Bitcoin Season 2 | Bitcoin Tech, Culture & Ordinals

We chat with Matt Mudano of Arch Network live at Ord Summit in Singapore! Matt helps Charlie get into the weeds of how Arch handles state transitions on Bitcoin, how FROST/ROAST works, and what the actual user unlock of Arch would look like. Follow our guest: @proofofmud @archntwk Special thanks to  @InscribAtlantis  &  @ordzaar  for hosting this great conference & allowing Blockspace to produce media at the event!

Charlie & Colin brought you the first coverage on Fractal Bitcoin, now we're going to bring you the FUD! Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech. Follow our hosts: @cbspears @AsILayHodling 👋Bitcoin Season 2 is proudly presented by 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! Chapters: 00:00 Intro and Correct Opening 00:27 Fall Vibes and Upcoming Travel 01:39 Bitcoin Season Two Writers' Room 02:35 Fractal Bitcoin Explained 06:00 Concerns with Fractal Bitcoin’s Growth 10:50 Fractal Bitcoin’s Cadence Mining System 14:15 Cloud Mining Surge and Hashrate Impact 22:20 Tokenomics and Sell Pressure Concerns 33:40 - Cloud Mining up 100% 46:40 - Mining is interesting again

Fractal Bitcoin, BitAxes, Ordinals the Mine BTC, Decentralizing Mining. Everywhere you look there is something happening in Ordinals around Bitcoin mining right now. Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech. Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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!

How do you invest in "Bitcoin Season 2"? We have Tyler Evans with UTXO Management talking about the new landscape of Bitcoin venture opportunities and the (sometimes) contrarian bet that a new crop of Bitcoin builders are the place to put your money. Follow our guests: @tylev Follow our host: @cbspears @asilayhodling 👋Bitcoin Season 2 is proudly presented by 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 bitcoin tech! Enjoy the show? Check out our website and newsletter: https://newsletter.blockspacemedia.com/ --- Chapters 00:00 - Introduction 03:00 - Early Days of UTXO Mgmt 06:50 - Ordinals & Bitcoin Season 2 15:00 - Western and Eastern Capital 18:10 - Incentive Alignment in Bitcoin Projects 19:00 - Growing Interest from Tier-One VCs in Bitcoin 21:20 - Bitcoin's Black Hole and Venture Capital 26:10 - Catalysts for Bitcoin Season Two 30:00 - Future of Bitcoin Layer Two and Soft Fork Discussion

This week we've got Luke Xie explaining how restaking works on SatLayer. Does Bitcoin provide unique security guarantees that other Proof of Stake systems need? How does the builder & investor culture differentiate from East to West? Follow our guests: @lukex Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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 bitcoin tech! Enjoy the show? Check out our website and newsletter: https://newsletter.blockspacemedia.com/ --- Chapters 00:00:33 Introduction to Bitcoin Season 2 00:00:58 Overview of This Episode 00:01:34 Intro 00:01:48 Luke’s Background and Bitcoin Journey 00:02:55 Discovering Bitcoin and the MIT Connection 00:03:38 The Evolution of Crypto Interests 00:08:15 Introduction to Bitcoin Restaking 00:09:19 What is Restaking? 00:13:05 Why Use Bitcoin for Restaking? 00:14:35 How SAT Layer Works 00:17:01 Bitcoin Validation Services (BVS) 00:19:15 Babylon Launch and Market Impact 00:20:22 Potential for Bitcoin Restaking Growth 00:24:48 East vs. West: Market Perspectives on Bitcoin 00:28:19 Geographical Differences in Crypto Adoption 00:31:57 Impact of Bitcoin ETFs on the Market 00:34:47 Challenges and Criticism of Restaking 00:37:22 Future of Bitcoin and Multi-Chain Ecosystem 00:41:23 SAT Layer’s Future Plans 00:42:25 Closing Remarks 00:43:38 Podcast Outro and Other Block Space Media Content

Web3 venture capital has neglected Bitcoin for the past half decade, but it looks like that might be changing! Also, Ordinals are catching small bid and Babylon Chain has a big mainnet launch. Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech. Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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! Chapters: 00:00 - Welcome to Bitcoin Season 2 01:55 - Market Metrics Overview 03:10 - News Highlights: Magic Eden Launches Token 04:30 - Babylon Chain Launches on Mainnet 05:35 - Bitcoin Fees, Alkimiya 06:15 - Venture Capital Flowing into Bitcoin 08:30 - Conclusion and Future Outlook

We chat with Lorenzo, CEO of Unisat & creator of "Fractal Bitcoin" -- a new type of merge-mined sidechain launching in September. Follow our guests: @lorenzonical Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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 bitcoin tech! Enjoy the show? Check out our website and newsletter! --- Chapters: 00:00 Intro 03:30 Background in the Gaming! 04:30 Recursive Bitcoin to Fractal Bitcoin 06:30 Fractal Bitcoin Basics 08:00 Mining Mechanics 11:00 Bridging Between Bitcoin and Fractal 14:00 Fractal Bitcoin Ecosystem 20:00 Insights from the Testnet 27:00 Comparing Fractal Bitcoin to Other Concepts 34:00 Lorenzo like nostr 40:00 Final Thoughts

Bitcoin metaprotocols, sidechains are heating up! Also Alkimiya trading competition Babylon Mainnet staking launch this week Metaprotocol & sidechain MADNESS (OPNET, SUBFROST, BRC20 on Fractal, TRAC) Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech. Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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!

