Aug 10, 2026 · 1 hr 12 min · 10 segments
Welcome back to The Blockspace Podcast! For today’s earnings update, we tackle Keel Infrastructure’s Q2 earnings and Bitdeer’s Q2 earnings, and we welcome Lygos Finance CEO Jay Patel for an update on…
Colin HarperHostJay PatelGuestCharlie SpearsHost
Welcome back to Block Space Live, presented by CleanSpark for round two of earnings week.

And we are hitting the ground running with Keel's earnings, which dropped this morning, which we will head off the show with.

We will also touch on Bitdeer's earnings later on in the show after an interview with Lagos Finance CEO, Jay Patel.

To cap off the show, we'll be looking at FactSet's most recent earnings insights.

Over 80% of S&P 500 companies have reported their Q2 earnings, and Charlie, it has been an insane quarter for earnings.

But even if you strip it out, it was still a stupendous quarter when we compare historical averages.

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Before we go to the first story, Colin, we gotta get into the earnings update.
It is earnings week two because we cover earnings and publicly traded data center companies on this show.
Tomorrow, and for the rest of the week, we have a executive interview from, uh, a number of these companies every single day.
Tomorrow we've got John Belizaire of Soli- uh, Soluna, then the CoreWeave watch party.
On Wednesday, we have Sam, uh, uh, Tabar of, uh, White Fiber and Brandon McBee of CoreWeave, as well as watch parties for Nevius and White Fiber.
Thursday, we have Ben Gagnon, Captain Keel himself, and we're watch partying the Soluna earnings, and then Mike Pitchie, uh, CFO of Soluna, on Friday.

And if you're listening to this and you have questions about the earnings or the discovery and forward guidance given during the analyst call, let us know.

Throw us a comment, and if it's a good question, we will field it to Ben Gagnon when he's on this week.

I believe we have Ben for 30 minutes, so it's going to be a pretty in-depth interview.

But we're going to be getting into the nitty-gritty of everything that went down in Q2, and there's a lot to talk about, Charlie.
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