Mapping the compute exchange: power markets and crypto infrastructure vie to supply compute liquidity
AccBalanced · x · 2026-10-19
RT of @sonnetxu on how compute markets plug into adjacent markets: power markets, where data centers become flexible load, colocate with generation, and adopt electricity contracts and hedging; and crypto, via perps, stablecoin settlement, and on-chain trading infrastructure. An accompanying chart maps players across power (Crusoe, ERCOT, NextEra), crypto (Hyperliquid, Solana, Base), and market infrastructure (CME, ICE, Goldman Sachs, Morgan Stanley). Open question: which adjacent market will give compute its liquidity?
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