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.

Bitcoin: Network Hash Rate Tumbled 15% as Kazakh Gov Shuts Internet - What Happened?

Crypto: A Demographic Based 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

2022 High Conviction: Buy Bitcoin at 14% Discount; Cash-And-Carry Futures Arb

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>A simple thesis on crypto that is based on self-reinforcing megatrends in the world today</li>
<li>We highlight that there are three megatrends driving the adoption of crypto. 1. Fiat debasement trend, 2. Centralization trend, and 3. Network effect of money </li>
<li>Finally, we frame our investment thesis into a risk/reward ratio of 10:1, arguing crypto investments are well worth the risk</li>
</ul>


A simple thesis on crypto that is based on self-reinforcing megatrends in the world today
We highlight that there are three megatrends driving the adoption of crypto. 1. Fiat debasement trend, 2. Centralization trend, and 3. Network effect of money 
Finally, we frame our investment thesis into a risk/reward ratio of 10:1, arguing crypto investments are well worth the risk


Crypto - A Simple (Non-Fundamental) Investment Thesis