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: Inflation Continues to Pressure Crypto

Crypto Weekly: The Fed, ApeCoin, Coinbase and More

Crypto Weekly - TerraUSD (UST)'s Depeg Leading to Crypto Capitulation?

Crypto Weekly - The USD3.6bn Bitcoin DOJ Seizure and LEO: The Potential Special-Sit Trade

Crypto Weekly - Prices Going Up on Bad Headlines: What's Happening?

Crypto Weekly - Web 3 and Selfie Monetization

Crypto

<ul>
<li>While crypto is definitely banned in China, the treatment of NFTs is somewhat unclear in China with state-sponsored backers like the Metaverse Industry Committee and the National Team's Blockchain</li>
<li>This weekly explores possible creations of NFTs with Chinese characteristics based on China's own "permissioned" blockchain technology  to be launched in March</li>
<li>Meanwhile, China sponsored NFTs like the popular Olympics mascot Bing Dwen Dwen is now straddling unchartered territories as both an officially endorsed product as well as an official banned product </li>
</ul>


While crypto is definitely banned in China, the treatment of NFTs is somewhat unclear in China with state-sponsored backers like the Metaverse Industry Committee and the National Team's Blockchain
This weekly explores possible creations of NFTs with Chinese characteristics based on China's own "permissioned" blockchain technology  to be launched in March
Meanwhile, China sponsored NFTs like the popular Olympics mascot Bing Dwen Dwen is now straddling unchartered territories as both an officially endorsed product as well as an official banned product 


Crypto Weekly: NFTs (Bing Dwen Dwen) With Chinese Characteristics

Flow

Crypto Weekly: NFTs (Bing Dwen Dwen) With Chinese Characteristics