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.

Stablecoin Part 2 - History of Stablecoins and the Best Stablecoin Yield Opportunities

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>Stablecoins are the critical $170 billion dollar sector that is the key building block for the entire $2 trillion dollar crypto asset class with increasing attention from regulators</li>
<li>In part 1, we explore some real world case studies on problems that stablecoins solved for crypto such as stability of payments to vendors, and the enabling of lending</li>
<li>We also present a (almost) risk-free arb where traders pay 1.5% to borrow USD and receive 9% on stablecoin dollars </li>
</ul>


Stablecoins are the critical $170 billion dollar sector that is the key building block for the entire $2 trillion dollar crypto asset class with increasing attention from regulators
In part 1, we explore some real world case studies on problems that stablecoins solved for crypto such as stability of payments to vendors, and the enabling of lending
We also present a (almost) risk-free arb where traders pay 1.5% to borrow USD and receive 9% on stablecoin dollars 


Stablecoin Part 1 - The Game Changing Tech in Crypto and a Real World Arb Trade

USD Coin

Stablecoin Part 1 - The Game Changing Tech in Crypto and a Real World Arb Trade