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 - Web 3 and Selfie Monetization

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

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

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

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

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>HKMA released a discussion paper on the regulation of stablecoins in Hong Kong which seems to suggest a divergence in regulatory approach towards crypto from China's current stance</li>
<li>China has historically allowed banned activities from the mainland to operate in a controlled environment such as gaming in Macau</li>
<li>We explore the potential that HK is the perfect firewalled environment where crypto could be allowed to develop without contagion for the rest of China</li>
</ul>


HKMA released a discussion paper on the regulation of stablecoins in Hong Kong which seems to suggest a divergence in regulatory approach towards crypto from China's current stance
China has historically allowed banned activities from the mainland to operate in a controlled environment such as gaming in Macau
We explore the potential that HK is the perfect firewalled environment where crypto could be allowed to develop without contagion for the rest of China


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

Tether

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