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

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

Crypto Weekly: Inflation Continues to Pressure Crypto

Sushiswap: Up 100% on a Proposed Activist Takeover - What Happened?

Crypto Weekly - Web 3 and Selfie Monetization

Crypto Weekly: Will Hong Kong Be the Macau of Crypto?

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

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>There are finally signs of stabilization as crypto price action is turning positive, despite the negative headlines that we've witnessed over the past weeks. We investigate the events below.</li>
<li>Negative Event One - Convicted felon 0xSifu held control over USD800mn of Wonderland user treasury</li>
<li>Negative Event Two - A bridge protocol, Wormhole, suffered the second-largest Defi hack and lost $320mn</li>
</ul>


There are finally signs of stabilization as crypto price action is turning positive, despite the negative headlines that we've witnessed over the past weeks. We investigate the events below.
Negative Event One - Convicted felon 0xSifu held control over USD800mn of Wonderland user treasury
Negative Event Two - A bridge protocol, Wormhole, suffered the second-largest Defi hack and lost $320mn


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