Track, Trace, Trade every kilowatt hour of energy. Web: https://xitter.cf/t.co/pA7AmClHiq @POWR_X
Zug, Switzerland
Joined June 2016
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Energy communities, not new transmission lines, are becoming the real resilience layer for the grid. The part that stalls most P2P energy trading pilots is proving the model without committing to infrastructure most teams can't justify yet.
Our Transactive Lite is the fast path to that resilience layer.
powerledger.io/media/introdu…
On 14 Oct, Britain's grid paid £47.9m in a day to switch off wind and fire up gas.
LCP Delta says ~9 GW of wind and hydro was paid not to generate. A transmission problem, not a supply one.
Using power close to where it's made is cheaper than paying to switch it off.
via @guardian theguardian.com/business/202…
Powerledger retweeted
Liquidity was the problem in 2017.
A record day on a decentralized exchange was 100k. @AltiusLabs's co-founder @_annabellehuang says it is mostly fixed now that Wall Street is in. What is left is infrastructure: running a chain securely, which she says is a high bar for app builders who are not blockchain experts.
We also got into:
- Crypto's talent drain to AI labs
- Tokenized stocks vs options
- Why perp DEXs fail
- 24/7 trading
The full episode is out now.
youtu.be/B1v39H6LkTg
Powerledger retweeted
What this chart doesn’t show is how long it takes to connect new supply. In many markets the queue to connect solar and batteries to the grid is now longer than the time it takes to build them. The binding constraint on economic capacity is grid access.
The IEA's new ASEAN Energy Security Review is clear: electrification and demand-side flexibility are key to Southeast Asia's energy security.
Local energy trading turns rooftop solar, batteries and flexible loads into grid resilience. We've seen it work in Thailand and Malaysia. ⚡
iea.org/news/electrification…
Powerledger retweeted
"I think the future of crypto is not to know that crypto's on the back end at all," says @aya_kantor.
Aya raised her seed round the week FTX collapsed, a month after leaving FalconX. She co-founded @august_digital and @upshift_fi.
Unpacking tokenized assets, stablecoins, DeFi security and who should get access to yield.
Watch the full conversation.
youtu.be/i_Zc5LrEqmE?si=v-uk…
Powerledger retweeted
- 2025: OpenAI says it had nothing to do with the Robinhood tokens carrying its name.
- September 2026: AMC's CEO calls Robinhood's AMC stock tokens "vile" and says AMC had no involvement.
- The same week: Robinhood's CEO replies, "What's the concern?"
- 14 September: Robinhood says in-kind redemption and voting are coming for its stock tokens.
Tokenisation has a language problem. I unpack it all in my latest @Forbes piece.
forbes.com/sites/jemmagreen/…
Powerledger retweeted
Lisa Emme on why the wrapper layer is overextended, and what breaks first when the scaling bet doesn't pay off.
Watch the full conversation. youtu.be/ClrUIemcUQ0?si=H3Ii…
Powerledger retweeted
Most companies are strapping AI onto workflows that were designed for humans. Then they’re confused when the ROI doesn’t show up.
Lisa Emme and I talked about why we need to rethink AI workflows, whether the AI infrastructure buildout is a bubble, and why dependence on foreign frontier models is a strategic risk.
Watch the full conversation here. youtu.be/ClrUIemcUQ0
Powerledger retweeted
every AI roadmap has one dependency nobody's willing to put a date on: interconnection
How mathematically impossible is the energy math behind the data center rollout? Just Texas alone is facing 474GW of interconnection requests (ERCOT), of which 90% is data centers. Which is why gov Abbott froze rollout of new data centers in Texas.
For context, ERCOT all-time peak demand record is 91.1GW on July 22, 2026, with normal demand between 40 and 80GW.
Of course, that's peak. In a more realistic scenario, Morgan Stanley sees the entire US short about 80-100GW through 2030, or a deficit of about 100 nuclear power plants.
Powerledger retweeted
$195B chasing tech. $25B chasing the energy that actually powers it.
Backwards
BREAKING: Global technology equity funds have attracted +$195 billion in inflows over the last 12 months, the most of any major sector.
This is more than the next 9 sectors combined.
Inflows into tech funds have also doubled over the last 4 months.
By comparison, industrials and materials funds, ranked 2nd and 3rd, have seen +$55 billion and +$45 billion in inflows, respectively, over the last 12 months.
Energy funds have posted +$25 billion in inflows, while healthcare has attracted +$15 billion.
Technology funds are dominating global investor demand.
Powerledger retweeted
The market isn't pricing AI results. It's pricing AI narrative, and the narrative changes daily.
Spend too much, get punished. Don't disrupt fast enough, get punished. Actually turn a profit off the tech? Nobody's rewarding that yet, because almost nobody's done it.
95% of enterprise AI pilots show zero measurable P&L impact. Companies scrapped nearly half their AI proofs of concept before they ever reached production.
And yet capex from the biggest spenders is up ~77% year over year, funded increasingly off-balance-sheet through joint ventures and private credit.
Nobody in the industry agrees on what the end goal even is. Every major lab defines the target differently, if it defines one at all.
Unpacked the full picture in my latest @Forbes article.
forbes.com/sites/jemmagreen/…
Powerledger retweeted
One story from my conversation with @ScottSigel from @HeliumFndn is one of the clearest case of decentralisation at the community level.
After hurricanes hit the US East Coast, entire communities lost power and cell service at the same time. The Helium team partnered with a local veterans group, put Helium hotspots in the back of a truck and had 20,000 phones back online in the blackout zone within hours.
That's what decentralisation makes it possible. The people closest to a crisis had what they needed to solve it themselves.
Watch the full conversation with Scott on Unblock'd.
youtu.be/YVhiQ6GCvsM?si=7uMI…
@helium @HeliumFndn
Powerledger retweeted
AI → more data centers → more electricity demand → more volatility → energy becomes a market, not just a utility.
It means,
power becomes more local
flexibility becomes tradable
consumers become market participants
the grid becomes more decentralised
Civilization is basically becoming a giant energy market.
Powerledger retweeted
Compute is revenue only after the power turns on. Energy has been the real asset all along.
Powerledger retweeted
"fastest-growing power source" means nothing if the power gets curtailed before it reaches a meter.
brusselssignal.eu/2026/05/eu…
