Paul (@paulkingmorris)

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Paul@paulkingmorris · Jul 23

I've decided to give the Protective Capacity Theory of Money a home @protectcapacity with website coming soon. Probably on the order of hours of work left, so deployment depends on my spare time. What am I up to? This theory has continued to build, and as the logic has…

PPaul@paulkingmorris · Jul 3

Everything is abstracted. The Matrix. Severence-style laptop jobs. Let me explain why many of the bugs and complaints are actually features. How did we end up here? A quick pre-4th brain dump: 1) The value of money is the Protective Capacity (PC) of its issuer. For the last ~80…

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Paul@paulkingmorris · 12 h

People are sleeping on bilateral VPPs. Large new loads will contract with VPPs for their flexibility, to create headroom in the system for them to enter. They’ll value it at their opportunity cost (which is high!), rather than the ISO valuing it at the caped capacity price.

DDuncan S. Campbell@duncan__c · 13 h

People are sleeping on bilateral VPPs. Large new loads will contract with VPPs for their flexibility, to create headroom in the system for them to enter. They’ll value it at their opportunity cost (which is high!), rather than the ISO valuing it at the caped capacity price.

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Paul@paulkingmorris · 1 h

Facing public outcry and political scrutiny, PJM is in negotiations with Sydney Sweeney to deliver future capacity auction results

paulkingmorris's tweet image. Facing public outcry and political scrutiny, PJM is in negotiations with Sydney Sweeney to deliver future capacity auction results

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Paul@paulkingmorris · 3 h

<origin> The objective function of human life is survival. Survival requires work, and work is the productive conversion of energy, or that which resists entropy.

MMichael Huerta@M_T_Huerta · 3 h

What came first the protection or the production?

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PCTOM@protectcapacity · 4 h

<theory> Assets need protection Protection must be paid in money Money is created by debt Debt is a claim on an asset </theory>

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Paul@paulkingmorris · 10 h

There is just zero doubt that there are two phases of American Muscle. Phase I was late-60s. Phase II is now. Phase II is still nascent.

SSina@SinaHartung · 15 h

sydney sweeney is the new megan fox, change my mind

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Paul@paulkingmorris · 10 h

It's funny I just created this other account, so I guess it still has a 'default' feed. It's like going to the airport. Like I got ported to a different version of the simulation. "Who are these people? Is this how people live?"

PPaul@paulkingmorris · Jul 23

I've decided to give the Protective Capacity Theory of Money a home @protectcapacity with website coming soon. Probably on the order of hours of work left, so deployment depends on my spare time. What am I up to? This theory has continued to build, and as the logic has…

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Paul@paulkingmorris · 10 h

hyperscalers with OC derived from assuming 100% market share and npv of $infinity vs boomer that keeps house at 66 degrees "no matter how much it costs"

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Paul@paulkingmorris · 13 h

Look on data center DR (I know everyone on here has a ton of real skin in the game), what I don't hear as a consideration is that the whole AI race is fundamentally speculative. I don't mean I'm bearish on it. I don't mean it's not going to do big things. I'm not skeptical.…

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PCTOM@protectcapacity · 15 h

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Paul@paulkingmorris · Jul 24

every single great virts trader

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Paul@paulkingmorris · Jul 23

RE: AI race Will we know when it's over?

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Paul@paulkingmorris · Jul 23

With capacity prices and missing money trending, I once again remind you that the link that most misaligns incentives is guaranteed spot phys/fin liquidity

paulkingmorris's tweet image. With capacity prices and missing money trending, I once again remind you that the link that most misaligns incentives is guaranteed spot phys/fin liquidity

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Paul@paulkingmorris · Jul 23

It's just dinner table common sense

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Paul@paulkingmorris · Jul 23

ok guys you're all hired

PPaul@paulkingmorris · Jul 22

Oh you’re a nodal trader? Name every node

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Paul@paulkingmorris · Jul 22

cap

AAniruddh Mohan@aniruddh_mohan · Jul 22

PJM capacity auction results for 2026/27 delivery are in. $329/MW-day. Hits price cap! More pressure from states on electricity bills will be forthcoming after this

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Paul@paulkingmorris · Jul 22

If you've ever doubted the practicality of Pascal's wager, well, just be nice to your LLM

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