PODCAST · business
Digital Currents
by 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.
Episodes
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Macro Shocks, Hot Wallets & Smart Homes
This episode explores recent macroeconomic developments affecting bitcoin and technology stocks, including inflation concerns and newly reported economic data. We examine White House crypto adviser Patrick Witt's departure, Cerebras AI's potential role in the home, Apple's reported plans for a…
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ChatGPT Misses, Firmus Flops, and Bitcoin Shrugs
ChatGPT Misses, Firmus Flops, and Bitcoin Shrugs This week's episode includes a review of the bitcoin market before turning to the macro backdrop, where the latest Fed minutes point to the possibility of another rate increase this year, but no urgency for an October move. The conversation also...
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"Uptober" or Head Fake? BTC Steadies, Bonds Surge, and OpenAI's $1.4T Ambition
This episode examines whether September's stronger-than-usual Bitcoin performance may signal the start of an "Uptober" or a temporary head fake, alongside a broader shift in traditional markets as bonds reach multi-decade highs. The discussion explores whether falling yields and improving bond...
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Bitcoin's Rally Meets AI's New Cold War
This week on Digital Currents, we examine Bitcoin's continued rally despite persistent regulatory uncertainty and discuss what the market may be signaling as legislative efforts to provide digital asset clarity continue to stall. We also explore emerging risks within the AI infrastructure boom,...
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Rates Rise, Buffet Steps Down, and the AI Threat Debate Continues
This week on Digital Currents, we discuss the implications of rising interest rates, examine the failure of the CLARITY Act and what it means for the future of digital asset regulation, and reflect on the end of an era as Warren Buffett steps away from leadership at Berkshire Hathaway. We also...
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AI Kill Switches, Apple's New Foldable iPhone, & Interest Rates
This episode covers growing congressional attention to potential AI-related risks following reports involving an Anthropic whistleblower, including whether concerns about advanced AI systems could inform future policy discussions on safeguards such as AI "kill switches." The episode also looks at...
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Bitcoin's Movement, Quantum's Latest Risk & The Coming AI Energy Reckoning
This episode examines Bitcoin's strong monthly performance, the potential long-term implications of quantum computing for digital assets, and emerging proposals aimed at strengthening Bitcoin's security. We also discuss Morgan Creek Digital portfolio company Pasqal's public-market debut and...
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Meta Settles, NVIDIA Takes Aim, and BTC Tops $80k
This episode of Digital Currents covers Bitcoin's move above $80,000, Meta's reported $18 billion settlement, NVIDIA's agreement to acquire AI platform Hugging Face for $12.9 billion, and OpenAI's launch of a second startup fund backed by its own balance sheet. Further, the discussion explores…
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Bitcoin Bounces Back and AI's Reality Check
In this episode, we discuss Bitcoin's summer movement, continued institutional demand, and its evolving role as a macro asset. We also examine the SEC's proposed crypto regulatory framework and what greater "clarity" could mean for issuers, exchanges, stablecoins, and digital asset investors.…
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Who's Underwriting the AI Factory? Nvidia Builds Compute War Chest While Startups Price the Upside
This episode examines evolving U.S. crypto regulation, bitcoin market developments, and the growing capital requirements behind AI infrastructure buildouts. Topics include reported SEC plans to address aspects of the regulatory framework following the delayed CLARITY Act vote, Strategy's stated...
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From Bitcoin to Bandwidth: The Next Phase of Digital Asset Regulation and AI Infrastructure.
In this episode, we examine the latest on the Clarity Act and what the remaining legislative paths could mean for U.S. digital asset regulation, recap broader bitcoin market news, including Michael Saylor's latest bitcoin sale, and explore how the AI infrastructure race continues to accelerate.…
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Rates Hold, AI Bets Rise, and the Machines Start Fighting Back
In this episode, we discuss the Federal Reserve's latest interest rate decision, Microsoft's quarterly results and what they might reveal about the evolving AI investment landscape, the Hugging Face autonomous AI security incident, IBM's sale of its blockchain patent portfolio, and its broader...
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Crypto Roars Back as Nous Ignites the Next AI Wave
In this episode, we break down how crypto markets are showing renewed strength as Bitcoin and Ethereum erase most of June's losses, and crypto ETFs snap their longest losing streak on record. Around the globe, momentum continues to build as Japan, the UK, and Bolivia advance initiatives that…
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Boldly Going: AI, Aerospace, and Defense with Fatema Hamdani, CEO of KHA
In this episode, we sit down with Fatema Hamdani, Co-Founder and CEO of Kraus Hamdani Aerospace, to explore her journey building a leading aerospace and defense technology company. The discussion includes topics such as KHA's autonomous aircraft, resilient communications systems, the growing role...
