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.

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

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

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

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>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

Bitcoin

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