Digital Currents Morgan Creek Capital Management, LLC

Explore the latest developments in Artificial Intelligence, Blockchain, Computing Infrastructure and Data in this week’s ABCD Roundup. In this episode, we discuss Mistral AI's ambitious funding round that is poised to reach a $6 billion valuation, regulatory scrutiny looming over Robinhood's crypto token listings, forecasts predicting a tripling of U.S. semiconductor manufacturing by 2032, and more.
Tune in and remember to Stay Current!
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In this episode, Tony shares his journey from growing up in Guyana to immersing himself in the technology scene of New York, leading to his fascination with crypto and Blockchain, and eventually founding his podcast in 2016. Reflecting on the changing landscape of the industry, Tony discusses the increased mainstream acceptance of cryptocurrency and the evolving strategies that are driving awareness and education. 
The conversation delves into insights from his book (Re)Thinking Crypto, covering a range of topics like the rise of safer digital assets post-FTX crash, the regulatory clarity needed, and trends such as the tokenization of real-world assets shaping the future of the market. Throughout, Tony emphasizes the importance of education, distinguishes bad actors from the underlying technology, and draws parallels between historical financial crises and crypto’s challenges. 
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

Today we discuss Bitcoin’s post halving dip and Anthropic's competitor to ChatGPT, Claude. Further, we dive into Microsoft's $1.7 billion investment in Indonesia's AI and cloud infrastructure. We also discuss Coinbase's integration of the Lightning Network for faster payment rails, and the potential for US stablecoin legislation. In addition, we chat about Texas Instruments' revenue forecasts, Samsung’s operating profit performance and Intel’s launch of the largest-ever AI neuromorphic computer' mimicking the human brain. Lastly, we discuss the US Bureau of Labor Statistics’ recently released labor report.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

In this episode, we delve into the latest headlines shaping the realms of artificial intelligence, blockchain, and computing infrastructure. We explore Meta's release of its Llama 3 AI model, Rubrik’s IPO and Perplexity’s recent fundraising. Further, we analyze whether M&A activity is rebounding with NVIDIA’s latest acquisition of Run.AI. Last, we discuss Bitcoin in the chart of the week and what it may signal for the coming post halving cycle. Join us as we navigate through the intersections of technology, investment, and global trends shaping our digital future.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

Join us in a discussion with Adam Back, a trailblazer in the world of cryptography and the evolution of blockchain technology. In this episode of Digital Currents, Adam delves into his early days of creating Hashcash, his interaction with Bitcoin's mysterious founder(s), under the pseudonym of Satoshi Nakamoto, and the inception of his brainchild, Blockstream. We explore the transformation of Hashcash from an anti-spam tool to a key aspect of cryptocurrency mining and discuss the future of Bitcoin and blockchain against the backdrop of emerging technologies like quantum computing. Adam also shares his insights on the vital role of sidechains, the potential of the Liquid Network, and his vision for securing digital freedom and privacy in an increasingly connected world.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

In this week's roundup, we are hours away from the Bitcoin having, and Mark and Xavier discuss whether “this time is different” relative to prior Bitcoin having events. They speak about the impact of reaching Bitcoin’s all-time high ahead of its halving cycle, inflation, global ETF approvals in the US and Hong Kong, geopolitical events and even Google search results all coinciding with one of the most anticipated halvings since Bitcoin’s inception. They also comment on the latest Microsoft AI generated videos and discuss the U.S. Commerce Department’s investment in Micron.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com