building onchain market products @openvpp @gridrailsai | ex: @schneiderelec @exelon | nfa/dyor
San Francisco, CA
Joined June 2024
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Smart money always says "buy the fear, sell the greed," but trust me, it's easier said than done. I might be biased, but right now is one of the best moments in history to be a long-term investor, and here's why.
Stocks just had a brutal week. Alphabet had its worst trading day ever and lost close to $500B in market value, the second-biggest one-day wipeout for any US company. A day later Intel fell more than 25%, its worst day since 1974, erasing about $145B. Reddit dropped 25%, its worst day as a public company. Add a Fed that held rates with two members voting to hike, and the VIX sitting above 20 heading into the midterms.
Crypto got hit even harder. Binance, the largest exchange in the world, disclosed a $6.3B hack, the biggest in crypto history, which blockchain analysts have tied to North Korea. More than $600M in leveraged longs got liquidated in a single hour. Bitcoin lost $80K and is sitting around $77K, total market cap is down to about $2.57T, and the Fear & Greed Index is at 26, one point from extreme fear.
When it feels this bad, I start paying closer attention. I think we're at or near a bottom, and days like this are where a lot of long-term wealth gets built. I'm not sitting this one out. I'm betting on myself, by God's will, and I'll share what I'm buying and why.
🌐 Plus what's next with the Internet of Energy Network ...
That's why I'm starting my personal Telegram channel, Parth's Market Pulse:
t.me/parthsmarketpulse
Whether I'm winning or losing, I'll post it and explain how and why.
Not financial advice.
GM happy friday frens. A good day to DCA on some dips and touch some grass.
This is what I bought so far this past week:
Stocks:
$DRAM
$QQQ
robinhood:0x117cc2133c37b721f49de2a7a74833232b3b4c0c
$TSLA
Crypto:
bitcoin:native
ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933
base:0x8c0d3adcf8ce094e1ae437557ec90a6374dc9bdd
I have no exposure to $ZEC or $LIT yet in crypto but might get those or continue to add to current bags here if we go lower 🤞
Parth retweeted
Prepare accordingly.
It’s still dangerous out there, trading especially leverage right now is like playing with fire.
Sentiment checks are very real imo, on the short term I am struggling to see any reason to remain bullish until we see a clear plan ahead.
Trump is still in power until 2028, until there’s significant developments from the democrats I can only see chop.
The move we saw over the last few days was the reaction of the mid terms, however there’s still max uncertainty.
Parth retweeted
We've been gearing up for demo day:
🌐 github.com/openvpp/arc-build…
EVs don't need a sales team to sell their data.
Our AI agent buys live EV telemetry per record with USDC nanopayments: HTTP 402 → Circle x402 → settled on Arc → tx + content hash verified onchain.
Machine-to-machine commerce for EVs as RWAs.
Monday, November 16th @encodeclub x @arc.
The Internet of Energy.
The Zentro card has been a game changer for me.
No KYC, 2% cashback, use wherever Visa is accepted.
Use my referral code to get started:
zentro.finance/?ref=77840
Parth retweeted
So....
Democrats winning might actually be bullish for the financial markets
Hear me out
Prediction markets currently expect Democrats taking both chambers today. That would end the free hand Trump has had in Washington for 2 years
Sounds bearish, but if you zoom out...
Since 1946, the S&P500 has risen in the 6-12 months after EVERY midterm, by around 14% on average
The reason is gridlock. When neither side can push radical policy, uncertainty drops and capital flows back into risk
And uncertainty is the real story right now
Economic policy uncertainty has sat at levels we've basically only seen during the pandemic. Tariffs, trade wars, constant policy shifts
You can see it in valuations. S&P earnings grew way faster than price. The market went up DESPITE the uncertainty
At the same time deficits stay huge no matter who wins. Most spending runs on autopilot + debasement keeps going regardless
So the setup:
- Earnings still climbing
- Valuations compressed by uncertainty
- Likely gridlock pulling that uncertainty down
Short-term volatility? Probably
But if history rhymes, the bigger move is up. For stocks and every other risk asset
Watch uncertainty, not headlines
Buy the fear
There it is.
Over 60% of the S&P 500's components are now in bear market territory, down -20% or more from their record highs.
Four of the Magnificent 7 stocks are now in bear market territory, with these seven names erasing a combined -$4 trillion in market cap since their highs.
We are in a "stealth" bear market.
And, we believe it's a huge opportunity as we outlined below on October 15th.
