Morgan Creek Digital (MCD)

The next-gen internet will seek to combine AI, Blockchain, & Chips to unlock the value of Data

[STRATO | DeFi Powered by Precious Metals | HardFi @strato_net]

The market cap for gold in 2025 was $30 trillion

The market cap for tokenized gold is fractions of a percent of that, at ~$5B

As people understand that STRATO lets them hold gold and still have access to liquidity without selling, expect that number to go up.

From our talk with @DigitalCurrents and @MarkYusko:

[STRATO | DeFi Powered by Precious Metals | HardFi @strato_net]

LIVE NOW:
https://t.co/wmDv4WTkUV

[Morgan Creek Digital (MCD) @DigitalCurrents]

3/3: Provenance Blockchain, a Morgan Creek portfolio company, is the public Layer 1 blockchain infrastructure powering Figure’s on-chain lending ecosystem and now helping support NUVA’s expansion into institutional-grade real-world assets on Ethereum.

[Morgan Creek Digital (MCD) @DigitalCurrents]

1/3: Morgan Creek portcos are growing alongside each other & collectively expanding the broader on-chain financial ecosystem. Morgan Creek portco @NUVAFinance, co-created by @animocabrands & Nuva Labs, has officially launched on Ethereum as an institutional-grade marketplace...

[Morgan Creek Digital (MCD) @DigitalCurrents]

2/3: For tokenized real-world assets, helping bridge traditional finance and DeFi through compliant, composable on-chain infrastructure. The platform debuts with products tied to U.S. Treasuries & home equity exposure, while leveraging the larger @provenancefdn ecosystem.

[Mark W. Yusko - Two Point One Quadrillion @MarkYusko]

Really enjoyed this conversation with @kjameslubin

Lightning Round ⚡️ was particularly fun and full of wisdom

[STRATO | DeFi Powered by Precious Metals | HardFi @strato_net]

Today our CEO, @kjameslubin joined @MarkYusko and @XSegura on Morgan Creek Digital's @DigitalCurrents to discuss The Rise of HardFi!

[Morgan Creek Digital (MCD) @DigitalCurrents]

We had a conversation with @kjameslubin that we have been looking forward to for quite some time.
We discussed HardFi, tokenized commodities, & why real-world assets may define the next phase of blockchain infra. + Listen to STRATO's special reveal.
https://t.co/jrlAiavUK0

[Morgan Creek Digital (MCD) @DigitalCurrents]

4/4: According to the company, its approach aims to deliver material improvements in performance and energy efficiency for data center AI workloads while remaining compatible with existing infrastructure.

[Morgan Creek Digital (MCD) @DigitalCurrents]

1/4: Portco, @neurophos, announced that it has raised $110 million in an oversubscribed Series A financing, bringing total funding to $118 million, to support the development and commercialization of its photonic AI inference technology.
Read more: https://t.co/l1jLjnhnol

[Morgan Creek Digital (MCD) @DigitalCurrents]

3/4: +Expand engineering operations, and deliver initial datacenter-ready hardware and software systems. OPU uses micron-scale photonic components to address power and scalability constraints associated with traditional silicon-based GPUs.

[Morgan Creek Digital (MCD) @DigitalCurrents]

And intends to support exchangeability between OPEN-listed equity & its Nasdaq-listed shares, which could help align liquidity across venues. The company has also stated that, where permitted, shareholders may access decentralized finance-based tools for stock lending & borrowing

[Morgan Creek Digital (MCD) @DigitalCurrents]

Portco, @Figure has announced the launch of the On-Chain Public Equity Network (OPEN) on its native Provenance Blockchain, which is intended to enable companies to list & trade public equity natively on a public blockchain....

[Morgan Creek Digital (MCD) @DigitalCurrents]

Subject to regulatory requirements and participant eligibility. Figure has indicated it plans to be the first issuer on OPEN, having filed a public registration statement in November 2025 for a non-dilutive secondary offering.

[Xavier Segura @XSegura]

First new @DigitalCurrents podcast of the year with @MarkYusko

Huge congrats to our portco @Groq

https://t.co/AaX3aGF4H8

[Morgan Creek Digital (MCD) @DigitalCurrents]

@GroqInc Since then, Groq has experienced significant growth, including global deployments that have supported sovereign AI initiatives, enabling nations to develop customized AI solutions. Notably, Groq had partnered with KSA to support one of the world’s largest AI inference data center

[Morgan Creek Digital (MCD) @DigitalCurrents]

Morgan Creek’s portco, @GroqInc, recently entered into a strategic, non-exclusive licensing agreement with NVIDIA, highlighting the importance of specialized AI inference architectures within the global AI compute stack & marking Nvidia’s largest asset acquisition in its history.

[Morgan Creek Digital (MCD) @DigitalCurrents]

@GroqInc Morgan Creek previously seeded Definitive Intelligence, founded by Sunny Madra, which was later acquired by Groq during its Series C funding round. At the time, Groq was still productizing its platform and was pre-revenue.

[Morgan Creek Digital (MCD) @DigitalCurrents]

@GroqInc Founded in 2016, Groq has developed a purpose-built Language Processing Unit (LPU) designed for low-latency, energy-efficient AI inference. This agreement may serve as industry validation of Groq’s differentiated approach