David Tse, cofounder of Babylon, explains how the Babylon protocol leverages the asset of Bitcoin to improve Proof of Stake systems. Tse discusses the broader implications for Bitcoin holders, suggesting that Babylon Chain could introduce a new era where Bitcoin holders play a more active role in securing the network, potentially earning yield in a low-risk manner. Follow our guests: @dntse @babylonlabs_io Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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 bitcoin tech! Enjoy the show? Check out our website and newsletter! --- 0:00 - Intro 1:16 - Overview of Babylon Chain 1:35 - User Growth & Research Background 3:56 - Transition from Telecom to Blockchain 7:02 - Babylon Protocol and Bitcoin’s Role 10:25 - Time Stamping and Slashing Mechanisms 23:22 - Testnet Phases and Mainnet Launch Plans

MEV on Bitcoin looks much bigger (and different) than simple Ordinals sniping. Devin from Rebar Labs discusses how the landscape of Bitcoin MEV is shaping up and the products their company is building, particularly Rebar Shield. Follow our guests: @d_evvy @rebarlabs Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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 bitcoin tech! Enjoy the show? Check out our website and newsletter! ----- Chapters: 00:01:06 - Intro 00:03:15 - Dark Forest vs the Dark Swamp 00:04:26 - What does MEV look like on Bitcoin? 00:18:46 - Rebar Shield: Protecting Bitcoin Transactions 00:32:29 - Private Order Flow 00:35:13 - Landscape of miners & pools 00:39:27 - Pool Partnerships 00:41:11 - Future of MEV, Bitcoin programmability

"BitcoinFi" is taking over the timeline! What is OPNET/Fractal/Bitcoin Staking/ Arch/etc? Also Wrapped Bitcoin moving from ETH to TRON? We have Matt Luongo from Thesis joining us to wrap our heads around pegged BTC on other chains. Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech. Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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! 00:00 - Introduction to Bitcoin Season Two 00:34 - Current State of Bitcoin Metrics 01:18 - Market Activity Overview 02:49 - Emerging Bitcoin Fi Concepts 06:02 - Deep Dive into New Projects 14:07 - Discussion on Wrapped Bitcoin and DeFi 20:15 - Bitcoin on Other Chains 25:35 - Conclusion and Channel Updates

Udi Wertheimer sits down with Charlie to talk about how the Taproot Wizards got their start, where they are going, and why even try to jumpstart Bitcoin culture at all. Follow our guest: @udiWertheimer Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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 bitcoin tech! Enjoy the show? Check out our website and newsletter! --- Chapters: 00:00 Introduction 00:33 Inscribing Nashville and Bitcoin Season Two 01:38 Udi Wertheimer and Bitcoin Season Two 02:52 Transition from Online to Public Figure 05:04 Bitcoin Maximalism and Its Evolution 07:14 The Concept of Taproot Wizards 09:18 The Role of NFTs in the Bitcoin Ecosystem 13:03 The Importance of OP_CAT 14:48 Bitcoin Soft Fork Processes 16:14 The Role of Community in Bitcoin's Future 17:57 Bitcoin's Evolution and Institutional Adoption 19:48 The Impact of Cultural Shifts on Bitcoin 21:42 The Future of Bitcoin Upgrades

Parker Day & Casey Rodarmor chat backstage about the ideas & execution behind the FUN! Collection. How did Parker get into Bitcoin, who are the models, and why did it take several years to bring this collection to life? Follow our guests: @rodarmor @heyparkerday Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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 bitcoin tech! Enjoy the show? Check out our website and newsletter! Chapter Markers: 00:00 Introduction 00:43 Conference Partnership 01:02 Subscribe and Connect 01:38 Meet Casey and Parker Day 02:04 Parker's First Bitcoin Conference 02:26 From Analog Art to NFTs 03:53 Collaborating on Ordinals 05:55 Innovating with Metadata 07:00 Artistic Exploration and Identity 12:52 Subjects and Collaborators 15:00 Technical Innovations 19:53 Community and Impressions 22:50 Future Plans and Reflections

