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.

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why aren't all 11 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

Prediction Held up
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.”
Dave Ripley Jan 26, 2024 ▶ 8:39 Dave Ripley: Are the SEC Overreaching with its Approach to Crypto? Should Gensler Step Down? | E1108 · 20VC with Harry Stebbings
Assertion Supported
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…”
Brian Armstrong Nov 7, 2022 ▶ 46:55 Brian Armstrong: Coinbase’s Failed NFT Launch, Thoughts on SBF & FTX, Crypto Winter | 20VC #946 · 20VC with Harry Stebbings
Assertion Supported
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…”
Emilie Choi Aug 23, 2021 ▶ 20:37 20VC: Coinbase President & COO Emilie Choi on Building Coinbase Ventures into One of the Best Performing Funds with 0 Employees, How Coinbase Thinks Through Internal Resource Allocation and Prioritisation & Why, When and How To Hire Your COO and Head of C
Assertion Supported
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…”
Kulveer Taggar May 31, 2019 ▶ 11:20 20VC: Why You Must Have A Customer Acquisition Strategy From Day 1, How To Test and Validate Ideas At Speed & Why You Should Speak To Investors Before Starting Work On Your Idea with Kulveer Taggar, Founder @ CEO @ Zeus Living
Assertion Supported
Rajaram: Coinbase has 12 product lines generating over $100M in revenue each
“Coinbase has 12 doing a hundred million revenue.”
Gokul Rajaram Mar 16, 2026 ▶ 25:13 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Assertion Supported
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…”
Pedro Franceschi Jul 17, 2024 ▶ 18:56 Pedro Franceschi: What Brex Needs to do to be a Public Company | E1178 · 20VC with Harry Stebbings
Assertion Supported
Armstrong: Coinbase generated $7B revenue and $3B profit in 2021
“We did do, we did seven billion in revenue, three billion in profit.”
Brian Armstrong Nov 7, 2022 ▶ 42:56 Brian Armstrong: Coinbase’s Failed NFT Launch, Thoughts on SBF & FTX, Crypto Winter | 20VC #946 · 20VC with Harry Stebbings
Assertion Supported
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…”
Brian Armstrong Nov 7, 2022 ▶ 23:12 Brian Armstrong: Coinbase’s Failed NFT Launch, Thoughts on SBF & FTX, Crypto Winter | 20VC #946 · 20VC with Harry Stebbings
Assertion Supported
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.”
Andrew Wilkinson Jun 22, 2020 ▶ 5:33 20VC: Andrew Wilkinson on Building The Berkshire Hathway of Tech, Sustainable vs Unsustainable Growth and The Relationship Between Money and Freedom
Assertion Supported
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…”
Harry Stebbings Mar 9, 2020 ▶ 0:24 20VC: Matt Mochary, Coach To Silicon Valley's Leading VCs & Founders on How To Deal with Imposter Syndrome and Self-Doubt, How To Manage Fear and Anger & Why Board Seats Are The Death of Investors
Assertion Supported
Olaf Carlson-Wee was the first employee at Coinbase
“And prior to founding Polychain, Olaf was the first employee at Coinbase, serving as their head of risk and as product manager.”
Harry Stebbings Dec 11, 2017 ▶ 0:42 20VC: Inside The World's Leading Crypto Fund, The Future Exit Environment for Crypto Assets & The Beauty Of Benevolent Dictatorship with Olaf Carlson-Wee, Founder @ Polychain Capital
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