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.
Limewire and Content Creation in an AI World
In early 2022, our digital asset Fund 4 invested into the newly relaunched LimeWire. We wrote up our investment case and discussed how LimeWire was sitting at the intersection of NFTs and music.
Animoca's Mocaverse
In September, CMCC Global led the investment round in Animoca Brand’s latest metaverse project called Mocaverse. Animoca is Hong Kong’s, and the world’s, leader in blockchain gaming, NFTs, the metaverse and social blockchain applications.
The Bitcoin Spot ETF
One of the prominent narratives in crypto today surrounds the potential approval of a spot ETF in the US. 20 ETF applications are pending SEC approval, including applications from the largest institutional investors in the world, such as BlackRock, Fidelity, Franklin Templeton and VanEck.
Uqbar and the Urbit Ecosystem
One of the most interesting and unique crypto-adjacent projects right now is Urbit. The project has a devout group of supporters that is unlike anything we have seen since the early days of Ethereum. Urbit is not itself a blockchain venture and the project pre-dates Bitcoin.
Informal Systems (Titan Fund Investment)
It was recently announced that CMCC Global, through our Titan Fund, was the lead investor in the oversubscribed first round of fundraising for Informal Systems. This was an extremely competitive deal, and we were thrilled to invest alongside other notable VCs and prominent crypto projects.