Parth retweeted
If you can't meter it, you can't control it.
🌐 world.openvpp.energy/
EVs, batteries and solar sit in every utility's territory, invisible to the utility.
OpenVPP meters them onchain: tamper-proof, verifiable, private by default. Utilities get secure access to every asset in their territory.
The Internet of Energy.
Parth retweeted
GridProof is proving EV data is real: an autonomous agent pays a USDC nanopayment per query and gets back a live telemetry record plus an on-chain proof it came from a real device.
Real fleet data, real payment on Arc, real anchor. No mocks.
Built by @parthovppx and @AT_Taimoor.
Elon and Chamath are describing the same problem from two sides.
Elon: AI-only offtake isn't bankable. Chamath: power delays will strand what does get built.
The grid data backs both.
The scale of the power problem:
• ERCOT alone is tracking ~474 GW of large-load requests, ~90% data centers. That's more than half of total US peak demand, sitting in one state's queue.
• Nationally, ~2,060 GW of generation and storage is still waiting to interconnect (LBNL, end of 2025).
• Data centers went from 4.4% of US electricity in 2023 to a projected 6.7–12% by 2028 (DOE/LBNL).
Most of that queue will never get firm power on the timeline the GPUs were financed against. That's your 2027 stranded compute.
The offtaker problem makes it worse. Lenders are discounting 5-year contracts from cash-burning model companies. They want revenue independent of AI.
The grid can provide both the power and the revenue, if data centers stop acting like rigid 24/7 load. Duke's Nicholas Institute found the existing grid can absorb ~76 GW of new load if it curtails just 0.25% of the year, ~98 GW at 0.5%. PJM alone has ~18 GW of that headroom.
Bitcoin miners proved the model in ERCOT: energized land, curtail on price, get paid by the grid. AI compute paired with orchestrated DERs (storage, onsite gen, flexible load) can do the same: energize sooner, and earn a utility-grade revenue stream that doesn't depend on an offtaker paying its bill.
The missing piece is trust. Lenders and utilities need metering and settlement they can underwrite, proving a site actually curtailed and paying for it in hours, not quarters.
This is where tokenization of energy and compute come in with load based electric rates based on NMP and demand source.
The winners in 2027 won't just have GPUs, they’ll have power, flexibility, and a second offtaker: the grid.
As someone with a portfolio of energized land assets here is what I am seeing:
1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.
2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).
3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.
All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).
This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.
2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.
Parth retweeted
Despite volatility in the crypto markets, the OpenVPP team has kept building on World: over 1 GWh of tokenized flexible, dispatchable capacity and $30M in distributed energy assets as RWAs.
🌐 world.openvpp.energy/
Earlier this week, the team and community held a voice chat in the Telegram community and answered many open questions and discussions. Telegram remains the main channel for community-wide updates, so stay tuned for the next one: t.me/OpenVPP
We've also published updated docs and a refreshed roadmap as requested: openvpp.gitbook.io/openvpp-d…
Given the recent downturn, we've reduced headcount across the team and updated our website: openvpp.energy/
The $OVPP token was recently delisted from MEXC due to factors related to volume, liquidity depth, macro markets, and many factors outside of the team's control. The token remains available on Aerodrome. Any changes to this will be communicated via the team within the proper channels. Always be safe and DYOR.
The Internet of Energy continues to focus on advancing the tokenization of energy and we will continue to put our best foot forward.
Never been prouder of The Internet of Energy.
🌐 app.openvpp.energy/world
Despite volatility in the crypto markets, the OpenVPP team has kept building on World: over 1 GWh of tokenized flexible, dispatchable capacity and $30M in distributed energy assets as RWAs.
🌐 world.openvpp.energy/
Earlier this week, the team and community held a voice chat in the Telegram community and answered many open questions and discussions. Telegram remains the main channel for community-wide updates, so stay tuned for the next one: t.me/OpenVPP
We've also published updated docs and a refreshed roadmap as requested: openvpp.gitbook.io/openvpp-d…
Given the recent downturn, we've reduced headcount across the team and updated our website: openvpp.energy/
The $OVPP token was recently delisted from MEXC due to factors related to volume, liquidity depth, macro markets, and many factors outside of the team's control. The token remains available on Aerodrome. Any changes to this will be communicated via the team within the proper channels. Always be safe and DYOR.
The Internet of Energy continues to focus on advancing the tokenization of energy and we will continue to put our best foot forward.
