The headline M&A transaction this week was Coindesk’s acquisition of CCData and its sister organization, CryptoCompare. We published an M&A Alert on the transaction on Thursday, offering details and perspective.
While the transaction value was not announced, it’s likely quite modest considering the scale of the business acquired. For interested parties like us, one benefit of being a Financial Conduct Authority (FCA)-registered company in the UK is the requirement to file annual financial statements. In this instance, CC Data Limited and its controlling parent entity, Crypto Coin Comparison Ltd, both file under FCA regulations. What the CC Data Limited filing reveals is a business with calendar year 2023 revenue of only $3.1M and modest profitability. Revenue growth was also modest at 15% from calendar 2022 to 2023.
While the headline acquirer was Coindesk, Bullish is the owner of Coindesk, having acquired it from Digital Currency Group (DCG) for a reported $75M less than a year ago. Bullish, run by former NYSE President Tom Farley, is building a crypto trading exchange with global ambitions. Both the Coindesk and CCData acquisitions are intended to support this strategy.
Other notable news and research this week included:
- Stripe’s ambitions may include their own stablecoin after their recent announcement of Pay with Crypto using others’ assets including USDC and USDP. This has profound implications on multiple fronts.
- The A16Z State of Crypto Report was published this week.
- McKinsey & Company perspective on tokenized real-world assets and the slow but steady momentum building in that space. This was published in June 2024 but given more attention this week.