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

Specialising in Fintech - Research and Development, Kiitot

Tatja Karkkainen

Specialising in Fintech - Research and Development

<ul>
<li>Solana blockchain is scalable and low cost to transact on which supports high volume decentralised transactions</li>
<li>Used widely in crypto exchange trading transactions</li>
<li>Decentralised finance might be a secondary aim to transaction efficiency</li>
</ul>


Solana blockchain is scalable and low cost to transact on which supports high volume decentralised transactions
Used widely in crypto exchange trading transactions
Decentralised finance might be a secondary aim to transaction efficiency


Solana (SOL), Attracts Banks Rather than the Fellow or Gal on the Street. Does This Matter?

Special Projects Analyst at Delphi Digital, Delphi Digital

Gerryl Pay

Special Projects Analyst at Delphi Digital

Institutional-Grade Crypto Research & Data

Delphi Digital

Delphi Digital seeks to produce unbiased, actionable content for our clients on critical themes affecting digital assets and distributed ledger technology. Our team is committed to providing investors and institutions with key insights through a diverse suite of products including individual project analysis, bespoke research, and tailored consulting services.

<ul>
<li>Surprising a pessimistic market, global liquidity rebounded, prompting expectations of increased buying pressure in the new year, as the Fed appears to remain on hold.</li>
<li>The crypto market is expected to benefit from a structural shift, with Bitcoin (BTC) emerging as a frontrunner after breaking out of a prolonged bear market consolidation.</li>
<li>Solana is anticipated to outperform in the coming year, driven by mean reversion, market share normalization, and narrative developments.</li>
</ul>


Surprising a pessimistic market, global liquidity rebounded, prompting expectations of increased buying pressure in the new year, as the Fed appears to remain on hold.
The crypto market is expected to benefit from a structural shift, with Bitcoin (BTC) emerging as a frontrunner after breaking out of a prolonged bear market consolidation.
Solana is anticipated to outperform in the coming year, driven by mean reversion, market share normalization, and narrative developments.


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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Bitcoin (XBTUSD CURNCY)

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

Solana (SOL), Attracts Banks Rather than the Fellow or Gal on the Street. Does This Matter?

Solana returns show high correlation to the main crypto markets and are also notably higher. Let's try to explain this with a look at solana...

Tatja Karkkainen

Year Ahead for Markets 2024

Global liquidity rebounds, boosting buying pressure; Bitcoin emerges as a frontrunner in crypto market; Solana expected to outperform with mean...

Delphi Digital

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Solana (SOL), Attracts Banks Rather than the Fellow or Gal on the Street. Does This Matter?

Solana returns show high correlation to the main crypto markets and are also notably higher. Let's try to explain this with a look at solana...

Tatja Karkkainen

Year Ahead for Markets 2024

​Global liquidity rebounds, boosting buying pressure; Bitcoin emerges as a frontrunner in crypto market; Solana expected to outperform with mean...

Delphi Digital

Global liquidity rebounds, boosting buying pressure; Bitcoin emerges as a frontrunner in crypto market; Solana expected to outperform with mean...