Digital Currents: Recent Episodes
Morgan Creek Capital Management, LLC
Digital Currents brings listeners engaging content from the venture capital industry with an emphasis on blockchain, artificial intelligence and big data. In each episode Morgan Creek Digital General Partners and co-hosts Mark Yusko, Xavier Segura and Sachin Jaitly explore the exciting areas of the digital ecosystem accompanied by expert guests from Morgan Creek’s expansive global network.
In this episode, we examine the latest on the Clarity Act and what the remaining legislative paths could mean for U.S. digital asset regulation, recap broader bitcoin market news, including Michael Saylor's latest bitcoin sale, and explore how the AI infrastructure race continues to accelerate.
We also discuss Anthropic's expanding compute strategy through major infrastructure investments and custom AI chip development, the emergence of High Bandwidth Flash (HBF) as a potential solution to the AI memory bottleneck, and Microsoft's historic earnings-driven rally that produced the largest single-day market capitalization gain in history.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we discuss the Federal Reserve's latest interest rate decision, Microsoft's quarterly results and what they might reveal about the evolving AI investment landscape, the Hugging Face autonomous AI security incident, IBM's sale of its blockchain patent portfolio, and its broader focus on quantum computing. For the chart of the week, we cover Gartner's updated forecast, highlighting continued acceleration in global AI infrastructure and enterprise IT spending.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we break down how crypto markets are showing renewed strength as Bitcoin and Ethereum erase most of June's losses, and crypto ETFs snap their longest losing streak on record. Around the globe, momentum continues to build as Japan, the UK, and Bolivia advance initiatives that could further accelerate digital asset adoption.
We also explore how Cantor Fitzgerald and Securitize are bringing IPOs onchain, highlighting the growing convergence of traditional finance and blockchain technology. Finally, we dive into Nous Research's reported $75 million fundraising round at a $1.5 billion valuation and what its expanding Hermes AI agent platform could mean for the next wave of artificial intelligence innovation.
Chart of the week: The IMF's July 2026 World Economic Outlook
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we sit down with Fatema Hamdani, Co-Founder and CEO of Kraus Hamdani Aerospace, to explore her journey building a leading aerospace and defense technology company. The discussion includes topics such as KHA's autonomous aircraft, resilient communications systems, the growing role of AI in national security, and how governments and militaries are adopting AI-powered technologies while ensuring humans remain in the decision-making loop. The conversation also covers the future of aerospace innovation, autonomy, and why technologies that once felt like science fiction are becoming reality.
Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we discuss the recent moves in Bitcoin and Strategy and look at the challenges SpaceX may be facing. We cover reports that Groq has secured $650M and examine what some are calling a memory squeeze, which we believe may be influencing parts of the tech sector and the broader AI market. We also touch on reports of Reflection AI's agreement, described as a deal worth up to $6.3B, intended to scale open models, as well as OpenAI's debut of "Jalapeño," reported to be its first custom inference chip. Finally, we review the dips in gold, silver, and Bitcoin, and the potential unwinding of the "debasement trade."
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we unpack the Federal Reserve's decision to hold interest rates steady, SpaceX's IPO and the dramatic post-listing run, and the company's completed acquisition of AI coding startup Cursor. We also dig into the unprecedented government directive that forced Anthropic to pull its most powerful AI models offline, and what that episode may signal about the growing tension between frontier AI development and national security policy, and Moody's move to bring its credit ratings on-chain to the Solana network.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This episode of ABCD Roundup features a conversation about the approaching SpaceX IPO and reported surge in investor demand, the potential for quantum computing to address energy and compute constraints, and how the US AI boom may be affecting China. The discussion also touches on recent AI model releases, noting Anthropic's launch of Claude Fable 5, described by the company as a "Mythos-class" model adapted for general use, as well as reports that SoftBank sought to borrow $6 billion against its OpenAI stake before its shares declined roughly 9.7%.
The episode's "Chart of the Week" segment focuses on Pre-IPO Preparations Volume.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we examine several developments that may be shaping technology and capital markets. We first discuss recent price action in bitcoin and explore potential factors behind the latest market decline, including futures market positioning and the implications of Strategy's recent decision to sell a small portion of its bitcoin holdings.
We turn to SpaceX, reviewing Morningstar's recent valuation analysis, its financial position, and discussions of its potential path toward S&P 500 inclusion following its anticipated IPO. The conversation also covers Ramp's latest $750 million funding round at a reported $44 billion valuation and what it may signal about investor appetite for fintech and enterprise software. Finally, we discuss OpenAI CEO Sam Altman's new game show initiative and its intersection with AI, media, and consumer engagement.
Chart of the week: Morning Star's SpaceX Valuation Analysis and Compute Capacity
Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we unpack bitcoin's pullback toward $73K while AI-related capital formation and infrastructure investment continue to accelerate.
The discussion covers Anthropic's latest raise, now at $965 billion post-money valuation, market commentary tied to Michael Burry's recent predictions, and the growing conversation around AGI versus the emergence of "RSI" (Recursive Self-Improvement), and what that could mean for markets, labor, and global competition. Finally, we explore the future of financial products tied to AI ecosystems, including the potential for AI token futures and new forms of market exposure as the sector matures.
Chart of the week: Q1 M&A heats up as multiples rise
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we break down reports that OpenAI generated approximately $5.7 billion in Q1 revenue while its rival, Anthropic, targets nearly $11 billion in Q2 revenue and potential cash flow profitability, perhaps signaling a shift to operational scale in generative AI.
The discussion also examines recent weakness following bitcoin's rally in May, including reports that Mark Cuban reduced his BTC exposure even as firms like Bitmine continue to accumulate. We also unpack SpaceX aborting its latest space launch while focused on its much-anticipated IPO. Finally, we cover the U.S. government's push into quantum computing through a new $2 billion CHIPS Act and how legacy Web2 leaders are evolving their core products and platform strategies amid growing pressure from AI-driven consumer behavior and evolving internet discovery models.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we unpack Cerebras Systems' blockbuster IPO and how it may reignite momentum across the AI infrastructure trade. We also discuss the macro backdrop shaping risk assets, including speculation around the new Federal Reserve chair, hotter-than-expected inflation data, alongside resilient labor markets, and what it could mean for digital assets and broader growth markets. Further, we cover growing legislative momentum behind the Digital Asset Market Clarity Act, the sharp rise of privacy-focused token Xcoin, and renewed venture appetite as firms including Haun Ventures and Andreessen Horowitz raise billions in fresh digital asset-focused capital.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we welcome back Kieren James-Lubin to explore the evolution of blockchain infrastructure from the earliest days of Ethereum to the emerging world of "HardFi", programmable finance backed by real-world assets. The conversation also includes a special reveal from the team building the financial infrastructure backed by hard assets like gold and silver, offering listeners an early look at the launch of tokenized commodities and an on-chain collateral market.
Long before institutional digital asset adoption, the team behind Strato was building Ethereum infrastructure for enterprises, governments, and global industrial organizations, helping launch one of the first Blockchain-as-a-Service offerings with Microsoft Azure and co-founding the Enterprise Ethereum Alliance. For over a decade, they have operated blockchain systems in production environments where reliability, compliance, auditability, and settlement infrastructure mattered.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we unpack whether today's AI-driven market may resemble the dot-com bubble of 2000 or the early innings of a multi-decade technological supercycle. Further, we explore the rise in AI infrastructure demand, including Samsung surpassing a $1 trillion valuation as hyperscalers race to secure memory and compute capacity for large-scale AI systems. The conversation then shifts to the reported July 4 target for the CLARITY Act, signaling potential momentum around U.S. digital asset regulation and how stablecoins may be evolving as AI-powered autonomous payments.
Finally, we break down the rapidly shifting LLM landscape, debating the tradeoffs between speed, performance, and inference cost and why open-source models, specialized chips, and cheaper AI deployment may reshape the competitive dynamics of the next computing era.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we unpack the macro and tech landscape, from Bitcoin nearing $80K amid persistent geopolitical tensions, inflation concerns, and a steady Federal Reserve, to a broader debate on whether the economy is shifting toward a "C-shaped" recovery as highlighted by Hilton's leadership. We also examine potential global market implications of the United Arab Emirates stepping away from OPEC, alongside major capital and infrastructure moves, including Tether's push to build a public Bitcoin-focused powerhouse, and stablecoin expansion efforts from Morgan Stanley and Western Union.
On the AI front, we cover SoftBank's ambitious infrastructure bets and IPO aspirations, as well as Anthropic's rapid march toward a potential $900B+ valuation. We close with a discussion on the overlooked bottleneck in the $725B AI boom, not compute, but connectivity, highlighting a critical constraint shaping the next phase of AI-driven growth.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/.
To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we break down what may be fueling Bitcoin's latest move toward $80K, analyzing whether whale activity and ETF inflows can signal a potential bottom to crypto winter as prediction markets increasingly "price in" upside scenarios. We also unpack the growing influence and controversy around Polymarket, including a high-profile case involving a $400K wager tied to the alleged arrest of Nicolás Maduro.
On the AI front, we explore intensifying Big Tech competition, from Meta partnering with Amazon Web Services on AI chips to Google deepening ties with Nvidia-powered frontier labs. Finally, we dive into the blockbuster headline of SpaceX potentially acquiring Cursor for $60B.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This week's episode covers the reopening of the Strait of Hormuz and explores how global markets, including crypto markets, may be reacting to shifts in risk sentiment and energy dynamics. We also dive into Allbirds' recent surge, as much as 600% in a single day, as it pivots toward an AI-driven strategy, raising questions around narrative-driven rallies.
We also examine Objection AI, a Peter Thiel-backed startup aiming to adjudicate truth in journalism using AI; Factory's $150 million raise at a $1.5 billion valuation to scale AI agents for engineering teams; and Oracle and Amazon Web Services' deepening partnership for multicloud architecture and interoperability.
Finally, in our Chart of the Week, we zoom out to assess a meaningful week for tech and AI equities, with potential standout performance from Microsoft, AMD, and Oracle.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, Maher Ayari, co-founder of Sorbet, discusses the current state of cross-border payments and the potential role of stablecoins in improving efficiency within global financial systems. The conversation covers Sorbet's approach to combining a neobank-style interface with blockchain-based settlement infrastructure to support Small and Mid-sized Businesses (SMBs), freelancers, and globally distributed workers, particularly across the Gulf region. Topics include persistent challenges in traditional payment rails, evolving regulatory frameworks in Saudi Arabia and the UAE, and broader industry trends toward integrating digital assets into existing financial infrastructure.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we cover Bitcoin's first positive monthly performance since September 2025, unpacking what may be driving momentum and how macro factors, including geopolitical tensions in the Middle East, could influence inflation expectations and interest rate policy moving forward. Further, we discuss OpenAI's landmark $122 billion raise at an $852 billion valuation, and what this may signal about capital formation, infrastructure demand, and the path toward a potential IPO. We also examine Oracle's launch of its AI Data Platform for the U.S. federal government. Finally, we discuss the growing regulatory and legal scrutiny facing major platforms, including a recent court ruling affecting Meta and YouTube that could have long-term implications for digital advertising models and platform accountability.
