Bitcoin Mining Changed Forever in 2025 (Expert Reveals) | Center of Hash E07

Brad Cuddy from Cholla Inc. analyzes how Bitcoin mining operations provide flexible load services to the ERCOT grid using real data from Winter Storm Heather. The discussion covers how 4 gigawatts of mining load responds to price signals during scarcity events, ERCOT's deregulated market structure, and the competitive dynamics between Bitcoin miners and AI data centers for Texas power infrastructure. Topics include grid reliability, demand response economics, battery storage comparison, and the future of large-scale power consumption in Texas energy markets.

https://x.com/_bradcuddy_
https://chollainc.com/
https://www.linkedin.com/in/bradleycuddy/


0:00 - Winter Storm Case Study & Mining Response Data

11:34 - Why Bitcoin Mining Is Uniquely Flexible

13:12 - ERCOT's Deregulated Market Structure

20:54 - Grid Reliability & Winter Storm Uri Lessons

30:47 - Demand-Side vs Supply-Side Grid Balancing

37:40 - Public Concerns About Power Costs

45:36 - AI vs Bitcoin Mining Load Comparison

55:26 - AI Flexibility & Grid Integration Challenges

01:13:04 - Bitcoin Mining vs Batteries as Grid Resources

01:33:27 - Future Outlook & Cholla's Strategy