Hut 8 Stock Price Update, Morgan Stanley Sees 72 GW Deficit in 2029, AWS Block’s Meta’s Muse, New Era Up 30% on Vista Deal

Welcome back to The Blockspace Podcast! Stocks are ripping, so we open today with a stock price update on Hut 8, Galaxy Digital, IREN, and others. From there, we unpack Morgan Stanley’s latest AI stock report, where the bank forecasts a 34% deficit in available power through 2028 as GPU advancements outpace power supply in the US. Plus, Jay Patel of Lygos Finance joins us to discuss the Fed’s rate hike and what it means for BTC, and we cover Amazon Web Services blocking Meta’s Muse AI agent and why NewEra surged 30% today on news of its 207 MW Vista PPA.

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