The Milk Road Show This DeFi Model Could Fix the Energy Crisis (And Power the Next Cycle) w/ Jason Badeaux
Jan 7, 2026
In a fascinating conversation, Jason Badeaux, Co-founder and CEO of Daylight, dives into the urgent need for innovative energy solutions. He reveals how electricity is the next bottleneck for AI, EVs, and manufacturing. Jason discusses Daylight's approach to deploying solar-plus-storage systems for homes to enhance grid capacity while arguing that traditional financing is too slow. He envisions a DeFi capital layer to revolutionize energy finance and predicts tokenized markets will shape the future, creating new opportunities for investors and homeowners alike.
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Distributed Energy Scales Faster Than Big Plants
- Distributed residential solar+storage can scale faster than centralized plants and alleviate grid bottlenecks.
- Jason Badeaux explains this approach reduces build time from years to months and adds reliability for homeowners.
Multiple Forces Create A Grid 'Storm'
- Rising demand (AI, EVs, reshoring) plus more variable renewables and aging infrastructure create a compounding energy crisis.
- Jason Badeaux calls this a 'storm' driving rising retail electricity prices and local pushback against big new loads.
Use Hardware-As-A-Service To Drive Adoption
- Offer homeowners solar+storage as hardware-as-a-service to lower costs and provide backup without upfront payment.
- Price the generated power below local utility rates to deliver immediate savings and reliability.