The Chart of the Week is an analysis of the cost of computing and what it takes to lead the race for speed (tokens per second).
Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we explore the evolving hunt for safe-haven assets amid shifting capital flows across markets. Strategy and Bitmine continue to accumulate crypto while ETFs post five consecutive weeks of inflows, which may reinforce institutional demand for Bitcoin. We also unpack Anthropic securing an injunction against the U.S. government after being labeled a supply chain risk in a Defense Department dispute. We then discuss new deals, including Mubadala Investment Company exiting CoolIT Systems in a $4.75 billion transaction led by KKR, and the rise of Shield AI to a $12.7 billion valuation following a U.S. Air Force deal. The discussion culminates in our Chart of the Week, comparing gold, silver, and bitcoin as investors navigate geopolitical uncertainty and search for a safe harbor.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we discuss advancements in AI and computing, including Microsoft's BitNet research, Nvidia's expanding data center business, and a new strategic collaboration between Samsung Electronics and AMD to advance next-generation AI infrastructure. Further, we cover Meta Platforms' decision to scale back its metaverse initiatives and Jeff Bezos' growing ambitions in AI and industrial transformation.
For the Chart of the Week, we analyze bitcoin options market positioning, highlighting elevated open interest in downside protection strategies and key factors that may be driving its relationship with broader equity markets. We also discuss three reasons why bitcoin may be decoupling from the stock market.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we break down a whirlwind week across crypto, tech, and venture markets. We unpack Bitcoin's renewed rally into the 70s and explore how geopolitical tensions, hash‑rate swings, and macro narratives are driving price action. Then we dive into the CFTC's latest push to regulate prediction markets, and what it means for platforms like Polymarket and Kalshi as "gambling" and "forecasting" continue to blur. The conversation shifts to the so‑called "SaaS‑pocalypse" and whether the doom narrative holds up in a world where AI-native companies are generating 10× more revenue per employee. Finally, we spotlight the nearly 40 new unicorns minted this year, with AI dominating the list, and discuss what this potentially says about where capital, innovation, and excitement are flowing in 2026.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we discuss the recent decision by the U.S. Securities and Exchange Commission to dismiss certain claims in its case involving Justin Sun and the Tron Foundation, alongside broader regulatory signals suggesting that U.S. regulators may increasingly evaluate digital assets under traditional securities frameworks.
We also analyze comments from Jensen Huang indicating that Nvidia may pause additional investments in OpenAI and Anthropic while continuing to expand its focus on next-generation computing technologies such as photonics. Finally, we cover reports that quantum computing company Pasqal is exploring a public listing through a SPAC transaction and the latest U.S. employment data, which suggests a more challenging labor market environment heading into the spring.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this week's Roundup, we start with a discussion on Figure's and Nvidia's quarterly results, choppy digital asset markets, Circle's 45% post-earnings move, and cost reductions at Block. From there, we zoom out to the AI and compute stack, including Anthropic's stance on AI safeguards and a potentially landmark 6-gigawatt AI infrastructure deal between AMD and Meta. We close with our Chart of the Week, Why Inference Workloads Could Account for as Much as 40% of Global Data-Center Demand by 2030, and what this may mean for investors.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This episode examines recurring narratives about Bitcoin, noting that it has been declared "dead" numerous times in the past. The conversation also includes observations from ETH Denver, a review of recently released Q4 GDP data and its potential implications for markets, and a discussion of how a K-shaped economic dynamic may be manifesting in consumer behavior, with examples drawn from discount and mass-market retailers.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This week on Digital Currents, we're spreading the love for Valentine's Day - well, except in crypto markets, where Bitcoin's latest volatility has investors feeling anything but romantic. We break down the top five reasons behind BTC's slide and highlight the signals to watch next. From there, we move through a whirlwind of big‑number tech news, including Anthropic's massive funding round that pushes its valuation to an eye‑popping $380 billion, January inflation landing at 2.4% and shaping expectations for the Fed, Nvidia minting fresh billionaires as its AI dominance continues, and humanoid robotics heating up with Apptronik's total funding reaching $935 million at a valuation north of $5 billion. We also cover Apple's giving legacy hardware some unexpected love through updates for older devices. For our Chart of the Week, we break down Anthropic's explosive three‑year run‑rate growth.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we dig into the big question likely on everyone's mind: has Bitcoin found its bottom? We kick things off with a recap of BTC's recent drops and the mounting woes facing Strategy, then take a closer look at Michael Burry's latest Bitcoin prediction and what it could mean for the market. From there, we shift to industry moves, including Ledger's potential IPO, Elon Musk's xAI ambitions, and TI's acquisition of Silicon Labs.
For the chart of the week, we examine the 50-week exponential moving average and discuss whether long-term Bitcoin holders may be starting to accumulate again.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we break down the latest volatility across digital asset markets, unpacking the potential drivers behind Bitcoin's recent sell-off and what it may signal for market structure and risk appetite. We also review the evolving landscape for crypto related IPOs, Anthropic's recent capital raise, and Gartner's warning on rising AI platform fragmentation driven by national sovereignty, regulation, and geopolitics. Further, we unpack the hyperscalers' battle for first party silicon, infrastructure, and software integration.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This discussion examines recent developments across the deeptech private and public landscape, with a focus on BitGo's recent IPO plans and what it may indicate about the maturation of crypto infrastructure companies. The conversation also explores broader industry themes, including renewed attention on privacy-focused cryptocurrencies, ongoing operational and competitive challenges facing Intel, and a 2025-oriented review of Digital Asset Tokens (DATs) and Real-World Assets (RWAs) under the Chart of the Week.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creekdigital/. To speak to a team member or sign up for additional content, please email
mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Sinister Saturdays are back with a breakdown of recent events, including why the Clarity Act ran into a major roadblock after Coinbase pulled its support, the US decision to impose a 25 percent tariff on advanced AI chips headed to China, and Taiwan's material commitment to expand semiconductor manufacturing in the United States. We also cover OpenAI's multibillion-dollar compute partnership with Cerebras and close with the Chart of the Week as Gartner forecasts global AI spending to surge to $2.5 trillion in 2026.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creekdigital/. To speak to a team member or sign up for additional content, please email
mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we discuss recent developments at Groq, including Nvidia's acquisition of certain Groq assets, and consider what this transaction may indicate about evolving priorities in AI infrastructure and compute markets. The conversation also examines how geopolitical dynamics could influence crypto markets, including regulation, capital allocation, and cross-border technology policy. Finally, we explore whether recent market behavior suggests crypto may be moving away from its historical four-year cycle.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creekdigital/. To speak to a team member or sign up for additional content, please email
mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
We close out 2025 with a look at the forces shaping markets as we approach year-end. This episode breaks down the latest Q3 U.S. economic data, Larry Ellison's personal guarantee behind the Paramount bid, and Strategy's pause in Bitcoin buying, set against BlackRock naming BTC a top three focus for 2026.
We also cover Instacart's AI pricing blunders and what they may reveal about algorithmic risk, before wrapping with a look at the Chart of the Week, Bitcoin futures, and the evolving crypto market structure.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creekdigital/. To speak to a team member or sign up for additional content, please email
mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode of Digital Currents, we wrap up 2025 with a deep dive into the stories shaping markets and tech. Is the legendary four-year Bitcoin cycle finally broken? We explore what this means for crypto investors and why patience might be the ultimate superpower. Then, we turn to Amazon's rumored $10 billion investment in OpenAI and the circular deal dynamics shaking up the AI space. Plus, updates on the Paramount deal, including a surprising personal guarantee request, and ByteDance setting a date for TikTok's U.S. divestiture led by Oracle. Finally, don't miss our Chart of the Week: S&P 500 Market Caps vs Forward P/E Ratios, and a bonus look at the AI-driven surge in server sales versus storage growth. Tune in for insights at the intersection of crypto, tech, and media that you won't want to miss.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode of ABCD Roundup, Mark and Xavier unpack a whirlwind of market and tech headlines. Bitcoin holds steady in the low 90s following the Fed's 0.25% rate cut, sparking debate on monetary policy and crypto adoption. Media consolidation heats up as Paramount launches a hostile bid for Warner Bros., countering Netflix's merger move. AI continues to see explosive growth, as OpenAI tops Apple's App Store as 2025's most downloaded app, while Tavus' AI-powered Santa captivates users for hours daily, raising questions about tech's role in human connection. They then spotlight Australia's groundbreaking ban on teen social media use and explore IPO trends with the "Chart of the Week," revealing investor appetite for mega-valued private companies and a potential return to pre-pandemic norms.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this ABCD roundup, we break down why bitcoin may have settled back into the low-90s range despite volatile macro signals, whether Ethereum's upcoming Fusaka upgrade could catalyze a price rebound, and how BlackRock's Bitcoin ETF has quietly become the firm's most profitable product. We also hit the broader market tape, including Netflix's Warner Bros. acquisition news and the resurgence of VC "kingmaking," where oversized early-stage checks are anointing AI companies long before meaningful revenue. We close with our Chart of the Week, examining today's K-shaped economy and what it may mean for digital assets heading into 2025.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This ABCD roundup examines whether bitcoin may have stabilized after recent volatility, outlines Texas's initial purchase of bitcoin for its planned state reserve, and introduces a holiday segment on common crypto questions likely to arise at Thanksgiving gatherings.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we explore why Bitcoin may have slipped back toward the $80K level, examining leverage washouts, ETF rotation, funding-rate resets, and how broader risk sentiment is shifting as markets reassess year-end liquidity. On the AI side, Nvidia posted another record-breaking revenue quarter, with demand for GPU compute still outpacing supply, even as Hugging Face CEO Clem Delangue warns that the real bubble sits in oversized LLMs rather than in AI as a whole, suggesting a move toward smaller, domain-specific models.
