Charlie and Will break down the crash of Michael Saylor’s STRC, IREN's massive 800MW deal in Australia, a critical Zcash soundness bug, Google’s massive $80B equity raise for AI, and why Joe Wiesenthal calls this the coldest crypto winter ever.
Janusz, former engineer at Electric Coin Company, joins us to talk about a potential Zcash soundness bug and the trade-offs of privacy versus auditability. Plus, Charlie and Will dive into Michael Saylor's STRC asset crash, IREN’s massive 800MW data center agreement in Australia, Google's unprecedented $80B equity upsize for AI infrastructure, and why the Texas grid is moving away from the 4CP mechanism.
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Notes:
* Saylor's STRC credit dropped 5% to $94.
* IREN’s total power pipeline exceeds 5GW.
* Zcash Orchard pool holds 4.5M locked tokens.
Timestamps:
00:00 Start
02:07 STRC down bad
05:03 IREN back to the AUS
13:37 Zcash bug with Janusz
28:20 Google upsizes deal
31:50 Jeff Park tweet
41:15 Joe Weisenthal thread
46:56 ERCOT & 4CP
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