Bitcoin is energy flowing through us (with Daniel Batten)
Ideas to take with you.
- 01
Bitcoin mining is the only energy consumer in the world that is simultaneously location-agnostic, time-of-day agnostic, and forced by its 80% power cost structure to hunt down the cheapest available electricity.
- 02
Grid operators face a structural incentive to publicly admit grid problems because admission invites help; monetary authorities face the opposite incentive because admission invites volatility and disintermediation.
- 03
The simultaneous rollout of variable renewable generation and AI data center demand creates an engineering problem grids were never designed for, with a deadline that batteries alone cannot meet.
- 04
Reaching early-majority adopters requires leading with the listener's existing problem, not the messenger's existing conviction — the product stays in the back pocket until trust is earned.
- 05
Habit failure happens on low-energy days, not low-intention days, so the highest-leverage practice is whichever one reliably raises baseline energy and protects every other commitment underneath it.
