The path to energy abundance.
Ideas to take with you.
- 01
The binding constraint on energy is coordination — moving it to the right place at the right time for the right humans — not how much the planet receives.
- 02
Bitcoin mining is location-flexible, sub-second-dispatchable, and indifferent to local demand, which lets it monetize energy in place instead of transmitting it through space and time.
- 03
A monetary system anchored to oil cannot be expected to incentivize the build-out of energy sources that would replace oil, regardless of which technologies exist.
- 04
Mining acts as a buyer of last resort for stranded or off-peak energy and a first buyer to leave when humans need the grid, which flattens load profiles without central planning.
- 05
Heat is a useful byproduct of mining, so the same hardware that earns capital can also warm homes, greenhouses, and district systems — turning a single energy input into two outputs.
