Has BTC Reached a Bottom?
Digital Currents
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...
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Crypto’s Sell Off, Anthropic’s Material Raise, and the Hyperscaler AI Arms Race
Digital Currents
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...
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BitGo and the IPO Landscape: What It May Signal for Digital Assets
Digital Currents
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...
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Sinister Saturdays Return
Digital Currents
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...
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Nvidia’s Largest Asset Purchase: Groq’s impact on Expanding AI Compute Beyond GPUs
Digital Currents
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...
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Goodbye 2025: Macro Signals, AI Missteps, and Bitcoin’s Outlook
Digital Currents
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...
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Crypto Cycles, AI Bets & Big Media Moves: Year-End Market Insights
Digital Currents
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...
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Fed Cuts, Bitcoin Shrugs, and AI Takes Over Christmas
Digital Currents
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....
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The Stable Unstable: Crypto's Price Swings Continue
Digital Currents
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...
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Happy Thanksgiving from Digital Currents
Digital Currents
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...
info_outlineIn 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.