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 Adoption of Digital Assets
Digital assets are heading for mass adoption. From grassroot crypto users to institutional DeFi traders, international usage of digital assets is growing steadily. This month we will dive into the data to see where crypto adoption is taking place.
The Growth of Bitcoin's Lightning Network
Bitcoin is becoming globally recognised as money, but slow settlement and high transaction fees remain a critical barrier to adoption. The solution to these issues is the Lightning Network.
The Investment Case for Anoma
Anoma is a revolutionary new blockchain platform that is reimagining how Layer 1 protocols can operate. It is looking to solve a new category of coordination problem through radical new technical designs.
EIP-1559 and Ethereum's Money Supply
In early August, Ethereum is scheduled to undergo its “London upgrade”, one of the most significant Ethereum updates ever. Included in this upgrade is Ethereum Improvement Protocol 1559 (EIP-1559), which will change Ethereum’s fee mechanism. This amendment will include the burning of a portion of the network fee in each block, reducing the supply of ETH over time.
The Emerging Terra Ecosystem
Over the last year Terra has evolved from being a single use case stablecoin platform out of South Korea to a global ecosystem of financial applications that utilize Terra’s stablecoins. This evolution has led to significant growth in the market cap of Luna, the native token of the Terra network, from around USD50m in early 2020 to over USD2.5bn today.
