Crypto Cycles, AI Bets & Big Media Moves: Year-End Market Insights

In this episode of Digital Currents, we wrap up 2025 with a deep dive into the stories shaping markets and tech. Is the legendary four-year Bitcoin cycle finally broken? We explore what this means for crypto investors and why patience might be the ultimate superpower. Then, we turn to Amazon's rumored $10 billion investment in OpenAI and the circular deal dynamics shaking up the AI space. Plus, updates on the Paramount deal, including a surprising personal guarantee request, and ByteDance setting a date for TikTok's U.S. divestiture led by Oracle. Finally, don't miss our Chart of the Week: S&P 500 Market Caps vs Forward P/E Ratios, and a bonus look at the AI-driven surge in server sales versus storage growth. Tune in for insights at the intersection of crypto, tech, and media that you won't want to miss. 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 [email protected] 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.

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