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The Memory Bottleneck and SpaceX's Post-IPO Reality Check
In this episode, we discuss the recent moves in Bitcoin and Strategy and look at the challenges SpaceX may be facing. We cover reports that Groq has secured $650M and examine what some are calling a memory squeeze, which we believe may be influencing parts of the tech sector and the broader AI...
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The Next Digital Frontier: AI, Space, and Money on the Move
In this episode, we unpack the Federal Reserve's decision to hold interest rates steady, SpaceX's IPO and the dramatic post-listing run, and the company's completed acquisition of AI coding startup Cursor. We also dig into the unprecedented government directive that forced Anthropic to pull its...
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AI's Trillion-Dollar Moment
This episode of ABCD Roundup features a conversation about the approaching SpaceX IPO and reported surge in investor demand, the potential for quantum computing to address energy and compute constraints, and how the US AI boom may be affecting China. The discussion also touches on recent AI model...
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Evaluating the SpaceX Premium
In this episode, we examine several developments that may be shaping technology and capital markets. We first discuss recent price action in bitcoin and explore potential factors behind the latest market decline, including futures market positioning and the implications of Strategy's recent...
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From AGI to RSI: Bitcoin Slides While the AI Markets Rise
In this episode, we unpack bitcoin's pullback toward $73K while AI-related capital formation and infrastructure investment continue to accelerate. The discussion covers Anthropic's latest raise, now at $965 billion post-money valuation, market commentary tied to Michael Burry's recent…
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OpenAI vs. Anthropic, Bitcoin's Retreat & Quantum Nationalism
In this episode, we break down reports that OpenAI generated approximately $5.7 billion in Q1 revenue while its rival, Anthropic, targets nearly $11 billion in Q2 revenue and potential cash flow profitability, perhaps signaling a shift to operational scale in generative AI. The discussion also...
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Cerebras IPO Makes Headlines While Digital Assets Reload
In this episode, we unpack Cerebras Systems' blockbuster IPO and how it may reignite momentum across the AI infrastructure trade. We also discuss the macro backdrop shaping risk assets, including speculation around the new Federal Reserve chair, hotter-than-expected inflation data, alongside...
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The Rise of HardFi: Tokenized Commodities, Real-World Assets, and the Next Era of DeFi with Kieren James-Lubin
In this episode, we welcome back Kieren James-Lubin to explore the evolution of blockchain infrastructure from the earliest days of Ethereum to the emerging world of "HardFi", programmable finance backed by real-world assets. The conversation also includes a special reveal from the team building...
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Tech Bubble or AI Cycle? Plus Stablecoins Go Corporate
In this episode, we unpack whether today's AI-driven market may resemble the dot-com bubble of 2000 or the early innings of a multi-decade technological supercycle. Further, we explore the rise in AI infrastructure demand, including Samsung surpassing a $1 trillion valuation as hyperscalers race…
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C-Shaped Economy? Big Money Moves, Bitcoin Power Plays & Anthropic's Race towards $900B
In this episode, we unpack the macro and tech landscape, from Bitcoin nearing $80K amid persistent geopolitical tensions, inflation concerns, and a steady Federal Reserve, to a broader debate on whether the economy is shifting toward a "C-shaped" recovery as highlighted by Hilton's leadership. We...
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Whales, Wagers, and $60B AI Deals
In this episode, we break down what may be fueling Bitcoin's latest move toward $80K, analyzing whether whale activity and ETF inflows can signal a potential bottom to crypto winter as prediction markets increasingly "price in" upside scenarios. We also unpack the growing influence and…
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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...
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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...
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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…
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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...
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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'...
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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...
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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...
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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...
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Is Bitcoin Dead? Asks the Internet (Again)
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…
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Happy Valentine's Day from Digital Currents
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…
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Has BTC Reached a Bottom?
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...
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Crypto's Sell Off, Anthropic's Material Raise, and the Hyperscaler AI Arms Race
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...
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BitGo and the IPO Landscape: What It May Signal for Digital Assets
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...
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Sinister Saturdays Return
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...
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Nvidia's Largest Asset Purchase: Groq's impact on Expanding AI Compute Beyond GPUs
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...
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Goodbye 2025: Macro Signals, AI Missteps, and Bitcoin's Outlook
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…
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Crypto Cycles, AI Bets & Big Media Moves: Year-End Market Insights
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...
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Fed Cuts, Bitcoin Shrugs, and AI Takes Over Christmas
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...
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The Stable Unstable: Crypto's Price Swings Continue
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…
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Happy Thanksgiving from 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...
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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...
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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...
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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…
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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...
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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...
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ABOUT THIS SHOW
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.
HOSTED BY
Morgan Creek Capital Management, LLC
CATEGORIES
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How many episodes does Digital Currents have?
Digital Currents currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Digital Currents about?
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...
How often does Digital Currents release new episodes?
Digital Currents has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Digital Currents?
You can listen to Digital Currents on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Digital Currents?
Digital Currents is created and hosted by Morgan Creek Capital Management, LLC.
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