Co-founder & Director @powerledger_io
Zug, Switzerland
Joined April 2020
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John Bulich 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.
John Bulich 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…
John Bulich 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/…
John Bulich 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…
John Bulich 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.
John Bulich 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/…
John Bulich 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
John Bulich 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.
John Bulich retweeted
Compute is revenue only after the power turns on. Energy has been the real asset all along.
John Bulich retweeted
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…
John Bulich retweeted
Arbor Energy's CEO Brad Hartwig says by the time developers show a town a polished presentation, the decisions that matter are already made.
Data centers used to compete on power access alone.
Now they compete on whether a town says yes.
John Bulich retweeted
Solar owners overproduce constantly. That power goes exactly one place, back to the grid, at whatever price the utility sets. Not to the neighbour who actually needs it.
That's the gap we built for. Local energy markets must win.
John Bulich retweeted
More than 20 events since 2023.
100MW to 400MW+ of load, gone in seconds, every time voltage dipped. AI clusters are the same category of voltage-sensitive load, just bigger. The grid has never carried a load class that behaves like this at gigawatt size.
Grid stability in the AI era comes down to one question: how do gigawatt loads behave in the first few cycles of a fault?