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 Partly supported
Samani: Solana can process over one billion daily transactions under a penny each
“Modern blockchains like Solana can actually process now more than a billion transactions in a day at an average cost of less than a penny per transaction.”
Kyle Samani Oct 1, 2025 ▶ 4:08 Multicoin Capital’s Kyle Samani on Internet Capital Markets
Prediction Didn’t hold up
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.”
Kyle Samani Oct 1, 2025 ▶ 5:14 Multicoin Capital’s Kyle Samani on Internet Capital Markets
Assertion Supported
Samani: GEODNET uses 80% of its revenue to buy back tokens
“So today the GeoNet network is taking, of that eleven million in revenue, roughly excuse me, 80% of it is being used to make open market purchases of Geo tokens. And this is all visible on the Solana blockchain. They have all the addresses are published and st…”
Kyle Samani Jun 12, 2026 ▶ 46:40 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Assertion Supported
Samani: Millions already trade crypto using Telegram bots
“Millions of people actually already trade crypto assets using Telegram bots that are not too dissimilar from this illustrative example I'm showing here on the screen”
Kyle Samani Oct 1, 2025 ▶ 10:32 Multicoin Capital’s Kyle Samani on Internet Capital Markets
Assertion Partly supported
Samani: GEODNET trades at a $150M fully diluted market cap
“It's trading about a hundred and fifty million on a fully diluted basis.”
Kyle Samani Jun 12, 2026 ▶ 48:40 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Assertion Supported
Samani: Most modern financial rules stem from administrative state, not Congress
“And interestingly, most of these rules have come not from Congress, but from the administrative state.”
Kyle Samani Oct 1, 2025 ▶ 2:32 Multicoin Capital’s Kyle Samani on Internet Capital Markets
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