Digital Currents

Hosted by Morgan Creek Capital Management, LLC

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100

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Aug 2026

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About the show

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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60 recent

August 20, 202655 min

Bitcoin Bounces Back and AI's Reality Check

In 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 regulatory framework and what greater " clarity " could mean for issuers, exchanges, stablecoins, and digital asset investors. Plus, we examine Stripe's reported $7.5 billion acquisition of OpenRouter and what the deal may signal for the strategic value of AI distribution and developer access. C hart of the Week : Growing concerns over AI adoption and whether the technology's progress is translating into meaningful real-world value and acceptance. 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.

August 14, 202659 min

Who's Underwriting the AI Factory? Nvidia Builds Compute War Chest While Startups Price the Upside

This episode examines evolving U.S. crypto regulation, bitcoin market developments, and the growing capital requirements behind AI infrastructure buildouts. Topics include reported SEC plans to address aspects of the regulatory framework following the delayed CLARITY Act vote, Strategy's stated intention to purchase additional bitcoin before year-end, and bitcoin's muted reaction to a reported decline in inflation. The discussion also covers CoreWeave's latest earnings, potential fundraising by Databricks and Cognition, Tether's reported completion of its first full audit, and Nvidia's reported efforts to support large-scale AI infrastructure financing. The episode closes with a look at the IMF's perspective on Europe's fragmented financial markets and the potential implications for capital allocation. 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.

August 7, 202652 min

From Bitcoin to Bandwidth: The Next Phase of Digital Asset Regulation and AI Infrastructure.

In 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 news, including Michael Saylor's latest bitcoin sale, and explore how the AI infrastructure race continues to accelerate. We also discuss Anthropic's expanding compute strategy through major infrastructure investments and custom AI chip development, the emergence of High Bandwidth Flash (HBF) as a potential solution to the AI memory bottleneck, and Microsoft's historic earnings-driven rally that produced the largest single-day market capitalization gain in history. 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.

July 30, 202654 min

Rates Hold, AI Bets Rise, and the Machines Start Fighting Back

In 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 landscape, the Hugging Face autonomous AI security incident, IBM's sale of its blockchain patent portfolio, and its broader focus on quantum computing. For the chart of the week, we cover Gartner's updated forecast, highlighting continued acceleration in global AI infrastructure and enterprise IT spending. 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.

July 17, 202659 min

Crypto Roars Back as Nous Ignites the Next AI Wave

In 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 streak on record. Around the globe, momentum continues to build as Japan, the UK, and Bolivia advance initiatives that could further accelerate digital asset adoption. We also explore how Cantor Fitzgerald and Securitize are bringing IPOs onchain , highlighting the growing convergence of traditional finance and blockchain technology. Finally, we dive into Nous Research's reported $75 million fundraising round at a $1.5 billion valuation and what its expanding Hermes AI agent platform could mean for the next wave of artificial intelligence innovation. Chart of the week: The IMF's July 2026 World Economic Outlook 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.

July 10, 20261 hr 3 min

Boldly Going: AI, Aerospace, and Defense with Fatema Hamdani, CEO of KHA

In 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 company. The discussion includes topics such as KHA's autonomous aircraft, resilient communications systems, the growing role of AI in national security, and how governments and militaries are adopting AI-powered technologies while ensuring humans remain in the decision-making loop. The conversation also covers the future of aerospace innovation, autonomy, and why technologies that once felt like science fiction are becoming reality. 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.

June 26, 202656 min

The Memory Bottleneck and SpaceX's Post-IPO Reality Check

In 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 what some are calling a memory squeeze, which we believe may be influencing parts of the tech sector and the broader AI market. We also touch on reports of Reflection AI's agreement, described as a deal worth up to $6.3B, intended to scale open models, as well as OpenAI's debut of "Jalapeño," reported to be its first custom inference chip. Finally, we review the dips in gold, silver, and Bitcoin, and the potential unwinding of the "debasement trade." 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.

June 18, 20261 hr 0 min

The Next Digital Frontier: AI, Space, and Money on the Move

In 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 of AI coding startup Cursor . We also dig into the unprecedented government directive that forced Anthropic to pull its most powerful AI models offline, and what that episode may signal about the growing tension between frontier AI development and national security policy , and Moody's move to bring its credit ratings on-chain to the Solana network . 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.

June 12, 202656 min

AI's Trillion-Dollar Moment

This 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 and compute constraints, and how the US AI boom may be affecting China. The discussion also touches on recent AI model releases, noting Anthropic's launch of Claude Fable 5, described by the company as a "Mythos-class" model adapted for general use, as well as reports that SoftBank sought to borrow $6 billion against its OpenAI stake before its shares declined roughly 9.7%. The episode's "C hart of the Week " segment focuses on Pre-IPO Preparations Volume. 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.

June 5, 20261 hr 3 min

Evaluating the SpaceX Premium

In 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 behind the latest market decline, including futures market positioning and the implications of Strategy's recent decision to sell a small portion of its bitcoin holdings. We turn to SpaceX, reviewing Morningstar's recent valuation analysis, its financial position, and discussions of its potential path toward S&P 500 inclusion following its anticipated IPO. The conversation also covers Ramp's latest $750 million funding round at a reported $44 billion valuation and what it may signal about investor appetite for fintech and enterprise software. Finally, we discuss OpenAI CEO Sam Altman's new game show initiative and its intersection with AI, media, and consumer engagement. Chart of the week: Morning Star's SpaceX Valuation Analysis and Compute Capacity 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.