Insights

CMCC Global writes to its investors monthly, reporting on market dynamics and demystifying this new asset class. Here we share selected insights, exploring important topics in the blockchain ecosystem.

The road to Ethereum 2.0

July 2020

In November 2019, we wrote about the proposed rollout of Ethereum 2.0. The first phase of this upgrade is expected to take place in Q3 2020 and is being eagerly monitored by the crypto community.

Trading Infrastructure

June 2020

The trading infrastructure surrounding digital assets is maturing. Trade volumes have risen dramatically over the last three years, helped to a large degree by the creation of derivative markets and over USD1 billion in investments allocated to institution-serving firms.

The Bitcoin Halving

May 2020

The third ever Bitcoin Halving takes place on 12 May. This is where the issuance of new bitcoin to miners is cut in half. This is more than just an interesting technical characteristic of the Bitcoin protocol. It is the reason that Bitcoin is becoming recognized as a true alternative form of money.

央行数字货币的试点及启示 / The Digital RMB

April 2020

数字人民币试点工作初见端倪,这给国内的移动支付吹来新风,也会在世界范围产生深远影响。 A Digital RMB pilot has been released in China. This will impact local payments in China, but also has strategic significance for the rest of the world.

Solana

March 2020

The Solana smart contract platform boasts a string of technical innovations and one of the most experienced teams in the blockchain ecosystem. Solana’s newly launched network is operating at speeds 1000x that of Ethereum and is poised to take the blockchain world by storm.

Hedera Hashgraph

February 2020

In 2016, Leemon Baird, a PhD in Computer Science from Carnegie Mellon, released a paper describing the hashgraph consensus algorithm. This novel algorithm formed the basis of what would become Hedera Hashgraph, a new type of distributed ledger system.

The many flavours of Bitcoin

January 2020

Bitcoin was the first truly unique digital asset built using blockchain technology. But a glance at the top 10 digital assets by market capitalization shows that there are three different assets using the Bitcoin brand; Bitcoin (BTC), Bitcoin Cash (BCH) and Bitcoin SV (BSV).

Central Bank Digital Currencies

December 2019

Over the last few years, central banks and governments around the world have started looking into how they might use blockchain technology to digitize their national currencies. The benefits of doing so range from the benign, such as lower transaction fees for businesses and efficiency gains, to the more sinister motivations of improved censorship and societal control.

Ethereum 2.0

November 2019

Ethereum is the world’s leading smart contract protocol, with a market cap of over USD16bn. It has the largest community of users and applications, and attracts the majority of developer mindshare in the blockchain space. However, the platform is facing a scalability issue.

Digital Identity

October 2019

In the physical world it is easy for an individual to prove their identity. Trusted centralized bodies, like governments, issue physical proofs such as passports, driving licences and health cards. In the online world, user credentials are stored in data silos all over the Internet, sold to third parties and often get stolen. Blockchain technology has the ability to re-invent this.

Decentralized Finance (DeFi)

August 2019

Decentralized finance, also known as DeFi, has been a growing movement in the world of blockchain and smart contracts. New projects are launching with increasing frequency that focus on areas such as decentralized lending and insurance, trust-less trading, stablecoins and zero fee payments.

The Terra Stablecoin

July 2019

In South Korea, ecommerce transactions are expensive to process, with sites paying up to 3% in transaction fees to traditional payment processing companies. With over USD0.5 billion in annual fees, it is no wonder that ecommerce companies in Korea and other parts of Asia are looking for a cheaper solution.

Facebook's Libra Network

June 2019

In June Facebook announced that it would be releasing its own blockchain called the Libra Network. This is a hugely significant announcement for the ecosystem. With one of the largest companies in the world designing its own solution, Facebook has validated the idea of public blockchains.

The Cosmos Launch

February 2019

Over last the two years, a group of talented engineers has been researching and developing a project called Cosmos. The idea behind Cosmos is that it will become an “Internet of Blockchains”, building bridges to connect many different chains together.

Solana and Proof of History

July 2018

Proof of History, the consensus algorithm underpinning the Solana blockchain offers a novel approach to blockchain scalability without the need for sharding. By using Proof of History, Solana aims to run thousands of times faster than Ethereum.

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