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 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Samani: Crypto projects focused on distributed AI training will not work
“The distributed training stuff, there's a whole bunch of people trying it. I, I'm pretty skeptical. I don't think any of it's going to work.”
Samani: Satellite networks cannot compete on cost with GEODNET ground stations
“There's no chance they can compete on cost, because just sending things to space, satellites, that's so, I mean, these GeoNet base stations are a few hundred bucks. Like, you're just not gonna compete on cost with GeoNet.”
Samani: Congress will pass the Clarity Act by early 2026
“And in the next few months, we expect Congress is going to pass the Clarity Act, which is going to answer a number of open questions about how crypto market structure should be regulated.”
Samani predicts DeFi access directly through Robinhood, Coinbase, and SoFi apps
“Soon, you're going to be able to access crypto-native protocols, such as JITO, Drift, Kamino, and a lot of others, directly from these regulated financial super apps.”
Samani: Future media content will be largely derived from prediction markets
“As this kind of a behavior proliferates, we expect that the nature of media itself is going to change because a lot of media is now going to be derived from the prediction markets.”
Samani: Internet capital markets will absorb all capital formation and trading
“Just as software has eaten the world over the last 20 years, internet capital markets are going to absorb every function of capital formation, trading, settlement, and risk.”
Samani: 2025 will be the inflection point for internet capital markets
“When we look back in 20 years, the year 20 25 is gonna be remembered as the year that the dam broke. It's gonna be akin to how the Telecommunications Act of 1996 unleashed the power of the Internet.”
Samani: GEODNET revenue will more than triple in the next 12 months
“In terms of where the business at, the business just crossed about eleven million dollars in annualized run rate a few days ago. And it's growing more than three X year over year. I think it's gonna probably more than triple over the next 12 months.”