Crypto Fundamental Investor/Analyst

Josh Du

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.

Crypto - A Simple (Non-Fundamental) Investment Thesis

BTC Cash-And-Carry Arb Update: Aftermath from the Crash, and How to Time the Trade

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

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>18% of the Bitcoin miners are located in Kazakhstan which is in the midst of political unrest that led to the shutdown of the internet across the country</li>
<li>We take this opportunity to introduce the concept of miner profitability and hash rate; and analyze their impact on crypto</li>
<li>We conclude that the Kazakhstan hash rate drop is a temporary situation that will recover over time and presents a good opportunity to dollar cost avg into crypto</li>
</ul>


18% of the Bitcoin miners are located in Kazakhstan which is in the midst of political unrest that led to the shutdown of the internet across the country
We take this opportunity to introduce the concept of miner profitability and hash rate; and analyze their impact on crypto
We conclude that the Kazakhstan hash rate drop is a temporary situation that will recover over time and presents a good opportunity to dollar cost avg into crypto


Bitcoin: Network Hash Rate Tumbled 15% as Kazakh Gov Shuts Internet - What Happened?