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.