Blake King (Galaxy Digital) on Mining, Transmission, and Curtailment (EP.362)
On The Brink with Castle Island
ERCOT Planners Understand the Dynamics, Right?
The ERCOT planners are sufficiently sophisticated around Bitcoin that they understand the these dynamics, the more new on-side. There isn't really a good structure yet. They've got this model of the system and they're now having to put in 17 gigawatts of Bitcoin loads. So like there's just so much noise in the model, right? Like, like when you're running a power flow and you've got 17 gig watts of load all over the place, like, you know, removing half of that can drastically change your results.
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