POWR

POWR

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POWR ⚡ More than a token, it’s the foundation of decentralised and sustainable energy systems. Now on Solana & Ethereum. Used across @Powerledger_io ecosystem.

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Behind-the-meter generation is step one. Next comes storage, optimization, and grid participation. Load → Asset. twitter.com/POWR_X/status/2038...

Spain built one of the cheapest solar markets in Europe. Then the grid said NO. 693 hours of negative prices in 2025. Curtailment tripled after the blackout. Gas paid to stabilise what solar broke. Grid services went from 14% to 57% of the household energy bill. The problem was never generation. Spain doubled solar and wind since 2019. But generation outran the three things that must come with it. - Storage - Grid infrastructure - Markets. Coordination is everything. Move it. Store it. Price it. Miss one → system breaks. Abundant clean power doesn’t matter if it shows up at the wrong time. Renewable without market design = Expensive gas with extra steps.

PJM could face up to 60GW shortfall this decade. there isn’t ENOUGH generation to meet peak demand + required reserves by 2027. which means reliability buffers are already thinning. the next 60GW should prioritise:

"The biggest issue we’re having today isn’t supply of chips or compute, it is POWER. The ability to get things done fast enough close to power. And if you can’t do that, you may end up with a bunch of chips sitting in the inventory that you can’t plug in. That is my problem," says @satyanadella. chips defined the last few years power will define the next decade. power is the new leverage. do you agree?

$MSFT's Satya is saying that compute is not the bottleneck, but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut?). He is also saying he doesn't want to over buy one generation of $NVDA GPUs.

control power → control growth → control almost everything power has always been the foundation.

The Kobeissi Letter

@KobeissiLetter

BREAKING: Tomorrow, in an unprecedented move, President Trump is expected to announce an "emergency power auction" that would force technology giants to pay for new power plants. The initiative is expected to construct $15 BILLION worth of new power plants. PJM, the nation's

2025 taught us > Volatility is the new normal: spot markets rugged buyers; fixed PPAs won. > Phantom capacity is real: unfunded projects clogged interconnection queues. > Batteries moved from nice-to-have → core infrastructure. > TOU became survival: charge EV at 6 PM, cry later; behavior is sticking. > 2025 power outages destroyed public trust; regulators now reward firm 24/7 power. 2026 is the year of 'Commodity Abundance' vs. 'Electron Scarcity'. > Big Tech builds on-site generation: SMRs, geothermal, batteries. > Grid modernisation is no longer optional. > Utilities aggregate distributed batteries into core grid assets. > Consumers will likely see relief due to the oil surplus, but residential electricity bills are climbing due to high CAPEX needed for AI and renewables.

energy defines everything. civilisations scale with watts. energy sets the ceiling for progress. we are Type 0 until energy is solved. energy is the master resource. @elonmusk is right. solve energy, solve everything.

"The future currency will essentially just be wattage." 一 Elon Musk

On the Unblock'd podcast with @msjemmagreen, @kukulabanze said, "Guardrails aren’t optional for DeFi AI agents. Without them, they could rug more capital than the crypto world has ever seen." Check out the full conversation on Spotify. open.spotify.com/episode/4WEHO...…

"Energy is a national security issue.” @chamath is right. Even if generation gets cheaper, transmission and distribution remain expensive, fragile, and centralised. The smartest move is local generation + coordination. The future utility isn’t a single company. It’s millions

Chamath Palihapitiya

My take on the energy discussion with China and the U.S grid problem:

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