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, a...
Jun 27, 2025•53 min
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 tradin...
Jun 20, 2025•1 hr 7 min
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 lea...
Jun 13, 2025•58 min
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, ...
Jun 11, 2025•40 min
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...
Jun 06, 2025•56 min
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 activiti...
Jun 02, 2025•52 min
In this ABCD roundup, we unpack the GENIUS Act’s bipartisan momentum as the U.S. moves toward stablecoin regulation. We also examine the record-breaking Bitcoin price and futures open interest hitting $72B amid growing institutional demand. In addition, we break down SoftBank’s increased investment in TSMC, signaling a deeper bet on AI chip growth, and Google’s latest search overhaul with AI chatbots to take on ChatGPT. Plus, Fortnite scores a major legal win against Apple, setting the stage for...
May 22, 2025•59 min
We congratulate our portfolio company, eToro, on its public debut on Nasdaq, where it raised $310 million and saw a 29% share increase to open trading. We also evaluate the latest versions of OpenAI GPT-4.1 and 4.1 mini. We then comment on the Quantinuum and Al Rabban Capital launch of a $1B quantum venture in Qatar. Last, we analyze if this may signal renewed interest in tech IPOs and look at the next likely candidates in our Chart of the Week. Remember to Stay Current! To learn more, visit us ...
May 16, 2025•1 hr 2 min
In this roundup, we cover a milestone moment in crypto and markets. Bitcoin breaks through the $100,000 mark, which may reflect macro tailwinds. Coinbase makes waves with its $2.9B acquisition of Deribit, cementing its push into global crypto derivatives. We also unpack Ethereum’s Pectra upgrade—a technical upgrade that introduces key changes to validator operations, increases staking efficiency, and adds long-awaited UX improvements like “Social Recovery” via smart contract wallets. Further, we...
May 09, 2025•54 min
This ABCD roundup covers the first 100 days of crypto in 2025, from BTC macro drivers to the recent altcoin spot ETF delays. Further, we break down ARK’s bold 2030 Bitcoin price target, set against a backdrop of rising stagflation fears and weaker U.S. economic data. On the AI front, Huawei is accelerating its push for AI chip self-reliance with the upcoming Ascend 910D, aiming to rival Nvidia’s H100 amid tightening U.S. export controls and rising geopolitical tensions. While Huawei’s chips stil...
May 02, 2025•1 hr 4 min
This ABCD roundup explores whether Bitcoin is starting to trade like a tech stock, especially as correlations with broader equity markets and macro trends grow more pronounced. We dive deep into the AI funding frenzy that’s continuing to heat up in early 2025, with billion-dollar rounds from Anthropic, OpenAI, SandboxAQ, and others driving a wave of innovation across infrastructure, healthcare, and defense. We also unpack UPEXI’s intriguing new strategy—leveraging the Solana blockchain to mirror...
Apr 25, 2025•48 min
In today’s ABCD Roundup, we discuss the new chip export restrictions aimed at curbing China’s AI progress. Further, we analyze Ethereum’s scaling dilemma and how its Layer 2 roadmap could impact its core value and TSMC’s Q1 2025 performance. We finish with a lightning round of rapid-fire questions. Don’t miss it! 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...
Apr 18, 2025•54 min
In this ABCD Roundup, we discuss how tariff tensions can reshape global markets and drive a flight to financial quality. We also discuss the potential broader impact of U.S.– China tariffs on AI infrastructure buildouts and capital spending. We then highlight Bitcoin’s relative stability and the growing role of stablecoins. We connect the dots to MoonPay’s acquisition of Iron and why infrastructure around onramps matters more than ever. Finally, we explore the surge in on-chain real-world assets...
Apr 11, 2025•51 min
In this episode of the ABCDs Roundup , we break down OpenAI’s massive $40 billion funding round, led by SoftBank, and its impact on AI infrastructure. We explore AMD’s $4.9 billion acquisition of ZT Systems as it challenges Nvidia in the AI data center wars and take a broader look at tariffs affecting the AI and blockchain industries. We also cover the latest developments in TikTok’s U.S. ownership battle and Fidelity’s Bitcoin market update, which predicts a potential acceleration phase in this...
