Digital Currents
by Morgan Creek Capital Management, LLC
Latest episode
Happy HODLween: There's Blood in the Street
Happy HODLween: There's Blood in the Street
About this podcast
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
The newest 20 of 100 episodes
- Happy HODLween: There's Blood in the Street · 1 h 4 minThis week we look at the spooky season of digital assets, big tech, and macro. In our "Grave Robbers" section, we discuss reports that Binance suffered what has been described as…
- Borrowing the Future: AI's Off-Balance-Sheet Boom · 1 h 0 minThis week, we look at JPMorgan's latest crypto report and Sam Altman's World, which is rolling out World IDs to banks and financial firms. Altman describes its proof-of-human…
- Macro Shocks, Hot Wallets & Smart Homes · 48 minThis episode explores recent macroeconomic developments affecting bitcoin and technology stocks, including inflation concerns and newly reported economic data. We examine White…
- ChatGPT Misses, Firmus Flops, and Bitcoin Shrugs · 54 minChatGPT 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…
- "Uptober" or Head Fake? BTC Steadies, Bonds Surge, and OpenAI's $1.4T Ambition · 1 h 1 minThis 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…
- Bitcoin's Rally Meets AI's New Cold War · 60 minThis 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…
- Rates Rise, Buffet Steps Down, and the AI Threat Debate Continues · 1 h 1 minThis 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…
- AI Kill Switches, Apple's New Foldable iPhone, & Interest Rates · 1 h 1 minThis episode covers growing congressional attention to potential AI-related risks following reports involving an Anthropic whistleblower, including whether concerns about…
- Bitcoin's Movement, Quantum's Latest Risk & The Coming AI Energy Reckoning · 1 h 4 minThis episode examines Bitcoin's strong monthly performance, the potential long-term implications of quantum computing for digital assets, and emerging proposals aimed at…
- Meta Settles, NVIDIA Takes Aim, and BTC Tops $80k · 54 minThis 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…
- Bitcoin Bounces Back and AI's Reality Check · 55 minIn 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…
- Who's Underwriting the AI Factory? Nvidia Builds Compute War Chest While Startups Price the Upside · 59 minThis episode examines evolving U.S. crypto regulation, bitcoin market developments, and the growing capital requirements behind AI infrastructure buildouts. Topics include…
- From Bitcoin to Bandwidth: The Next Phase of Digital Asset Regulation and AI Infrastructure. · 53 minIn 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…
- Rates Hold, AI Bets Rise, and the Machines Start Fighting Back · 54 minIn 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…
- Crypto Roars Back as Nous Ignites the Next AI Wave · 60 minIn 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…
- Boldly Going: AI, Aerospace, and Defense with Fatema Hamdani, CEO of KHA · 1 h 3 minIn 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…
- The Memory Bottleneck and SpaceX's Post-IPO Reality Check · 57 minIn 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…
- The Next Digital Frontier: AI, Space, and Money on the Move · 1 h 0 minIn 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…
- AI's Trillion-Dollar Moment · 57 minThis 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…
- Evaluating the SpaceX Premium · 1 h 3 minIn 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…
