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.

Uniswap (UNI) Part 3 - The Investment Risks and How Anyone Can Generate Passive Income on Uniswap

Smartkarma Webinar | How to Do Fundamental Analysis on a Crypto Token: The Case of Uniswap

Sushiswap: A Failure of Decentralization or a Deep-Value Play?

Uniswap (UNI) - A Deep-Dive into the USD15bn Mkt Cap Crypto Exchange and Growth Drivers (Part 1)

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>This is part 2 of our deep dive into <a href="https://www.smartkarma.com/entities/uniswap" target="_blank" data-smartkarma-citation="entities:35033:1" rel="noopener">Uniswap (UNI CURNCY)</a>, the largest decentralized exchange for crypto, where we will focus on digging into the numbers</li>
<li>We share our unique bottoms-up analytical process for evaluating cryptocurrency tokens and highlight interesting differences versus traditional security analysis</li>
<li>We also explore several interesting crypto-native concepts such as using code to query real-time data, and how token holders can spend Uniswap's USD11bn treasury</li>
</ul>


This is part 2 of our deep dive into Uniswap (UNI CURNCY), the largest decentralized exchange for crypto, where we will focus on digging into the numbers
We share our unique bottoms-up analytical process for evaluating cryptocurrency tokens and highlight interesting differences versus traditional security analysis
We also explore several interesting crypto-native concepts such as using code to query real-time data, and how token holders can spend Uniswap's USD11bn treasury


Uniswap (UNI) Part 2 - Fundamental Analysis on the Largest Decentralized Crypto Exchange