Apr 04, 2025•49 min
In this episode, we dive deep into CoreWeave’s long-awaited IPO and what it could mean for the broader AI market and other companies looking to go public this year. We also break down the latest Bitcoin market moves and what’s driving volatility. In regulatory news, Trump’s SEC pick Paul Atkins faces scrutiny over his crypto ties—could this signal a shift in policy? Plus, we discuss the Siemens $10B Altair acquisition and analyze GameStop’s bold Bitcoin buy, its MicroStrategy-inspired strategy, ...
Mar 31, 2025•49 min
In this roundup, we dive into a packed week of digital assets and cover how markets broke out of five straight weeks of selling, perhaps moving back into buying territory. On the acquisition front, Kraken acquires NinjaTrader, expanding its digital asset trading reach, while SoftBank’s $6.5B deal for Ampere Computing may underscore the intensifying race to secure AI infrastructure. We also discuss CoreWeave’s $2.7B IPO plans amid demand for AI cloud services, Dubai’s ambitious real estate tokeni...
Mar 21, 2025•57 min
On this episode of the ABCD Roundup, Mark is solo today as Xavier is out welcoming baby number two! Mark breaks down the latest Bitcoin volatility, market trends, the impact of the current trade wars, and how global economic shifts could shape the future of finance. We explore China’s strategic dominance in AI and chips, the Federal Reserve’s interest rate dilemma, and whether Bitcoin will become a strategic reserve asset. Plus, he details how AI agents are changing everything from research to r...
Mar 14, 2025•47 min
This ABCD roundup discusses Trump’s executive order establishing a Strategic Bitcoin Reserve and U.S. Digital Asset Stockpile, while the Texas Senate passes a bill to create a statewide Bitcoin reserve. We also touch on the latest China AI developments, analyzing how they fit into the evolving global tech landscape. In addition, we highlight the Bitcoin hammer candle as our Chart of the Week. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-cr...
Mar 07, 2025•50 min
In this ABCD roundup, we dive deep into the shocking $1.4 billion ByBit hack—what happened, what it means for the broader crypto industry, and the lessons investors should take away. We also break down the latest market slumps, analyze trending venture dollars in blockchain-oriented investments in 2025, and highlight our Chart of the Week . Do not miss this discussion on the state of crypto and where the market could be headed next. Remember to Stay Current! To learn more, visit us on the web at...
Feb 28, 2025•48 min
In this episode, we discuss Codeium, an AI coding startup that is eyeing a $3B valuation just months after its last funding round. We also talk about how Apple’s iPhone 16e is shifting toward on-device AI processing and Microsoft’s Majorana 1 quantum chip breakthrough, which could fast-track fault-tolerant quantum computing. Plus, our Chart of the Week reveals ChatGPT’s milestone of reaching 400 million weekly active users, and we reminisce on its historical scaling to the first 100 million user...
Feb 21, 2025•1 hr 2 min
In this special Valentine’s Day episode, co-host Mark Yusko dials in from his travels in Hong Kong and Singapore to discuss the latest news and trending themes on the ABCD’s in Asia with co-host Xavier Segura. They dissect a handful of fresh off the press headlines like Apple & Alibaba’s proposed AI partnership, President Trump’s call for defense talks with Russia and China, Franklin Templeton’s interest in the Solana blockchain, and China’s budding crypto landscape. Join us for an insightfu...
Feb 14, 2025•47 min
In this episode, we dive into the latest high-stakes moves in AI and blockchain. France and the UAE have announced plans for a €30-50 billion AI campus, aiming to position Europe at the forefront of the AI revolution—just as DeepSeek shakes up the landscape with new breakthroughs in cost efficiency and performance. Meanwhile, Amazon is poised to outspend its rivals with a massive $100 billion of projected investments in AI infrastructure, setting the stage for intensified competition among tech ...