We close by breaking down the latest Chart of the Week and jobs numbers, what they may signal for inflation trends, and how they may tie into both crypto and AI market momentum heading into the new year.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
With Xavier on the road, Mark takes on this week's ABCD Roundup solo. Crypto winter chills the markets as Bitcoin pulls back from its October highs, sparking renewed debate over the four-year cycle and whether investors are facing the early stages of a deeper drawdown. Mark breaks down why the latest volatility may reflect classic market psychology and how fair value models, such as Metcalfe's Law, help frame where Bitcoin may be headed next. He also digs into the growing pressure across broader markets, from deteriorating balance sheets to speculative excess in AI, quantum computing, and nuclear power. Additionally, Mark discusses issues, including how whales are moving coins, the rising scrutiny faced by digital-asset treasury companies, and the looming threat of CBDCs, which raises questions about privacy and financial freedom.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Bitcoin has dipped below the $100,000 mark as long-term holders offload over $500 billion worth of BTC amid profit-taking and diversification into other assets. We ask "Are we in crypto winter?" In AI news, Apple is reportedly finalizing a $1 billion annual deal with Google to integrate Gemini into the next-gen Siri, marking a rare collaboration as Apple works to catch up in AI. Anthropic projects massive growth, forecasting $70 billion in revenue and $17 billion in cash flow by 2028. Meanwhile, SoftBank and OpenAI have launched a 50-50 joint venture in Japan called "Crystal Intelligence" to deliver localized AI solutions to enterprises, with SoftBank itself as the first customer. Lastly, Nvidia's market cap has surged to $5 trillion, underscoring its dominance in the AI hardware race.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
The Fed cuts rates again, sending ripples through markets as Bitcoin rallies and altcoin ETFs officially go live. We dive into how lower rates may fuel renewed crypto momentum and what the rate cut may mean for "digital gold" versus gold. Meanwhile, Mastercard is reportedly eyeing a $2 billion acquisition of crypto infrastructure firm Zerohash, and Ethereum giant Consensys gears up for a landmark IPO with Goldman Sachs and JPMorgan, potentially signaling a new era for blockchain finance. In computing, Core Scientific scraps its merger with CoreWeave to pursue independent expansion of its AI infrastructure.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this week's roundup, we discuss the pardon of convicted Binance founder, Changpeng Zhao, the surprising return of a Clippy-inspired "Mico" as Microsoft leans into more personable AI assistants, and OpenAI's acquisition of Sky as the agentic desktop race accelerates. We also cover Anthropic's planned TPU expansion with Google to support enterprise demand and frontier-model training, and we explore reports of the Trump administration eyeing equity stakes in U.S. quantum computing firms. The Chart of the Week highlights current crypto adoption trends.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we celebrate Fairfax County's Police and County Employee Pension Funds for their win at the CIO Innovation Awards, recognizing their leadership in adopting digital assets within institutional portfolios. We then dive into the market, unpacking Bitcoin's recent skid and the role perpetual futures markets may play in amplifying downside volatility. We also break down BlackRock's launch of a stablecoin-focused liquidity fund.
On the AI front, we spotlight Nscale's multibillion-dollar deal with Microsoft to deploy 200,000 Nvidia GPUs across global data centers; meanwhile, Ant Group enters the global AI race with Ling-1T, a trillion-parameter model that rivals OpenAI and Google in reasoning and math capabilities. In the Chart of the Week, Hyperliquid continues to push the frontier of decentralized derivatives markets.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we sit down with Will Zeng, PhD, Partner at Quantonation, a venture fund dedicated to quantum technologies and deep physics. Will shares his journey from being the third employee at Rigetti Computing to leading quantum research at Goldman Sachs and now investment strategy at Quantonation. From commercialization efforts in pharma, materials, and AI acceleration to lessons learned as both operator and investor, Will offers a thoughtful, insider perspective on where quantum may be headed next. Finally, we discuss our shared conviction in Diraq, a portfolio company, and its CMOS-based spin qubits, fabricated using the same infrastructure behind today's classical semiconductors. Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This week’s episode explores whether “Crypto Uptober” is upon us and the latest wave of AI headlines, from OpenAI’s Sora surpassing ChatGPT’s iOS debut with 627,000 installs to Sam Altman’s pursuit of one trillion dollars in infrastructure partnerships that include AMD offering ten percent of itself to OpenAI in a multibillion-dollar deal. The Chart of the Week spotlights nearly 193 billion dollars invested in AI startups this year, marking the first time more than half of all 2025 venture funding has flowed into AI and signaling a potentially defining moment for technology and global markets.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This ABCD Roundup covers the SEC’s push to accelerate tokenized stocks and SWIFT’s collaboration with global banks on a shared blockchain ledger for instant payments, moves that could fundamentally reshape traditional finance. We also examine Bitcoin’s recent price and volume swings, as well as the broader implications of onshoring and the U.S. crypto cycle. Finally, we cover Cerebras’ $1.1 billion raise at an $8.1 billion valuation.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode of ABCDs, we cover why options and leverage may explain Bitcoin’s rough September, the rise of crypto treasury stock buybacks, and Strive’s $1.3B deal to acquire Semler as smaller players consolidate to compete with giants. We also break down Nvidia’s $100B commitment to OpenAI, which likely drove Oracle’s stock surge. Finally, we examine the overlooked challenge of data center power consumption as AI growth becomes increasingly concentrated. Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this solo edition of Digital Currents, Mark takes listeners through the early days of blockchain investing and the landmark week that saw multiple portfolio companies ring the opening bell. From first encounters with Bitcoin in 2013 to backing trailblazers in the industry, Mark shares inside stories of risk, resilience, and the continuing digitization of financial services. Along the way, he explores the evolution from Web1 to Web3, lessons from legendary investors, and why he believes most assets will ultimately be tokenized. Whether you’re a crypto veteran or simply curious about the future of money, you don’t want to miss this episode on how he seeks to find transformational trends before the crowd.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we dive into the latest wave of AI, blockchain, and fintech IPO activity. Figure Technology Solutions made its Nasdaq debut, pricing at $25 a share and raising $787.5 million in an upsized offering, potentially signaling investor appetite for AI and blockchain-powered lending and real-world assets. Next, we look ahead to Gemini’s anticipated IPO, where the exchange has lifted its price range and secured a $50 million private placement from Nasdaq. We break down what these listings might signal for digital asset markets, secondary liquidity, and how exchanges like Gemini may stack up against incumbents such as Coinbase and Bullish. Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
September brings questions for crypto and equity markets. In this episode, we review Bitcoin and Ethereum’s performance in August, examine historical trends for September in equities and crypto, and discuss how recent Federal Reserve interest rate decisions may influence market dynamics. We also highlight insights from the 2025 Global Adoption Index to provide context on broader adoption trends.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Morgan Creek follows its successful LATAM accelerator program by once again partnering with Outlier Ventures to launch its next cohort, this time for the MENA region. Join us for a thoughtful conversation led by Dimi Chatzianagnostou, CIO of Outlier Ventures, with Mark Yusko, CEO and Chief Investment Officer at Morgan Creek, and Xavier Segura, General Partner at Morgan Creek Digital. Topics include the appeal behind investing in MENA, Blockchain and AI infrastructure and the landscape moving forward.
In this episode, we review several developments shaping digital assets and related markets. We consider early predictions around whether altcoin activity may increase in the fall and examine recent shifts in Bitcoin’s volatility, including how it now compares to certain traditional equities. We also discuss the Circle–Malachite acquisition, Bullish’s plans to arrange stablecoin proceeds as part of its IPO process, and Figure Technology’s filing for a public offering. Along the way, we touch on indicators such as Bitcoin/Ethereum volatility and the Bitcoin Hashprice Index and explore what these measures might suggest for market participants.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This episode explores recent developments across the tech landscape, including the growing role of AI in the classroom and its potential to transform teaching practices, the intensifying rivalry between Sam Altman and Elon Musk as they compete for dominance in brain–computer interface technology, and Perplexity’s ambitious bid to challenge Google Chrome in the browser market. The conversation also considers the implications of AI-driven education tools, the strategic stakes of competing brain chip platforms, and how a changing browser ecosystem could reshape user behavior and market dynamics.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This episode discusses recent developments affecting the Bitcoin ecosystem, including emerging policy and research initiatives in Washington that may influence the broader crypto landscape, the increasing attention from venture capital toward Bitcoin-based decentralized finance (“BTCFi”), and an exploration of current mining trends. The conversation also reviews changes in network hash rate, the implications of all-time highs in computational power, and considerations these shifts may present for miners and investors.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this special Digital Currents episode, Mark and Xavier unpack the groundbreaking GENIUS Act, America’s first comprehensive legislation on stablecoins. They explore how this new legal framework provides regulatory clarity around digital asset issuance and positions players like Circle and PayPal for potential growth, while putting pressure on offshore giants like Tether. The conversation dives into the Act's six key pillars, from reserve requirements to innovation sandboxes, and what it potentially means for U.S. dollar hegemony in a digital-first global economy. Tune in to understand how this law could shape the next wave of crypto adoption and geopolitical influence.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we dive into Ethereum’s comeback and explore what may be driving the altcoin rally across the board. From the latest developments around the Genius and Clarity Acts, to shifting investor sentiment fueling ETH’s price appreciation, we unpack the key forces that may be behind the recent optimism and momentum. We also look ahead to next month’s anticipated release of ChatGPT-5 and what it could mean for the intersection of AI and crypto. Finally, in our Chart of the Week, we examine regional semiconductor sales data and what it may reveal about the evolving landscape of global tech infrastructure.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this ABCD Roundup, we unpack the major developments shaping crypto and AI this week. Bitcoin blasts past $120K, marking a potential momentum shift, and the U.S. House passes the GENIUS Act, now awaiting presidential signature, a potential regulatory game-changer for digital assets. In AI, we break down capital flows, and venture capital shows extreme concentration, with 50% of funding going to just 12 firms. Tune in for insights on what we believe may be moving markets, shaping policy, and driving innovation.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we sit down with Paget Stanco, a former startup founder now leading institutional strategy at Gemini, a regulated cryptocurrency exchange. Paget walks us through her journey from launching ventures out of college to navigating the frontier of crypto custody and compliance. We explore how Gemini’s regulatory-first approach can help onboard asset managers, family offices, and pensions into digital assets beyond just Bitcoin, think ETH, SOL, and tokenized treasuries. Paget breaks down Gemini’s eOTC platform, its partnership with Arch Public, and how some institutions are warming up to crypto.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Bitcoin is back in the spotlight after a weekly surge that has its price close to $120K. In this episode, we break down what may be driving the rally, from public companies now outpacing ETFs in BTC accumulation to the continued institutional push into crypto. We also unpack CoreWeave’s acquisition of CoreScientific, a strategic move in the AI-meets-Bitcoin mining arms race. Plus, Nvidia hit a record milestone of a $4 trillion market cap. Find out why Nvidia’s market cap rise is this week's Chart of the Week.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this timely episode, host Xavier Segura sits down with Kory Hoang, Co-founder & CEO of Stably (A Morgan Creek Portfolio Company), for a look at stablecoins, regulation, and the future of digital finance. Kory, a pioneer in Stablecoin-as-a-Service and shares insights from over a decade in finance. The discussion covers the GENIUS Act, stablecoins’ role in reinforcing U.S. dollar dominance, the rise of current and possible future corporate issuers such as PayPal and Walmart, respectively, and the challenges facing non-USD stablecoins. Kory also unpacks the systemic risks of centralized models, the evolving DeFi landscape, and how Stably helps institutions adopt compliant stablecoin infrastructure.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this roundup, we break down the 2025 IPO wave, spotlighting Chime’s $18.4B debut and what it may signal for fintech’s place in a crypto-disrupted future. We dive into Salesforce’s bold new acquisition and what it could mean for enterprise software consolidation. On the AI front, we track how tech giants like Microsoft, Meta, Amazon, and Alphabet are pouring billions into AI infrastructure across the public and cloud sectors. Then we zoom in on the private markets, where AI unicorns are trading at eye-popping revenue multiples—some over 500x. We ask the hard question: are these valuations justified or signs of another tech bubble?
