In this episode, we dive into Ethereum’s comeback and explore what may be driving the altcoin rally across the board. From the latest developments around the Genius and Clarity Acts, to shifting investor sentiment fueling ETH’s price appreciation, we unpack the key forces that may be behind the recent optimism and momentum. We also look ahead to next month’s anticipated release of ChatGPT-5 and what it could mean for the intersection of AI and crypto. Finally, in our Chart of the Week, we examine regional semiconductor sales data and what it may reveal about the evolving landscape of global tech infrastructure.

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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 [email protected]

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.

In this ABCD Roundup, we unpack the major developments shaping crypto and AI this week. Bitcoin blasts past $120K, marking a potential momentum shift, and the U.S. House passes the GENIUS Act, now awaiting presidential signature, a potential regulatory game-changer for digital assets. In AI, we break down capital flows, and venture capital shows extreme concentration, with 50% of funding going to just 12 firms. Tune in for insights on what we believe may be moving markets, shaping policy, and driving innovation.

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 [email protected]

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.

In this episode, we sit down with Paget Stanco, a former startup founder now leading institutional strategy at Gemini, a regulated cryptocurrency exchange. Paget walks us through her journey from launching ventures out of college to navigating the frontier of crypto custody and compliance. We explore how Gemini’s regulatory-first approach can help onboard asset managers, family offices, and pensions into digital assets beyond just Bitcoin, think ETH, SOL, and tokenized treasuries. Paget breaks down Gemini’s eOTC platform, its partnership with Arch Public, and how some institutions are warming up to crypto.

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 [email protected]

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.

Bitcoin is back in the spotlight after a weekly surge that has its price close to $120K. In this episode, we break down what may be driving the rally, from public companies now outpacing ETFs in BTC accumulation to the continued institutional push into crypto. We also unpack CoreWeave’s acquisition of CoreScientific, a strategic move in the AI-meets-Bitcoin mining arms race. Plus, Nvidia hit a record milestone of a $4 trillion market cap. Find out why Nvidia’s market cap rise is this week's Chart of the Week.

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 [email protected]

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.

In this timely episode, host Xavier Segura sits down with Kory Hoang, Co-founder & CEO of Stably (A Morgan Creek Portfolio Company), for a look at stablecoins, regulation, and the future of digital finance. Kory, a pioneer in Stablecoin-as-a-Service and shares insights from over a decade in finance. The discussion covers the GENIUS Act, stablecoins’ role in reinforcing U.S. dollar dominance, the rise of current and possible future corporate issuers such as PayPal and Walmart, respectively, and the challenges facing non-USD stablecoins. Kory also unpacks the systemic risks of centralized models, the evolving DeFi landscape, and how Stably helps institutions adopt compliant stablecoin 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 [email protected]

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.

In this roundup, we break down the 2025 IPO wave, spotlighting Chime’s $18.4B debut and what it may signal for fintech’s place in a crypto-disrupted future. We dive into Salesforce’s bold new acquisition and what it could mean for enterprise software consolidation. On the AI front, we track how tech giants like Microsoft, Meta, Amazon, and Alphabet are pouring billions into AI infrastructure across the public and cloud sectors. Then we zoom in on the private markets, where AI unicorns are trading at eye-popping revenue multiples—some over 500x. We ask the hard question: are these valuations justified or signs of another tech bubble?

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 [email protected]

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.

In this roundup, we unpack whether the renewed US-China trade deal is more hype than substance amid rising geopolitical tension. We break down Circle’s IPO momentum and Bitcoin’s climb toward $110K as the broader crypto market heats up. On the AI front, Apple, Samsung, and Meta are doubling down—Meta alone dropping $14B to stay in the game. We also spotlight Oracle’s quiet dominance and dig into the tech graveyard of Web 1, 2, and 3 to separate the real survivors from the hype casualties.

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 [email protected]

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.

In this roundup, we spotlight Upexi’s bold new crypto treasury strategy with Chief Strategy Officer Brian Rudick. Brian walks listeners through his transition from Wall Street to leading Upexi’s $100M Solana-backed treasury initiative, modeled on MicroStrategy’s Bitcoin playbook. We unpack why Solana, not Bitcoin or Ethereum, was chosen for its high performance and growing ecosystem. We explore how Upexi is seeking to maximize value for shareholders through staking, discounted SOL acquisitions, and future capital market tools like convertible debt. We also look ahead to how Upexi plans to raise its profile as the go-to equity for Solana exposure. 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 [email protected].

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.

In this episode, we cover a wave of momentum returning to markets as summer heats up, starting with Circle’s blockbuster IPO, which opened at $69B and potentially signaled renewed investor confidence in stablecoins. We break down Ethereum’s recent price comeback and what’s driving renewed enthusiasm in the ecosystem. In politics, we look at South Korea’s newly elected pro-crypto president and how that could reshape regional Web3 regulation. On the infrastructure front, we highlight Amazon’s $10B investment in North Carolina, aimed at scaling AI and cloud computing capabilities while boosting local economies. We wrap with our “Chart of the Week” on real-world assets, where tokenized RWAs have surged over 260% in 2025, driven by regulatory clarity and institutional inflows.

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 [email protected]

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.

In this roundup, we recap the big news from the Bitcoin Vegas conference. We dive into a wave of products, policies, and regulatory updates shaping the digital asset landscape. We cover Strike CEO, Jack Mallers, and his unveiling of low-interest Bitcoin-backed loans. We move on to the pro-crypto policy agenda of Reform UK leader, Nigel Farage, that includes a proposed Bitcoin reserve at the Bank of England. We also discuss the SEC’s latest staff statement clarifying that certain staking activities do not violate securities laws, and the bipartisan CLARITY Act, which aims to define regulatory oversight of the U.S. crypto market. Thank you, listeners, for your support through our first 100 episodes. There is much more to come. 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 [email protected].

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.