CMCC Global writes monthly to investors, sharing our views on market dynamics and demystifying this new asset class.
Here we share selected insights, exploring important topics in the blockchain ecosystem.
One of the strongest crypto narratives this year is the growth, success and usage of stablecoins. This narrative is exemplified by the hugely successful IPO of Circle, the issuer of the second largest stablecoin USDC. Stablecoins now make up 7.5% of the digital asset market with a market cap of over USD250bn.
There is a new financial mechanism in town that has been pioneered by MicroStrategy and is now proliferating far beyond it; perpetual accumulation or “forever buying”.
Ethereum, once the undisputed king of smart contract platforms, stands at a strategic crossroads that will either cement its dominance or see it lose ground to fast-moving layer-1 blockchain competitors.
Imagine a world where your car earns crypto while you sleep, your phone combats noise pollution from your pocket and your fridge trades energy with the grid; welcome to the electrifying ecosystem of the peaq blockchain.
The crypto exchange landscape is crowded, offers a poor user experience and is ripe for disruption. Rails is the solution that traders have been waiting for. For too long, the industry has forced a trade-off: centralized exchanges (CEXs) offer speed and liquidity but sacrifice security, while decentralized exchanges (DEXs) prioritize transparency at the expense of performance.