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Hashrate, Halvings, and the Future of Compute w/ Frank Holmes (CEO @ Hive Digital)

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Manage episode 511148270 series 2102064
Content provided by Cryptoconomy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cryptoconomy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

85 episodes

Artwork
iconShare
 
Manage episode 511148270 series 2102064
Content provided by Cryptoconomy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cryptoconomy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

85 episodes

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