比特币采矿可能会持有钥匙

随着调查人员在本周早些时

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.

调查人员仍在试图了解本周早些时候发生的事情，当时西班牙，葡萄牙和法国南部部分地区陷入黑暗，但比特币矿业领域的一个著名人物认为，如果伊比利亚网格配备了大型，快速的，快速的，灾难是“极不可能”展开的灾难。

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.

马拉松数字控股公司（NASDAQ：MARA）的咨询板成员丹尼尔·巴顿（Daniel Batten），气候技术投资者CH4 Capital的联合创始人使用X批评他所谓的欧洲可再生能源过渡的“部分”性质。 Batten发布了当地时间12:30 PM的实时快照，即级联故障前五分钟，显示了网格“很少有……可调节的旋转生成”，传统上提供惯性和频率稳定性的热涡轮机的旋转质量。

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

“大型比特币采矿部署会阻止西班牙/葡萄牙的停电吗？”他问。

“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.”

“简短的答案：'是的。'。” Batten认为，在没有传统植物的惯性的情况下，“可再生能源不会（提供），如果您没有办法在中断的情况下可以非常迅速的负载平衡，则使网格更加脆弱。”

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.

他认为，比特币矿工正是提供可控的负载。在德克萨斯州的ERCOT系统在一个春季的风能渗透率为76％，网格操作员可以在“一秒钟以下”中减少大约3 GW的采矿需求。巴顿写道：“这种能力始终如一，立即平衡频率代替旋转储备”，使埃尔科特（Ercot）可以穿越突然的供求需求不匹配，否则这些供求量可能会触发与伊比利亚电网相同的自动保护措施。

“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.”

巴顿继续说：“西班牙和葡萄牙发生的事情并不是可再生能源的固有风险。” “这是当可再生能源过渡以部分方式进行的情况下，而没有适当考虑负载平衡的情况……我们就在鼻子下面有解决方案，让我们开始使用它们。”

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:

巴滕的帖子从某些人那里汲取了立即的后背。 X用户Aurum digitalis回答说：“较长的简短答案是：我们不知道。但是，这将通过像灵活的负载一样有助于网格。”巴滕在维持他的论文的同时接受了认知的谨慎：

“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.”

“正确，您可以肯定地知道某事的唯一途径是，是否发生了。同样，有很好的证据表明，这一事件的不太可能仍然发生了……考虑到当时的根本原因……根本原因是当时缺乏旋转储备。”

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.

迄今为止，西班牙和葡萄牙当局将停电归因于“重大功能失衡”，该停电触发了旨在保护关键设备的自动关机。他们排除了网络内部，并专注于同步的伊比利亚半岛网格中的技术故障。全面服务在一夜之间恢复，但事件已重新激发了有关可调度备份和高级需求响应的辩论，随着欧洲靠近其2030年可再生能源目标，这一辩论必须扩大。

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认为比特币采矿应与电池一起成为该工具包的一部分。他指出，采矿基础设施是“模块化和低成本部署”，可以通过吸收过剩的产生来减少零售关税，否则这些产生将以网格运营商的费用减少。他补充说，电池“也是解决方案的一部分”，但要提供不同的利基市场，因为它们提供了能量，而矿工主要在提示上吸收它。