Independent Research, Cryptocurrencies, Carbono Insights

Carbono Insights

Independent Research, Cryptocurrencies

Advisory Firm Specialized in Cryptocurrencies

Carbono is an advisory firm specialized in cryptocurrencies that helps clients navigate the economic and financial innovations derived from the rise of digital assets. Our investment fund, Abacus Carbono, is designed to be an on ramp for investors interested in cryptocurrencies and projects born under the crypto-economy principles.

Crypto

<ul>
<li>It seems like crypto has graduated into the adult world. </li>
<li>In recent times, crypto’s evolution has been determined by regulation, the macroeconomy, and now war</li>
<li>Some pointed out that Russia could be contemplating crypto as a way to circumvent sanctions.</li>
</ul>


It seems like crypto has graduated into the adult world. 
In recent times, crypto’s evolution has been determined by regulation, the macroeconomy, and now war
Some pointed out that Russia could be contemplating crypto as a way to circumvent sanctions.


Russia, Canada, Interest Rates, and Crypto’s Increasing Connections with Global Affairs

Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<div>
<p>For our next Webinar, we are excited to welcome Insight Provider <a href="https://www.smartkarma.com/profiles/josh-du-a3db5892-9213-4f79-a1f0-54cbc524fa3a" target="_blank" data-smartkarma-citation="accounts:14369" rel="noopener">Josh Du</a>. As part of his focus on research on, and investing in the crypto asset class, Josh will use <a href="https://www.smartkarma.com/entities/uniswap" target="_blank" data-smartkarma-citation="entities:35033" rel="noopener">Uniswap (UNI CURNCY)</a> as a case study to talk about ways to conduct fundamental analysis on cryptocurrency.</p>
<h3>The webinar was hosted on Wednesday, 8 December 2021, 17:00 SGT/HKT.</h3>
</div>
<p>Watch the session here:</p>
<p><iframe src="https://www.youtube.com/embed/mWLdnTmpvCs" width="560" height="315" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="allowfullscreen"></iframe></p>
<p></p>
<p>Or listen on the go:</p>
<p><iframe src="https://open.spotify.com/embed/episode/1E1mgLOghwbIW4bSzJHNCy?utm_source=generator" width="100%" height="232" frameborder="0" allowfullscreen="allowfullscreen" allow="autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture"></iframe></p>
<p><span style="font-size: var(--content-font-size);">Josh Du has been an investor throughout his 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, his focus is 100% directed at identifying, investing in, and sharing investment ideas in the crypto asset class as he believes this will the fastest growing space for years to come. Although he's a major believer in the macro thesis of crypto, his research is bottoms-up-focused and will break down crypto investments into their fundamental components that investors with institutional experiences will be familiar with.</span></p>


For our next Webinar, we are excited to welcome Insight Provider Josh Du. As part of his focus on research on, and investing in the crypto asset class, Josh will use Uniswap (UNI CURNCY) as a case study to talk about ways to conduct fundamental analysis on cryptocurrency.
The webinar was hosted on Wednesday, 8 December 2021, 17:00 SGT/HKT.

Watch the session here:


Or listen on the go:

Josh Du has been an investor throughout his 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, his focus is 100% directed at identifying, investing in, and sharing investment ideas in the crypto asset class as he believes this will the fastest growing space for years to come. Although he's a major believer in the macro thesis of crypto, his research is bottoms-up-focused and will break down crypto investments into their fundamental components that investors with institutional experiences will be familiar with.

Smartkarma Webinar | How to Do Fundamental Analysis on a Crypto Token: The Case of Uniswap

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

<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

<ul>
<li>This is part 2 of our deep dive into <a href="https://www.smartkarma.com/entities/uniswap" target="_blank" data-smartkarma-citation="entities:35033:1" rel="noopener">Uniswap (UNI CURNCY)</a>, the largest decentralized exchange for crypto, where we will focus on digging into the numbers</li>
<li>We share our unique bottoms-up analytical process for evaluating cryptocurrency tokens and highlight interesting differences versus traditional security analysis</li>
<li>We also explore several interesting crypto-native concepts such as using code to query real-time data, and how token holders can spend Uniswap's USD11bn treasury</li>
</ul>


This is part 2 of our deep dive into Uniswap (UNI CURNCY), the largest decentralized exchange for crypto, where we will focus on digging into the numbers
We share our unique bottoms-up analytical process for evaluating cryptocurrency tokens and highlight interesting differences versus traditional security analysis
We also explore several interesting crypto-native concepts such as using code to query real-time data, and how token holders can spend Uniswap's USD11bn treasury


Uniswap (UNI) Part 2 - Fundamental Analysis on the Largest Decentralized Crypto Exchange

<ul>
<li>We performed a unique bottoms-up analysis into the crypto space by deep-diving into <a href="https://www.smartkarma.com/entities/uniswap" target="_blank" data-smartkarma-citation="entities:35033:1" rel="noopener">Uniswap (UNI CURNCY)</a>, which is the largest crypto decentralized exchange in the world. </li>
<li>With daily traded volumes of USD2bn, Uniswap is highly profitable with significant growth. Our investment thesis is bullish on UNI with a price target of USD72, a 190% upside.  </li>
<li>Now that crypto is a USD3 trillion-dollar asset class with triple-digit growth, it's important for all investors to understand the bottom-up case for cryptocurrencies as well as the macro play</li>
</ul>


We performed a unique bottoms-up analysis into the crypto space by deep-diving into Uniswap (UNI CURNCY), which is the largest crypto decentralized exchange in the world. 
With daily traded volumes of USD2bn, Uniswap is highly profitable with significant growth. Our investment thesis is bullish on UNI with a price target of USD72, a 190% upside.  
Now that crypto is a USD3 trillion-dollar asset class with triple-digit growth, it's important for all investors to understand the bottom-up case for cryptocurrencies as well as the macro play


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

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Uniswap (UNI CURNCY)

Russia, Canada, Interest Rates, and Crypto’s Increasing Connections with Global Affairs

It seems like crypto has graduated into the adult world. In recent times, crypto’s evolution has been determined by regulation, the macroeconomy,...

Carbono Insights

Smartkarma Webinar | How to Do Fundamental Analysis on a Crypto Token: The Case of Uniswap

On 8 December, 5pm SGT, join us for a Webinar with Josh Du, who will explore how to conduct fundamental analysis on crypto using Uniswap as a case...

Smartkarma Research

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

Uniswap (UNI) Part 2 - Fundamental Analysis on the Largest Decentralized Crypto Exchange

Part 2 of our deep-dive into Uniswap where we utilized a systematic bottoms-up framework to dissect this crypto decentralized exchange step by step

Josh Du

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

This is an introductory report on crypto for traditional institutional investors, where we perform a unique bottoms-up analysis into Uniswap, the...

Josh Du

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52-week Range

Market Cap (USDm)

P/E

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