John Bulich

Electricity built civilisation. For too long, people had no say in where it came from, what it cost, or who profited from it. That's the thing @msjemmagreen and @john_bulich set out to change with @Powerledger_io. People to generate, trade, and take charge of their own energy. And that vision needs rails fast enough to match the grid, cheap enough for every kilowatt-hour to matter. @solana is those rails. Home. ⚡🫶

DePIN is moving from whitepaper to physical infrastructure. That transition is messier than most people talk about. Tomorrow at @EthereumZurich event, our Head of Blockchain Operations @jakobonchain joins the "The Scale Play: When DePIN Goes Industrial" panel alongside Raphael Knechtli (Lead Research at @dcap_eth), @Tech_Metrics (Former Data and Analytics at @MessariCrypto), and Daniel Ammann (President at @onocoyRTK), diving into the real friction between Web3 development speed and the reliability demands of industrial-scale deployment. This is the conversation that matters right now. Not whether DePIN works in theory, but what it actually takes to run decentralised infrastructure at scale. Coordination overhead, system reliability, enterprise integration, and real-world economics. If you are in Zurich tomorrow, don't miss out on this one. 10th April 2026 at 16.10 PM More details here. ethereumzuri.ch

"When that gas shows up, it's going to be three times more expensive than it's ever been. Clean energy should be a 'critical bridge' until gas power plants get built," said @nexteraenergy's CEO, John Ketchum. Meanwhile solar is being curtailed at 35-65% in some markets because the grid can't absorb it. We're wasting cheap electrons waiting for expensive ones. Peer-to-peer energy trading solves this. Explore Transactive Lite, the fastest way to deploy P2P energy trading. powerledger.io/media/introduc…

You can't Moore's Law your way out of a power shortage. The constraint is physical. The only way through is smarter infrastructure. Grids that flex, route, and enable energy trading in real time instead of waiting for new transmission lines.

Energy isn’t expensive. Bad systems are.

Centralised energy markets: > build massive infra > spend billions > wait 10 years > still can't handle rooftop solar going both ways Decentralised energy markets: > trade energy peer-to-peer > use existing infrastructure > software not concrete > works today > already deployed > allows dynamic pricing > better cost benefit than sending energy back to the grid This shouldn't be a hard choice.

70% of US transmission lines are 25+ years old. Turns out the hard part isn't making electricity. It's moving it. This is why DePIN energy will win.

What’s the most critical for AI dominance in 2026?

Three assumptions the global energy system was built on: → trade routes stay open → allied producers stay stable → price shocks are temporary All three are wrong right now. DePIN energy thesis is undeniable. Distributed energy markets will win.

Energy isn't transitioning. It's expanding. Calling it a "transition" is the most expensive framing mistake in the industry rn.

The episode is live. On Unblock'd, I chatted with @nicolapepino, who grew up in Argentina watching inflation quietly erase what people worked their whole lives to build. That shaped everything about why he builds. Today he runs @OlaGuildGames, a gaming guild with a million followers across Latin America, sending 70% of revenue back to the community in weekly cross-border payments that cost cents to deliver. But the thing he said that stayed with me: play-to-earn as a glimpse of what universal basic income could actually look like. Distributed. Accessible. Verified onchain. Watch the full conversation on YouTube. youtu.be/1yW4wopBXc0?si…

A Hormuz disruption is a stress test of energy architecture. What wins over a 5–10 year horizon?

CT is dead. DeFi is dead. NFTs are dead. Go tell that to someone who grew up in LATAM. Where inflation runs wild. Where the currency is devalued. Where the working class watches their savings evaporate. Year after year, generation after generation. No savings account fixes this. No bank helps you escape it. Then crypto arrives. Suddenly you can hold a currency no government can devalue. Send money anywhere for cents. Get paid in dollars without a US bank account. Own something real, verified onchain nobody controls. That's the most powerful financial equaliser ever built. The story of how an economist from Latin America is using gaming to enable access to the global economy. A new episode of Unblock'd is dropping soon

The reason electricity bill keeps going up even as solar gets cheaper is ___________. Drop your takes👇

Cuba’s power grid has collapsed 3 times this month. What’s the real root cause?

There's a pattern in what's moving right now. Crude oil up nearly 70% in days. Aluminium near record highs. The physical commodities that cannot be downloaded, replicated, or replaced by a language model are repricing sharply upward. Gold has been quiet. The assets that store perceived value are behaving differently to the assets that produce it. That distinction matters more than most people realise. Models can write, reason, analyse, and decide at scale, almost instantly, nearly for free. But that surfaces something that was always true and easy to ignore: the physical systems beneath the digital economy are irreplaceable. Energy is the clearest example. Big Tech committed $630 billion to AI infrastructure this year. Data centre projects are being cancelled, not for lack of capital, but for lack of power. The constraint is in the grid. Heavy assets with low obsolescence don't compress when intelligence becomes abundant. They become more valuable precisely because they cannot be abstracted away. @OpenAI's @sama recently said AI will eventually be sold like a utility, similar to electricity. When the leading AI lab is already thinking in energy terms, that tells you where the real value in this economy actually sits. Where do you think the AI economy hits its hardest physical limits first?

Spain built one of the cheapest solar markets in Europe. Then the grid said NO. 693 hours of negative prices in 2025. Curtailment tripled after the blackout. Gas paid to stabilise what solar broke. Grid services went from 14% to 57% of the household energy bill. The problem was never generation. Spain doubled solar and wind since 2019. But generation outran the three things that must come with it. - Storage - Grid infrastructure - Markets. Coordination is everything. Move it. Store it. Price it. Miss one → system breaks. Abundant clean power doesn’t matter if it shows up at the wrong time. Renewable without market design = Expensive gas with extra steps.

Happy Birthday @solana 🎂☕️🍻

P2P energy trading has an infrastructure gap. Not a technology gap. An infrastructure gap. Let's unpack what that means and why it matters. 🧵

@POWR_X More compute → more data centers More data centers → more power demand More power demand → massive infrastructure investment The AI boom is really an energy story.