Blake King (Galaxy Digital) on Mining, Transmission, and Curtailment (EP.362)

1

Introduction

00:00 • 2min

2

Climate and Energy Implications of Crypto Assets

01:31 • 2min

3

Is ERCOT a Deregulated Market?

03:28 • 3min

4

Is ERCOT the Most Wind of Any Major?

06:10 • 1min

5

Is ERCOT a Better Grid Resource? Part Two

07:28 • 5min

6

ERCOT Planners Understand the Dynamics, Right?

12:14 • 2min

7

The Chicken in the Egg Problem With Transmission in the US

13:53 • 5min

8

Is Cres a Success?

18:37 • 3min

9

Is It Difficult to Build Transmission?

21:18 • 2min

10

Is There a Need to Rethink the Grid Model?

23:30 • 2min

11

EV Charging

25:44 • 2min

12

Is Bitcoin the Electrification of Gold?

27:19 • 2min

13

Is ERCOT Taking the Threat Seriously?

29:07 • 2min

14

ERCOT - Is Your Request Invalid?

31:35 • 2min

15

What's the Point of a Full Interconnection Agreement?

33:31 • 2min

16

How Much of This Is Real?

35:34 • 5min

17

ERCOT - Is Brad Jones Still the Interim CEO or Is There a New CEO?

40:47 • 3min

18

Is ERCOT the Heartland of Bitcoin Mining?

43:32 • 3min

19

Are You Adding Load to the System?

46:55 • 2min

20

Is Bitcoin Part of the Problem?

48:54 • 3min

21

The Climate Hawks on Bitcoin Don't Buy.

51:51 • 2min

22

The Government Report on Demand Response Is Preposterous

53:24 • 6min

23

Bitcoin Mining - The Model of Economic Curtailment

59:05 • 2min

24

How to Get Paid by Your Hedge?

01:01:17 • 2min

25

Are You Getting Double Paid in a Grid Scarcity Event?

01:03:12 • 2min

26

Is the Price at 9000 a Scarcity Event?

01:05:08 • 2min

27

Bitcoin Miners Are Getting Paid in Credits, Not Cash?

01:06:55 • 2min

28

Is the Price Signal Important at This Time?

01:08:32 • 2min

29

Putting a Price Ceiling Leads to Stock Market Shortages

01:10:10 • 2min

30

Master and Commander by Horatio Hornblower

01:12:04 • 2min