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>In this weekly, we look at the macro where the recent selldown is well within the historical performance of the asset class</li>
<li>Despite the end year correction, crypto funds have returned 178% in 2021 based on Eurekahedge which is leading to significant new launches in 2022 </li>
<li>Meanwhile, NFTs continue to make headlines as Eminem spent half a million on a BAYC jpeg and a South Korean presidential hopeful taps NFTs to raise campaign funds </li>
</ul>


In this weekly, we look at the macro where the recent selldown is well within the historical performance of the asset class
Despite the end year correction, crypto funds have returned 178% in 2021 based on Eurekahedge which is leading to significant new launches in 2022 
Meanwhile, NFTs continue to make headlines as Eminem spent half a million on a BAYC jpeg and a South Korean presidential hopeful taps NFTs to raise campaign funds 


Crypto Weekly: Historical Corrections, Fund Performance, and NFT Adoptions

<ul>
<li>This week we write about how everyone made money from the Adidas NFT drop on Dec 17th. Adidas itself pocketed USD23mn from thin air.</li>
<li>People who minted the NFTs are now selling it on Opensea for a 340% gain. And ethereum miners were paid USD7mn in gas fees. </li>
<li>This landmark NFT drop has potentially interesting implications on brand value, consumer habits, and layer1 chains such as ethereum</li>
</ul>


This week we write about how everyone made money from the Adidas NFT drop on Dec 17th. Adidas itself pocketed USD23mn from thin air.
People who minted the NFTs are now selling it on Opensea for a 340% gain. And ethereum miners were paid USD7mn in gas fees. 
This landmark NFT drop has potentially interesting implications on brand value, consumer habits, and layer1 chains such as ethereum


Crypto Weekly - Adidas Makes $23mn From Thin Air (And ETH Makes $7mn)

<ul>
<li>A simple thesis on crypto that is based on self-reinforcing megatrends in the world today</li>
<li>We highlight that there are three megatrends driving the adoption of crypto. 1. Fiat debasement trend, 2. Centralization trend, and 3. Network effect of money </li>
<li>Finally, we frame our investment thesis into a risk/reward ratio of 10:1, arguing crypto investments are well worth the risk</li>
</ul>


A simple thesis on crypto that is based on self-reinforcing megatrends in the world today
We highlight that there are three megatrends driving the adoption of crypto. 1. Fiat debasement trend, 2. Centralization trend, and 3. Network effect of money 
Finally, we frame our investment thesis into a risk/reward ratio of 10:1, arguing crypto investments are well worth the risk


Crypto - A Simple (Non-Fundamental) Investment Thesis

Crypto Investing and Decentralized Finance, Coinstack

Coinstack

Crypto Investing and Decentralized Finance

Coinstack is published weekly by Ryan Allis. He was previously CEO and Co-founder of iContact and led the company from 300 employees, 70,000 customers, and $50M in annual sales and an exit for $169M. Ryan was an angel investor in SpaceX, LendingClub, Change.org, Kuli Kuli, and Catalant. Today, Ryan advises companies and governments on blockchain-related projects and is the Chairman of Hive.org, a global community of 3,500 purpose-driven leaders from 130 countries making a positive impact in the world. Ryan holds an MBA from Harvard Business School where he was Co-President of the Harvard Social Enterprise Club and a fellow of the Harvard Graduate School Leadership Institute.

<h2>In This Week’s Issue:</h2><ol><li>Crypto: 2021 in Review - Part One of Two<ul><li>Ethereum’s Progress Toward Flipping Bitcoin</li><li>Solana, Terra, Avalanche, and Fantom Have Breakthrough Years</li><li>The Year of DeFi</li><li>Institutional Investment in Crypto Explodes</li><li>Ethereum Scaling Solutions Have Arrived and Are Working</li></ul></li></ol>

In This Week’s Issue:Crypto: 2021 in Review - Part One of TwoEthereum’s Progress Toward Flipping BitcoinSolana, Terra, Avalanche, and Fantom Have Breakthrough YearsThe Year of DeFiInstitutional Investment in Crypto ExplodesEthereum Scaling Solutions Have Arrived and Are Working

Digital Asset Management Firm, Etherbridge

Etherbridge

Digital Asset Management Firm

Etherbridge is a digital asset management firm investing in the value of information and trust

<ul><li>In 2021 Web3 projects gained significant traction and really came into the limelight for the first time. Collins Dictionary even named "NFT" as their Word of the Year.</li><li>Several notable subsectors, including NFT's, have exploded in popularity; however, we have also seen critical infrastructure projects quietly building in the background.</li><li>These projects will form the new backbone of our internet and will be necessary for the proliferation of a blockchain-based, internet native economy.</li></ul>

In 2021 Web3 projects gained significant traction and really came into the limelight for the first time. Collins Dictionary even named "NFT" as their Word of the Year.Several notable subsectors, including NFT's, have exploded in popularity; however, we have also seen critical infrastructure projects quietly building in the background.These projects will form the new backbone of our internet and will be necessary for the proliferation of a blockchain-based, internet native economy.

United States

Ethereum is an open-source, public, blockchain-based distributed computing platform featuring smart contract (scripting) functionality. It provides a decentralized Turing-complete virtual machine, the Ethereum Virtual Machine (EVM), which can execute scripts using an international network of public nodes. Ethereum also provides a cryptocurrency token called "ether", which can be transferred between accounts and used to compensate participant nodes for computations performed. "Gas", an internal transaction pricing mechanism, is used to mitigate spam and allocate resources on the network.

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Crypto Weekly: Historical Corrections, Fund Performance, and NFT Adoptions

Weekly writings on historical crypto drawdowns (we are not at the bottom yet), crypto funds beating out tradfi funds significantly in 2021 with its...

Josh Du

Crypto Weekly - Adidas Makes $23mn From Thin Air (And ETH Makes $7mn)

Adidas made $23mn from the NFT drop. Buyers are up 340% from the mint price. ETH miners received USD7mn of gas. This all happened from the Adidas...

Josh Du

Crypto - A Simple (Non-Fundamental) Investment Thesis

A simple (non-technical and non-fundamental) thesis on crypto, where we explore the megatrends of today and what it means for future crypto adoption.

Josh Du

Crypto: 2021 in Review

This week we celebrate our first anniversary by doing our first annual recap of the biggest stories in crypto of 2021.Ethereum’s Progress Toward...

Coinstack

Web3 Mini Report

In 2021 Web3 projects gained significant traction and really came into the limelight for the first time. Collins Dictionary even named "NFT" as...

Etherbridge

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