{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"C-Shaped Economy? Big Money Moves, Bitcoin Power Plays & Anthropic's Race towards $900B","description":"In this episode, we unpack the macro and tech landscape, from Bitcoin nearing $80K amid persistent geopolitical tensions, inflation concerns, and a steady Federal Reserve, to a broader debate on whether the economy is shifting toward a \u201cC-shaped\u201d recovery as highlighted by Hilton\u2019s leadership. We also examine potential global market implications of the United Arab Emirates stepping away from OPEC, alongside major capital and infrastructure moves, including Tether\u2019s push to build a public Bitcoin-focused powerhouse, and stablecoin expansion efforts from Morgan Stanley and Western Union. On the AI front, we cover SoftBank\u2019s ambitious infrastructure bets and IPO aspirations, as well as Anthropic\u2019s rapid march toward a potential $900B+ valuation. We close with a discussion on the overlooked bottleneck in the $725B AI boom, not compute, but connectivity, highlighting a critical constraint shaping the next phase of AI-driven growth. 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 mcdigital@morgancreekcap.com   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. ","author_name":"Digital Currents","author_url":"http:\/\/digitalcurrents.libsyn.com\/website","html":"