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.

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

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

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

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

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 believe that Sushiswap is a potential deep-value play, within the crypto world; but is highly dependent on the success of its restructuring plan</li>
<li>Plagued with scandals, we explore the history of this $1.2 billion dollar protocol and its three rounds of leadership changes</li>
<li>This could serve as a case study of the debate around centralization versus decentralization </li>
</ul>


We believe that Sushiswap is a potential deep-value play, within the crypto world; but is highly dependent on the success of its restructuring plan
Plagued with scandals, we explore the history of this $1.2 billion dollar protocol and its three rounds of leadership changes
This could serve as a case study of the debate around centralization versus decentralization 


Sushiswap: 分散化の失敗か、それとも価値の高い取引か?