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Digital Currents

Morgan Creek Capital Management, LLC

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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100 avsnitt

  1. Election Special: How the Election Could Reshape AI & Digital Assets 55:18
  2. Happy HODLween: There's Blood in the Street 1:04:05
  3. Borrowing the Future: AI's Off-Balance-Sheet Boom 1:00:26
  4. Macro Shocks, Hot Wallets & Smart Homes 47:58
  5. ChatGPT Misses, Firmus Flops, and Bitcoin Shrugs 54:16
  6. "Uptober" or Head Fake? BTC Steadies, Bonds Surge, and OpenAI's $1.4T Ambition 1:01:09
  7. Bitcoin's Rally Meets AI's New Cold War 59:36
  8. Rates Rise, Buffet Steps Down, and the AI Threat Debate Continues 1:01:55
  9. AI Kill Switches, Apple's New Foldable iPhone, & Interest Rates 1:01:47
  10. Bitcoin's Movement, Quantum's Latest Risk & The Coming AI Energy Reckoning 1:04:30
  11. Meta Settles, NVIDIA Takes Aim, and BTC Tops $80k 53:33
  12. Bitcoin Bounces Back and AI's Reality Check 55:19
  13. Who's Underwriting the AI Factory? Nvidia Builds Compute War Chest While Startups Price the Upside 59:10
  14. From Bitcoin to Bandwidth: The Next Phase of Digital Asset Regulation and AI Infrastructure. 52:46
  15. Rates Hold, AI Bets Rise, and the Machines Start Fighting Back 54:05
  16. Crypto Roars Back as Nous Ignites the Next AI Wave 59:58
  17. Boldly Going: AI, Aerospace, and Defense with Fatema Hamdani, CEO of KHA 1:03:23
  18. The Memory Bottleneck and SpaceX's Post-IPO Reality Check 56:56
  19. The Next Digital Frontier: AI, Space, and Money on the Move 1:00:11
  20. AI's Trillion-Dollar Moment 56:41
  21. Evaluating the SpaceX Premium 1:03:13
  22. From AGI to RSI: Bitcoin Slides While the AI Markets Rise 47:38
  23. OpenAI vs. Anthropic, Bitcoin's Retreat & Quantum Nationalism 1:04:03
  24. Cerebras IPO Makes Headlines While Digital Assets Reload 1:03:14
  25. The Rise of HardFi: Tokenized Commodities, Real-World Assets, and the Next Era of DeFi with Kieren James-Lubin 1:11:04
  26. Tech Bubble or AI Cycle? Plus Stablecoins Go Corporate 58:07
  27. C-Shaped Economy? Big Money Moves, Bitcoin Power Plays & Anthropic's Race towards $900B 55:19
  28. Whales, Wagers, and $60B AI Deals 40:27
  29. Oil, AI, and a 600% Shoe Rally, What's Going On? 56:31
  30. Meet Sorbet, A Stablecoin Powered Neobank For The GCC 49:35
  31. The Cost of Compute: Economics 101 on Time, Money, and Energy Tradeoffs 50:37
  32. Follow The Birds to Safe Harbor Assets? 57:00
  33. Is Bezos the new Masayoshi Son? 59:44
  34. Betting, Building, and Booming: CFTC Crackdowns, BTC's Breakout, and the New Unicorn Wave 50:27
  35. Jobs Slow, AI and Chips Race Ahead 57:32
  36. Power, Not Chips, Is the Constraint 59:32
  37. Is Bitcoin Dead? Asks the Internet (Again) 50:43
  38. Happy Valentine's Day from Digital Currents 1:03:21
  39. Has BTC Reached a Bottom? 59:50
  40. Crypto's Sell Off, Anthropic's Material Raise, and the Hyperscaler AI Arms Race 53:26
  41. BitGo and the IPO Landscape: What It May Signal for Digital Assets 59:52
  42. Sinister Saturdays Return 49:16
  43. Nvidia's Largest Asset Purchase: Groq's impact on Expanding AI Compute Beyond GPUs 50:16
  44. Goodbye 2025: Macro Signals, AI Missteps, and Bitcoin's Outlook 50:18
  45. Crypto Cycles, AI Bets & Big Media Moves: Year-End Market Insights 1:02:25
  46. Fed Cuts, Bitcoin Shrugs, and AI Takes Over Christmas 58:51
  47. The Stable Unstable: Crypto's Price Swings Continue 56:46
  48. Happy Thanksgiving from Digital Currents 52:36
  49. If Crypto Winter Is Here, Is the AI Bubble About to Burst? 53:34
  50. Blood in the Streets: Bitcoin Cycles and Market Cracks 51:01