The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 19 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Tenev: Robinhood US retail crypto volume is close to Coinbase
“Well, on retail in the US we're kind of like close to the same size as Coinbase. We charge a lot less, so we have less revenue. But in terms of volumes and retail volumes, It's pretty close particularly if you look at supported coins.”
Ripley Predicts the SEC Will Lose Its Crypto Enforcement Lawsuits
“They won't be successful, right? They've lost an XRP. They've lost the grayscale thing. They just kind of continue to not see success with these with these actions. So I don't think they, you know, they won't be successful.”
Armstrong: Coinbase will evolve into a holding company of decentralized units
“The future is a little hard to predict, but look, here's one vision I've had for it, which is that I think Coinbase Global, the parent company is starting to become more like a holding company over time. And we have this portfolio of different products, differ…”
Armstrong: FTX and Binance took riskier international regulatory paths than Coinbase
“I think generally, I think both FTX and Binance have been really good at execution and You know, they've taken a different risk posture, I would say, internationally as well, which, you know, we'll, we'll see, have to see what happens with that. But Coinbase i…”
Rajaram: State licenses make Coinbase irreplaceable for crypto custody
“Coinbase, when I'm on the board, is a great example. They have MTLs, money transmission licenses, state by state. There is with the Fini, CN, all of those things. It makes it impossible for a company to use anybody else than Coinbase to custody their crypto be…”
Coinbase Conducts All M&A Using RAPID With Single Decision-Makers
“We're not a committee. We're not a consensus based culture. There has to be one decision maker at the end of the day. If you have the right people as part of that rapid, you're going to be so buttoned up about how you can run fast on making quick M and a decis…”
Taggar: Gary Tan Saved Instacart and Wired Money to Coinbase
“I think it was he who accepted Instacart into Y Combinator after the deadline had passed for applications, and similarly with Coinbase early on, I think this is public, but there was a moment where they were having a bit of a liquidity crunch, and Gary just wi…”
Rajaram: Coinbase has 12 product lines generating over $100M in revenue each
“Coinbase has 12 doing a hundred million revenue.”
Saarinen: Airbnb and Coinbase had no sales teams during his tenure
“Airbnb and Coinbase, they weren't very like go to market driven companies. They're not sales cult. Like you didn't have sales people in the company”
Coinbase Exchange Was Built by a Single Engineer in Six Months
“There was like, for example, Coinbase exchange, which is the trading platform they have that initially was built by one guy. Like he was in a room and then he was building it for maybe six months, but he was built by one guy. And then when it went live, it, It…”
Brex Built Its Enterprise Platform in One Year to Acquire Major Clients
“And it took us, you know, a year to get something that worked. And that's how, you know, ultimately, we closed customers like DoorDash, like Coinbase, like Robinhood, you know, like all these large enterprise customers that would not have traditionally come to…”
Armstrong: Coinbase generated $7B revenue and $3B profit in 2021
“We did do, we did seven billion in revenue, three billion in profit.”
Coinbase raised $3B debt in one week with zero CEO meetings
“You know, I was kind of surprised to learn that like in, in 20, 21 you know, our CFO came to me and it was like the, you know, the markets are really good. The debt terms are really good. We should probably stock up for the next, you know, if there's another c…”
Coinbase public status unlocked deals with BlackRock and Meta
“We've been able to close deals with, you know, BlackRock, the largest asset manager in the world, and, you know, Meta, formerly Facebook, like we're now, especially with our Coinbase cloud business and things like that, we're now able to power things with Fort…”
Coinbase Limits All Job Interview Blocks to 30 Minutes Maximum
“There is no interview longer than 30 minutes.”
Coinbase Interviews Require a 20-Minute Presentation and 10-Minute Q&A
“Finally, we actually have a presentation part of our interview process, and this is the hallmark of Coinbase. And I can tell you a lot of really amazing senior people kind of have a It's 20 minutes of presentation. It's 10 minutes of Q&A.”
Wilkinson: MetaLab designed Slack and worked with Shopify, Coinbase, and Pinterest
“Also worked with a lot of startups really early on, Shopify, Tumblr, Coinbase, Pinterest. We designed Slack.”
Matt Mochary's coaching client list includes partners at Benchmark, Sequoia, and Kleiner
“On the VC side, Matt has worked with the likes of Peter Fenton at Benchmark, Several Sequoia partners, Hemond at GC, and Mamoon at Kleiner, to name a few. As for founders, Matt's worked with the founders of Brex, Coinbase, Plaid, Reddit, Flexport, and many mor…”