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Digital Currents

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.

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  • 24 episodes
  • weekly
  • Avg 57 min
  • English

Episodes 24

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  • May 1 · 55 min

    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 also examine potential global market implications of the United Arab Emirates stepping away from OPEC, alongside major capital and infrastructure moves, including Tether's push to build a public Bitcoin-focused powerhouse, and stablecoin expansion efforts from Morgan Stanley and Western Union. On the AI front, we cover SoftBank's ambitious infrastructure bets and IPO aspirations, as well as Anthropic's rapid march toward a potential $900B+ valuation. We close with a discussion on the overlooked bottleneck in the $725B AI boom, not compute, but connectivity, highlighting a critical constraint shaping the next phase of AI-driven growth. 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.

  • April 24 · 40 min

    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 controversy around Polymarket, including a high-profile case involving a $400K wager tied to the alleged arrest of Nicolás Maduro. On the AI front, we explore intensifying Big Tech competition, from Meta partnering with Amazon Web Services on AI chips to Google deepening ties with Nvidia-powered frontier labs. Finally, we dive into the blockbuster headline of SpaceX potentially acquiring Cursor for $60B. 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.

  • April 17 · 56 min

    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.

  • April 10 · 49 min

    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.

Showing 21–24 of 24 episodes