We close out 2025 with a look at the forces shaping markets as we approach year-end. This episode breaks down the latest Q3 U.S. economic data, Larry Ellison's personal guarantee behind the Paramount bid, and Strategy's pause in Bitcoin buying, set against BlackRock naming BTC a top three focus for 2026.

We also cover Instacart's AI pricing blunders and what they may reveal about algorithmic risk, before wrapping with a look at the Chart of the Week, Bitcoin futures, and the evolving crypto market structure.

Remember to Stay Current!

To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creekdigital/. 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.

Goodbye 2025: Macro Signals, AI Missteps, and Bitcoin's Outlook