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PODCAST

Digital Currents

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.

business investing

All Episodes

56:31

Oil, AI, and a 600% Shoe Rally, What's Going On?

Digital Currents ·

2026/04/17

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

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49:35

Meet Sorbet, A Stablecoin Powered Neobank For The GCC

Digital Currents ·

2026/04/10

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

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50:37

The Cost of Compute: Economics 101 on Time, Money,...

Digital Currents ·

2026/04/03

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

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57:00

Follow The Birds to Safe Harbor Assets?

Digital Currents ·

2026/03/27

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

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59:44

Is Bezos the new Masayoshi Son?

Digital Currents ·

2026/03/20

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

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50:27

Betting, Building, and Booming: CFTC Crackdowns,...

Digital Currents ·

2026/03/13

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

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57:32

Jobs Slow, AI and Chips Race Ahead

Digital Currents ·

2026/03/07

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

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59:32

Power, Not Chips, Is the Constraint

Digital Currents ·

2026/02/27

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,

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50:43

Is Bitcoin Dead? Asks the Internet (Again)

Digital Currents ·

2026/02/20

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

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01:03:21

Happy Valentine's Day from Digital Currents

Digital Currents ·

2026/02/13

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

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59:50

Has BTC Reached a Bottom?

Digital Currents ·

2026/02/06

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

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53:26

Crypto's Sell Off, Anthropic's Material Raise, and...

Digital Currents ·

2026/01/30

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,

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59:52

BitGo and the IPO Landscape: What It May Signal for...

Digital Currents ·

2026/01/23

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

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49:16

Sinister Saturdays Return

Digital Currents ·

2026/01/16

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

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50:16

Nvidia's Largest Asset Purchase: Groq's impact on...

Digital Currents ·

2026/01/09

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

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50:18

Goodbye 2025: Macro Signals, AI Missteps, and...

Digital Currents ·

2025/12/23

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

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01:02:25

Crypto Cycles, AI Bets & Big Media Moves: Year-End...

Digital Currents ·

2025/12/19

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

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58:51

Fed Cuts, Bitcoin Shrugs, and AI Takes Over Christmas

Digital Currents ·

2025/12/11

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

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56:46

The Stable Unstable: Crypto's Price Swings Continue

Digital Currents ·

2025/12/05

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

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52:36

Happy Thanksgiving from Digital Currents

Digital Currents ·

2025/11/26

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

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147 results

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