☕️edgeX & 써클(CRCL) 미중합작 가능 이유?

써클의 주주 지분율을 보면

IDG 계열사가 지분의 12.57%로 최대 주주임

🖋IDG 계열사 개요
중국 벤처 투자의 대부
중국 최초의 VC 펀드
보스턴 & 홍콩 중심 - IPO와 M&A를 통해 600건 이상의 엑시트를 기록

Web 2.0의 투자 목록
텐센트(위챗), 바이두, 샤오미의 초기 투자자

Web 3.0의 투자 목록
코인베이스, 리플, 쿠코인 등에 투자하며 크립토 인프라를 장악

IDG는 크립토 시장의 잠재력을 가장 먼저 알아본 제도권 VC 중 하나

코인베이스(Coinbase): 2013년 시드 라운드부터 참여. (초기 투자)

리플(Ripple): 초기 투자자.

써클(Circle): 시리즈 C, D 라운드 주도. (당시 써클이 폴로닉스 인수할 때도 관여)

쿠코인(KuCoin), 비트메인(Bitmain): 거래소와 채굴 인프라에도 투자

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☕️Why is edgeX & Circle (CRCL) a US-China joint venture possible?

Looking at Circle's shareholder ownership,

IDG affiliates are the largest shareholder, with a 12.57% stake.

🖋IDG Affiliate Overview
The Godfather of Chinese Venture Investment
China's First VC Fund
Based in Boston and Hong Kong - Recorded over 600 exits through IPOs and M&As

Web 2.0 Investment List
Early Investor in Tencent (WeChat), Baidu, and Xiaomi

Web 3.0 Investment List
Dominating Crypto Infrastructure with Investments in Coinbase, Ripple, KuCoin, etc.

IDG was one of the first institutional VCs to recognize the potential of the crypto market.

Coinbase: Participated in the 2013 seed round (early investment).

Ripple: Early Investor.

Circle: Led Series C and D rounds. (Also involved in Circle's acquisition of Poloniex)

KuCoin, Bitmain: Invested in exchanges and mining infrastructure.

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.

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.

Chinese billionaire Bitcoin miner Jiang Zhuoer argued that investors in the US stock markets are still in the early stages of developing an interest in Ethereum ($ETH).
Zhuoer, who stated that he has ...