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

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

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

Crypto Weekly Highlights: USD700mn Staples Center Naming Rights, Mt Gox USD9bn Settlement, Etc

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>After reviewing the crypto congressional hearing, I believe the risk of any imminent draconian US regulations against crypto is significantly reduced</li>
<li>It was clear from the hearing that <strong>crypto regulation is turning into a partisan issue divided down by party lines</strong>. Republicans were clearly more pro-crypto while Democrats were clearly not. </li>
<li>As with any partisan issue, the legislation progress is expected to be painfully slow, which will buy time for the continued adoption of crypto </li>
</ul>


After reviewing the crypto congressional hearing, I believe the risk of any imminent draconian US regulations against crypto is significantly reduced
It was clear from the hearing that crypto regulation is turning into a partisan issue divided down by party lines. Republicans were clearly more pro-crypto while Democrats were clearly not. 
As with any partisan issue, the legislation progress is expected to be painfully slow, which will buy time for the continued adoption of crypto 


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

Bitcoin

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