Go offline with the Player FM app!
Hashrate, Halvings, and the Future of Compute w/ Frank Holmes (CEO @ Hive Digital)
Manage episode 511148270 series 2102064
Mark sits down with Frank Holmes, one of the most recognized voices in crypto infrastructure, to go inside the machine room of large-scale Bitcoin mining.
Frank unpacks miner economics after the halving, how power contracts and geography determine winners, and the tech stack from firmware to immersion cooling.
They explore treasury strategy (to HODL or not), AI/ML workloads as a new revenue lane for mining data centers, and the policy landscape shaping energy and proof-of-work. Frank also shares investor-grade frameworks for evaluating miners, common red flags, and how to think about BTC cycles without getting wrecked by volatility. If you care about the intersection of energy, compute, and sound money, this one’s a blueprint.
Follow Mark on X/IG: @Markkilaghbian
Download Mark's Dating App: dataing.io
Follow Frank on X: @bulldogholmes
85 episodes
Manage episode 511148270 series 2102064
Mark sits down with Frank Holmes, one of the most recognized voices in crypto infrastructure, to go inside the machine room of large-scale Bitcoin mining.
Frank unpacks miner economics after the halving, how power contracts and geography determine winners, and the tech stack from firmware to immersion cooling.
They explore treasury strategy (to HODL or not), AI/ML workloads as a new revenue lane for mining data centers, and the policy landscape shaping energy and proof-of-work. Frank also shares investor-grade frameworks for evaluating miners, common red flags, and how to think about BTC cycles without getting wrecked by volatility. If you care about the intersection of energy, compute, and sound money, this one’s a blueprint.
Follow Mark on X/IG: @Markkilaghbian
Download Mark's Dating App: dataing.io
Follow Frank on X: @bulldogholmes
85 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.