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this roundup, we unpack whether the renewed US-China trade deal is more hype than substance amid rising geopolitical tension. We break down Circle’s IPO momentum and Bitcoin’s climb toward $110K as the broader crypto market heats up. On the AI front, Apple, Samsung, and Meta are doubling down—Meta alone dropping $14B to stay in the game. We also spotlight Oracle’s quiet dominance and dig into the tech graveyard of Web 1, 2, and 3 to separate the real survivors from the hype casualties.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this roundup, we spotlight Upexi’s bold new crypto treasury strategy with Chief Strategy Officer Brian Rudick. Brian walks listeners through his transition from Wall Street to leading Upexi’s $100M Solana-backed treasury initiative, modeled on MicroStrategy’s Bitcoin playbook. We unpack why Solana, not Bitcoin or Ethereum, was chosen for its high performance and growing ecosystem. We explore how Upexi is seeking to maximize value for shareholders through staking, discounted SOL acquisitions, and future capital market tools like convertible debt. We also look ahead to how Upexi plans to raise its profile as the go-to equity for Solana exposure. Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com.
Legal Disclaimer: This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we cover a wave of momentum returning to markets as summer heats up, starting with Circle’s blockbuster IPO, which opened at $69B and potentially signaled renewed investor confidence in stablecoins. We break down Ethereum’s recent price comeback and what’s driving renewed enthusiasm in the ecosystem. In politics, we look at South Korea’s newly elected pro-crypto president and how that could reshape regional Web3 regulation. On the infrastructure front, we highlight Amazon’s $10B investment in North Carolina, aimed at scaling AI and cloud computing capabilities while boosting local economies. We wrap with our “Chart of the Week” on real-world assets, where tokenized RWAs have surged over 260% in 2025, driven by regulatory clarity and institutional inflows.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this roundup, we recap the big news from the Bitcoin Vegas conference. We dive into a wave of products, policies, and regulatory updates shaping the digital asset landscape. We cover Strike CEO, Jack Mallers, and his unveiling of low-interest Bitcoin-backed loans. We move on to the pro-crypto policy agenda of Reform UK leader, Nigel Farage, that includes a proposed Bitcoin reserve at the Bank of England. We also discuss the SEC’s latest staff statement clarifying that certain staking activities do not violate securities laws, and the bipartisan CLARITY Act, which aims to define regulatory oversight of the U.S. crypto market. Thank you, listeners, for your support through our first 100 episodes. There is much more to come. Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital /. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com.
Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this ABCD roundup, we unpack the GENIUS Act’s bipartisan momentum as the U.S. moves toward stablecoin regulation. We also examine the record-breaking Bitcoin price and futures open interest hitting $72B amid growing institutional demand. In addition, we break down SoftBank’s increased investment in TSMC, signaling a deeper bet on AI chip growth, and Google’s latest search overhaul with AI chatbots to take on ChatGPT. Plus, Fortnite scores a major legal win against Apple, setting the stage for renewed platform battles in the app economy.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
We congratulate our portfolio company, eToro, on its public debut on Nasdaq, where it raised $310 million and saw a 29% share increase to open trading. We also evaluate the latest versions of OpenAI GPT-4.1 and 4.1 mini. We then comment on the Quantinuum and Al Rabban Capital launch of a $1B quantum venture in Qatar. Last, we analyze if this may signal renewed interest in tech IPOs and look at the next likely candidates in our Chart of the Week. Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this roundup, we cover a milestone moment in crypto and markets. Bitcoin breaks through the $100,000 mark, which may reflect macro tailwinds. Coinbase makes waves with its $2.9B acquisition of Deribit, cementing its push into global crypto derivatives. We also unpack Ethereum’s Pectra upgrade—a technical upgrade that introduces key changes to validator operations, increases staking efficiency, and adds long-awaited UX improvements like “Social Recovery” via smart contract wallets. Further, we analyze whether Pectra could catalyze a broader Ether comeback. Elsewhere, New Hampshire becomes the first U.S. state to pass a crypto reserve law, which may serve as a policy template nationwide. We close with Warren Buffett’s official retirement and reflect on his investing legacy —Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This ABCD roundup covers the first 100 days of crypto in 2025, from BTC macro drivers to the recent altcoin spot ETF delays. Further, we break down ARK’s bold 2030 Bitcoin price target, set against a backdrop of rising stagflation fears and weaker U.S. economic data. On the AI front, Huawei is accelerating its push for AI chip self-reliance with the upcoming Ascend 910D, aiming to rival Nvidia’s H100 amid tightening U.S. export controls and rising geopolitical tensions. While Huawei’s chips still lag in software and system-level integration, their progress signals a broader shift as China challenges Western dominance in advanced AI hardware. Big tech, big predictions, and bigger tensions—Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This ABCD roundup explores whether Bitcoin is starting to trade like a tech stock, especially as correlations with broader equity markets and macro trends grow more pronounced. We dive deep into the AI funding frenzy that’s continuing to heat up in early 2025, with billion-dollar rounds from Anthropic, OpenAI, SandboxAQ, and others driving a wave of innovation across infrastructure, healthcare, and defense. We also unpack UPEXI’s intriguing new strategy—leveraging the Solana blockchain to mirror MicroStrategy’s digital asset playbook. It’s a fascinating move that signals broader institutional experimentation in crypto.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In today’s ABCD Roundup, we discuss the new chip export restrictions aimed at curbing China’s AI progress. Further, we analyze Ethereum’s scaling dilemma and how its Layer 2 roadmap could impact its core value and TSMC’s Q1 2025 performance.
We finish with a lightning round of rapid-fire questions. Don’t miss it!
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this ABCD Roundup, we discuss how tariff tensions can reshape global markets and drive a flight to financial quality. We also discuss the potential broader impact of U.S.– China tariffs on AI infrastructure buildouts and capital spending. We then highlight Bitcoin’s relative stability and the growing role of stablecoins. We connect the dots to MoonPay’s acquisition of Iron and why infrastructure around onramps matters more than ever. Finally, we explore the surge in on-chain real-world assets (RWAs), with a spotlight on tokenized private credit.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode of the ABCDs Roundup, we break down OpenAI’s massive $40 billion funding round, led by SoftBank, and its impact on AI infrastructure. We explore AMD’s $4.9 billion acquisition of ZT Systems as it challenges Nvidia in the AI data center wars and take a broader look at tariffs affecting the AI and blockchain industries. We also cover the latest developments in TikTok’s U.S. ownership battle and Fidelity’s Bitcoin market update, which predicts a potential acceleration phase in this week’s chart.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we dive deep into CoreWeave’s long-awaited IPO and what it could mean for the broader AI market and other companies looking to go public this year. We also break down the latest Bitcoin market moves and what’s driving volatility. In regulatory news, Trump’s SEC pick Paul Atkins faces scrutiny over his crypto ties—could this signal a shift in policy? Plus, we discuss the Siemens $10B Altair acquisition and analyze GameStop’s bold Bitcoin buy, its MicroStrategy-inspired strategy, and why the market may not like it.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this roundup, we dive into a packed week of digital assets and cover how markets broke out of five straight weeks of selling, perhaps moving back into buying territory. On the acquisition front, Kraken acquires NinjaTrader, expanding its digital asset trading reach, while SoftBank’s $6.5B deal for Ampere Computing may underscore the intensifying race to secure AI infrastructure. We also discuss CoreWeave’s $2.7B IPO plans amid demand for AI cloud services, Dubai’s ambitious real estate tokenization pilot targeting $16B by 2033, and recent AI funding rounds fueling growth in the compute and infrastructure space.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
On this episode of the ABCD Roundup, Mark is solo today as Xavier is out welcoming baby number two! Mark breaks down the latest Bitcoin volatility, market trends, the impact of the current trade wars, and how global economic shifts could shape the future of finance. We explore China’s strategic dominance in AI and chips, the Federal Reserve’s interest rate dilemma, and whether Bitcoin will become a strategic reserve asset. Plus, he details how AI agents are changing everything from research to real-world applications. Stay ahead of the curve with insights on this week's news in tech and markets.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This ABCD roundup discusses Trump’s executive order establishing a Strategic Bitcoin Reserve and U.S. Digital Asset Stockpile, while the Texas Senate passes a bill to create a statewide Bitcoin reserve. We also touch on the latest China AI developments, analyzing how they fit into the evolving global tech landscape. In addition, we highlight the Bitcoin hammer candle as our Chart of the Week.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this ABCD roundup, we dive deep into the shocking $1.4 billion ByBit hack—what happened, what it means for the broader crypto industry, and the lessons investors should take away. We also break down the latest market slumps, analyze trending venture dollars in blockchain-oriented investments in 2025, and highlight our Chart of the Week. Do not miss this discussion on the state of crypto and where the market could be headed next.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we discuss Codeium, an AI coding startup that is eyeing a $3B valuation just months after its last funding round. We also talk about how Apple’s iPhone 16e is shifting toward on-device AI processing and Microsoft’s Majorana 1 quantum chip breakthrough, which could fast-track fault-tolerant quantum computing.
Plus, our Chart of the Week reveals ChatGPT’s milestone of reaching 400 million weekly active users, and we reminisce on its historical scaling to the first 100 million users.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/ . To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this special Valentine’s Day episode, co-host Mark Yusko dials in from his travels in Hong Kong and Singapore to discuss the latest news and trending themes on the ABCD’s in Asia with co-host Xavier Segura. They dissect a handful of fresh off the press headlines like Apple & Alibaba’s proposed AI partnership, President Trump’s call for defense talks with Russia and China, Franklin Templeton’s interest in the Solana blockchain, and China’s budding crypto landscape. Join us for an insightful conversation on these topics and more!
