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>There are finally signs of stabilization as crypto price action is turning positive, despite the negative headlines that we've witnessed over the past weeks. We investigate the events below.</li>
<li>Negative Event One - Convicted felon 0xSifu held control over USD800mn of Wonderland user treasury</li>
<li>Negative Event Two - A bridge protocol, Wormhole, suffered the second-largest Defi hack and lost $320mn</li>
</ul>


There are finally signs of stabilization as crypto price action is turning positive, despite the negative headlines that we've witnessed over the past weeks. We investigate the events below.
Negative Event One - Convicted felon 0xSifu held control over USD800mn of Wonderland user treasury
Negative Event Two - A bridge protocol, Wormhole, suffered the second-largest Defi hack and lost $320mn


Crypto Weekly - Prices Going Up on Bad Headlines: What's Happening?

<ul>
<li>Stablecoins are the critical $170 billion dollar sector that is the key building block for the entire $2 trillion dollar crypto asset class with increasing attention from regulators</li>
<li>In part 1, we explore some real world case studies on problems that stablecoins solved for crypto such as stability of payments to vendors, and the enabling of lending</li>
<li>We also present a (almost) risk-free arb where traders pay 1.5% to borrow USD and receive 9% on stablecoin dollars </li>
</ul>


Stablecoins are the critical $170 billion dollar sector that is the key building block for the entire $2 trillion dollar crypto asset class with increasing attention from regulators
In part 1, we explore some real world case studies on problems that stablecoins solved for crypto such as stability of payments to vendors, and the enabling of lending
We also present a (almost) risk-free arb where traders pay 1.5% to borrow USD and receive 9% on stablecoin dollars 


Stablecoin Part 1 - The Game Changing Tech in Crypto and a Real World Arb Trade

<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?

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Wonderland (TIME CURNCY)

Crypto Weekly - Prices Going Up on Bad Headlines: What's Happening?

In this weekly, we investigate signs of crypto stabilization as price action turns positive, despite the negative headlines such as the $320mn...

Josh Du

Stablecoin Part 1 - The Game Changing Tech in Crypto and a Real World Arb Trade

Introduction piece to a deep dive series on the USD170 bn mkt cap stablecoins which are systematically important for crypto and is increasingly...

Josh Du

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

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