Digital Currents

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 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.

The podcast dives into Chime's impressive $18.4B IPO and its potential effects on fintech's future in a crypto-influenced world. It also covers Salesforce's strategic $8 billion acquisition and the shifting dynamics in enterprise software. The discussion reveals how tech giants are massively investing in AI infrastructure, with some private AI companies boasting staggering valuations. The hosts ponder whether these high valuations are justified or signs of a new tech bubble, sparking intriguing debates about the investment landscape.

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 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.

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 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.

The podcast dives into the resurgence of IPOs with Circle leading the charge, raising excitement around stablecoins. Ethereum's rebound reignites interest in crypto, while South Korea's new pro-crypto leadership could reshape regulations. Amazon's $10 billion investment in North Carolina is set to boost AI and cloud capabilities. The discussion also highlights a staggering 260% rise in tokenized real-world assets, driven by regulatory clarity. This mix of technology, economics, and innovation promises a thrilling landscape for investors and tech enthusiasts alike.

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 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.  

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 renewed platform battles in the app economy.   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.  

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 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.

Bitcoin has hit a remarkable milestone, surpassing $100,000, and Coinbase's hefty acquisition of Deribit is shaking up the global crypto derivatives market. Ethereum's Pectra upgrade introduces smarter validator operations and easier staking. New Hampshire leads the way with a new crypto reserve law, setting a potential nationwide trend. Meanwhile, Warren Buffett's retirement marks a pivotal moment in investment history, prompting reflections on his lasting influence in the finance world.

The podcast dives into Bitcoin's performance in 2025 and macroeconomic factors affecting its value. It highlights ARK's ambitious price prediction of $2.4 million for Bitcoin. Listeners will learn about Huawei's strides in AI chip technology amidst geopolitical tensions. The discussion also touches on recent advancements in semiconductors and how tariffs impact innovation in global markets. Finally, the complexities of economic sentiment and the role of Bitcoin as a potential long-term savings tool are explored.