| 25% | “25%” | Rees: Dyal underwrites GP stakes purely on cash flow, not exit sales | Michael Rees | Oct 31, 2022 | — |
| 50% | “50%” | Rees: Early hedge fund GP stake sales were primarily tax arbitrage plays | Michael Rees | Oct 31, 2022 | — |
| $1B | “a billion dollars” | Rees: Bain's $1B fund commitment sparked industry-wide GP skin-in-the-game standard | Michael Rees | Oct 31, 2022 | Partly supported |
| 600M | “six hundred million” | Rees: Dyal has completed 19 of 22 GP stake deals over $600M | Michael Rees | Oct 31, 2022 | Supported |
| 1K | “a thousand” | Kirkland & Ellis reached $6B in revenue and $3.5B in profit | Jon Ballis | Oct 24, 2022 | Supported |
| $6B | “six billion dollars” | Kirkland & Ellis reached $6B in revenue and $3.5B in profit | Jon Ballis | Oct 24, 2022 | Supported |
| $1.5B | “a half billion dollars” | Kirkland & Ellis reached $6B in revenue and $3.5B in profit | Jon Ballis | Oct 24, 2022 | Supported |
| $70B | “seventy billion dollars” | Sommers: The 2008 Financial Crisis Was IR+M's Greatest Business Opportunity | Jack Somers | Oct 20, 2022 | — |
| 5B | “five billion” | Griffith: In 1995 Only Two to Four Corporate Hedge Funds Reached $1B | Reade Griffith | Oct 17, 2022 | — |
| 1B | “a billion” | Griffith: Citadel had under $1B and was smaller than Baker Nye in 1999 | Reade Griffith | Oct 17, 2022 | Partly supported |
| 1B | “a billion” | Griffith: Citadel Grew from Under $1B to $8B During His Tenure | Reade Griffith | Oct 17, 2022 | Partly supported |
| 8B | “eight billion” | Griffith: Citadel Grew from Under $1B to $8B During His Tenure | Reade Griffith | Oct 17, 2022 | Partly supported |
| 35B | “35 billion” | Griffith: Tetragon manages $35B in client capital and $2.5B–$3B proprietary capital | Reade Griffith | Oct 17, 2022 | Supported |
| 3B | “three billion” | Griffith: Tetragon manages $35B in client capital and $2.5B–$3B proprietary capital | Reade Griffith | Oct 17, 2022 | Supported |
| 1B | “a billion” | Griffith: Growing AUM from $1B to $5B turns alpha into beta | Reade Griffith | Oct 17, 2022 | — |
| 5B | “five billion” | Griffith: Growing AUM from $1B to $5B turns alpha into beta | Reade Griffith | Oct 17, 2022 | — |
| 15% | “15%” | Griffith: Tetragon delivered roughly 12% net NAV compounding over 15 public years | Reade Griffith | Oct 17, 2022 | Supported |
| 15% | “15%” | Gave: Chinese bonds have outperformed US Treasuries by 15% in 2022 | Louis-Vincent Gave | Oct 10, 2022 | Supported |
| 20% | “20%” | Gave: Upcoming US corporate earnings will be horrible due to strong dollar | Louis-Vincent Gave | Oct 10, 2022 | — |
| 15T | “15 trillion” | Gave: The US has experienced $15 trillion in capital destruction | Louis-Vincent Gave | Oct 10, 2022 | Supported |
| 100% | “hundred percent” | Acker: US Drug Approvals Rose Over 100% Across Five Years | Andy Acker | Oct 6, 2022 | Supported |
| 90% | “90%” | Acker: 90% of drugs entering clinical trials never reach the market | Andy Acker | Oct 6, 2022 | Supported |
| 50% | “50%” | Acker: The industry average success rate for Phase 3 trials is 50% | Andy Acker | Oct 6, 2022 | Supported |
| 90% | “90%” | Acker: Wall Street drug launch estimates are wrong 90% of the time | Andy Acker | Oct 6, 2022 | — |
| 80% | “80%” | Acker: Physician prescriptions determine 80% of healthcare spending | Andy Acker | Oct 6, 2022 | Supported |
