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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Frank Holmes joins us to map a fast-moving shift from pure Bitcoin mining to high-performance computing, set against a real data and power arms race. We talk Paraguay power, Canadian partnerships, GPU economics, and how to build tier three data centers on miner timelines.
• global macro framing for AI, chips and security
• miners as rapid-build data center operators
• Paraguay power expansion and dark fibre gaps
• Q2 highlights and 35 EH roadmap
• margin discipline, accelerated depreciation and upgrade cycles
• Bell Canada partnership and GPU-as-a-service strategy
• revenue targets for HPC and tier upgrades
• GPU demand across A40, H100, H200 and Blackwell
• financing options and contract strategy
• mining difficulty, industry shakeout and efficiency trends
• alternative assets amid MMT-era debt and BRICS dynamics
• closing reflections on gratitude and momentum
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Chapters
1. Welcome And Episode Setup (00:00:00)
2. Global Macro: AI, Chips, And Security (00:00:50)
3. Bitcoin Miners As Data Center Springboards (00:06:20)
4. Paraguay Site Plans And Power Deals (00:10:05)
5. Hashrate Targets And Growth Funding (00:13:06)
6. Margin Strategy, Depreciation, And Upgrades (00:17:40)
7. Bell Canada Partnership And HPC Model (00:23:30)
8. Revenue Targets And Tier Upgrades (00:27:15)
9. GPU Demand, Utilization, And Learning Curve (00:31:05)
10. Paybacks, Financing, And Valuation Shifts (00:36:10)
11. Mining Cycles, Difficulty, And Industry Shakeout (00:41:10)
456 episodes
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