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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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.
Tariffs Determine How Systems Save Money
- System operation depends on local tariff regimes like net metering, so optimization varies by market.
- Jason Badeaux describes exporting, credits, or battery timing as key levers to maximize homeowner savings.
Financing, Not Tech, Blocks Scale
- Capital availability, not product design, is the main scaling constraint for distributed residential energy.
- Daylight plans to build DeFi-based capital markets to unlock financing at scale for these assets.