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.

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

Crypto Weekly: An Analysis on the Congressional Hearing and Imminent US Regulation Risk

Crypto - A Simple (Non-Fundamental) Investment Thesis

Crypto Weekly: $640mn Long Positions Liquidated over 24 Hours, $3.2mn Virtual Land Sales, and More

Crypto Weekly Highlights: USD700mn Staples Center Naming Rights, Mt Gox USD9bn Settlement, Etc

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>Once again, $2 billion over-levered positions were liquidated over the weekend. How much more to go?  </li>
<li>What is a Cambrian explosion? How is Sequoia comparing its 2005 YouTube investment with today's crypto investments?</li>
<li>And is Jack Dorsey going all-in crypto? And much more. </li>
</ul>


Once again, $2 billion over-levered positions were liquidated over the weekend. How much more to go?  
What is a Cambrian explosion? How is Sequoia comparing its 2005 YouTube investment with today's crypto investments?
And is Jack Dorsey going all-in crypto? And much more. 


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

Bitcoin

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