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/ . To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we dive into the latest high-stakes moves in AI and blockchain. France and the UAE have announced plans for a €30-50 billion AI campus, aiming to position Europe at the forefront of the AI revolution—just as DeepSeek shakes up the landscape with new breakthroughs in cost efficiency and performance. Meanwhile, Amazon is poised to outspend its rivals with a massive $100 billion of projected investments in AI infrastructure, setting the stage for intensified competition among tech giants. On the blockchain front, BlackRock has strengthened its Bitcoin position, increasing its stake in Strategy (formerly MicroStrategy) to 5%, a move that could further solidify institutional confidence in BTC. Join us as we break down these major developments and their potential impact on AI, digital assets, and the future of global finance.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/ . To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this ABCD Roundup, Co-host Mark Yusko kicks off the episode solo, discussing recent market trends in crypto and the political moves surrounding digital assets that have transpired during President Trump's first few weeks in office. Co-host Xavier Segura dials in, returning from his travels to the Middle East to round out the episode highlighting DeepSeek's groundbreaking AI advancements, challenging the dominance of U.S. tech giants and reigniting the U.S.-China tech rivalry. From their cost-effective AI models to allegations of espionage and intellectual property theft, DeepSeek is stirring up excitement and controversy. Join Mark and Xavier as they analyze topics such as crypto utility, the market dynamics of meme coins, and open vs. closed source AI models.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/ . To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this week’s ABCD Roundup, Xavier and Mark dive into the world of meme coins, from the explosive rise (and fall) of Trump Coin to the broader crypto assets market. The hosts break down what they believe separates true innovation from the hype-fueled chaos of potential pump-and-dump schemes. They also explore the evolving role of AI in reshaping global labor markets and the massive $500 billion push toward AI data centers in the U.S. Tune in for insights, conversations, and recent news on the digital ecosystem.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
This ABCD roundup episode examines the recent surge in Ripple (XRP). We also discuss President Biden’s executive order to accelerate sustainable AI data centers while new export controls on AI chips spark innovation debates. In blockchain, Senator Lummis questions the FDIC, and we discuss asset class returns in our chart of the week.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Join Digital Currents host Xavier Segura and fellow MCD GP Sachin Jaitly as they dive into some of the events of 2024 that set the stage for a shift in the crypto landscape. This episode unpacks the pivotal role of Bitcoin’s halving, the surge in institutional adoption through ETFs, and the legislative events driving pro-crypto momentum in the U.S. They explore the convergence of A.I., Blockchain, Chips, and Data (ABCD’s) as the pillars of Web3 innovation. Listen to the MCD team recap sovereign AI initiatives and the global race for digital leadership. Tune in for an insightful discussion on what's shaping the digital ecosystem heading into 2025.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com.
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Digital Currents hosts Mark Yusko and Xavier Segura are back together to highlight major headlines in Tech this week on the ABCD Roundup. The episode explores AI's leap toward agentic intelligence, NVIDIA's dominance in chip innovation, and China's growing influence in semiconductors. They also discuss major themes at CES 2025 and the potential impact of digital adoption on global markets in the year ahead. Tune in for an engaging conversation about volatility, opportunity, and the forces shaping the digital economy in 2025.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com.
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Digital Currents host Mark Yusko leads 2025's inaugural episode of the ABCD Roundup. Mark highlights topics like Bitcoin's Sweet 16, insights into Ethereum's trajectory in the new year, Solana's resurgence, and the growing influence of DeFi. We dive into the transformative tech trends shaping the year to come, from AI's evolution into agentic intelligence to groundbreaking advancements in chip technology like photonics and fully homomorphic encryption. We also explore the shifting tides of global markets, wealth transfers, and digital adoption as traditional finance faces generational change. Join us for a thoughtful discussion on innovation, volatility, and progress in the digital frontier.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
In this episode, we chat with Andry Lebedev, CEO of Swipelux. Swipelux aims to simplifyWeb3 onboarding by facilitating fiat-to-crypto payments, as well as providing digital identity infrastructure and wallet creation. Join us for an informative deep dive into the key differences between traditional payment infrastructure and Web3-enabled solutions like stablecoins, smart contracts, and identity verification. Plus, learn how incumbent financial institutions are reacting to the latest technology and how startups must align with regulators to compete for market share.
Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Legal Disclaimer
This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Take a trip down memory lane with this special episode that recounts the major stories shaping 2024. From the SEC’s historic approval of a Bitcoin ETF and Ethereum’s Dencun upgrade to Nvidia’s staggering climb to a 3 trillion valuation. We explore SBF’s day in court and the repositioning of crypto with the Bitcoin Act. Further we recount the year’s key records spanning from the $1.1 billion dollar Bridge acquisition to Groq’s big raise and Willow’s quantum leap. Join us as we bring you the ABCD advancements and global financial shifts that defined 2024.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
In this episode, we discuss Google's breakthrough quantum chip, Willow, and its potential implications for scalable quantum computing. We also examine Riot Platforms’ $525M Bitcoin strategy, Microsoft's rejection of a Bitcoin reserve proposal, and Tether's approval in Abu Dhabi's financial ecosystem. Finally, don’t miss our Chart of the Week, which analyzes the CEX-DEX volume dynamics.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
This episode explores the transformative forces shaping global technology and geopolitics. We discuss Bitcoin's historic surge to $100K, driven by U.S. demand and optimism around crypto-friendly policies, alongside MicroStrategy's continued BTC accumulation. Shifting to AI, we examine the rise of Chinese open-source models, their remarkable performance in complex tasks like coding and reasoning, and the controversies surrounding censorship and geopolitical implications. Additionally, we highlight the Baltic undersea cable suspected sabotage, a stark reminder of hybrid warfare risks amid rising global tensions.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
In this special re-wrapped episode of Digital Currents, Xavier sat down with UAE Investor and Influencer Mohamed Hafiz to discuss opportunities and key drivers in the venture space surrounding Web 3.0. From topics like the future presidential agenda with Blockchain to how the UAE is enacting innovation regulation, you won't want to miss these insights from our time overseas!
Remember To Stay Current!
Hafiz Knows - hafizknows | Instagram, TikTok | Linktree
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
This week, we discuss BTC's continuing march to $100k and the impact of leverage on price. We also take a deep dive into what has made MicroStrategy one of the best-performing stocks since 2020. In addition, we chat about the latest $50 billion valuation of Elon Musk’s xAI, achieved in just 16 months. Lastly, we cover Mastercard and JPMorgan's integration of payment networks using blockchain and spotlight the top ten crypto movers post-election in the chart of the week.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
In this ABCD Roundup, we explore the crypto industry's optimism following a new U.S. government administration, Red Hat’s acquisition of Neural Magic for hybrid AI optimization. Lastly, we analyze the BITCOIN Act proposing a U.S. Bitcoin reserve, highlighting its potential economic impact and the financial complexities surrounding its implementation.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
In this special episode of Digital Currents, Mark and Xavier discuss their recent travels to Asia and the Middle East, providing insights on how these regions plan to expand their footprint in the digital ecosystem. They talk about trends such as Saudi Arabia’s 2030 plan, updated regulations, and the increased importance of developing local talent in these areas. Join us as we dissect these exciting topics.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
In this week's ABCD Roundup, we unpack the 2024 US election's impact on crypto and AI with a strategic bitcoin reserve, crypto council and US mining investments all being proposed. We also shed light on how big tech is beginning to respond. In addition, we delve into Google’s newest AI center in Saudi Arabia, Coatue Management’s $1 billion fund for AI, and Anthropic’s partnership with Palantir and AWS to use Claude AI in secure government environments— underscoring AI’s potential role in national security. Tune in as we explore the potential implications of these advancements on technology, security, and the economy.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
In this episode, we explored Outlier Ventures’ impact on the Web3 ecosystem, joined by their founder Jamie Burke, and our shared vision for a decentralized internet. Since 2014, Outlier Ventures has supported over 300 startups, raising hundreds of millions through their Base Camp accelerators and partnerships with leading Web3 protocols like Aptos, Filecoin, and Polygon.
We also dive into the LATAM Base Camp, a collaboration of Morgan Creek Digital and Outlier Ventures to empower Latin American Web3 startups in fintech, e-commerce, and gaming. Learn why LATAM’s rapid adoption of digital assets makes it an ideal testbed for decentralized finance and how Outlier Ventures plans to expand this model globally.
Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
his week’s ABCD Roundup covers the largest crypto acquisition in history with Stripe reported to acquire Bridge for $1.1 Billion. Meta and Microsoft’s advancing AI infrastructure objectives amid investor caution, KKR and Energy Capital Partners funding data centers to meet AI's energy demands, and Abu Dhabi firms launching a tokenized U.S. Treasuries fund. Further, we discuss Galaxy Digital’s Q3 crypto report highlighting venture investment.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Bitcoin mining has long been criticized for its energy consumption and carbon footprint. With growing concerns about the environmental impact of the Proof of Work process, the digital asset community has seen a heightened focus on finding ways for Bitcoin to align with the global sustainability goals of investors, corporations, and governments. The Sustainable Bitcoin Protocol (SBP) is an initiative that seeks to make Bitcoin mining more environmentally responsible by verifying and incentivizing the use of renewable energy sources. SBP aims to address this pressing issue by enabling miners to monetize their use of sustainable energy sources, thereby promoting green practices within the industry.
Join Mark and the Sustainable Bitcoin Protocol team as they discuss topics such as the Sustainable Bitcoin Certificate, sustainability as an investable asset, and the future of clean energy development in digital assets.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
In this ABCD roundup, we discuss the expanded partnership between OpenAI and Bain & Co., which aims to tailor AI solutions for industries like retail and life sciences. Next, we cover Microsoft's UAE AI National Skills Initiative, a large-scale effort to upskill 100,000 government employees, supporting the UAE’s ambitions to become a global AI hub. On the blockchain front, we dive into Ethereum’s future with co-founder Vitalik Buterin’s plan to hit 100,000 TPS using Layer 2 rollups, alongside the upcoming "The Verge" upgrade. This upgrade aims to make Ethereum more secure and accessible by enabling nodes to run on smaller devices, such as phones, through "stateless verification." Finally, we examine IBM’s Q3 2024 results, highlighting its $15 billion in revenue and strong performance in generative AI and software growth.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Join us for this week’s episode of ABCD Roundup, where we dive into the latest transformative developments in AI, blockchain, chips, and data. We spotlighted the recognition of AI at the 2024 Nobel Prizes, highlighting the pivotal contributions of Geoffrey Hinton and John Hopfield in physics. We also discussed the booming interest in crypto ETFs among younger investors, Elon’s unveiling of Tesla’s RoboTaxi, and the SEC's intensified regulatory actions against firms like Cumberland DRW.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
In this episode, we explored OpenAI’s monumental $157 billion valuation following its $6.6 billion fundraising and the strategic implications of restructuring its governance model. We also cover Cerebras' IPO filing as the AI chipmaker prepares to challenge Nvidia's dominance in the market.
On the blockchain front, we discussed the latest developments in the Bitcoin market and how short-term holders can react to global geopolitical tensions. Finally, we reviewed trends in high-performance computing and AI infrastructure.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
This ABCD roundup explores OpenAI's restructuring to a for-profit model, including CEO Sam Altman’s new equity stake and potential AI safety concerns, as well as Salesforce's strategic AI acquisitions. We also highlight PayPal's recent expansion into cryptocurrency services for businesses, the approval of Bitcoin options, and significant Ethereum outflows.
