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 dollars invested in AI startups this year, marking the first time more than half of all 2025 venture funding has flowed into AI and signaling a potentially defining moment for technology and global markets.

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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.

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 billion raise at an $8.1 billion valuation.

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 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 power consumption as AI growth becomes increasingly concentrated. 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 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 explores the evolution from Web1 to Web3, lessons from legendary investors, and why he believes most assets will ultimately be tokenized. Whether you're a crypto veteran or simply curious about the future of money, you don't want to miss this episode on how he seeks to find transformational trends before the crowd.

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 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 its price range and secured a $50 million private placement from Nasdaq. We break down what these listings might signal for digital asset markets, secondary liquidity, and how exchanges like Gemini may stack up against incumbents such as Coinbase and Bullish. 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.

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.

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.

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 include the appeal behind investing in MENA, Blockchain and AI infrastructure and the landscape moving forward.

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 its IPO process, and Figure Technology's filing for a public offering. Along the way, we touch on indicators such as Bitcoin/Ethereum volatility and the Bitcoin Hashprice Index and explore what these measures might suggest for market participants.

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.

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 considers the implications of AI-driven education tools, the strategic stakes of competing brain chip platforms, and how a changing browser ecosystem could reshape user behavior and market dynamics.

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.

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 implications of all-time highs in computational power, and considerations these shifts may present for miners and investors.

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.