Digital Currents

Morgan Creek Capital Management, LLC
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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.

  1. 4 H LALU

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

    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.

    57 mnt

  2. 10 APR

    Meet Sorbet, A Stablecoin Powered Neobank For The GCC

    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.

    50 mnt

  3. 3 APR

    The Cost of Compute: Economics 101 on Time, Money, and Energy Tradeoffs

    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.

    51 mnt

  4. 27 MAR

    Follow The Birds to Safe Harbor Assets?

    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.

    57 mnt

  5. 20 MAR

    Is Bezos the new Masayoshi Son?

    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.

    1 jam

  6. 13 MAR

    Betting, Building, and Booming: CFTC Crackdowns, BTC's Breakout, and the New Unicorn Wave

    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.

    50 mnt

  7. 7 MAR

    Jobs Slow, AI and Chips Race Ahead

    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.

    58 mnt

  8. 27 FEB

    Power, Not Chips, Is the Constraint

    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.

    1 jam
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Mengenai

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.

Informasi

  • Kreator
    Morgan Creek Capital Management, LLC
  • Tahun Aktif
    2021 - 2026
  • Episode
    100
  • Penilaian
    Bersih
  • Situs Web Acara
    Digital Currents

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