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.

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

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

Smartkarma Webinar | How to Do Fundamental Analysis on a Crypto Token: The Case of Uniswap

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>We performed a unique bottoms-up analysis into the crypto space by deep-diving into <a href="https://www.smartkarma.com/entities/uniswap" target="_blank" data-smartkarma-citation="entities:35033:1" rel="noopener">Uniswap (UNI CURNCY)</a>, which is the largest crypto decentralized exchange in the world. </li>
<li>With daily traded volumes of USD2bn, Uniswap is highly profitable with significant growth. Our investment thesis is bullish on UNI with a price target of USD72, a 190% upside.  </li>
<li>Now that crypto is a USD3 trillion-dollar asset class with triple-digit growth, it's important for all investors to understand the bottom-up case for cryptocurrencies as well as the macro play</li>
</ul>


We performed a unique bottoms-up analysis into the crypto space by deep-diving into Uniswap (UNI CURNCY), which is the largest crypto decentralized exchange in the world. 
With daily traded volumes of USD2bn, Uniswap is highly profitable with significant growth. Our investment thesis is bullish on UNI with a price target of USD72, a 190% upside.  
Now that crypto is a USD3 trillion-dollar asset class with triple-digit growth, it's important for all investors to understand the bottom-up case for cryptocurrencies as well as the macro play


Uniswap (UNI) - A Deep-Dive into the USD15bn Mkt Cap Crypto Exchange and Growth Drivers (Part 1)