a16z：去中心化能源——阅读清单

金色财经08-02

作者：Guy Wuollet，a16z Crypto合伙人；翻译：金色财经xiaozou2020年，我还是我们的加密创业学校（Crypto Startup School，现已成为我们的CSX创业加速器的一部分）的一员，专注于一个去中心化互联网服务提供商项目的开发研究。我将该项目命名为dISP（即decentralized Internet Service Provider），我思考了如何将激励性去...

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Labs研究团队，专注于相关工作。在那期间，我第一次了解到去中心化能源。我是在我们团队的另一个项目中了解到这一点的，那个项目研究的主题是：加密货币如何改造我们的能源基础设施。那以后的几年里，我对去中心化能源着了迷，对电网的了解远超出预期。电是一种无法比作其他东西的资源。把它比作水管里的水流，或者比作互联网上的信息流都不太正确。能源——电传递的东西——无时无处不在。电子在产生的那一刻就被使用，而且电很难移动或储存。这些属性使电网成为一个独特的网络。尽管如此，你仍然可以从能源的具体情况中了解到很多关于网络设计的知识。美国电网的历史非常具有启发意义。我们的电网是一个远远超前于现代的奇迹。我们认为它的架构是理所当然的——可互操作的频率、电压和电流——但结果可能大不相同。只是由于一连串的意外，我们才有了今天的电网。我相信去中心化能源本身就是一个值得追求的东西：它是一个被严重低估的加密项目类别，对于任何对网络感兴趣的人来说，它也是一个尚未开发的领域。即使你对虚拟电力变压器和继电器的细节不感兴趣，但熟悉这个领域也会有助于我们了解为支撑我们日常生活的网络。以下是相关书籍、博客、播客、报告和代码的推荐名单，是它们让我对与加密相关能源产生了兴趣，并帮助我加深理解。1、了解去中心化能源：阅读清单Protocol Labs的去中心化能源项目（Decentralized Energy Project，https://research.protocol.ai/blog/2021/decentralized-energy-project-recap/）让我对这个类别产生了兴趣，据我所知，它的早期工作做得最好。Hello from the Decentralized Energy Project：博客，https://research.protocol.ai/blog/2020/hello-from-the-decentralized-energy-project/Microgrids：文章，https://research.protocol.ai/publications/microgrids/Energy Pricing：文章，https://research.protocol.ai/publications/energy-pricing/U.S. Energy Policy and Market Design：文章，https://research.protocol.ai/publications/u.s.-energy-policy-and-market-design/Decentralized Energy Grid: A Protocol Labs Independent Research Project：视频，https://research.protocol.ai/talks/decentralized-energy-grid-a-protocol-labs-independent-research-project/Escape Velocity Ventures（EV3，https://ev3.xyz/）撰写了一些关于加密货币的最佳市场研究，他们对去中心化能源方面的研究也不例外。DePIN Can Rebuild the Grid From the Bottom Up：评论文章，https://www.coindesk.com/opinion/2024/06/28/depin-can-rebuild-the-grid-from-the-bottom-up/amp/a16z的投资合伙人Ryan McEntush是我所知的最聪明的人之一，他的能源相关文章不断激发我对美国电网未来怀有极大的乐观态度。Decentralizing the Energy Grid：博客，https://a16z.com/decentralizing-the-electric-grid/Fraying Wires: the Decentralization of the Energy Grid：博客，https://a16z.com/podcast/fraying-wires-the-decentralization-of-the-electric-grid/2、了解能源市场：阅读清单Solar Market Insight Report 2023（报告，https://www.seia.org/research-resources/solar-market-insight-report-2023-year-review）：概述太阳能的采用情况及其对能源市场的广泛影响。Rooftop Solar and Home Batteries（博客，https://www.volts.wtf/p/rooftop-solar-and-home-batteries?utm_source=gitbook&utm_medium=iframely#details）：太阳能作为一种分布式能源是如何做出能源贡献的，为什么它很重要。Inflation Reduction Act Guide for Homeowners （博客，https://godaylight.com/the-inflation-reduction-act-for-homeowners-a-simple-guide/）Guide to the Inflation Reduction Act（报告，https://assets.ctfassets.net/v4qx5q5o44nj/4NjKTkIBctiwSuMXlumJUB/00d06479160c95dee43d3ec89f98df1a/Go_Electric_Guide_2023.pdf）：对与很多房主相关的近期监管进行了详细分析，并举例说明监管是如何有效地影响市场结构的。Lessons from Plaid for a future energy unicorn（博客，https://www.ctvc.co/lessons-from-plaid-for-a-future/）：探讨能源设备之间的可组合性，以及为什么它如此重要。Buildings as Power Plants（博客，https://newsletter.equal.vc/p/buildings-as-power-plants）：很好地解释了为什么虚拟发电厂很重要，以及我们将如何从头开始建造它们。Age of Miracles（播客，https://podcasts.apple.com/us/podcast/age-of-miracles/id1527421931；博客，https://www.notboring.co/p/age-of-miracles）：Packy McCormick一直都很鼓舞人心，但他最近在核能方面的工作为建设更多的核能及更光明的未来提出了最明确的论点之一。Tesla Master Plan Part 3（报告，https://www.tesla.com/ns_videos/Tesla-Master-Plan-Part-3.pdf）：Tesla计划通过电气化解决能源危机。3、了解全局：书单Empires of Light：Edison, Tesla, Westinghouse, and the Race to Electrify the World，作者：Jonnes。（2004）一个扣人心弦的关于电力霸权之战的故事。如果你想要了解伟大的技术之争——早期的汽车竞争、浏览器之争，或者智能合约平台霸权之争——你一定会喜欢这本书。https://www.amazon.co.uk/Empires-Light-Jill-Jonnes/dp/0375758844The Grid: The Fraying Wires Between Americans and Our Energy Future，作者：Gretchen Bakke。（2016）巧妙地概述了我们的现代电网以及我们是如何发展到今天的。（有声读物）https://www.amazon.co.uk/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQHandbook on Electricity Markets，作者：Jean-Michel Glachant、Paul L. 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