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 Biweekly - Breakdown In Correlation Between Crypto and Equity as Market Wait for ETH 2.0

Crypto Weekly - TerraUSD (UST)'s Depeg Leading to Crypto Capitulation?

Crypto Weekly: The Fed, ApeCoin, Coinbase and More

ApeCoin: Catalyst Coming for Most Important Token in the Metaverse

Crypto

<ul>
<li>The collapse of UST/LUNA wiped out nearly USD50bn of market capitalization last week due to a poorly structured stable-coin design and threw the crypto markets into chaos</li>
<li>A potentially bigger risk looms on the horizon as USDT's collateral is questioned as market test its ability to meet redemption requests</li>
<li>USDT is a USD70bn stablecoin, 5x as large as UST, and underpins the entire crypto infrastructure. This is the critical space to watch for the future of crypto. </li>
</ul>


The collapse of UST/LUNA wiped out nearly USD50bn of market capitalization last week due to a poorly structured stable-coin design and threw the crypto markets into chaos
A potentially bigger risk looms on the horizon as USDT's collateral is questioned as market test its ability to meet redemption requests
USDT is a USD70bn stablecoin, 5x as large as UST, and underpins the entire crypto infrastructure. This is the critical space to watch for the future of crypto. 


Crypto Biweekly - After UST, Is USDT Next to Fall?

Bitcoin

Crypto Biweekly - After UST, Is USDT Next to Fall?