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.

The Collapse of Luna - Big Negative Impact on 200k Investors In Korea

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Crypto Biweekly - After UST, Is USDT Next to Fall?

Crypto Weekly: The Fed, ApeCoin, Coinbase and More

ApeCoin: Catalyst Coming for Most Important Token in the Metaverse

Crypto Weekly: Inflation Continues to Pressure Crypto

Crypto

<ul>
<li>Crypto complex down double digits over the past week as yields climb beyond 3% and major asset classes all trade lower with heightened correlation. NFTs also down significantly. </li>
<li>
<a href="https://www.smartkarma.com/entities/terrausd" target="_blank" data-smartkarma-citation="entities:35209:1" rel="noopener">TerraUSD (UST CURNCY)</a> has depegged from USD1 and is again potentially at risk for the dreaded death spiral coupled with <a href="https://www.smartkarma.com/entities/terra" target="_blank" data-smartkarma-citation="entities:34616:1" rel="noopener">Terra (LUNA CURNCY)</a> </li>
<li>As UST and LUNA have a combined market cap of around $40 billion, it could present systematic risk implications for crypto </li>
</ul>


Crypto complex down double digits over the past week as yields climb beyond 3% and major asset classes all trade lower with heightened correlation. NFTs also down significantly. 

TerraUSD (UST CURNCY) has depegged from USD1 and is again potentially at risk for the dreaded death spiral coupled with Terra (LUNA CURNCY) 
As UST and LUNA have a combined market cap of around $40 billion, it could present systematic risk implications for crypto 


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

Bitcoin

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