Writing on tokenization, energy markets and what it takes to bring physical infrastructure onchain.
Everything that scaled onchain was already liquid before it was tokenized. Physical infrastructure has to build its price, its legal wrapper and its buyers from scratch, and most of that work is legal rather than technical.
Read →Battery storage revenue streams compete for the same megawatts at the same moment, so adding them together gives an upper bound rather than a forecast. The dispatch priority order and the optimiser's objective decide what an asset really earns, and both can be disclosed.
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