Electricity generation in Texas increased rapidly over the last two decades. Since 2005, generation is up 56% (+223 TWh). Almost all of that growth was met by rising wind and solar power (+214 TWh). Gas replaced coal, but together they're only up 4% (+13 TWh).

Introducing Vertebrai, MARA’s managed flexible load service. There’s power all over the grid that no one is using. A data center pays for it months before it can fill the space. A wind farm gets told to stop when the grid is full. Vertebrai puts that power to work, then steps aside the moment it’s needed. Watch how it works:

1/10 Arc Energy Season 1 starts November 1. Real solar sites, verified energy every day, now working on @arc. New to Arkreen? Claim a free 5W Lite Miner, a share of a real solar site, and earn campaign points from the energy it produces. Here's how it works ↓

Cheaper cells are only part of the storage story. For distributed solar, the useful measure is reliable energy delivered over the battery's life. Metered output, losses and downtime should sit alongside the purchase price.

From TAS Hub to a builder’s home. In Awka, Nigeria, TAS is piloting Arkreen eCandle community energy program with pay-as-you-go in USDC on @arc mainnet—extending access to power beyond the hub. Watch the payment, the device activation, and the builders using it. Local operators. Real services. Energy access. USDC Impact🌍🌍

Arc Mainnet is Live Drone Show nitter.siddz.com/i/broadcasts/1dKrProXz…

Arkreen’s Onchain Energy Protocol expansion is live on @arc ⚡ ✓ 100M AKRE reserved on Polygon ✓ 100M ARCE deployed to Arc Foundation Safe ✓ 15M ARCE activated in initial Uniswap v4 liquidity Renewable energy is becoming an onchain native asset on Arc. arkreen.com/blog/arkreen-act…

I love this chart. In 1993 the German electricity companies said renewables could never supply more than 4% of the country's power... that was the ceiling. Last year they supplied 55.9%. Fourteen times the ceiling. It's the psychology of incumbents meeting exponential change. They extrapolate from the flat part of the curve, and the ceiling turns out to be a speed bump. Same story in EVs, in crypto, in AI... Impossible, then inevitable.

98% of US households aren't paying for AI yet More charts in State of Markets II: a16z.news/p/state-of-markets…

The academic journal Energy Economics has accepted my paper, "Expected Revenue, Risk, and Grid Impact of Bitcoin Mining: A Decision-Theoretic Perspective." We develop a microeconomic model of Bitcoin mining based on the hash lottery, and examine implications for how miners manage risk and affect the energy grid. This is a team effort from Texas A&M with my co-authors Chao Tian, Yuting Cai, and Ruthav Sadali. arxiv.org/abs/2512.20518

A viral explainer made datacenters the villain this year: they never turn off and the bills go up, while you get told to take shorter showers. Here's the part of the story that never gets told. There is a kind of datacenter that pays its own way for power and shuts off in seconds when families need the electricity more. When the grid runs tight on the coldest night of the year, it's among the first large loads to stand down, and it gets paid for that flexibility instead of fighting it. It mines Bitcoin. About 65% of the energy behind our fleet is renewable, and curtailment is written into how we operate. The datacenter fight is really about which large loads earn their place on the grid.

Negative electricity prices have become a common occurrence in many markets. Their rising frequency highlights the need for greater system flexibility – including battery storage and demand response – to support reliable, efficient power systems 👉 buff.ly/kYN16Pr

Australia is building more energy generation, but electricity isn’t always needed when it’s available. When supply exceeds demand, prices fall to zero or negative, and generation can be curtailed. Flexible loads create another buyer. Bitcoin Network Service Providers can ramp up when electricity is abundant, creating revenue from MWh generators may otherwise struggle to sell, and progressively ramp down as the grid needs it. 100 MW → 80 MW → 50 MW → 20 MW → 0 MW More saleable MWh can improve renewable project economics and support further investment in generation. As the Australian Government considers new requirements for large computational loads, we’re glad to see consideration being given to hiw those loads behave matters, as much as how large they are.

Tonight, 850 drones will light up San Francisco. One will do more than fly. It will find energy, negotiate its own recharge rate, pay in USDC nanopayments, and settle on @arc—machine to machine. This is what Physical AI becoming an economic actor looks like. Built with TLAY on the Economic OS.

Arc Mainnet is about more than people moving value. At AI Infra Summit, Architect @tlay_io is showing what happens when machines can transact too: connected devices autonomously buying the power or compute they need with USDC, verified live on Arc. Machines that pay themselves are no longer a concept. They’re being built on Arc.