We sat down with Brian & Toby, cofounders of Ordinalsbot, a Bitcoin ordinals infrastructure business. Brian and Toby describe what they're working on -- from artist partnerships to launching an Ordinals & Runes marketplace. Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech! Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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: ---- Chapters: 00:00 Introduction and Partnership Announcement 01:39 Meet the Ordinals Bot Team 02:28 Origins, Vision, and API-First Approach 05:10 Innovations and Full Megas on Bitcoin 08:27 Engineering Challenges and Team Growth 10:04 Community Engagement and Industry Collaboration 14:23 Future Plans and Special Projects 17:09 Ordinals London and Conclusion

We're back from Bitcoin 2024 and Ordinals are officially MAINSTREAM! Also, Runes are still very dead and a new type of Bitcoin transaction! Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech! Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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! -- Chapters: 00:31 - Introduction and Overview 01:05 - Debrief from Nashville and Recovery 01:44 - New YouTube Channel and Giveaway 02:24 - Highlights from Nashville Conferences 05:04 - Trump's Speech and Bitcoin Mining 10:09 - Ordinals Market Analysis 21:02 - Version Three Transactions and Technical Discussion 26:27 - Wrap-Up and Calls to Action

Lots of Ordinals enjoyers have been REKT by leverage, what's the damage? Also, the bear market hasn't slowed down Ordinals builders! Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech! --- 00:00: Introduction by Charlie Spears from Black Space Media. 00:35: Overview of Bitcoin Season Two, livestream schedule, and Black Space Media content. 01:23: Discussion on Bitcoin fee rates, transaction backlog, and potential market trends. 02:17: Analysis of the runes market and various assets' performance. 03:25: Examination of ordinal assets and collections' market status. 04:47: Observations on market trends, including potential recovery signals. 06:17: Insights on ordinal leverage and loan defaults in the Bitcoin ecosystem. 08:51: Upcoming events, including Inscribing Nashville and the Bitcoin 2024 conference, and conclusion. Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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!

Bitcoin miners are capitulating.... or are they? Also, a new fee dynamic emerges that sets a new baseline for fees on Bitcoin! Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech! Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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! -- 00:00:33 - Welcome back to Bitcoin Season Two 00:01:03 - Bitcoin prices drop to $55,800 00:01:35 - Germany selling Bitcoin 00:01:54 - Bitcoin ownership and market impact 00:02:18 - Bitcoin mining and hash price index 00:03:38 - Bitcoin mining profitability challenges 00:04:31 - Bitcoin adoption and mining cycle 00:05:17 - Bitcoin mining difficulties and hash rate trends 00:06:09 - Bitcoin miners facing economic challenges 00:06:57 - Uncommon Goods rune analysis 00:07:20 - Runes market cap and trends 00:08:08 - Ordinals activity and secondary market trends 00:09:01 - Uncommon Goods minting dynamics 00:10:16 - On-chain fee rates and Uncommon Goods minting 00:11:22 - Tools for minting Uncommon Goods 00:12:22 - The impact of Uncommon Goods on Bitcoin fee rates 00:14:11 - Technical overview of a complex Bitcoin transaction 00:17:06 - Conclusion and shout-out to Boston on Stacker News 00:18:25 - Outro and upcoming events

Where are the current Bitcoin L2 projects in their respective roadmaps? Charlie also reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech! Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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!

Alkimiya founder, Leo Zhang, discusses the past, present, and future of Bitcoin's fee market. Leo describes how Bitcoin's blockspace is undergoing commoditization, how it mirrors/differs from other commodities markets. Follow our guest on Twitter: @Leozayaat @alkimiya_io Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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. --- 00:00 - Intro 02:29 - The Vision of Alkimiya 07:06 - Future of Block Space Commoditization 10:10 - Comparison with Traditional Commodities Markets 13:19 - Impact of Ordinals and Mempool Sniping 15:03 - Physical vs. Synthetic Block Space 19:19 - Proposer-Builder Separation (PBS) 24:09 - The Future of Bitcoin's Fee Market 33:22 - State of Alkimiya and Future Plans

Charlie Spears reviews news & metrics for all things Bitcoin, Ordinals, Runes, and Bitcoin Tech. → Ordinals, Runes, & Bitcoin all massively drawn down → Are "Programmable Runes" real? → MtGox payouts incoming Follow our host: @cbspears 👋Bitcoin Season 2 is proudly presented by 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! --- 00:01:43 - Welcome and Introduction 00:01:49 - Bitcoin and Crypto Market Status 00:02:27 - Bitcoin Price and Market Sentiment 00:03:06 - Bitcoin Fees and Transaction Activity 00:04:24 - Marketplace Volume and Magic Eden's Dominance 00:08:44 - Runes Market Cap and Activity Decline 00:18:53 - Mt. Gox Repayment Announcement and Sell Pressure