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 Weekly: Historical Corrections, Fund Performance, and NFT Adoptions

Bullion – “Should Have, Would Have, Didn’t, so Won’t.”

Crypto Weekly: An Analysis on the Congressional Hearing and Imminent US Regulation Risk

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

Crypto Weekly: $640mn Long Positions Liquidated over 24 Hours, $3.2mn Virtual Land Sales, and More

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>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)

Ethereum

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