Remember To Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
n this week's ABCD Roundup, we explore the broader market impact of the long-awaited 50 bps rate cut by the Fed, including its effect on Bitcoin and financial markets. We also discuss Blockdaemon’s plans for a 2026 IPO as the blockchain infrastructure provider expands in Asia. Join us as we explore these key intersections of technology, finance, and governance.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com
Join us for an insightful conversation with Dhruv Patel, CEO of Arch Lending, as we explore how the company is focused on disrupting decentralized finance with a suite of services that include flexible crypto-backed loans, lending solutions, and risk management tools designed to unlock liquidity for digital asset holders and owners of early-stage tech startups. In this episode, Dhruv dives into the company’s vision of bridging traditional and digital finance, the firm’s commitment to providing transparent and secure lending products, and how they seek to empower investors in crypto assets. Tune in to discover how Arch Lending targets the intersection of blockchain technology and lending.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com.
Join us as we explore Ilya Sutskever’s $1 billion raise for his venture, Safe Superintelligence (SSI), aimed at creating AI models that align with human values, Applied Digital’s stock movement following a $160 million funding deal with Nvidia, and Bitcoin's continued struggle amid macroeconomic uncertainties. We then delve into Nvidia’s groundbreaking GH200 chips, which are setting new performance benchmarks in European supercomputing. Finally, catch the chart of the week, highlighting the market potential of tokenizing assets.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
In this ABCD Roundup, we dive into three critical tech and finance stories shaping the global landscape: NVIDIA’s sovereign AI microservices, the legal woes of Telegram CEO Pavel Durov, and the evolving dynamics of the Bitcoin ETF market.
NVIDIA’s new microservices, including localized language models for Japan and Taiwan, signal a significant shift towards culturally nuanced AI that aligns with regional values and laws, challenging the one-size-fits-all approach of global AI models. Next, we explore Durov’s legal battle in France, raising pivotal questions about platform responsibility, encryption, and regulatory compliance, with potential global implications for how governments manage encrypted messaging services. Finally, we analyze the competitive landscape of BTC spot and futures ETFs, highlighting the battle for market share as institutional players race to capitalize on this growing frontier.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
In this ABCD Roundup episode, Xavier and Mark focus on the latest US AI regulation bill from California and OpenAI's response. Additionally, the episode explores current BTC and VC market trends. We also wish our astronauts a safe trip home as AI may be the key. Finally, we close out with an examination of Crypto SEC caseloads and what it signals for the state of regulation and the election in our chart of the week.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this ABCD Roundup, we discuss the U.S. government's recent transfer of 10,000 Bitcoin, examining its impact on market volatility and the potential broader implications for national economic strategies. We also recap recent 13F filings including filings from Goldman Sachs that reveal surprising shifts towards Bitcoin ETFs. In addition, we comment on the U.S. venture capital market during the 1st half of 2024 and conclude with BTC and stable coin trends for our chart of the week.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
In this week's Digital Currents weekly roundup, Mark and Xavier analyze a tumultuous weekend for equities and crypto. The duo also talks about Google’s anti-trust case, Intel’s continuing woes, and the surging amount of big tech capital expenditures going to Nvidia in the Chart of the Week. Plus, what does Groq’s latest $640M round mean for AI incumbents? Join us as we discuss these topics and more.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
From Code to Coverage: Zuhayr’s Journey from Algorithmic Trading to Insurtech Innovation
In this episode, we dive into the transformative world of decentralized technologies with Zuhayr Rashid from Infineo. In this episode, Zuhayr recounts his journey from learning about Bitcoin in university to founding Infineo, a startup seeking to digitize life insurance by minting $9 million worth of policies on the Provenance Blockchain. We explore the implications of this innovation for the industry, the benefits of blockchain technology in enhancing transparency and efficiency, and what this means for the future of insurance.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
In the latest Digital Currents weekly roundup, Mark and Xavier pull the thread on some of the recent crypto and teach headlines. They review areas such as the financial burden of the AI arms race, Bitcoin’s influence on the U.S. election, and the U.S. VC fundraising trend in the Chart of the Week. Join us as we explore these topics and more.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
On our latest episode of Digital Currents, hosts Mark Yusko and Xavier Segura welcome back recurring guest Mike Cagney, co-founder and CEO of Figure Technologies, to talk about the current state of the digital ecosystem. The group discusses topics such as Figure Markets, the blockchain push into the private credit market, and the future of crypto regulation worldwide. They also comment on why so many groups have identified the Middle East as a key region for Web 3 growth. Join us as we dive into these exciting topics and more.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
In this episode of the Digital Currents weekly roundup, Mark and Xavier return from time spent overseas to catch up on the latest headlines in the digital ecosystem. They discuss topics such as the recent slide of AI stocks, the Bitcoin 2024 Conference, and the steady rise of semiconductor usage in our Chart of the Week. Join us as we look back on the past two weeks of exciting ABCD subjects.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
"Product Talk" is a podcast hosted by SC Moradi, founder and chair of Products That Count. In a captivating episode, Xavier Segura, a general partner at Morgan Creek Digital, shares insights into his career journey, from innovation as a technology operator to managing investments as an early-stage venture investor. Learn more about your Digital Currents Host and how his experience at AppNexus, a Silicon Alley company, shed light on the challenges of newcomers competing against incumbent industry giants like Google and Facebook, and his exploration of fintech and mobile tech startups.
Xavier discusses his decision to reinvest in himself from product manager to investor, pursue business school, and launch a venture fund. Xavier and SC Moradi also talk about several tech trends including the evolving cloud revolution, data security challenges, the potential of blockchain technology and the implications of AI. In addition, Xavier explores the potential return of on-premises data centers, driven by the desire of companies to own and protect their proprietary data sets, increased computing power, and AI usage. The hosts further highlight the importance of diversity of thought in AI training sets.
"Product Talk" offers valuable insights and experiences for product managers, aspiring professionals, and anyone interested in the dynamic world of product development.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode of Digital Currents, host Xavier Segura chats with Calvin Shen, a managing director at Hex Trust. Calvin shares his journey from traditional finance to the forefront of Web3, the strategic decisions behind Hex Trust's international expansion to Dubai and beyond, and the importance of regulatory compliance in the digital asset space. The conversation highlights the challenges and opportunities in the crypto sector, emphasizing the value of passion, persistence, and thorough research.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode, GP Xavier Segura details an upcoming trip he and fellow GP Sachin Jaitly are taking to the Middle East and Southeast Asia. These two regions lead the charge in Web 3 innovation, specifically AI, Blockchain, Chips, and Big Data. He quickly highlights some interesting market stats, use cases, and portfolio companies that are developing in these regions. Join the team as they embark on this exciting journey.
Make sure to stay tuned as we bring you more content from their travels in the weeks that follow.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this week’s edition of the ABCD Roundup, we dive into new AI benchmarks, including Anthropic's Claude 3.5 Sonnet’s outpacing of GPT-4 and Groq’s first Language Processing Unit (LPU) that is designed to provide efficiency and scalability comparable to the specialized chip designs of behemoth, Nvidia. In the world of blockchain, we cover the early impact of the Runes protocol on the Bitcoin network and the significant market impacts of the upcoming Mt. Gox repayments. Finally, we explore Europe's surge in public funding for quantum technologies.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Welcome to the ABCD Weekly Roundup, your podcast for the latest insights and analyses on AI, Blockchain, Chips, and Data. This week we explore Perplexity AI's quest to rival Google amid scrutiny over its business practices and the integration of AI into mobile phones and telecom networks with the goal of enhanced efficiency. We also discuss Circle CEO Jeremy Allaire's prediction that stablecoins could comprise 10% of global economic money in the next decade (illustrated by our Chart of the Week segment) and ARK's focus on potentially transformative innovations in AI, robotics, and more. Plus, we dive into the forecasted expansion of global semiconductor fab capacity driven by AI demand.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Join us as we explore the latest developments in Artificial intelligence, Blockchain, Computing infrastructure, and Data. In this episode, we discuss Amazon's $230 million investment in generative AI startups and Apple's strategic partnership with OpenAI, bringing ChatGPT capabilities to its millions of iOS users. We also cover topics including SEC Chair Gary Gensler's recent comments about ether ETFs, Fidelity International's tokenization of money market fund shares using JPMorgan's blockchain, and Coinbase reporting a 39% year over year growth of Fortune 100 cryptocurrency and blockchain projects in Q1 of 2024.
Rember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Join us for this week’s ABCD roundup, where we examine recent technological developments across the private and public markets. In this episode, we discuss BTC’s price movement towards its prior all-time high and Robinhood’s acquisition of crypto exchange Bitstamp. We also cover Quantinuum's breakthrough 56-qubit quantum computer. Our Chart of the Week shows Nvidia surpassing Apple to join the $3 trillion club, now trailing just behind Microsoft.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Join us as we discuss the latest and most impactful news in AI, blockchain technology, computing infrastructure and data across public and private markets.
In this ABCD Roundup, we explore Elon Musk's bold move with xAI, securing $6 billion to rival OpenAI, and analyze the EU's new office enforcing the landmark AI Act. We also discuss the impressive recovery of $2.18 billion in digital assets for Gemini Earn users, and the growing interest in cryptocurrencies among American voters ahead of the 2024 US Election.
Remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this roundup, we share breaking news on the initial approval for Spot Ethereum ETF applications and discuss the newly passed U.S. House crypto regulation bill, which will now face the Senate. We also delve into Nvidia's record-breaking quarter, increasing its revenue 3-fold. Join us for an insightful analysis of these cutting-edge developments and Remember to Stay Current!
Chart of the Week: VC Funding into Global Crypto Startups and US Mega Round Funding. Excerpted from Inside VC (May 22)
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode of ABCD Roundup, we explore the latest Gen AI launches: Open AI’s Chat GPT-4o and Gemini 1.5 Flash. In blockchain news, we examine the latest BTC price signals, ETF inflows and 13F filings. We also discuss recent news about TikTok.
Chart of the Week: Can Equities Pass the Baton from Valuations to Earnings?
Tune in and remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Explore the latest developments in Artificial Intelligence, Blockchain, Computing Infrastructure and Data in this week’s ABCD Roundup. In this episode, we discuss Mistral AI's ambitious funding round that is poised to reach a $6 billion valuation, regulatory scrutiny looming over Robinhood's crypto token listings, forecasts predicting a tripling of U.S. semiconductor manufacturing by 2032, and more.
Tune in and remember to Stay Current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode, Tony shares his journey from growing up in Guyana to immersing himself in the technology scene of New York, leading to his fascination with crypto and Blockchain, and eventually founding his podcast in 2016. Reflecting on the changing landscape of the industry, Tony discusses the increased mainstream acceptance of cryptocurrency and the evolving strategies that are driving awareness and education.
