Crypto Fundamental Investor/Analyst

Josh Du

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>Once again, $2 billion over-levered positions were liquidated over the weekend. How much more to go?  </li>
<li>What is a Cambrian explosion? How is Sequoia comparing its 2005 YouTube investment with today's crypto investments?</li>
<li>And is Jack Dorsey going all-in crypto? And much more. </li>
</ul>


Once again, $2 billion over-levered positions were liquidated over the weekend. How much more to go?  
What is a Cambrian explosion? How is Sequoia comparing its 2005 YouTube investment with today's crypto investments?
And is Jack Dorsey going all-in crypto? And much more. 


Crypto Weekly: Over $2bn Liquidated Due to Omicron and Tapering Fears

<ul>
<li>Step 1: Long GBTC, which owns 3.5% of all bitcoin, at a 14% discount to NAV</li>
<li>Step 2: Short bitcoin future which is trading at a 4% premium to spot</li>
<li>Step 3: Wait for GBTC's conversion to a spot ETF while collecting the spread between spot and futures price</li>
</ul>


Step 1: Long GBTC, which owns 3.5% of all bitcoin, at a 14% discount to NAV
Step 2: Short bitcoin future which is trading at a 4% premium to spot
Step 3: Wait for GBTC's conversion to a spot ETF while collecting the spread between spot and futures price


2022 High Conviction: Buy Bitcoin at 14% Discount; Cash-And-Carry Futures Arb

<ul>
<li>Crypto.com buys naming rights to Laker's Staples Center in a $700 million deal</li>
<li>Mt. Gox's $9 billion settlement deal that took the thunder out of Bitcoin's recent all-time high</li>
<li>Ken Griffin beating out a crypto DAO to win a copy of the US Constitution and much more</li>
</ul>


Crypto.com buys naming rights to Laker's Staples Center in a $700 million deal
Mt. Gox's $9 billion settlement deal that took the thunder out of Bitcoin's recent all-time high
Ken Griffin beating out a crypto DAO to win a copy of the US Constitution and much more


Crypto Weekly Highlights: USD700mn Staples Center Naming Rights, Mt Gox USD9bn Settlement, Etc

Senior Cryptocurrency Analyst, Steno Research

Mads Eberhardt

Senior Cryptocurrency Analyst

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Last week, we stuck to our bullish market perspective, and it turned out to be a wise choice.</li><li>Yesterday’s celebration of our spot-on prediction resulted in today’s hangover of mine.</li><li>Interestingly, in Denmark, there is a custom of referring to Thursday as ‘little Friday’ when we go out drinking on those days.</li></ul>

Last week, we stuck to our bullish market perspective, and it turned out to be a wise choice.Yesterday’s celebration of our spot-on prediction resulted in today’s hangover of mine.Interestingly, in Denmark, there is a custom of referring to Thursday as ‘little Friday’ when we go out drinking on those days.

Crypto Moves #14 – It’s Not About What’s There, But What Isn’t

<ul><li>Earlier this week, we shifted to a bullish stance as we noticed promising developments in the cryptocurrency market.</li><li>Concurrently, we launched our cryptocurrency portfolio.</li><li>However, our short-term optimism has been tempered slightly.</li></ul>

Earlier this week, we shifted to a bullish stance as we noticed promising developments in the cryptocurrency market.Concurrently, we launched our cryptocurrency portfolio.However, our short-term optimism has been tempered slightly.

Crypto Moves #13 – Why So Bearish, Anon?

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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Crypto Weekly: Over $2bn Liquidated Due to Omicron and Tapering Fears

Are there more over-levered positions after $2bn of liquidations? How are Sequoia and Jack Dorsey so bullish on crypto? Free crypto marketing for...

Josh Du

2022 High Conviction: Buy Bitcoin at 14% Discount; Cash-And-Carry Futures Arb

This is a low-risk/high-conviction trade where we buy bitcoin at a discount while earning cash-and-carry arbitrage yields between bitcoin spot and...

Josh Du

Crypto Weekly Highlights: USD700mn Staples Center Naming Rights, Mt Gox USD9bn Settlement, Etc

A weekly recap of the most interesting headline in crypto: This week we cover crypto.com's $700mn naming deal, Mt Gox's $9bn dollar settlement, Ken...

Josh Du

Crypto Moves #14 – It’s Not About What’s There, But What Isn’t

Last week, we stuck to our bullish market perspective, and it turned out to be a wise choice. Yesterday’s celebration of our spot-on prediction...

Steno Research

Crypto Moves #13 – Why So Bearish, Anon?

Earlier this week, we shifted to a bullish stance as we noticed promising developments in the cryptocurrency market. Concurrently, we launched our...

Steno Research

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