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...

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. Final...

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,...

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, up...

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 App...

In this  ABCD roundup , we break down why  b itcoin  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  B itcoin ETF has quietly become the firm's most profitable product. We also hit the broader market tape, including  Netflix's Warner Bros.  a cquisition  news and the resu...

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...

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...

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...

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 project...

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...

In this week's roundup, we discuss the pardon of convicted Binance founder , C hangpeng Z hao , 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...

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 la...

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 learne...

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 dolla...

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 bil...

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 po...

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 ex...

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 i...

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. R...

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 includ...

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...

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...

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 i...

In this special Digital Currents episode, Mark and Xavier unpack the groundbreaking G ENIUS 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 dive...