The conversation delves into insights from his book (Re)Thinking Crypto, covering a range of topics like the rise of safer digital assets post-FTX crash, the regulatory clarity needed, and trends such as the tokenization of real-world assets shaping the future of the market. Throughout, Tony emphasizes the importance of education, distinguishes bad actors from the underlying technology, and draws parallels between historical financial crises and crypto’s challenges.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Today we discuss Bitcoin’s post halving dip and Anthropic's competitor to ChatGPT, Claude. Further, we dive into Microsoft's $1.7 billion investment in Indonesia's AI and cloud infrastructure. We also discuss Coinbase's integration of the Lightning Network for faster payment rails, and the potential for US stablecoin legislation. In addition, we chat about Texas Instruments' revenue forecasts, Samsung’s operating profit performance and Intel’s launch of the largest-ever AI neuromorphic computer' mimicking the human brain. Lastly, we discuss the US Bureau of Labor Statistics’ recently released labor report.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode, we delve into the latest headlines shaping the realms of artificial intelligence, blockchain, and computing infrastructure. We explore Meta's release of its Llama 3 AI model, Rubrik’s IPO and Perplexity’s recent fundraising. Further, we analyze whether M&A activity is rebounding with NVIDIA’s latest acquisition of Run.AI. Last, we discuss Bitcoin in the chart of the week and what it may signal for the coming post halving cycle. Join us as we navigate through the intersections of technology, investment, and global trends shaping our digital future.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Join us in a discussion with Adam Back, a trailblazer in the world of cryptography and the evolution of blockchain technology. In this episode of Digital Currents, Adam delves into his early days of creating Hashcash, his interaction with Bitcoin's mysterious founder(s), under the pseudonym of Satoshi Nakamoto, and the inception of his brainchild, Blockstream. We explore the transformation of Hashcash from an anti-spam tool to a key aspect of cryptocurrency mining and discuss the future of Bitcoin and blockchain against the backdrop of emerging technologies like quantum computing. Adam also shares his insights on the vital role of sidechains, the potential of the Liquid Network, and his vision for securing digital freedom and privacy in an increasingly connected world.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this week's roundup, we are hours away from the Bitcoin having, and Mark and Xavier discuss whether “this time is different” relative to prior Bitcoin having events. They speak about the impact of reaching Bitcoin’s all-time high ahead of its halving cycle, inflation, global ETF approvals in the US and Hong Kong, geopolitical events and even Google search results all coinciding with one of the most anticipated halvings since Bitcoin’s inception. They also comment on the latest Microsoft AI generated videos and discuss the U.S. Commerce Department’s investment in Micron.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In the latest version of Digital Currents, Mark, Xavier and Sachin take a closer look at how this weekend's bitcoin halving may affect the digital asset ecosystem. From the Miners to the Trad-Fi giants, HODLers and Traders, this halving has many wondering where the next four-year cycle will take us. Join the MCD team as they discuss topics such as how this event could influence other blockchains, the impact of the BTC ETFs, and the inscription layers budding on the bitcoin blockchain.
Remember to Stay Current
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
Dive into Digital Currents’ ABCD roundup, covering the developments that are shaping the landscape of technology and innovation. In this episode we explore the strategic partnership between the US and Japan in AI research and Google's new Axion processor. Plus, our central themes of the episode are centered around Bitcoin's 2024 halving, the economic intricacies of lower miner rewards, supply-side changes, and shifts in market-dynamics.
This week’s chart is the March US Report of the Consumer Price Index, CPI.
Remember to Stay Current
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com Top of Form
Digital Currents hosts, Mark and Xavier, connect with Dan Heyman, Chief Strategy Officer at Candy Digital and a veteran in the blockchain industry. Dan shares insights into his journey from co-founding PegaSys to his current roles at Candy Digital and Board Member of Enterprise Ethereum Alliance. With a rich background in developing enterprise-grade blockchain protocols and a deep understanding of Ethereum, Dan discusses the significance of NFTs, the transition to Ethereum 2.0, and the implications of recent Ethereum Improvement Proposals (EIPs) like proto-danksharding (EIP-4844) as part of the Dencun Upgrade. He also explores the potential of ETH scalability and addresses concerns regarding centralization risks. Listen to Dan’s vision for the future of blockchain technology.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Join Mark and Xavier for this week’s ABCDs Roundup, as they delve into the latest news topics in Artificial Intelligence (AI), Blockchain, Chips and Data. Listen to the discussion of bitcoin and the potential impact of the halving, Microsoft and Adobe teaming up in AI, and BlackRock's collaboration with Securitize for real-world asset tokenization. Further, the “chip wars” continue as China moves to phase out foreign tech giants. Plus, do not miss the chart of the week: Is the U.S. IPO Market Coming Back to Life.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
In this episode, our hosts Mark and Xavier unravel the visionary journey of Aaron Bumgarner, a seasoned entrepreneur and Founder & CEO of Outsyde, a trailblazing venture integrating conservation with blockchain and digital assets. With a mission to redefine land preservation, Outsyde combines forest management and blockchain to seek to maximize environmental and financial value. Listen as Aaron discusses the pitfalls of traditional carbon credits and the need to leverage NFTs to protect vital ecosystems with valuable resources, while offering community engagement and investment opportunities. The episode concludes with Aaron tackling questions on ESG, fractionalization, and the intersection of conservation and blockchain.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Welcome to ABCD News Roundup, your source for the latest in tech and innovation. Hosts Mark and Xavier cover a range of topics, starting with Bitcoin's resurgence and the chart of the week, The Surprising After-Hours Price action of BTC.
The hosts also examine the groundbreaking AI Act passed by European lawmakers, setting new standards for AI regulation. They continue the conversation about the sovereign nation chip battle, highlighting the UK's participation in the European Union's Chips Joint Undertaking where they contributed to a $1.4 billion semiconductor research pool.
Stay Current with us as we delve deeper into these topics and more on today's ABCD News Roundup
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
In this episode, Mark and Xavier discuss the latest news topics in Artificial Intelligence (AI), Blockchain, Chips and Big Data (ABCD). Listen as they explore the resurgence of Clippy, Microsoft's infamous animated paper clip assistant from the '90s, and Databricks opting for self-reporting. Additionally, the duo discusses the upcoming Dencun upgrade in the Ethereum ecosystem and Bitcoin approaching a new record high. Further, learn of the complexities of licensing AI chips tailored for China amid US-China trade restrictions. Last, they discuss the “chart of the week” rainbow chart, showing the historical effect of the halving cycles on BTC.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
In this episode, Mark and Xavier discuss the latest news topics in Artificial Intelligence (AI), Blockchain, Chips and Big Data (ABCD). Listen as they talk about Silicon Valley's AI and Robotics developments, Gemini’s good news, Bitcoin ETFs’ record assets, and India’s $15 billion investment in chips. They also respond to a question on how to take practical action on tech news and insights. And as a bonus feature, the “chart of the week” details the rise of the Magnificent 7.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.
In this new series Mark and Xavier discuss the latest news topics in Artificial Intelligence, Blockchain, Chips and Big Data (ABCD). Listen as they discuss the latest AI developments, Coinbase and NVidia earnings, Blockchain ETF approval, Intel's chip investment and more.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
n this podcast, Morgan Creek Digital’s General Partners, Mark Yusko and Xavier Segura, connect with Hunter Horsley, CEO of Bitwise Investments (Bitwise). The hosts discuss the fascinating diffusion of innovation and rate of adoption of blockchain technology, moving from early adopters to mass adoption. The conversation emphasizes the significance of Bitcoin and explores the parallels with gold's characteristics as a monetary asset.
Further, Hunter shares the story of Bitwise, a cryptocurrency index fund provider that manages over $1.6 billion in assets. He highlights the intricacies of the recently approved Bitcoin Spot ETF, shedding light on the challenges faced, the SEC's evolving stance, and the unprecedented launch of 11 similar ETFs in a single day.
Join us as we discuss the increasing integration of blockchain technology across diverse industries.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this special episode, we share an audio copy of our “Why Big Data is Described as the New Oil” webinar presented by Morgan Creek Digital General Partners Xavier Segura and Sachin Jaitly. Data, much like oil, is a raw resource that must be extracted, refined, and utilized to reach its full potential. Similarly, artificial intelligence, analyses and insights are used in the refining process of structured and unstructured volumes of data. As oil drove the industrial revolution, we believe data drives the digital revolution.
Listen as they explore the dynamic world of data and analytics, emphasizing that the “next-gen internet (Web3) will seek to combine the power of Artificial Intelligence, Blockchain Technology, and the associated Computing Infrastructure to unlock value from Big Data”. In addition, they discuss the challenges in managing big data, stressing data quality and compliance with privacy regulations.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Embark on an illuminating year-end odyssey with "Digital Insights 2023," an episode unraveling the technological tapestry that defined the year. Explore the multifaceted dimensions of the ever-evolving digital landscape.
Join our hosts, Xavier Segura and Mark Yusko, as they reflect on the success of NVIDIA, unexpected journeys of tech stocks, and the profound impact of AI in 2023. From the ChatGPT phenomenon to Microsoft's ambitious endeavors, they seek to separate hype from reality and gain valuable insights from the intricate dance between technology and society. The hosts also dissect the accumulation patterns in the crypto market, discuss the correlation puzzle between crypto markets and the macro environment, and explore responses to banking failures and the unexpected shifts in international interest rates. Xavier and Mark further discuss potential recalibration opportunities in 2024, characterized by innovation seedlings and a shift towards execution in the tech industry.
Stay current, stay informed, and sail into the horizon of 2024 with insights and predictions from our hosts. Happy holidays from Digital Currents!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this podcast episode, Mark Yusko, Sachin Jaitly, and Xavier Segura explore the pivotal role of computing infrastructure, particularly chips, in today's digital age. They shed light on the dynamic intersection of computing power, software innovation, and the ever-evolving landscape of chip design and production, recognizing the evolution of semiconductors from the early days of single transistors to the current designs with billions of transistors. The hosts also discuss critical players in the global supply chain of semiconductors, like Taiwan, South Korea, Japan, China, and the United States, and their respective roles in the value chain. They further emphasize steps governments are taking to diversify the ecosystem through subsidies for new manufacturing facilities.
