Texas Power Play: Grid Sovereignty, Bitcoin, and the Future of AI

🎧 Guests:Lisa Huff (Eberly Energy Ventures)Dan Morrison (Amalgamated Sludge)In Episode 21 of The New Barbarians Podcast, we head to Houston after a powerful event featuring Dr. Adam Back to unpack the energy-tech collision shaping global infrastructure. Lisa Huff (Eberly Energy Ventures) and Dan Morrison (Amalgamated Sludge) join us to break down why energy sovereignty matters—from stranded gas assets to off-grid mining, from powering AI to defending national security.Topics include:– The economics of flared gas and Bitcoin mining– Why AI’s power demand will surpass Bitcoin’s– Power grid volatility, load balancing, and “Mullet Mining”– Strategic infrastructure in a multipolar world– Why Texas energy producers could outmaneuver Wall StreetFrom deepwater rigs to digital rails, we explore how energy, AI, and Bitcoin are converging to define the next financial and industrial era.🔗 Follow Our Work:📜 Substack: Mark R. Connors - https://substack.com/@markrconnors📜 Harmonic Insights (Bill Mann & Chris Rosa) - https://www.harmoniqinsights.com/📜 SSRN for research papers - https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2035436📜 SmartKarma - Chris Rosa -- https://www.smartkarma.com/profiles/christopher-rosa/research📜 SmartKarma - Bill Mann -- https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/researchTwitter - The New BarbpodChapters00:00 - Introduction to the New Barbarians Podcast01:41 - Market Insights: Bitcoin, Energy, and AI05:40 - The Intersection of Bitcoin and Energy10:44 - Mining Operations and Economic Viability18:24 - Utilizing Disadvantaged Assets in Energy24:59 - The Role of Energy Companies in Bitcoin30:02 - Bitcoin as a Strategic Asset for National Security35:31 - AI and Bitcoin: The Future of Energy Consumption41:53 - The NIMBY Effect and Energy Consumption44:05 - AI vs Bitcoin: Energy Efficiency Debate46:05 - Complementary Roles of Bitcoin and AI50:02 - Bitcoin as a Load Balancer for Energy Grids52:46 - Bitcoin's Impact on Rural Energy Access54:12 - Energy Diplomacy and Infrastructure57:39 - The Urgency of Energy Infrastructure01:01:33 - The Perception of Energy Consumption01:04:55 - Bitcoin as a Hedge Against Inflation01:08:23 - The Limitations of Traditional Financial Systems01:11:05 - The Future of Bitcoin in Global Trade01:14:29 - The Global Adoption of Bitcoin01:18:32 - Closing Thoughts on Bitcoin and Energy#TexasPowerPlay #Bitcoin #AIInfrastructure #GridSovereignty #BitcoinMining #EnergySecurity #DigitalWildcatters #OffGridMining #AdamBack #HardestMoney #AIandBitcoin #TheNewBarbariansPodcast