比特幣採礦可能會持有鑰匙

隨著調查人員在本週早些時

Investigators are still trying to understand what happened earlier this week when large swathes of Spain, Portugal and parts of southern France plunged into darkness, but a prominent figure in the Bitcoin mining sector has argued that the catastrophe was “highly unlikely” to have unfolded had the Iberian grid been equipped with large-scale, fast-acting mining operations.

調查人員仍在試圖了解本週早些時候發生的事情，當時西班牙，葡萄牙和法國南部部分地區陷入黑暗，但比特幣礦業領域的一個著名人物認為，如果伊比利亞網格配備了大型，快速的，快速的，災難是“極不可能”展開的災難。

Daniel Batten, an advisory-board member of Marathon Digital Holdings (NASDAQ:MARA) and co-founder of climate-technology investor CH4 Capital, used X to critique what he called the “partial” nature of Europe’s renewable-energy transition. Batten posted a real-time generation snapshot taken at 12:30 p.m. local time, just five minutes before the cascading failure, showing the grid “running with very little … dispatchable spinning generation,” the rotating mass of thermal or nuclear turbines that traditionally provides inertia and frequency stability.

馬拉松數字控股公司（NASDAQ：MARA）的諮詢板成員丹尼爾·巴頓（Daniel Batten），氣候技術投資者CH4 Capital的聯合創始人使用X批評他所謂的歐洲可再生能源過渡的“部分”性質。 Batten發布了當地時間12:30 PM的實時快照，即級聯故障前五分鐘，顯示了網格“很少有……可調節的旋轉生成”，傳統上提供慣性和頻率穩定性的熱渦輪機的旋轉質量。

“Would large-scale Bitcoin mining deployment have prevented the power outages in Spain/Portugal?” he asked.

“大型比特幣採礦部署會阻止西班牙/葡萄牙的停電嗎？”他問。

“Short answer: ‘Yes.’” Batten contends that, in the absence of inertia from conventional plants, “renewables don’t [provide it], making the grid more fragile if you don’t have a way to very rapidly load-balance in the case of an outage.”

“簡短的答案：'是的。'。” Batten認為，在沒有傳統植物的慣性的情況下，“可再生能源不會（提供），如果您沒有辦法在中斷的情況下可以非常迅速的負載平衡，則使網格更加脆弱。”

Bitcoin miners, he argues, supply precisely that controllable load. In Texas, whose ERCOT system recorded wind-and-solar penetration of 76% on one spring day, grid operators can curtail roughly 3 GW of mining demand in “under a second.” That capability, Batten wrote, “consistently and instantly balance[s] frequency in lieu of spinning reserve,” allowing ERCOT to ride through sudden supply-demand mismatches that would otherwise trigger the same automatic protections that collapsed the Iberian grid.

他認為，比特幣礦工正是提供可控的負載。在德克薩斯州的ERCOT系統在一個春季的風能滲透率為76％，網格操作員可以在“一秒鐘以下”中減少大約3 GW的採礦需求。巴頓寫道：“這種能力始終如一，立即平衡頻率代替旋轉儲備”，使埃爾科特（Ercot）可以穿越突然的供求需求不匹配，否則這些供求量可能會觸發與伊比利亞電網相同的自動保護措施。

“What happened in Spain and Portugal is not an inherent risk of renewables,” Batten continued. “It’s what happens when the renewable-energy transition is done in a partial way, without due consideration to load balancing … We have the solutions right under our noses, let’s start using them.”

巴頓繼續說：“西班牙和葡萄牙發生的事情並不是可再生能源的固有風險。” “這是當可再生能源過渡以部分方式進行的情況下，而沒有適當考慮負載平衡的情況……我們就在鼻子下面有解決方案，讓我們開始使用它們。”

Batten’s post drew immediate push-back from some. X user Aurum Digitalis replied that “the longer short answer is: We don’t know. But it would have helped the grid by acting like a flexible load.” Batten accepted the epistemic caution while maintaining his thesis:

巴滕的帖子從某些人那裡汲取了立即的後背。 X用戶Aurum digitalis回答說：“較長的簡短答案是：我們不知道。但是，這將通過像靈活的負載一樣有助於網格。”巴滕在維持他的論文的同時接受了認知的謹慎：

“Correct, the only way you can know something with certainty is if it happens. Equally, there is good evidence to say it’s highly unlikely the event would still have happened … given that the root cause … was lack of spinning reserve at the time.”

“正確，您可以肯定地知道某事的唯一途徑是，是否發生了。同樣，有很好的證據表明，這一事件的不太可能仍然發生了……考慮到當時的根本原因……根本原因是當時缺乏旋轉儲備。”

Spanish and Portuguese authorities have so far attributed the blackout to a “significant power imbalance” that triggered automatic shutdowns designed to protect critical equipment. They have ruled out cyber-intrusion and are focusing on a technical failure somewhere in the synchronous Iberian Peninsula grid. Full service was restored overnight, but the incident has reignited debate over how quickly dispatchable backup and advanced demand response must scale as Europe approaches its 2030 renewable-energy targets.

迄今為止，西班牙和葡萄牙當局將停電歸因於“重大功能失衡”，該停電觸發了旨在保護關鍵設備的自動關機。他們排除了網絡內部，並專注於同步的伊比利亞半島網格中的技術故障。全面服務在一夜之間恢復，但事件已重新激發了有關可調度備份和高級需求響應的辯論，隨著歐洲靠近其2030年可再生能源目標，這一辯論必須擴大。

Batten maintains that Bitcoin mining should be part of that toolkit, alongside batteries. He notes that mining infrastructure is “modular and low-cost to deploy” and can reduce retail tariffs by absorbing excess generation that would otherwise be curtailed at the grid operator’s expense. Batteries, he adds, “are part of the solution too,” but serve a different niche because they deliver energy, whereas miners primarily absorb it on cue.

Batten認為比特幣採礦應與電池一起成為該工具包的一部分。他指出，採礦基礎設施是“模塊化和低成本部署”，可以通過吸收過剩的產生來減少零售關稅，否則這些產生將以網格運營商的費用減少。他補充說，電池“也是解決方案的一部分”，但要提供不同的利基市場，因為它們提供了能量，而礦工主要在提示上吸收它。