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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.

Blockchain disruption is moving beyond the digital realm and into the physical. Today, physical infrastructure networks like mobile phone networks are capital intensive to build and as a result are highly centralized and run by oligopolies.

At Token2049 in Dubai, the founder of Telegram came on stage to make a string of announcements related to crypto integrations on the messaging platform. Telegram has almost 1bn users and over 800m of them now have access to Telegram’s crypto wallet.

On April 19, Bitcoin will go through its fourth halving event. This is where the supply of new bitcoins issued to bitcoin miners is cut in half.

The sports betting industry’s annual revenue was over USD100bn in 2023 and is growing at over 10% per year. It is a sizable and growing industry.

Over the coming decades, digital assets are going to embed themselves into our digital lives. In some cases, this will be plainly obvious, with digital wallets being downloaded to hundreds of millions of smartphones.