Powerledger

21/05/2026

Powerledger turns 10 today.

05/05/2026

"Money flows like fluid dynamics. If you give it the opportunity, it will choose the path of least resistance, lowest cost, and fastest clearance."

Eco's founder Ryne Saxe figured this out in 2018.
Physicist, lawyer, accidentally ended up in crypto because it was the first thing that combined everything he ever cared about.
Math, cryptography, economics, open networks.

Check out the full episode of Unblock'd Podcast with Dr Jemma Green.

https://youtu.be/daiTVO_x7YE?si=Ev4YD3mtNrAPxAVC&t=1

01/04/2026

Between 2005 and 2019, U.S. electricity demand grew at 0.1% per year. Utilities planned around it. Regulators priced it. The whole system optimised for predictability.

That assumption is no longer valid.

ERCOT is now forecast to grow at 10% annually through 2027. Potentially 15% if data center demand runs hot.

For context: Large load interconnection requests in Texas jumped 270% in 2025 alone. The projection shows a 79% wholesale price spike at ERCOT if demand runs ahead of forecast by 2027.

This is what we get when the infrastructure layer doesn't keep pace with the demand layer.

The answer lies in the flexibility stack.
> Batteries
> Peer-to-Peer trading
> Demand response.

Energy will be the most defining infrastructure opportunity of this decade.

31/03/2026

What does financial inclusion actually look like when it works?

On the latest episode of Unblock'd, Dr. Jemm Green chatted with Nico del Pino 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 Ola Guild Games, a gaming company 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.

We explored play-to-earn as a glimpse of what a universal basic income could actually look like. Distributed. Accessible. Verified onchain.

Watch the full conversation on YouTube.
https://youtu.be/1yW4wopBXc0?si=3_TgoqTQ2CNVvykA&t=1

31/03/2026

Introducing Transactive Lite.⚡

A new product that lets utilities, energy communities, and project developers deploy P2P energy trading without the infrastructure overhead and complexity.

P2P energy trading works. We've proven it across global deployments.

But the standard deployment model has a fundamental problem: it requires heavy infrastructure before you've proven any value.

Real-time smart meter feeds. Participant apps. Billing integrations. Dedicated ops teams and a lot more behind the scenes.

Transactive Lite breaks that cycle. Same proven P2P trading logic that powers our platform.

- Batch-based.
- Works with your existing meter data.
- Deploys in days, not months.

Built for speed, clarity, and practicality.

To know more, read the full announcement.

Transform energy markets with a faster peer to peer energy trading solution that is clear, practical, and easy to implement.

11/03/2026

The grid was designed for obedience. Power flows down. Consumers consume. That was the deal. And that deal is breaking.

Energy flow is becoming bidirectional. Most grids weren’t designed for this:
> EV fleets charging at night.
> AI data centers pulling megawatts and gigawatts.
> Rooftop solar pushing power back into the grid.

But here's the problem nobody in the industry says out loud:
You need infrastructure to prove agile markets work at scale. You need markets working at scale to justify building the infrastructure.

That circular dependency is what we call the infrastructure trap. And we’re about to change that.

12 March 2026. Stay tuned.

26/02/2026

For more than a decade, software was the cleanest trade in technology. Growth scaled with users. Margins expanded with size. Value accrued to whoever owned the interface.

That story is changing.

In our Co-founder Dr. Jemma Green's latest Forbes article, she explores a shift investors can no longer ignore: AI is no longer just a productivity layer for software. It is becoming a direct substitute for it.

The average large company now uses fewer SaaS tools than it did just a few years ago. Budget growth has slowed. Procurement conversations increasingly start with a different question: Does AI already do this well enough?

When intelligence becomes abundant and near-zero marginal cost:
• Feature moats erode.
• Switching costs fall.
• Interfaces matter less than outcomes.
• And pricing power starts to compress.

Revenue growth alone is no longer enough. The question is durability. Defensibility. Scarcity.

And capital always follows scarcity.

Marc from Andreessen Horowitz recently described this as a return to “hard problems”, not because they are glamorous, but because they are unavoidable.

Software margins compress when intelligence becomes abundant. Physical systems retain pricing power because they are constrained by reality.

Energy. Infrastructure. Chips. Grids. Storage. Supply chains.

You can’t prompt your way to more electrons. You can’t scale compute without power. You can’t digitise around physics.

We may be entering a cycle where value shifts from asset-light abstraction to asset-heavy ex*****on.

Read the full article.

AI is no longer just a productivity layer for software. It is becoming a direct substitute for it. And investors are starting to reprice that reality quickly.

12/02/2026

Electricity demand in advanced economies is picking up again after 15 years of stagnation.

For over a decade, grids optimised for flat demand and marginal efficiency gains.

Now demand is compounding.
Generation can be built. Capital can be raised.

The harder question:
Are markets, infrastructure, and coordination mechanisms designed for exponential load?

Tell us what you think.

10/12/2025

Our team will be in Abu Dhabi this week for Solana Breakpoint.
Dr. Jemma Green (Co-founder & CEO), John Bulich (Co-founder & Technical Director), and Jakob Linus Stammler (Head of Blockchain Operations) will all be on the ground.

If you’re building in the Solana ecosystem or simply up for an insightful conversation, make sure to meet them at Breakpoint.

27/11/2025

Happy Thanksgiving.