Bits + Bips: Grid Congestion Is Energy’s L1 Problem. This Crypto Company Has a Solution

Unchained

Laura Shin

Tech News, Business News, News

4.6 • 1.3K Ratings

🗓️ 28 March 2026

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Oil above $100, Qatar's LNG infrastructure in ruins, and a 150-year-old grid buckling under AI-era demand: Sean Murray breaks down why energy has an L1 problem and how Fuse is building the crypto-native fix. --- Multichain Advisors is an emerging technology growth firm that has helped create over $50 billion in enterprise value for 80+ clients. Services include TGE support, go-to-market strategy, BD, partnerships, capital markets advisory, PR, media placements, and KOL activations. Visit https://www.multichainadv.com/ --- A $5 billion UK energy company built by Revolut alumni is about to launch a new token, and they already have an SEC no-action letter to back it up. But the real story starts with the grid itself. European gas prices are running 50-70% above normal. Multi-billion dollar LNG facilities damaged in recent attacks could take years to repair. And a power grid designed 150 years ago is buckling under AI data centers, EVs, and renewables it was never built to handle. Sean Murray, Fuse Energy's crypto lead, joins Steven Ehrlich to lay out why an estimated $70 billion in clean energy has been wasted because the grid can't move it, why that congestion problem mirrors crypto's own L1 scalability crisis, and how coordinating millions of smart home devices through a token-incentivized network could fix it. Host: ⁠⁠⁠⁠⁠⁠⁠⁠Steven Ehrlich, Head of Research, SharpLink Guest: ⁠⁠⁠⁠Sean Murray, Head of Special Projects & Crypto Lead, Fuse Energy — Previously part of the Revolut early team; now leading Fuse's crypto strategy and DePIN network launch for a vertically integrated energy company doing ~$500 million in annual revenue across the UK and Europe. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	When the tax year ends on the 5th of April, valuable tax allowances may be lost simply because people left things too late.
0:08.0	Thankfully, Vanguard is here to help you make well-consider decisions, not rushed ones.
0:14.0	Their tax year-end hub is full of clear guidance, helpful tools and timely reminders to help you understand your allowances and give your investments
0:22.5	the best chance to grow. Search Vanguard investor to learn more. When investing, your capital is at risk.
0:28.5	Tax rules apply. Welcome to another episode of Fits and Bips, the interview. My name is Steve Erlick,
0:35.1	head of research at Sharplink and also your host. We've got a
0:38.7	terrific show for you today, but before we dive in, let's take a very brief break to hear from
0:43.2	some of the sponsors who make the show possible. Multi-chain Advisors is an emerging technology
0:49.3	growth firm that has helped create 50 plus billion dollars in enterprise value for 80 plus clients over the past four years.
0:57.3	They're the partner to help navigate markets. Build real traction today at multi-chain adv.com.
1:05.1	Quick note before we get into today's episode. Bits and Bits Now has its dedicated feed. We're spinning off from the Unchained feed and moving
1:11.4	to a new podcast and YouTube channel. So if you want to keep up with our weekly live streams
1:15.3	and macro meets crypto breakdowns, make sure to subscribe to Bits and Bips directly. We won't publish
1:20.3	there until March, but subscribe today so you can be ready for launch. Be sure to subscribe to the new
1:24.9	feeds at Unchained Crypto.com slash bits and dips.
1:31.2	All right, welcome back.
1:32.6	So like I said, we've got a really interesting and timely episode today.
1:36.8	I have with me, Sean Murray, the head of special projects and crypto lead at Fuse Energy, a $5 billion U.K-based energy company, full-stack energy
1:48.2	company that really sits at, I guess, the convergence of decentralized infrastructure,
1:55.9	crypto, and energy. And we've been speaking for for weeks now about how crypto and macro are colliding. That's what we do on
2:03.7	the show, in particular in relation to the volatility and energy prices. And Sean's business is
2:10.3	being directly impacted by all of this. And they've come up with a really ingenious way to try to,
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