| 20% | “20%” | Acker: Biotech experienced eleven bear markets of over 20% since 2006 | Andy Acker | Oct 6, 2022 | Supported |
| 64% | “64%” | Acker: Biotech stocks fell 64% absolute and 75% relative in 2021-2022 | Andy Acker | Oct 6, 2022 | Supported |
| 75% | “75%” | Acker: Biotech stocks fell 64% absolute and 75% relative in 2021-2022 | Andy Acker | Oct 6, 2022 | Supported |
| 60% | “60%” | Acker: Small and mid-cap biotechs develop over 60% of new medicines | Andy Acker | Oct 6, 2022 | Supported |
| 3B | “a two billion” | Acker: Janus Henderson invested in BioNTech in 2017 at $2B valuation | Andy Acker | Oct 6, 2022 | — |
| 100B | “a hundred billion” | Acker: Janus Henderson invested in BioNTech in 2017 at $2B valuation | Andy Acker | Oct 6, 2022 | — |
| $25B | “twenty five billion dollars” | Acker: Pfizer needs to acquire $25 billion in revenue by 2030 | Andy Acker | Oct 6, 2022 | Supported |
| 1% | “one percent” | Duke: Sears once represented one percent of total US GNP | Annie Duke | Oct 3, 2022 | Partly supported |
| 20B | “twenty billion” | Duke: 2021 report estimated California bullet train cost at $120B | Annie Duke | Oct 3, 2022 | Partly supported |
| 5% | “five percent” | Brown: US wealth managers allocate less than 5% to alternatives | Matt Brown | Sep 26, 2022 | Supported |
| 3% | “three percent” | Brown: US wealth managers allocate less than 5% to alternatives | Matt Brown | Sep 26, 2022 | Supported |
| $10T | “10 trillion dollars” | Brown: Up to $10T will shift from wealth to alts next decade | Matt Brown | Sep 26, 2022 | Open |
| 5% | “five percent” | Brown: Up to $10T will shift from wealth to alts next decade | Matt Brown | Sep 26, 2022 | Open |
| 10% | “10%” | Brown: Up to $10T will shift from wealth to alts next decade | Matt Brown | Sep 26, 2022 | Open |
| 15% | “15%” | Brown: Up to $10T will shift from wealth to alts next decade | Matt Brown | Sep 26, 2022 | Open |
| $40M | “forty million dollars” | Brown: CAIS raised $340M in growth equity in early 2022 | Matt Brown | Sep 26, 2022 | — |
| $9M | “nine million dollars” | Wyden: ADW Capital launched with under $500K, finishing year one at $8M–$9M | Adam Wyden | Sep 22, 2022 | — |
| 85% | “85%” | Wyden: Tech investors demand operational perfection, unlike traditional value investing | Adam Wyden | Sep 22, 2022 | — |
| 2× | “two times” | Barth: LPs are cutting routine re-ups to second-quartile private equity managers | Brett Barth | Sep 19, 2022 | — |
| 8% | “eight percent” | Stavros: KKR Rejects Deals Lacking Clear Transformation Catalysts | Pete Stavros | Sep 15, 2022 | — |
| 20% | “20%” | Stavros: C.H.I. had 21% EBITDA margins and mid-single-digit growth at acquisition | Pete Stavros | Sep 15, 2022 | — |
| 21% | “21%” | Stavros: C.H.I. had 21% EBITDA margins and mid-single-digit growth at acquisition | Pete Stavros | Sep 15, 2022 | — |
| 50M | “fifty million” | Stavros: KKR wrote a $250M equity check for C.H.I. Overhead Doors | Pete Stavros | Sep 15, 2022 | — |
| 25M | “twenty-five million” | Stavros: KKR raised preemptive C.H.I. bid four times to $680M | Pete Stavros | Sep 15, 2022 | — |
| 80% | “80%” | Stavros: KKR Exits Investments Once 80% of Plan Is Achieved | Pete Stavros | Sep 15, 2022 | — |
