EPISODE · Dec 15, 2021 · 1H
How to Do Fundamental Analysis on a Crypto Token: The Case of Uniswap with Josh Du
from Smart Calls with Smartkarma · host Smartkarma
In this special episode, we welcome Insight Provider Josh Du, who shares his insights on how to conduct fundamental analysis on crypto assets. For this session, Josh uses decentralised exchange Uniswap (UNI CURNCY) as a case study to break down the key concepts and issues that investors need to be aware of. Follow Josh's work: https://skr.ma/t6dyHoDd2Rh4DYhq7 Smartkarma users can find the presentation slides here: https://skr.ma/5Rco2JC5y39dND1t6 Josh Du has been an investor throughout his 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, his focus is 100% directed at identifying, investing in, and sharing investment ideas in the crypto asset class as he believes this will the fastest growing space for years to come. Although he's a major believer in the macro thesis of crypto, his research is bottoms-up-focused and will break down crypto investments into their fundamental components that investors with institutional experiences will be familiar with. This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
What this episode covers
In this special episode, we welcome Insight Provider Josh Du, who shares his insights on how to conduct fundamental analysis on crypto assets. For this session, Josh uses decentralised exchange Uniswap (UNI CURNCY) as a case study to break down the key concepts and issues that investors need to be aware of. Follow Josh's work: https://skr.ma/t6dyHoDd2Rh4DYhq7 Smartkarma users can find the presentation slides here: https://skr.ma/5Rco2JC5y39dND1t6 Josh Du has been an investor throughout his 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, his focus is 100% directed at identifying, investing in, and sharing investment ideas in the crypto asset class as he believes this will the fastest growing space for years to come. Although he's a major believer in the macro thesis of crypto, his research is bottoms-up-focused and will break down crypto investments into their fundamental components that investors with institutional experiences will be familiar with. This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
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How to Do Fundamental Analysis on a Crypto Token: The Case of Uniswap with Josh Du
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