Cy Gorman 🔊 www.nurobodi.com

@msjemmagreen @Powerledger_io Power ledger is so undervalued it blows my mind…

Energy is often framed as a growth story. The reality is subtler: it is a constraint story. Renewables, in particular, are framed this way because headlines focus on record capacity additions, corporate PPAs, and rapid deployment, giving the impression that energy can scale like software. Energy isn’t software. It doesn’t scale infinitely, instantly, or without friction. Every grid has hard limits on capacity, congestion, reliability, and systemic risk. Those limits exist for a reason: to prevent fragility. And too often, growth narratives assume linearity in a non-linear system. In energy, scale succeeds only when coordination improves faster than capacity. The systems that work do so not by bypassing regulators or utilities, but by improving visibility, granularity, and settlement at the edge. Millions of small, distributed assets can then behave as one coherent and reliable system under stress. Incentives must reward smarter coordination, not dominance. Resilient energy grids depend on getting this right.

A $3T climate funding gap sits behind legacy bottlenecks. @refihub is using @solana to tokenise energy assets, democratising access to clean-energy investing. Tomorrow on POWR Talks, @refihub's @mowgli_2077 will join @Powerledger_io's @StammlerJakob to unpack energy market bottlenecks and insights from tokenising energy assets on Solana. 🗓️ 20 Nov. 2025 | 5 PM CET 🎙️ Live on X spaces: x.com/i/spaces/1MYxN…

Doing some dips.

@elonmusk I dreamt that a sun was where compassionate reincarnating souls are reborn to continue to shed light and warmth in the dark expanse of space

Time to make the mind of a sentient sun

@POWR_X 👆🏽

POWR (and Power Ledger’s stack) is a strong utility play for the AI/power nexus. Commercial payoff needs enterprise integrations, regulatory acceptance + convincing large colo/AI operators to adopt blockchain-enabled settlement instead of conventional PPAs or utility contracts.

Macro inflection point: @Powerledger_io stack is explicitly built for tracking energy/energy attributes (they call out P2P trading, EAC/REC trading and trace on their site). SO useful to AI operators who want proof of consumption w traceable offsets for GPU farms. 🧵👇🏽

@vincentortegajr @bankrbot @AskPerplexity @AskPolymarket @TKralow @RayDalio @grok @Butler_Agent Lol

Ok verify that again because you were tripping say I didn’t have any money then all the sudden saw the $500 in there and then said I didn’t have money again and then now you do say I have it so make sure you got those orders placed right lol this is first time I seen you have all these issues

🚨 @RayDalio just dropped one of the most important macro warnings of this cycle. He always goes deep in his analysis and that’s why I respect him immensely for his work. Here is a short summary & what it means for #Bitcoin: THE OBVIOUS: The Fed is about to end QT and start QE again. But this time, it’s not “QE to save the economy”! It’s QE into a bubble — and that changes everything. When the Fed usually launches QE, it’s during crisis: Markets are falling, credit markets are frozen, liquidity is gone. QE then acts as rescue money — printing liquidity to rebuild confidence. But this time is different. The economy is still strong, stocks are at highs, credit spreads are tight, unemployment is low, inflation is above target, and AI stocks are in full mania. So what happens when the Fed starts printing money into that environment? It’s no longer “stimulus into a depression.” It’s stimulus into a mania. Liquidity will flood already overheated markets. That means: stocks melt up, gold rips, and #crypto… goes vertical ;) Because crypto is pure global liquidity beta — it reacts first and fastest. Expect the usual sequence: BTC → ETH → high caps → memes → chaos. Short-term (next 6–12 months): 1 - Massive liquidity wave 2 - Inflation hedge narrative returns 3 - “Money printer go brrr” becomes real again 4 - Speculative euphoria across AI, tech, and crypto NOT SO OBVIOUS: But long-term (late 2026–2027?): 🔴 Inflation reignites 🔴 Fed forced to tighten again 🔴 Bubble pops violently That’s exactly what Dalio means when he says “QE into a bubble.” It’s the final, euphoric stage of the Big Debt Cycle — the part that feels like prosperity but ends in reset. So yes — it’s extremely bullish for crypto and bitcoin in the short term. Probably the most bullish setup since 2020. But it’s not “forever money.” It’s the last big wave before the tide turns. So make sure you make all the money you can before things go south!!!

