Episode

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

Podcast: Blockspace
Published: Sep 21, 2026
Duration seconds: 3180
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Canonical source: https://newsletter.blockspacemedia.com/podcast/s/blockspace/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
Audio: https://podcasts.beehiiv.com/c08760ed-e3d3-4932-a673-547e90852451/019dbc32-d0bc-72d2-a970-951247013bb3/01a0c553-bf78-7be1-baac-b44a3d8cc9a0/01a0c553-c05a-7769-94dd-504d1c05e687.mp3
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Summary

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 ...