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.
This week, Ethereum will go through its largest upgrade ever. This event is known as “the Merge” and is the biggest technical event happening in crypto this year. This month we will dive into what the Merge is, how it is expected to take place and what the longer-term implications of the Merge are for Ethereum.
For crypto to become truly mass-market, on-chain privacy must be enhanced, which is where zero-knowledge proofs come in. This month we will dive into what zero-knowledge proofs are, how they work and why advancing privacy and security in public blockchains will help drive mass market adoption.
In June, Solana hosted an event in New York where it announced a mobile phone alongside the “Solana Mobile Stack”, a range of software releases that will allow developers to build dedicated Solana mobile apps. This month we will dig into the Solana announcement and explore what the Solana Mobile Stack is and how it works.
This month we will investigate the contagion that has been felt by the crypto industry in the wake of the collapse of the Terra ecosystem and now the spill over into companies like Celsius and Three Arrows Capital. We will explore how contagion has resulted in correlated price movements between digital assets and how it illustrates the interconnectedness of the crypto ecosystem.
The UST stablecoin and the Terra ecosystem dramatically collapsed last week. This has resulted in devastating losses for investors in the project. This month, we will offer our perspective on what took place last week and why the project failed.