Sep 29, 2021
On Today's episode of DeFi Decoded, Andrew and Alex are joined
by our first special guest, Charlie Morris, Managing Partner of
CMCC Global, a US $300 million asset management company focused
exclusively on digital assets and blockchain technology.
Charlie is also an independent board member of Prophecy Defi
(PDFI-CSE). CMCC Global was founded in 2016, making Charlie one of
the longest tenured VC investors in this entire industry. CMCC
research on DeFi and other emerging areas of blockchain innovation
are required reading for anyone trying to understand the future of
this industry. With offices in Asia and North America, CMCC has a
truly global footprint.
On this episode, Andrew and Alex ask about Charlie's main crypto theses, and discuss some of the emerging DeFi trends he is keeping an eye out for. They dig into what makes a good project- from the core team to the tech to the target market. And get Charlie's take on some emerging protocols or L1s that are starting to chip away at Ethereum's market share. We also get Charlie's take on the recent news that China is cracking down on crypto and what that means for the industry.