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 Fundamental Investor/Analyst

Crypto

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

<ul>
<li>Crypto complex down double digits over the past week as yields climb beyond 3% and major asset classes all trade lower with heightened correlation. NFTs also down significantly. </li>
<li>
<a href="https://www.smartkarma.com/entities/terrausd" target="_blank" data-smartkarma-citation="entities:35209:1" rel="noopener">TerraUSD (UST CURNCY)</a> has depegged from USD1 and is again potentially at risk for the dreaded death spiral coupled with <a href="https://www.smartkarma.com/entities/terra" target="_blank" data-smartkarma-citation="entities:34616:1" rel="noopener">Terra (LUNA CURNCY)</a> </li>
<li>As UST and LUNA have a combined market cap of around $40 billion, it could present systematic risk implications for crypto </li>
</ul>

Bitcoin

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