Crypto Fundamental Investor/Analyst

Josh Du

I've been an investor all my career with experiences across multiple asset classes, worked at shops like Horizon (PM), Ninemasts (PM), Kelusa (Analyst), Morgan Stanley (Research), Deutsche Bank (Special Sits)

Currently, my focus is 100% directed at identifying, investing in, and sharing investment ideas in the crypto asset class as I believe this will the fastest growing space for years to come. 

Although I'm a major believer in the macro thesis of crypto, my research will be bottomsup focused and will breakdown crypto investments into their fundamental components that investors with institutional experiences will be familiar with.

Crypto - A Simple (Non-Fundamental) Investment Thesis

BTC Cash-And-Carry Arb Update: Aftermath from the Crash, and How to Time the Trade

Crypto Weekly: Over $2bn Liquidated Due to Omicron and Tapering Fears

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>It's commonly known that investment theses are the most powerful when demographic trends are on your side. Crypto adoption may enjoy the same tailwind as internet adoption</li>
<li>We analyze the fact that the younger segment of the population has evolved to be early adopters of crypto and blockchain technology, which protends strong future growth</li>
<li>We argue that the young are embracing crypto because it is a much easier game to play and win for those who do not benefit as traditional asset owners </li>
</ul>


It's commonly known that investment theses are the most powerful when demographic trends are on your side. Crypto adoption may enjoy the same tailwind as internet adoption
We analyze the fact that the younger segment of the population has evolved to be early adopters of crypto and blockchain technology, which protends strong future growth
We argue that the young are embracing crypto because it is a much easier game to play and win for those who do not benefit as traditional asset owners 


Crypto: A Demographic Based Investment Thesis

Bitcoin

Crypto: A Demographic Based Investment Thesis