Proof of Energy: Incentives, Infrastructure & the Physical Economy episode artwork

EPISODE · Feb 19, 2026 · 15 MIN

Proof of Energy: Incentives, Infrastructure & the Physical Economy

from The House View · host FalconX

Energy infrastructure is becoming the binding constraint of the AI era – and legacy grids were never designed for 24/7 compute demand.In this episode of The House View, Brandon Cigri, Head of Onchain Ecosystems at FalconX, sits down with Sean Murray, Head of Special Projects at Fuse Energy, to unpack how modern energy markets actually function – and why coordination, not generation, is the true bottleneck.Tune in for a deep dive into volatility, infrastructure, and the emerging intersection between crypto-native coordination and real-world energy systems.Disclaimer: This podcast is provided for informational purposes only and should not be relied on or considered to be (i) an offer, or solicitation of an offer, to invest in, or to buy or sell, any interests or shares, or to participate in any investment or trading strategy, (ii) intended to provide accounting, legal, or tax advice, or investment recommendations, or (iii) an official statement of FalconX. Past performance is not indicative of future results. Information contained in this podcast is not and should not be regarded as investment advice, investment research, debt research, or derivatives research for the purposes of the rules of the US Commodity Futures Trading Commission or any other relevant regulatory body.  FalconX and any podcast participants  may hold positions in assets discussed, which may change without notice.  All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinion of FalconX.  Investing in digital assets and derivatives involves significant risks, including loss of capital. Prior to entering into any proposed transaction, recipients should determine, in consultation with their own investment, legal, tax, regulatory and accounting advisors, the economic risks and merits, as well as the legal, tax, regulatory and accounting characteristics and consequences of the transaction. "FalconX" is a marketing name for FalconX Limited and its affiliates.For more information, please visit falconx.io. 

Energy infrastructure is becoming the binding constraint of the AI era – and legacy grids were never designed for 24/7 compute demand.In this episode of The House View, Brandon Cigri, Head of Onchain Ecosystems at FalconX, sits down with Sean Murray, Head of Special Projects at Fuse Energy, to unpack how modern energy markets actually function – and why coordination, not generation, is the true bottleneck.Tune in for a deep dive into volatility, infrastructure, and the emerging intersection between crypto-native coordination and real-world energy systems.Disclaimer: This podcast is provided for informational purposes only and should not be relied on or considered to be (i) an offer, or solicitation of an offer, to invest in, or to buy or sell, any interests or shares, or to participate in any investment or trading strategy, (ii) intended to provide accounting, legal, or tax advice, or investment recommendations, or (iii) an official statement of FalconX. Past performance is not indicative of future results. Information contained in this podcast is not and should not be regarded as investment advice, investment research, debt research, or derivatives research for the purposes of the rules of the US Commodity Futures Trading Commission or any other relevant regulatory body.  FalconX and any podcast participants  may hold positions in assets discussed, which may change without notice.  All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinion of FalconX.  Investing in digital assets and derivatives involves significant risks, including loss of capital. Prior to entering into any proposed transaction, recipients should determine, in consultation with their own investment, legal, tax, regulatory and accounting advisors, the economic risks and merits, as well as the legal, tax, regulatory and accounting characteristics and consequences of the transaction. "FalconX" is a marketing name for FalconX Limited and its affiliates.For more information, please visit falconx.io.

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Proof of Energy: Incentives, Infrastructure & the Physical Economy

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This episode was published on February 19, 2026.

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Energy infrastructure is becoming the binding constraint of the AI era – and legacy grids were never designed for 24/7 compute demand.In this episode of The House View, Brandon Cigri, Head of Onchain Ecosystems at FalconX, sits down with Sean...

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