CMCC Global writes monthly to investors, sharing our views on market dynamics and demystifying this new asset class.
Industry Insights
Insights
Here we share selected insights, exploring important topics in the blockchain ecosystem.
The Avalanche9000 Upgrade
In October, at the annual Avalanche Summit, Avalanche9000 was unveiled; the most significant network upgrade since the Avalanche mainnet was launched. This update will revolutionize how developers create and launch layer-1 blockchains on Avalanche.
Solana's Growing Dominance
Solana has become the clear challenger to Ethereum. Surging growth in the Solana ecosystem, coupled with innovative infrastructure upgrades makes it a much faster smart contract platform with growing attention from both users and developers.
Mocaverse: The Infrastructure Layer for Crypto Consumer Applications
CMCC Global investment thesis
Trading Infrastructure and Preventing FTX 2.0
The fall of FTX shook the financial world and ignited conversations about the security, sustainability and future of crypto trading. In response to this, new companies and projects have emerged that offer superior decentralized solutions that mitigate the custody risks inherent in centralized platforms like FTX.
Prediction Markets and the iGaming Wave
The US presidential debate at the end of June was a pivotal moment not just for the US election, but also for the breakout of crypto prediction markets into the mainstream. These markets have gone from relative obscurity to being quoted by the New York Times and Bloomberg, with over USD300m currently wagered on the election outcome.
