SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

Thematic (Sector/Industry)

<ul><li>With cryptocurrency prices skyrocketing over 10x since 2020, a host of mining companies, including PrimeBlock, Core Scientific, BitFuFu, Bitdeer, Griid, and Cipher Mining, have either announced or made their public market debuts through SPAC mergers.</li><li>Surging crypto prices, combined with a shortage of ASIC miners (cryptocurrency mining equipment), meant that investors chose to pursue publicly traded mining stocks as an alternative to pursuing the profitable opportunity.</li><li>However, several factors could dampen the interest in crypto mining companies going forward, including fears of extended crypto winter, heightened regulatory scrutiny regarding mining practices, and deteriorating sales &amp; margins.</li></ul>

With cryptocurrency prices skyrocketing over 10x since 2020, a host of mining companies, including PrimeBlock, Core Scientific, BitFuFu, Bitdeer, Griid, and Cipher Mining, have either announced or made their public market debuts through SPAC mergers.Surging crypto prices, combined with a shortage of ASIC miners (cryptocurrency mining equipment), meant that investors chose to pursue publicly traded mining stocks as an alternative to pursuing the profitable opportunity.However, several factors could dampen the interest in crypto mining companies going forward, including fears of extended crypto winter, heightened regulatory scrutiny regarding mining practices, and deteriorating sales &amp; margins.

Crypto in Sports, Sporting Crypto

Sporting Crypto

Crypto in Sports

Breaking down the intersection between Sports and Crypto

Intersection Between Sports and Crypto

Crypto

<ul><li>In 2017 - 2018, the speculation we saw in crypto was pretty mad.</li><li>If you thought this was bad, 4-5 years ago people were putting literally anything on a blockchain, launching an initial coin offering (ICO) and basically going into nothingness after they run out of money.</li><li>And there was a lot of retail money there. There were a lot of people essentially gambling on the next big thing.</li></ul>

In 2017 - 2018, the speculation we saw in crypto was pretty mad.If you thought this was bad, 4-5 years ago people were putting literally anything on a blockchain, launching an initial coin offering (ICO) and basically going into nothingness after they run out of money.And there was a lot of retail money there. There were a lot of people essentially gambling on the next big thing.

Sporting Crypto - May 23rd 2022: Enter Bear Market

Macroeconomic and Investing, The Macro Compass

Alfonso Peccatiello (Alf)

Macroeconomic and Investing

The Macro Compass

Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Actionable Investment Ideas

Macroeconomics

<ul><li>Powell’s remarks in the Wall Street Journal interview this week were quite interesting, and markets seem to have noticed: we have seen quite some wild moves, but again the most relevant price action is happening under the surface.</li><li>In such a choppy market environment, systematic risk management techniques and a data-driven investment approach are key to tell the forest from the trees and reduce drawdowns in your portfolio.</li><li>Powell played the hawkish horn again, and markets are reacting in quite some interesting ways.</li></ul>

Powell’s remarks in the Wall Street Journal interview this week were quite interesting, and markets seem to have noticed: we have seen quite some wild moves, but again the most relevant price action is happening under the surface.In such a choppy market environment, systematic risk management techniques and a data-driven investment approach are key to tell the forest from the trees and reduce drawdowns in your portfolio.Powell played the hawkish horn again, and markets are reacting in quite some interesting ways.

Independent Research, Cryptocurrencies, Carbono Insights

Carbono Insights

Independent Research, Cryptocurrencies

Advisory Firm Specialized in Cryptocurrencies

Carbono is an advisory firm specialized in cryptocurrencies that helps clients navigate the economic and financial innovations derived from the rise of digital assets. Our investment fund, Abacus Carbono, is designed to be an on ramp for investors interested in cryptocurrencies and projects born under the crypto-economy principles.

<ul><li>The marketing world is probably one of the earliest adopters of new technological trends, albeit often for the wrong reasons.</li><li>But there is a lot in store for those brands that a ready to dig a little deeper. Web 3 is an ultra noisy, ultra-competitive sector, where the marketer’s toolkit has expanded thanks to tokens and their ability to disrupt the companies’ and clients’ roles</li><li>When created with honesty and common sense, a project's token can have a lot of uses: they are fundraising tools, help distribute revenue, and fuel decentralized governance</li></ul>

The marketing world is probably one of the earliest adopters of new technological trends, albeit often for the wrong reasons.But there is a lot in store for those brands that a ready to dig a little deeper. Web 3 is an ultra noisy, ultra-competitive sector, where the marketer’s toolkit has expanded thanks to tokens and their ability to disrupt the companies’ and clients’ rolesWhen created with honesty and common sense, a project's token can have a lot of uses: they are fundraising tools, help distribute revenue, and fuel decentralized governance

<ul><li>The Ronin Network was Axie’s response to Ethereum’s low speed and high transaction fees</li><li>Ethereum’s scalability issues came in the way, so Axie built their own blockchain: the Ronin Network was created as an Ethereum’s sidechain to help speed up transactions</li><li>Ronin was one of the main improvements responsible for the subsequent boom that led Axie to onboard hundreds of thousands of players and become a milestone in crypto history</li></ul>

The Ronin Network was Axie’s response to Ethereum’s low speed and high transaction feesEthereum’s scalability issues came in the way, so Axie built their own blockchain: the Ronin Network was created as an Ethereum’s sidechain to help speed up transactionsRonin was one of the main improvements responsible for the subsequent boom that led Axie to onboard hundreds of thousands of players and become a milestone in crypto history

Turning a $623M Exploit into a Lesson in Crypto Building Blocks

United States

Ethereum is an open-source, public, blockchain-based distributed computing platform featuring smart contract (scripting) functionality. It provides a decentralized Turing-complete virtual machine, the Ethereum Virtual Machine (EVM), which can execute scripts using an international network of public nodes. Ethereum also provides a cryptocurrency token called "ether", which can be transferred between accounts and used to compensate participant nodes for computations performed. "Gas", an internal transaction pricing mechanism, is used to mitigate spam and allocate resources on the network.

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Ethereum (XETUSD CURNCY)

Digital Gold Rush

The current environment parallels that of the bear market seen in digital assets in 2018. The Global Cryptocurrency Market Cap has fallen from...

subSPAC

Sporting Crypto - May 23rd 2022: Enter Bear Market

4-5 years ago people were putting literally anything on a blockchain, launching an initial coin offering (ICO) and basically going into nothingness...

Sporting Crypto

Let The Macro Polar Stars Guide You

Powell’s remarks in the Wall Street Journal interview this week were quite interesting, and markets seem to have noticed: we have seen quite some...

Alfonso Peccatiello (Alf)

Airdrops as the Ultimate Marketing Tool

The marketing world is probably one of the earliest adopters of new technological trends, albeit often for the wrong reasons. But there is a lot in...

Carbono Insights

Turning a $623M Exploit into a Lesson in Crypto Building Blocks

The Ronin Network was Axie’s response to Ethereum’s low speed and high transaction fees. Ethereum’s scalability issues came in the way, so Axie...

Carbono Insights

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