Digital Currents

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 insightful conversation on these topics and more!     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.  

Dive into the high-stakes realm of AI and blockchain where Europe and the UAE are investing billions in an AI campus to lead the tech charge. Amazon gears up for a $100 billion AI investment to outpace rivals, while BlackRock expands its Bitcoin stake to boost institutional confidence. Explore the challenges of data quality in AI and the innovations making Bitcoin mining more sustainable. Plus, lively discussions on the future of tech investments and the thrilling anticipation of Super Bowl 59 add an exciting twist!

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-effective AI models to allegations of espionage and intellectual property theft, DeepSeek is stirring up excitement and controversy. Join Mark and Xavier as they analyze topics such as crypto utility, the market dynamics of meme coins, and open vs. closed source AI models. 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.

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 digital ecosystem. 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.

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 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.

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 AI initiatives and the global race for digital leadership. Tune in for an insightful discussion on what's shaping the digital ecosystem heading into 2025. 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.

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 shaping the digital economy in 2025. 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 as a solicitation for the sale of any security or any 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.

Celebrate Bitcoin's impressive journey as it turns 16, while exploring its future alongside Ethereum and Solana. Uncover how AI is reshaping market dynamics and the evolving role of cryptocurrencies. Delve into the world of data security with insights on fully homomorphic encryption and the challenges of personal privacy. Discover groundbreaking advancements in semiconductor technology and their potential impact on cloud computing. Navigate the intersection of blockchain, gaming, and traditional finance as we look ahead to the innovative trends of 2025.

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 and how startups must align with regulators to compete for market share.   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 as a solicitation for the sale of any security or any 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.

Reflecting on 2024’s defining moments, the discussion revolves around the SEC’s historic Bitcoin ETF approval and Ethereum’s Dencun upgrade. The impact of Sam Bankman-Fried’s trial on both crypto and college football is examined. Insights into AI advancements and market shifts reveal how corporate data utilization is transforming investments. The Bitcoin halving event surprises with muted price reactions, while significant record-breaking acquisitions highlight the shifting financial landscape. Overall, it’s a captivating look at the interplay between technology and finance.