Feb 07, 2025•1 hr 3 min
In this ABCD Roundup, Co-host Mark Yusko kicks off the episode solo, discussing recent market trends in crypto and the political moves surrounding digital assets that have transpired during President Trump's first few weeks in office. Co-host Xavier Segura dials in, returning from his travels to the Middle East to round out the episode highlighting DeepSeek's groundbreaking AI advancements, challenging the dominance of U.S. tech giants and reigniting the U.S.-China tech rivalry. From their cost-...
Jan 31, 2025•49 min
In this week’s ABCD Roundup, Xavier and Mark dive into the world of meme coins, from the explosive rise (and fall) of Trump Coin to the broader crypto assets market. The hosts break down what they believe separates true innovation from the hype-fueled chaos of potential pump-and-dump schemes. They also explore the evolving role of AI in reshaping global labor markets and the massive $500 billion push toward AI data centers in the U.S. Tune in for insights, conversations, and recent news on the d...
Jan 24, 2025•59 min
This ABCD roundup episode examines the recent surge in Ripple (XRP). We also discuss President Biden’s executive order to accelerate sustainable AI data centers while new export controls on AI chips spark innovation debates. In blockchain, Senator Lummis questions the FDIC, and we discuss asset class returns in our 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 addi...
Jan 17, 2025•1 hr
Join Digital Currents host Xavier Segura and fellow MCD GP Sachin Jaitly as they dive into some of the events of 2024 that set the stage for a shift in the crypto landscape. This episode unpacks the pivotal role of Bitcoin’s halving, the surge in institutional adoption through ETFs, and the legislative events driving pro-crypto momentum in the U.S. They explore the convergence of A.I., Blockchain, Chips, and Data (ABCD’s) as the pillars of Web3 innovation. Listen to the MCD team recap sovereign ...
Jan 16, 2025•1 hr
Digital Currents hosts Mark Yusko and Xavier Segura are back together to highlight major headlines in Tech this week on the ABCD Roundup. The episode explores AI's leap toward agentic intelligence, NVIDIA's dominance in chip innovation, and China's growing influence in semiconductors. They also discuss major themes at CES 2025 and the potential impact of digital adoption on global markets in the year ahead. Tune in for an engaging conversation about volatility, opportunity, and the forces shapin...
Jan 10, 2025•56 min
Digital Currents host Mark Yusko leads 2025's inaugural episode of the ABCD Roundup. Mark highlights topics like Bitcoin's Sweet 16, insights into Ethereum's trajectory in the new year, Solana's resurgence, and the growing influence of DeFi. We dive into the transformative tech trends shaping the year to come, from AI's evolution into agentic intelligence to groundbreaking advancements in chip technology like photonics and fully homomorphic encryption. We also explore the shifting tides of globa...
Jan 04, 2025•43 min
In this episode, we chat with Andry Lebedev, CEO of Swipelux. Swipelux aims to simplifyWeb3 onboarding by facilitating fiat-to-crypto payments, as well as providing digital identity infrastructure and wallet creation. Join us for an informative deep dive into the key differences between traditional payment infrastructure and Web3-enabled solutions like stablecoins, smart contracts, and identity verification. Plus, learn how incumbent financial institutions are reacting to the latest technology a...
Dec 23, 2024•53 min
Take a trip down memory lane with this special episode that recounts the major stories shaping 2024. From the SEC’s historic approval of a Bitcoin ETF and Ethereum’s Dencun upgrade to Nvidia’s staggering climb to a 3 trillion valuation. We explore SBF’s day in court and the repositioning of crypto with the Bitcoin Act. Further we recount the year’s key records spanning from the $1.1 billion dollar Bridge acquisition to Groq’s big raise and Willow’s quantum leap. Join us as we bring you the ABCD ...
Dec 20, 2024•1 hr
