Follow The Birds to Safe Harbor Assets?
From Digital Currents by Morgan Creek Capital Management, LLC
March 27, 2026 · 57 min
About this episode
This episode discusses the search for safe-haven assets amidst changing market dynamics and highlights significant investment transactions and trends in the crypto space.
In this episode, we explore the evolving hunt for safe-haven assets amid shifting capital flows across markets. Strategy and Bitmine continue to accumulate crypto while ETFs post five consecutive weeks of inflows, which may reinforce institutional demand for Bitcoin. We also unpack Anthropic securing an injunction against the U.S. government after being labeled a supply chain risk in a Defense Department dispute. We then discuss new deals, including Mubadala Investment Company exiting CoolIT Systems in a $4.75 billion transaction led by KKR, and the rise of Shield AI to a $12.7 billion valuation following a U.S. Air Force deal. The discussion culminates in our Chart of the Week, comparing gold, silver, and bitcoin as investors navigate geopolitical uncertainty and search for a safe harbor. 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…
People in this episode
Host: Morgan Creek Capital Management, LLC
Topics covered
- safe-haven assets
- capital flows
- crypto accumulation
- institutional demand
- geopolitical uncertainty
- investment transactions
Keywords
- safe-haven assets
- capital flows
- Bitcoin
- ETFs
- investment transactions
- geopolitical uncertainty
- crypto
Mentioned in this episode
Organizations: Strategy and Bitmine, ETFs, Anthropic, U.S. government, Defense Department, Mubadala Investment Company, CoolIT Systems, KKR, Shield AI, U.S. Air Force
Products: Bitcoin, gold, silver
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