Morgan Creek Digital (MCD)

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

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. open.spotify.com/episode/6yuAm1…

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.

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.

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: prnewswire.com/news-releases/…

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

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.

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....

First new @DigitalCurrents podcast of the year with @MarkYusko Huge congrats to our portco @Groq podcasts.apple.com/us/podcast/dig…

@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’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.

@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.

@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

@GroqInc Under the arrangement, Nvidia intends to license Groq’s inference technology and hire several senior leaders, while Groq continues to operate independently through its GroqCloud business

Recently our partner @DigitalCurrents hosted an event in St. Regis Downtown, Dubai, UAE with leading regional investors. 🇦🇪 Showcased one of the most recent additions to Morgan Creek’s and Outlier Ventures portfolio: @ZybraFi. /3 🧵

Zybra Finance enables users to earn yield from tokenized U.S. Treasuries, private credit and equities while maintaining liquidity through its yield-bearing stablecoin. Zybra integrates both Web3 wallets and mobile money with a mission to expand financial access globally. 2/3

Zybra Finance is just 1 of the 5 teams to showcase at our Demo Day tomorrow. 🙇 Register for your virtual seat: luma.com/demoday-pw2?ut… 3/3

Topics include recent industry headlines, emerging tech such as CMOS-based quantum dots from @diraqQC, a portco, & investment perspectives in the evolving quantum realm. Watch below or listen wherever you stream podcasts. Remember to #StayCurrent youtube.com/watch?v=1moO1p…

🎙️ New Episode! We sit down with William Zeng, PhD, Partner @Quantonation, a global early-stage venture fund focused on quantum technologies. Will shares his journey from early quantum hardware development at Rigetti Computing to investing in next-gen quantum startups