CMCC Global writes monthly to investors, sharing our views on market dynamics and demystifying this new asset class.
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.
This month, we are going to dive into the NFT marketplace LimeWire, one of our latest Fund 4 investments. We will explore what the platform does and why it is well placed to bring millions of new users to crypto.
Digital assets are heading for mass adoption. From grassroot crypto users to institutional DeFi traders, international usage of digital assets is growing steadily. This month we will dive into the data to see where crypto adoption is taking place.
Gnosis is steadily building one of the most interesting ecosystems in the blockchain space. As we have begun building a position in Gnosis for Fund 4, this month we are going to dive into the history of Gnosis, its product suite and how it is on track to grow in importance and adoption.