Digital Currents
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.
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If Crypto Winter Is Here, Is the AI Bubble About to Burst?
11/21/2025
If Crypto Winter Is Here, Is the AI Bubble About to Burst?
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.
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Blood in the Streets: Bitcoin Cycles and Market Cracks
11/15/2025
Blood in the Streets: Bitcoin Cycles and Market Cracks
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.
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Is Crypto Winter Here?
11/07/2025
Is Crypto Winter Here?
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.
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Happy HODLween!
10/31/2025
Happy HODLween!
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.
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CZ Pardoned and Clippy Returns
10/24/2025
CZ Pardoned and Clippy Returns
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.
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Congrats to Fairfax & Examining BTC's Recent Slide
10/17/2025
Congrats to Fairfax & Examining BTC's Recent Slide
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.
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Morgan Creek Quantonation: Investing at the Frontiers of Quantum
10/14/2025
Morgan Creek Quantonation: Investing at the Frontiers of Quantum
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.
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Is Crypto Uptober Here? And What to Make of OpenAI’s $1 Trillion Dollar Move
10/10/2025
Is Crypto Uptober Here? And What to Make of OpenAI’s $1 Trillion Dollar Move
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.
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First, They Ignore You, Then They Laugh, Then They Fight…Then You Win
10/03/2025
First, They Ignore You, Then They Laugh, Then They Fight…Then You Win
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.
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Bitcoin’s September Shakeout to Nvidia’s $100B AI Power Play
09/26/2025
Bitcoin’s September Shakeout to Nvidia’s $100B AI Power Play
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.
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Digital Gold Rush: From Bitcoin Beginnings to Wall Street’s Blockchain Future
09/19/2025
Digital Gold Rush: From Bitcoin Beginnings to Wall Street’s Blockchain Future
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.
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Tech IPOs Heat Up: Figure Debuts, Gemini on Deck
09/13/2025
Tech IPOs Heat Up: Figure Debuts, Gemini on Deck
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.
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Are We In For A Red September?
09/05/2025
Are We In For A Red September?
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.
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Morgan Creek Launches MENA Accelerator With Outlier Ventures
08/25/2025
Morgan Creek Launches MENA Accelerator With Outlier Ventures
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.
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BTC or ETH - What are Traders Choosing?
08/22/2025
BTC or ETH - What are Traders Choosing?
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.
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Elon vs. Altman: Who Will Claim Dominance in the Brain Chip Games?
08/15/2025
Elon vs. Altman: Who Will Claim Dominance in the Brain Chip Games?
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 . To speak to a team member or sign up for additional content, please email 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.
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Why It's Harder Than Ever To Mine Bitcoin
08/08/2025
Why It's Harder Than Ever To Mine Bitcoin
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.
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The Genius of the GENIUS Act
07/31/2025
The Genius of the GENIUS Act
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 . To speak to a team member or sign up for additional content, please email 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.
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What's Behind Ethereum's Big Comeback?
07/25/2025
What's Behind Ethereum's Big Comeback?
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.
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What Are the Impacts of Clarity and Genius Bills?
07/18/2025
What Are the Impacts of Clarity and Genius Bills?
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 . To speak to a team member or sign up for additional content, please email 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.
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Bridging Wall Street and Web3: Inside Gemini’s Institutional Strategy with Paget Stanco
07/15/2025
Bridging Wall Street and Web3: Inside Gemini’s Institutional Strategy with Paget Stanco
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 . To speak to a team member or sign up for additional content, please email 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.
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A New BTC ATH: $120K In Sight
07/11/2025
A New BTC ATH: $120K In Sight
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 . To speak to a team member or sign up for additional content, please email 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.
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What is the GENIUS Act? Stably CEO Kory Hoang Breaks Down Its Impact on Stablecoins and Payments
06/27/2025
What is the GENIUS Act? Stably CEO Kory Hoang Breaks Down Its Impact on Stablecoins and Payments
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 . To speak to a team member or sign up for additional content, please email 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.
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Chime's IPO Soars But Is 2025 The New 2021?
06/20/2025
Chime's IPO Soars But Is 2025 The New 2021?
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 . To speak to a team member or sign up for additional content, please email 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.
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Trade Bluffs, Crypto Buffs & Surviving The Tech Graveyard
06/13/2025
Trade Bluffs, Crypto Buffs & Surviving The Tech Graveyard
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.
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Going All-in: Upexi’s $100M Bet to Become the Solana-powered MicroStrategy of DeFi
06/11/2025
Going All-in: Upexi’s $100M Bet to Become the Solana-powered MicroStrategy of DeFi
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 /. To speak to a team member or sign up for additional content, please email . 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.
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The Summer Is Back And So Are IPOs
06/06/2025
The Summer Is Back And So Are IPOs
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.
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Episode # 100, Thank You Listeners And Bitcoin
06/02/2025
Episode # 100, Thank You Listeners And Bitcoin
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 /. To speak to a team member or sign up for additional content, please email . 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.
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Senate Votes "Yes" to Advance Stablecoin Bill, Another BTC ATH & Google Overhauls Its Search With AI
05/22/2025
Senate Votes "Yes" to Advance Stablecoin Bill, Another BTC ATH & Google Overhauls Its Search With AI
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 . To speak to a team member or sign up for additional content, please email 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.
/episode/index/show/digitalcurrents/id/36669160
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Does eToro’s IPO Signal a Tech Market Revival?
05/16/2025
Does eToro’s IPO Signal a Tech Market Revival?
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 . To speak to a team member or sign up for additional content, please email 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.
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