🫡 edgeX - Circle Ventures 투자 발표


✅ Circle Ventures 대표 투자 사례

1. Ondo Finance (ONDO) 
- 2022년 Series A 단계 Circle 투자
- 2024년 TGE 이후 RWA 내러티브와 함께 강한 상승 

2. LayerZero (ZRO) 
- 2023년 Series B 투자 (TGE 이전)
- 상장 이후 옴니체인 표준으로 자리잡으며 안정적 시총 유지

3. Aptos (APT) 
- 2022년 Series A 투자 (TGE 이전) 기록
- 차세대 L1 인프라 베팅 사례

4. Near Protocol (NEAR)
- Series B 투자 (TGE 이전)

✅ 요약
TGE 이전 단계에서 Circle이 들어간 프로젝트들은 시장 신뢰 + 유동성 + 기관 네트워크를 동시에 확보하는 경우가 많아 장기 관점에서 주목할 가치가 큼

✅ 의견
당장 괜찮은 밸류로 투자를 받았다는 점보다는, 컴플라이언스를 중요하게 생각하는 써클의 투자가 edgeX의 부족한 부분(영미권 하입 + 프로젝트의 신뢰도)를 끌어올려줄 수 있는 소식이라고 생각함.
팀도 이를 바탕으로 기관급 고객을 유치하는 방향으로 가고있는 것 같다는 점에서 좋은 소식이라고 생각합니다.
.

Telegram

🫡 edgeX - Circle Ventures Investment Announcement

✅ Circle Ventures' Major Investment Cases

1. Ondo Finance (ONDO)

- Circle investment in the Series A round in 2022
- Strong growth following the RWA narrative after the TGE in 2024

2. LayerZero (ZRO)

- Series B investment in 2023 (before TGE)
- Maintained a stable market cap after listing, establishing itself as an omnichain standard

3. Aptos (APT)

- Recorded Series A investment in 2022 (before TGE)
- A bet on next-generation L1 infrastructure

4. Near Protocol (NEAR)
- Series B investment (before TGE)

✅ Summary
Projects that Circle invested in before the TGE often secure market trust, liquidity, and institutional networks, making them worthy of long-term attention.

✅ Opinion
Rather than receiving an investment at a reasonable valuation, Circle's investment, which prioritizes compliance, is a key factor in edgeX's lack of transparency. I believe this news will boost our bottom line (English-speaking market penetration + project credibility).

The team also appears to be moving toward attracting institutional clients based on this, which is good news.



Bitcoin's price briefly touched $60,000 last week. Under a diminishing returns model, this is no mere noise. The market is touching the weakest link in the entire four-year cycle and logarithmic growth framework.

With the gains at the top of the Bitcoin cycle already significantly compressed, a further historically deep correction would completely negate the allure of its classic cycles.

This is not a prediction; it's a mathematical law.

Cycle Top Gains are Compressing

Historical Bitcoin Cycle Tops:

· 2013: ~$1,242

· 2017: ~$19,700

· 2021: ~...

$55,000 will be the lifeline for Bitcoin.

Institutional demand for tokenized finance in Asia is accelerating as the finchain avalanche collaboration moves to bring traditional assets on-chain at scale.
Summary
FinChain deepens strategic coope...

FinChain Avalanche partnership targets RWA tokenization and institutional liquidity in Asia

The crypto market experienced a sharp drop this afternoon, with Ethereum falling below the $2,000 mark at 3 PM Taiwan time, according to Hyperliquid [...]
The article, titled "Machi Big Brother Suffers Huge Losses and Didn't Sleep All Night? Ethereum Falls Below 2000 Magnesium, Panic Arrives, Opens Long BlockTempo and Loses 120,000 Magnesium," was originally published on BlockTempo, the most influential blockchain ABMedia media.

Machi Big Brother lost so much money he couldn't sleep all night? Ethereum fell below 2000, causing panic. He long positions in ETH and HYPE, then sold at a loss, losing all 120,000 in magnesium.