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.

Zero-Knowledge Proofs

Zero-Knowledge Proofs

For crypto to become truly mass-market, on-chain privacy must be enhanced, which is where zero-knowledge proofs come in. This month we will dive into what zero-knowledge proofs are, how they work and why advancing privacy and security in public blockchains will help drive mass market adoption.

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Zero-Knowledge Proofs
Solana Mobile Stack

Solana Mobile Stack

In June, Solana hosted an event in New York where it announced a mobile phone alongside the “Solana Mobile Stack”, a range of software releases that will allow developers to build dedicated Solana mobile apps. This month we will dig into the Solana announcement and explore what the Solana Mobile Stack is and how it works.

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Solana Mobile Stack
Crypto Contagion

Crypto Contagion

This month we will investigate the contagion that has been felt by the crypto industry in the wake of the collapse of the Terra ecosystem and now the spill over into companies like Celsius and Three Arrows Capital. We will explore how contagion has resulted in correlated price movements between digital assets and how it illustrates the interconnectedness of the crypto ecosystem.

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Crypto Contagion
The Rise and Fall of Terra

The Rise and Fall of Terra

The UST stablecoin and the Terra ecosystem dramatically collapsed last week. This has resulted in devastating losses for investors in the project. This month, we will offer our perspective on what took place last week and why the project failed.

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The Rise and Fall of Terra
The Investment Case for LimeWire

The Investment Case for LimeWire

This month, we are going to dive into the NFT marketplace LimeWire, one of our latest Fund 4 investments. We will explore what the platform does and why it is well placed to bring millions of new users to crypto.

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The Investment Case for LimeWire