could see $2M+ Bitcoin price target • ETFs defined this cycle; governments next • Lightning needs upgrades for high-fee environments Timestamps: 00:00 Start 01:20 The RETURN of Vortex 03:47 Blocksize War vs Now 08:41 Roger Ver & Micheal Saylor 14:56 Why not big blocks? 19:38 UASF (user activated soft fork) 20:47 CTV + CSFS 24:49 Current state of Bitcoin 31:50 Protecting your psyche - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlie and Colin record live from Bitcoin 2025 in Las Vegas to discuss VP JD Vance's nuanced Bitcoin takes, the conference's corporate transformation, Lightning Network's 9.7% APR yields, Peter Schiff's surprising Bitcoin NFT sales, conference security issues, and whether Bitcoin has lost its cypherpunk roots to Wall Street suits. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Bitcoin market cap: $2 trillion, $100k+ price • Lightning routing earned 9.7% APR yields • Conference had 30k attendees, 4k BTC payments • Peter Schiff sold NFTs for 0.01-0.02 BTC each • Vegas conference returning next year • Multiple stages: 6-7 different tracks Timestamps: 00:00 Start 02:03 Peter Schiff <3 Bitcoin 04:19 Vibe check 10:36 Sh!#coins galore! 14:30 JD Vance 20:45 Not much gambling 22:24 9.7% APY Lightning Routing Node 27:31 Square enables Bitcoin payments 29:37 New scammer crowd 30:55 Bitcoin skull 33:29 Sh!#coin swag room service? - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

PortlandHODL explains Bitcoin's most dangerous vulnerability: poison blocks. These malicious blocks can freeze nodes for 11+ hours on Raspberry Pi devices and 25 minutes on enterprise hardware, creating profitable attack opportunities for miners while exposing how relay policy acts as an accidental guardian of the network. Follow our guests: @PortlandHODL Notes: • Poison Blocks (denial of service) • Raspberry Pi validation: 11 hours for poison blocks • Enterprise hardware: 25 minutes validation time   • Attack gives 20% effective hash rate boost • Fix exists in Great Consensus Cleanup • Bitcoin fees currently under $1 Timestamps: 00:00 Start 00:53 Real threats to Bitcoin 04:55 How is block made? 11:46 Nodes & DOS blocks 20:03 Making DOS blocks 29:33 Arch Network 30:05 Miners & DOS blocks 36:46 Attack response time 40:47 Fixing the problem 43:25 Why not fixed yet? 54:12 Client diversity 1:01:11 Other good soft forks 1:05:12 Are you worried? 1:10:03 "Deep Thoughts" by Portland HODL - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlie and Colin reveal the shocking truth about Bitcoin Pizza Day that mainstream media got wrong. Laszlo didn't just spend 10,000 Bitcoin on pizza - he spent nearly 80,000 Bitcoin throughout 2010! We dive deep into how his GPU mining discovery revolutionized Bitcoin, why Satoshi sent him a concerned email, and how this "penance" may have actually saved Bitcoin's decentralization in its early days. **Notes:** • Laszlo spent ~80,000 Bitcoin total on pizza in 2010 • GPU mining was 10x more powerful than CPU mining • Bitcoin hash rate increased 130,000% by end of 2010 • Laszlo had 1-1.5% of entire Bitcoin supply 2009-2010 • His wallet peaked at 43,854 Bitcoin • Total wallet flows were 81,432 Bitcoin Timestamps: 00:00 Start 00:28 Lies, damn lies.. and pizza 02:21 What actually happened 05:46 It's actually WAY MORE than you think 11:15 Arch Network 11:47 Laslo "saved" Bitcoin 19:12 Pizza or penance? - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Storm Rund, President of the Oklahoma Bitcoin Association, joins us to discuss the state of Bitcoin Strategic Reserve bills across the US. Storm breaks down the complex legislative process, explains why many bills fail despite strong support, and compares treasurer vs. pension fund approaches. He introduces the opportunity cost tracker that shows how much money states have lost by rejecting Bitcoin. The conversation concludes with insights on vibe coding, AI productivity, and how these technologies will reshape business models. Follow our guests: @Storm_R0 Notes: - Over half of US states have proposed SBR bills - Oklahoma SBR bill passed 77-15 then died in committee - Pension funds typically 4x larger than state funds - 5% Bitcoin allocation = $500M opportunity cost - Montana SBR had $50M cap with specific fund source - AI changing labor market in big tech companies Timestamps: 00:00 Start 01:31 Current Bitcoin Reserve landscape 03:31 Bill process 07:05 Oklahoma example 11:53 Funding these state SBRs 12:43 Bill design matters 17:55 Bill funding 19:54 Treasury vs Pension funds 27:03 Crafting better bills 33:53 Opportunity cost tool 43:50 Vibe coding 49:07 AI changing business - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, Janusz joins us to dive into the recent Coinbase customer data breach where overseas support agents were bribed to steal user information. We explore the fundamental vulnerabilities in KYC systems, the rising trend of physical attacks targeting crypto holders, and sophisticated phishing operations. Yanis offers practical alternatives to centralized exchanges and discusses how to maintain privacy while navigating regulatory requirements in the crypto space. Notes: - Coinbase hackers demanded $20M in Bitcoin ransom - Less than 1% of Coinbase customers affected - Physical crypto attacks increasing since 2022 - Support agents bribed to copy customer data - P2P alternatives avoid additional KYC exposure - Constitutional rights may extend to anonymous payments Timestamps: 00:00 Start 01:15 Easy targets 03:09 Coinbase breach timeline 04:15 Coinbase CEO Brian Armstrong Video 06:58 The pitfalls of KYC 15:29 Junseth scam call 17:29 Arch Network 18:31 Know the risks 22:31 Protecting yourself - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Seth for Privacy, VP at Cake Wallet, joins us to discuss the ongoing Samurai Wallet legal case and its implications for Bitcoin privacy. Seth explains how the DOJ's prosecution of Samurai developers threatens the entire crypto privacy landscape, despite FinCEN's admission that self-custodial wallets shouldn't be regulated as money services. He breaks down Bitcoin's current privacy limitations, highlighting promising technologies like Silent Payments and Payjoin V2, while candidly addressing why Monero offers superior privacy by design. Are we re-living through the same cryptography battle we fought in the 90s? Follow our guests: @Sethforprivacy Notes: - Samurai indicted April 24, 2024, despite self-custody - 98% conviction rate in Southern District of NY - DOJ hid key FinCEN evidence from defense - Silent Payments gives one reusable static address - Payjoin V2 coming to Cake Wallet this week - Bitcoin privacy tools fighting transparent design Timestamps 00:00 Start 01:04 Samurai wallet legal case 06:30 Jurisdiction & charges 11:59 How significant is this case? 16:28 Arch Network 17:00 Current privacy on BTC 19:47 Silent payments 21:54 Payjoin V2 24:43 Privacy tech limits of BTC 27:42 Privacy soft forks 32:51 Future of oh-chain privacy 37:31 OP_RETURN debate - 👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices