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> Resources of building clean energy capacity have an opportunity cost

I don’t understand this point, are you saying a project that stimulates additional clean energy capacity is a net negative somehow? Why?

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Yes and very much so. Look at the GPU market: probably crypto has stimulated some GPU additional capacity, but overall crypto has been highly net-negative for non-crypto GPU uses. Imagine if crypto did to the solar market what it has already done to the GPU market.

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