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 Weekly - Prices Going Up on Bad Headlines: What's Happening?

Crypto Weekly - The USD3.6bn Bitcoin DOJ Seizure and LEO: The Potential Special-Sit Trade

Crypto Weekly: NFTs (Bing Dwen Dwen) With Chinese Characteristics

Sushiswap: A Failure of Decentralization or a Deep-Value Play?

Uniswap (UNI) Part 3 - The Investment Risks and How Anyone Can Generate Passive Income on Uniswap

Uniswap (UNI) Part 2 - Fundamental Analysis on the Largest Decentralized Crypto Exchange

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>After labeling Sushiswap a deep-value crypto play in our last report, it has rallied 100% over the past month on the back of the proposed takeover by Frog Nation</li>
<li>Frog Nation, despite the name, is a serious crypto conglomerate with control over three projects with a combined market cap of USD7bn, led by developer Daniele Sesta</li>
<li>If the takeover is successful, Frog Nation is likely to unlock value in Sushi by migrating over liquidity as well as managerial talent. However, this is likely priced-in.</li>
</ul>


After labeling Sushiswap a deep-value crypto play in our last report, it has rallied 100% over the past month on the back of the proposed takeover by Frog Nation
Frog Nation, despite the name, is a serious crypto conglomerate with control over three projects with a combined market cap of USD7bn, led by developer Daniele Sesta
If the takeover is successful, Frog Nation is likely to unlock value in Sushi by migrating over liquidity as well as managerial talent. However, this is likely priced-in.


Sushiswap: Up 100% on a Proposed Activist Takeover - What Happened?