Moreover, learn why Morgan Creek Digital anticipates a surge in specialized and advanced chips to support emerging technologies like AI, Blockchain, and data analytics, recognizing this shift as a critical component in shaping the next iteration of the internet, often referred to as "web three". This episode provides valuable insights into semiconductors, addressing their fundamental role in driving technological advancements and the global economy.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this podcast, Mark Yusko and Frank Tanner from Morgan Creek’s Venture team connect with Tim Draper, a prominent venture capitalist, who shares his career journey and insights. Draper delves into his early passion for entrepreneurship and the inception of his venture capital firm. Further, he discusses the venture capital landscape in the 1980s, his investment strategies, and successes investing in emerging technology, like his early investments in Parametric Technology (computer software) and web-based email service provider Hotmail. In addition, Draper shares his unique approaches to venture capital, emphasizing curiosity, risk-taking, and a "what if it works" mindset.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this special episode, we share an audio copy of our “AI Fifty Year Overnight Success Story” webinar presented by Morgan Creek Digital (MCD) General Partners Xavier Segura and Mark Yusko. Join the two as they conduct a deep dive into AI’s history, current state in the market, use cases and answer the questions listeners may be too bashful to ask. While the AI buzz has only recently peaked in the mainstream, MCD demonstrates just how long the technology has been around and its various states of evolution. With sufficient allocation of capital, MCD believes that AI offers a unique opportunity to extract valuable insights, drive efficiencies, and has the potential to revolutionize many industries.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this podcast episode, Hosts Xavier Segura and Mark Yusko interview Scott Stornetta, Chief Scientist at Yugen Partners and a Venture Partner at Morgan Creek Digital. Scott discusses his role in the development of blockchain technology, drawing from his experiences at PARC and Bell research labs and his expertise in cryptography. The episode encapsulates themes of privacies versus liberties, trust versus verification, and futuristic innovation versus timely product-market fit. Explore the challenges of commercializing innovations, the evolution of trust in technology through cryptography, and the impact on industries. Additionally, Scott reflects on his sources of inspiration, learning from failures, and his escape routine.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
This podcast highlights the rapid pace of change in the digital age and the potential for value creation despite a decline in overall tech investment. Tech investments are typically cyclical, and innovation potential can be heightened during periods of economic dislocation. Hosts Xavier Segura and Mark Yusko discuss Morgan Creek Digital’s journey including investment strategies and opportunities within a dynamic landscape. In honor of the fourth of July holiday, they devote some time to thinking big and share the "ABCDs of the Digital Age," which encompasses four pillars: AI, blockchain, computing infrastructure (chips), and big data. Morgan Creek Digital seeks investment prospects at the intersection of these pillars. Through their experience and insightful conversations, Xavier and Mark highlight how the combination and advancement of ABCD may change how our world functions.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode of Digital Currents, we have a special guest, Alon Webman, CEO and Co-founder of Chain Reaction, a Morgan Creek Digital portfolio company, as well as an expert in high-performance computing, cloud and data centers, and semiconductors. Alon shares his experiences as a founder of leading interconnected solutions for data centers and as a technical operator of future-forward computing infrastructure. We delve into the link between disruptive blockchain technology and high-performance computing infrastructure, as well as the exponential hardware required for the digital age. Alon also sheds light on the role of Nvidia and its GPUs in advancing AI and next-gen data science. We explore the history and benefits of ASICs for Bitcoin mining and touch upon Chain Reaction's efforts to develop a fully homomorphic encryption chip.
Listen and stay current!
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Xavier Segura, General Partner of Morgan Creek Digital, connects with Mark Yusko, Managing Partner of Morgan Creek Digital. The pair discuss why Q1 of 2023 had been a volatile period for capital markets and asset prices, as the Federal Reserve’s 13-month rate hike cycle contributed to stresses in the banking system. Nevertheless, Segura and Yusko explore how private markets have remained resilient and disciplined, particularly investors in emerging technology and fintech sectors. In the midst of chaos, tech leaders and operators have continued to create opportunity by feverishly building more efficient and transparent global institutions and markets.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Xavier Segura, General Partner of Morgan Creek Digital, connects with co-founder and CEO of Trugard Labs, Anoop Nannra. Nannra, a serial entrepreneur and “intrapreneur” of fortune 100 technology companies, has established himself as a domain expert in security, blockchain, IoT, and sovereign identity technology. He discusses how Trugard provides digital asset defense and threat intelligence to proactively identify illicit crypto activities through digital asset exchanges, marketplaces, and platforms. Learn how Anoop and his team plan to serve as the first line of defense against malicious attacks for the new age internet.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
The launch of Bitcoin NFTs on the Ordinal Protocol has reinvigorated the discussion around NFTs. General Partners of Morgan Creek Digital, Xavier Segura and Mark Yusko, discuss the OnChain Monkey NFT collection with digital creator and co-founder Danny Yang. Learn about Danny and the team’s origin story, the purpose-driven mission to benefit communities, and their technical achievements in inscribing existing digital artifacts on Bitcoin rails.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
The CEO of Elementus, Max Galka, and General Partner of Morgan Creek Digital, Xavier Segura, discuss the usage of contemporary blockchain forensic technologies for institutional-grade data analytics and threat assessments. By detecting malicious and illegal activities, Max and his team seek to stop potential threats from rogue crypto actors. The pair also discuss how the industry can work to rebuild confidence, allay fears, and lead initiatives for responsible regulation of the quickly expanding blockchain ecosystem.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/.
To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In our final episode of the year, GP Xavier Segura recaps several of the major stories and trends in the crypto industry from the criminal charges on FTX founder Sam Bankman Fried, to the challenging developments at Binance. He also discusses the current state of DeFi & Eth 2.0, Brazil approving a bill regulating the use of Bitcoin as payment, and how Microsoft could impact Blockchain Gaming.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/.
To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
On this episode, we share a conversation between General Partner Xavier Segura and Krish Kumar originally recorded on the "Kickin' it with Krish" podcast. Listen to Xavier chat about his tech background, his thoughts on web 3 and as a bonus feature, his predictions on the college football playoffs, hint, Go Blue. We hope you enjoy.
To learn more, visit us on the web at https://wp.morgancreekcap.com/morgan-creek-digital/
To speak to one of our team or sign up for other content, please email mcdigital@morgancreekcap.com
General Partner of Morgan Creek Digital, Xavier Segura, and CEO of Horizon Blockchain Games (“Horizon”), Peter Kieltyka, discuss Horizon’s position as a video game studio and blockchain infrastructure provider that is creating new gaming and economic infrastructure that belongs to players and developers. Xavier and Peter engaged in spirited discussions about the emergence and demise of play-to-earn inflationary blockchain games, the challenges and opportunities of Web 3.0 adoption, and the impact of Ethereum’s Proof-of-Stake (PoS) Merge on EVM-compatible chains.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode Morgan Creek General Partners Xavier Segura and Mark Yusko recap the latest news on crypto exchange FTX, which as of Wednesday November 9th, appears to be on the brink of financial collapse according to reports from numerous news media outlets. They explain how one of the largest crypto exchanges finds itself negotiating a rescue package with crypto exchange leader Binance—a one-time friend turned rival. Join us in this quick conversation where Xavier and Mark discuss lessons learned for companies in the sector, the broader crypto markets, and what it may signal for the regulatory environment.
To learn more, visit us on the web at https://wp.morgancreekcap.com/morgan-creek-digital/
To speak to one of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode listen to Morgan Creek Digital’s Xavier Segura and Mark Yusko recount the summer of 2022’s biggest crypto news and what it means for the industry going forward. They also discuss potential pressing macro headwinds and tailwinds faced by blockchain startups with everything from the rising investor fear index, institutional adoption to gaming and the metaverse.
To learn more, visit us on the web at https://wp.morgancreekcap.com/morgan-creek-digital/
To speak to one of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode, we talk with Kieren James-Lubin, the CEO of BlockApps, an enterprise blockchain platform whose aim is to bring people, businesses, and sectors together through global cooperation and trust. Before founding BlockApps, Kieren was a key contributor to the development of Ethereum prior to its launch, and applied this knowledge to the development of BlockApps’ first product, STRATO. Leveraging his extensive background in technology, Kieren is now responsible for maintaining and growing BlockApps’ business, which most recently raised USD 41 million in new capital. Listen to Kieren discuss the early history of BlockApps and how blockchains may be used to solve real-world business problems, as opposed to the misconception that blockchains are solutions looking for problems.
To learn more, visit us on the web at https://wp.morgancreekcap.com/morgan-creek-digital/
To speak to one of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode, we are joined by BlockFi founder and CEO Zac Price. BlockFi is a crypto platform that provides customers a variety of products from trading and lending to credit cards and is a Morgan Creek Digital portfolio company. Join us for this engaging conversation where we learn about how BlockFi got its start and how it continues to build its lead in the crypto industry today.
To learn more, visit us on the web at https://wp.morgancreekcap.com/morgan-creek-digital/
To speak to one of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode we speak with Yonathan Lapchik, CEO of Infinite World, a metaverse builder for enterprise companies and portfolio company. We explore how Yonathan got his start in the industry beginning as an engineer in Uruguay. Along the way he went on to lead product efforts at Deloitte’s blockchain lab and eventually transitioned to running his own companies in crypto. Importantly, we hear him define what the metaverse is and why it’s important beyond crypto. We also hear Jonathan shed light on exciting industry news, Infinite World announcing its plans for a SPAC merger. Learn how he did it and more in this informative episode of how to build like an entrepreneur.
To learn more, visit us on the web at https://wp.morgancreekcap.com/morgan-creek-digital/
To speak to one of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode we speak with Pascal Gauthier, CEO of Ledger. In addition to being a portfolio company, Ledger is the leading cold storage wallet company for cryptocurrencies which also features Ledger Live, an ecosystem for connected apps. Listen as Pascal shares his insights into what makes for meaningful work, how apprenticeship can produce better employees and his unique path towards becoming the CEO of one of the most important infrastructure companies in crypto. Above all, his life lessons are ones you will not want to miss.
To learn more, visit us on the web at https://wp.morgancreekcap.com/morgan-creek-digital/
To speak to one of our team or sign up for other content, please email mcdigital@morgancreekcap.com
Mike Cagney, the founder and CEO of Figure, discusses how his company enjoys major cost and efficiency gains by using their public blockchain, called Provenance, and putting the “tech” back into “fintech” to build the future of financial infrastructure.
In this episode, we talk with Mike Cagney, the founder and CEO of Figure. Figure offers mortgages, home equity lines of credit (HELOCs), personal loans, and other financial services to both individuals and businesses. What make’s Figure unique is that all of these products are originated, securitized, and serviced on Figure’s public Provenance blockchain, saving them time and money. Figure’s creation of these traditional financial products on-chain led them to create the USDF Consortium, whose member banks can mint deposit-backed, FDIC-insured stablecoins on Provenance to enable 24/7/365 dollar transfers between banks.
To learn more, visit us on the web at https://wp.morgancreekcap.com/morgan-creek-digital/
To speak to one of our team or sign up for other content, please email mcdigital@morgancreekcap.com
In this episode we are joined by CIO’s Andrew Spellar and Katherine Molnar of the Fairfax County Retirement System. Andrew Speller is the CIO of the $5.5 billion County Employee Pension Fund and Katherine Molnar is the CIO of the $2.0 billion Police Fund.
Fairfax is an anchor investor in Morgan Creek Digital Fund III. Join us for a unique inside view from one of the top performing US public pension funds as we learn how they got off zero and took the steps to invest in crypto and blockchain at the institutional level. Listen as they share their advice on how to talk to a Board of Directors about crypto.
In this inaugural episode GP's Mark Yusko, Xavier Segura and Sachin Jaitly welcome listeners to an entertaining and informative podcast where they discuss their backgrounds prior to launching their latest Venture Capital Fund, the story of how Morgan Creek first met Xavier and Sachin, Xavier/Sachin's thoughts on Blockchain technology and Mark shares what's to come on the podcast from CEO interviews and thought leadership to News & Opinions.