Crypto Fundamental Investor/Analyst

Josh Du

NASDEX Ltd

We believe that the tokenization of all asset classes, including stocks, is inevitable as the world further increases adoption of crypto and blockchain technology.

NASDEX is designed to serve as a bridge between the crypto world and the equity world. We believe that the onchain adoption of the equity asset class will deliver increased accessibility with improved capabilities for both crypto and equity investors

Crypto

<ul>
<li>After labeling Sushiswap a deep-value crypto play in our last report, it has rallied 100% over the past month on the back of the proposed takeover by Frog Nation</li>
<li>Frog Nation, despite the name, is a serious crypto conglomerate with control over three projects with a combined market cap of USD7bn, led by developer Daniele Sesta</li>
<li>If the takeover is successful, Frog Nation is likely to unlock value in Sushi by migrating over liquidity as well as managerial talent. However, this is likely priced-in.</li>
</ul>


After labeling Sushiswap a deep-value crypto play in our last report, it has rallied 100% over the past month on the back of the proposed takeover by Frog Nation
Frog Nation, despite the name, is a serious crypto conglomerate with control over three projects with a combined market cap of USD7bn, led by developer Daniele Sesta
If the takeover is successful, Frog Nation is likely to unlock value in Sushi by migrating over liquidity as well as managerial talent. However, this is likely priced-in.


Sushiswap: Up 100% on a Proposed Activist Takeover - What Happened?

<ul>
<li>We believe that Sushiswap is a potential deep-value play, within the crypto world; but is highly dependent on the success of its restructuring plan</li>
<li>Plagued with scandals, we explore the history of this $1.2 billion dollar protocol and its three rounds of leadership changes</li>
<li>This could serve as a case study of the debate around centralization versus decentralization </li>
</ul>


We believe that Sushiswap is a potential deep-value play, within the crypto world; but is highly dependent on the success of its restructuring plan
Plagued with scandals, we explore the history of this $1.2 billion dollar protocol and its three rounds of leadership changes
This could serve as a case study of the debate around centralization versus decentralization 


Sushiswap: A Failure of Decentralization or a Deep-Value Play?

Founder, Shrimpy

Michael McCarty

Founder

Shrimpy

Shrimpy develops the most advanced APIs for crypto exchange management, trade execution, and real-time data collection.

Develops the Most Advanced APIs

As of recently, Binance Smart Chain’s elusive PancakeSwap became quite popular among DeFi investors, reaching a level where it competes against traditional DEX options like Uniswap and SushiSwap.Did PancakeSwap rightfully earn its fame and if so, how?<a href="https://pancakeswap.finance/" target="_blank" rel="noopener">PancakeSwap</a> is a decentralized exchange on <a href="https://www.binance.org/en/smartChain" target="_blank" rel="noopener">Binance Smart Chain</a>, one of Ethereum's top competitors.

As of recently, Binance Smart Chain’s elusive PancakeSwap became quite popular among DeFi investors, reaching a level where it competes against traditional DEX options like Uniswap and SushiSwap.Did PancakeSwap rightfully earn its fame and if so, how?PancakeSwap is a decentralized exchange on Binance Smart Chain, one of Ethereum's top competitors.

What Is Pancakeswap? Binance Smart Chain DEX Explained

Crypto in Sports, Sporting Crypto

Sporting Crypto

Crypto in Sports

Breaking down the intersection between Sports and Crypto

Intersection Between Sports and Crypto

<ul>
<li>DAO stands for Decentralised Autonomous Organisation. 
</li>
<li>The reason I’m writing about this today is that there’s continued interest in the sporting world to see teams run in a decentralised way.</li>
<li>To give fans ownership, theoretically. In practice, it’s not been executed well.</li>
</ul>


DAO stands for Decentralised Autonomous Organisation. 

The reason I’m writing about this today is that there’s continued interest in the sporting world to see teams run in a decentralised way.
To give fans ownership, theoretically. In practice, it’s not been executed well.


Sporting Crypto - July 4th 2022: Why DAOs DAOn't Work in Sports Right Now

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>It seems like crypto has graduated into the adult world. </li>
<li>In recent times, crypto’s evolution has been determined by regulation, the macroeconomy, and now war</li>
<li>Some pointed out that Russia could be contemplating crypto as a way to circumvent sanctions.</li>
</ul>


It seems like crypto has graduated into the adult world. 
In recent times, crypto’s evolution has been determined by regulation, the macroeconomy, and now war
Some pointed out that Russia could be contemplating crypto as a way to circumvent sanctions.


Russia, Canada, Interest Rates, and Crypto’s Increasing Connections with Global Affairs

Sushi (SUSHI CURNCY)

Sushiswap: Up 100% on a Proposed Activist Takeover - What Happened?

Sushi token prices rallied 100% over the past month as the market built up expectations of a takeover by Frog Nation. We explore this unique crypto...

Josh Du

Sushiswap: A Failure of Decentralization or a Deep-Value Play?

After 3 rounds of leadership changes, and plagued by scandals, is there still hope for Sushiswap, the $1.2 billion dollar DEX? We explore the...

Josh Du

What Is Pancakeswap? Binance Smart Chain DEX Explained

As of recently, Binance Smart Chain’s elusive PancakeSwap became quite popular among DeFi investors, reaching a level where it competes against...

Michael McCarty

Sporting Crypto - July 4th 2022: Why DAOs DAOn't Work in Sports Right Now

The reason I’m writing about this today is that there’s continued interest in the sporting world to see teams run in a decentralised way.

Sporting Crypto

Russia, Canada, Interest Rates, and Crypto’s Increasing Connections with Global Affairs

It seems like crypto has graduated into the adult world. In recent times, crypto’s evolution has been determined by regulation, the macroeconomy,...

Carbono Insights