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.
Tokenizing Real World Assets
One theme that has come to prominence this year is the tokenization of real-world assets, also known as “RWA”. Declining yields in the decentralized finance (DeFi) space have pushed crypto natives towards earning yield through traditional financial products.
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.