@RaoulGMI @Powerledger_io Raoul. Step function not yet priced in…

Just to add to this, South Korea is the fastest builder of nuclear power plants in the world at 4.7 years of construction. However there is around another 5 years of site selection, design, planning, permissioning and testing, taking the avg to around 10 years. SMRs will reduce this significantly but they are not yet ready

On Energy and AI: We are all aware of the urgent need for massive new energy infrastructure for data centres and other general needs. The grid is old and the supply is constrained. Investor capital is pouring into nuclear soluations, new gas plants and other opportunities and the bottleneck will be better solved in 5 years+ However, the need for the extra energy is URGENT and IMMEDIATE... The AI race is the most important technology race that will ever occur. It is not just about hyperscalers and their profits, but about the game of nations. There is only one energy solution that can hyperscale in 12 to 24 months and that is solar. China has shown this by adding more than the total amount of energy created by Solar elsewhere globally, in one year. The rise of solar in China is one of the great exponentials. China knows the game here. Everyone else has to play catch up. The Kardashev Scale is the correct way to think about this. The sun is 99.9% of the mass of the solar system and we are harnessing <1% of its energy that hits earth. 1 sq mile on the earths surface receives 2.5 gigawatts of solar energy. Yes, solar panel efficiency is low and usable daylight hours is restricted but the amount of solar panels required in relative terms of the surface size is small. Solar is not yet perfect as the supply of energy is intermittant (nights/bad weather etc) and efficiency is low (but rising as tech improves) but costs are collapsing exponentially, even taking into account panel replacements and no subsidies (it doesnt require them). Some of the issues are offset by batteries which currently solve for 4 hours of extra storage. Tesla's Megapacks are growing at 50% to 70% per year and other players are also scaling fast. Battery tech will only imporve from here too. Just the use of solar + batteries reduces demand on the exisiting grid by upto 65% (you only need to use the grid load for perdiods of time). This helps massively in this rapid scaling to avoid an overload of the grid. Solar + batteries also allows for localised, decentralised energy grids for specifc use - factories, datacenters, etc. The load on the grid will be reduced after 2 years or so when new localised gas plants are built to balance the loads. Gas plants are the cheapest, cleanest and fastest of the fossil fuel solutions but it takes longer to scale than solar and requires a lot of gas pipelines. Weirdly, solar seems to be politicised, but its going to become an economic imperative as nothing else can solve the needs of the massive data centers in the next 1 to 2 years, and no one can afford to be leftr behind in the race to AGI and beyond. AI is the most important technology humanity will ever develop as it replaces us as the apex intelligence on earth and is vastly more energy efficient than humans at compute/intellgence output. The core metric for the universe itself is: Intelligence per unit of energy For this to scale exponentially, AI will replace humans as the primary source of intelligence and the sun's energy is most of the energy on earth. Even oil is just biologically-stored sun energy with finite supply. In terms of investability, there are two opportunities that stand out as long-term plays: The Solar ETF TAN is down 84% from its high, has formed a perfect base on both the log chart and the regular chart. TSLA is the other obvious play as it dominates the large battery sector and batteries account for 10% of total revenues and are growing rapidly and will continue to do so. The Tesla chart is one of the best in the Exponential Age. Anyway, I know because solar is politicised that people will rush to fight in the comments but don't bother unless you can solve the urgent energy needs for AI in the next 1 to 2 years by any other method.... you can't. And yes, dear troll, we all understand that there are lithium, copper and other needs, and yes, there will be an investible bull market in those too (amongst other major commodities) as the business cycle and the Capex cycle heats up... and yes, there will be supply issues if you havent carefully planned/hedged. But you need to warm up to solar... its going to get hot. (Time horizon is now and for the next 5 years+).

Reposting this from Feb 2025… Can you hear me yet? AI infrastructure needs @Powerledger_io