John Bulich

Co-founder & Director @powerledger_io

[POWR @POWR_X]

Energy is the leverage point of the 21st century.

It's the backbone of AI. The bottleneck of compute. The ceiling on every data centre ever built. @nvidia's Jensen Huang now calls tokens per watt the most important metric for revenue growth.

Megawatts are the new moat.

[POWR @POWR_X]

We spent a century centralising energy.
The next decade will be about localising it.

[Dr Jemma Green @msjemmagreen]

There is a quiet asymmetry at the heart of AI's energy bargain. The households absorbing the cost and the beneficiaries of the productivity dividend are not the same people.

They are separated by a decade, an income bracket, and a geography nobody mapped. That asymmetry is being constructed in real time, without anyone explicitly choosing it.

Unpacking AI's disinflationary promise that runs on inflationary energy in my latest @Forbes article.

https://t.co/bSYcHIiiVM

[Dr Jemma Green @msjemmagreen]

300 GW of projects proposed to @pjminterconnect in 2022. 23 GW actually connected.

While AI demand doubles every 18 months, grid interconnection takes 7 years.

The math isn't mathing.

https://t.co/hi9PFXK94k

[POWR @POWR_X]

The Patience Play: Why DePIN Takes Longer (And Why It's Worth It).

Today at @thecryptovalley conference #CVC26, our head of operations, @jakobonchain will b joining @KoschigRobert, Daniel Ammann, Dennis Flad, making the case for why that gap is an opportunity, not a problem.

If you are at #CVC26, don't miss out.
28th May, 15:40 CET, at Zug.

More details here. https://t.co/RovdRbDN1a

[Powerledger @Powerledger_io]

@Vivek4real_ and energy will be the deciding factor.

[POWR @POWR_X]

Our team will be at @thecryptovalley Conference this week. DePIN. RWA. Energy infra.

If any of those are your thing, let's connect.

[Powerledger @Powerledger_io]

The @ENERGY just issued an emergency order to cut power to data centers.

What it reveals about the grid is bigger than the headline.🧵

[POWR @POWR_X]

...

[POWR @POWR_X]

Every "compute problem" eventually becomes an energy problem.

[Powerledger @Powerledger_io]

Happy 10th birthday, @Powerledger_io.

[Dr Jemma Green @msjemmagreen]

The new Unblock'd episode is live.
@inside_r3's CEO @gendal on why TradFi has to come to on-chain investors, not the other way around.

We covered idle stablecoins, why @solana is winning RWA, the compliance-first bet, and why curation beats choice in distribution.

Watch the full episode here.
https://t.co/SfBHSxB0ln

[POWR @POWR_X]

Everyone in the RWA space is solving tokenisation.
Almost nobody is paying attention to the distribution.

Hint: You've heard of @Cordablockchain.

Who's next on Unblock'd? Drop your guess.

[POWR @POWR_X]

PJM's emergency 15 GW auction was supposed to be a turning point for VPPs. They weren't even in the first draft. A coalition had to fight to get them included. Now they're in, technically.

But the design traps could still block them in practice.
Which one kills VPP participation first?

[POWR @POWR_X]

. @Breakthrough just put $105M into quantum computing to help solve the load growth problem.
Because AI's energy intensity is becoming unsustainable.

Better compute = less energy burned per inference.

But it's half the equation. Efficiency at the compute layer doesn't fix the grid's structural problem.

A one-way architecture trying to handle two-way energy flow. Quantum helps AI use less. Local energy markets make the grid smart enough to use what's already there.

Less waste.
Less congestion.
Less infrastructure you don't need to build.

@Powerledger_io has been building that layer since 2016.

[POWR @POWR_X]

Energy is not an input. It is the precondition.

[POWR @POWR_X]

What does energy dominance mean to you?

Tell us in the comments. Memes only.

[POWR @POWR_X]

In 2022 Terra Luna collapsed, and billions left crypto overnight. @0xdirichlet asked: if this technology has a point, what is it?

He found Bitcoin in middle school. Traded it for gift cards. Then built @sphere_labs on @solana, stablecoin infra moving billions across borders, invisible to the end users.

Our co-founder @msjemmagreen unpacks all of it. New Unblock'd episode is out now.

Watch now. 👇
https://t.co/1fm2Abk96t

[POWR @POWR_X]

The pizza guy sold Bitcoin for food.
Our next guest sold his for video games in middle school. And he now moves billions across borders with stablecoins.

Guess the guest on Unblock'd with @msjemmagreen. New episode dropping soon.

[Powerledger @Powerledger_io]

https://t.co/kOsAWLWRGe