Blake King (Galaxy Digital) on Mining, Transmission, and Curtailment (EP.362)
On The Brink with Castle Island
The Climate Hawks on Bitcoin Don't Buy.
Bitcoin's disruptive nature on the grid is very bounded by this dollar per megawatt hour sort of ceiling that generally comes down or at least there's real constraints on how high it can go. But when you're talking about generation assets and grid infrastructure, most of this stuff is on a multi-decade depreciation schedule.
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