INSIGHT PROVIDER
Josh Du

Josh Du
Crypto Fundamental Investor/Analyst

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Insights
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Followers
Multi-Asset Crypto

Summary

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.

Areas of Expertise

Primary Asset Class:
Multi-Asset
Geography:
Global
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Crypto

Work Experience:

  • Horizon - Portfolio Manger
  • Ninemasts - Portfolio Manager
  • Kelusa Capital - Long/Short Equity
  • Morgan Stanley - Equity Research
  • Deutsche Bank - Prop Desk
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