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

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

Crypto: Perfect Storm on Stablecoin Infrastructure

ApeCoin: Catalyst Coming for Most Important Token in the Metaverse

Crypto Weekly: Inflation Continues to Pressure Crypto

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

Crypto

<ul>
<li>Crypto complex rose mid-week but ended the week down after Powell confirmed market's expectation of 50bps hike in May </li>
<li>Uncorrelated to the rest of market, <a href="https://www.smartkarma.com/entities/apecoin" target="_blank" data-smartkarma-citation="entities:35876:1" rel="noopener">ApeCoin (APE CURNCY)</a>  continues to grind higher in anticipation of Yugalab's Land mint event on April 30th, possibly the largest NFT mint in history </li>
<li>
<a href="https://www.smartkarma.com/entities/coinbase-global-inc" target="_blank" data-smartkarma-citation="entities:32227:1" rel="noopener">Coinbase (COIN US)</a> launched a beta version of its NFT marketplace as direct competition to the $13bn dollar Opensea; and much more</li>
</ul>


Crypto complex rose mid-week but ended the week down after Powell confirmed market's expectation of 50bps hike in May 
Uncorrelated to the rest of market, ApeCoin (APE CURNCY)  continues to grind higher in anticipation of Yugalab's Land mint event on April 30th, possibly the largest NFT mint in history 

Coinbase (COIN US) launched a beta version of its NFT marketplace as direct competition to the $13bn dollar Opensea; and much more


Crypto Weekly: The Fed, ApeCoin, Coinbase and More

Bitcoin

Crypto Weekly: The Fed, ApeCoin, Coinbase and More