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.

clear all ✕

why aren't all 6 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

Assertion Supported
A VC Manager Marked OpenSea at $13B in 2023
“The bad one, I mean, this one forever stands out, was we underwrote a manager in in twenty-twenty-three that was holding OpenSea at thirteen billion, which, like, I, that one was like.”
Miles Dieffenbach Aug 4, 2025 ▶ 1:29:56 Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
Assertion Supported
Devin Finzer: OpenSea volume jumped from $350M to $3.4B in one month
“There's a similar inflection point from like July to August of this year, where we went from about three hundred fifty million to 3.4 billion dollars of transaction volume.”
Devin Finzer Jan 14, 2022 ▶ 16:34 20VC: Opensea Founder, Devin Finzer on Scaling GMV from $150M to $3BN in 18 Months, How Brands and Celebrities Will Harness NFTs To Change Their Business, The Impact of NFTs on Gaming & What is in Devin's Metamask Wallet?!
Assertion Supported
OpenSea raised $423M total, reaching a $13.3B valuation in latest round
“To date, Devin has raised over four hundred and twenty three million dollars for the company, with their last three hundred million dollar round valuing OpenSea at a reported 13.3 billion dollars.”
Harry Stebbings Jan 14, 2022 ▶ 0:28 20VC: Opensea Founder, Devin Finzer on Scaling GMV from $150M to $3BN in 18 Months, How Brands and Celebrities Will Harness NFTs To Change Their Business, The Impact of NFTs on Gaming & What is in Devin's Metamask Wallet?!
Assertion Supported
OpenSea and Clubhouse Founders Both Originated From Pinterest
“Two out of three founders, OpenSea founder and Clubhouse founder all came from Pinterest, and a huge chunk of our team is actually now from Pinterest.”
Grant LaFontaine Mar 23, 2022 ▶ 22:21 20VC: Startups Fail Because They Do Not Take Enough Risk, Why A/B Testing is Inefficient and Slows You Down, Why It is Impossible To Hire Good PMs so Stop Trying & 3 Key Signals The Best Engineers Present with Grant LaFontaine, Founder & CEO @ Whatnot
Assertion Supported
OpenSea originally pitched Y Combinator on a decentralized Wi-Fi sharing network
“So the first idea that we had was building this decentralized marketplace for sharing internet bandwidth. And that was the idea that we got into Y Combinator with”
Devin Finzer Jan 14, 2022 ▶ 4:41 20VC: Opensea Founder, Devin Finzer on Scaling GMV from $150M to $3BN in 18 Months, How Brands and Celebrities Will Harness NFTs To Change Their Business, The Impact of NFTs on Gaming & What is in Devin's Metamask Wallet?!
Assertion Supported
Devin Finzer: OpenSea operated with only six to seven people during takeoff
“We had like six to seven people, right? When, even when things started taking off, we were really small.”
Devin Finzer Jan 14, 2022 ▶ 14:33 20VC: Opensea Founder, Devin Finzer on Scaling GMV from $150M to $3BN in 18 Months, How Brands and Celebrities Will Harness NFTs To Change Their Business, The Impact of NFTs on Gaming & What is in Devin's Metamask Wallet?!
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