| 13× | “13 times” | Stavros: KKR Bought C.H.I. at 13x and Exited at 14x EBITDA | Pete Stavros | Sep 15, 2022 | Supported |
| 14× | “14 times” | Stavros: KKR Bought C.H.I. at 13x and Exited at 14x EBITDA | Pete Stavros | Sep 15, 2022 | Supported |
| $1M | “a million dollars” | Stavros: C.H.I. Employee Ownership Paid $175K Average, Up to $1M | Pete Stavros | Sep 15, 2022 | Supported |
| 0.5% | “half percent” | Stavros: 600 C.H.I. employees received a 3.5% option pool | Pete Stavros | Sep 15, 2022 | Supported |
| 12× | “12 times” | KKR has 25 active broad-based employee ownership programs across US portfolio | Pete Stavros | Sep 15, 2022 | Supported |
| 20% | “20%” | Stavros: Ingersoll Rand reduced quit rates from 20% to 2% | Pete Stavros | Sep 15, 2022 | Supported |
| 2% | “two percent” | Stavros: Ingersoll Rand reduced quit rates from 20% to 2% | Pete Stavros | Sep 15, 2022 | Supported |
| 120% | “120%” | Stavros: C.H.I. Grew Revenue 120% While Scrap Rose Only 7% | Pete Stavros | Sep 15, 2022 | Supported |
| 7% | “seven percent” | Stavros: C.H.I. Grew Revenue 120% While Scrap Rose Only 7% | Pete Stavros | Sep 15, 2022 | Supported |
| 1.5M | “half a million” | Stavros: Top PE firms each control up to one million employees | Pete Stavros | Sep 15, 2022 | Partly supported |
| 14% | “14%” | Lippmann: 2000-vintage mortgages in booming regions had 6-7% default rates | Greg Lippmann | Sep 12, 2022 | Supported |
| 7% | “seven percent” | Lippmann: 2000-vintage mortgages in booming regions had 6-7% default rates | Greg Lippmann | Sep 12, 2022 | Supported |
| 4% | “four percent” | Lippmann: Slow-growth 2000-vintage mortgages had 28% defaults and 50%+ losses | Greg Lippmann | Sep 12, 2022 | Supported |
| 28% | “28%” | Lippmann: Slow-growth 2000-vintage mortgages had 28% defaults and 50%+ losses | Greg Lippmann | Sep 12, 2022 | Supported |
| 500M | “five hundred million” | Lippmann: Running structured credit properly is impossible under $500M AUM | Greg Lippmann | Sep 12, 2022 | — |
| 50% | “50%” | Seides: Joel Greenblatt's early Gotham fund compounded at 50% for ten years | Ted Seides | Sep 5, 2022 | Supported |
| 50% | “50%” | Seides: Hedge funds were up 50% early in the wager against Buffett | Ted Seides | Sep 5, 2022 | Supported |
| 30M | “thirty million” | DeMeireles: Scaling mega-funds vacated the $10M to $30M growth check market | Marco De Morales | Sep 1, 2022 | — |
| 6× | “six X” | DeMeireles: Scaling mega-funds vacated the $10M to $30M growth check market | Marco De Morales | Sep 1, 2022 | — |
| 10M | “ten million” | Jean-Baptiste: Traditional VC advisor networks overpromise and lack accessibility | Alan Jean-Baptiste | Sep 1, 2022 | — |
| 85% | “85%” | Bitar: Venezuela's 85% GDP Contraction Is Largest Non-War Drop Ever | Rodrigo Bitar | Aug 29, 2022 | Supported |
| 20% | “20%” | Bitar: Venezuela Holds World's Largest Oil Reserves at 20% | Rodrigo Bitar | Aug 29, 2022 | Supported |
| 70% | “70%” | Bitar: US Dollars Account for Over 60% of Venezuelan Transactions | Rodrigo Bitar | Aug 29, 2022 | Contradicted |
| 40% | “40%” | Bitar: 40% of Venezuelan Banking Sector Assets Are in US Dollars | Rodrigo Bitar | Aug 29, 2022 | Partly supported |
| 60% | “60%” | Bitar: 3B1 Portfolio Revenue Grew 60% in 2021 | Rodrigo Bitar | Aug 29, 2022 | — |
| 40% | “40%” | Bitar: 3B1 Portfolio Revenue Grew 60% in 2021 | Rodrigo Bitar | Aug 29, 2022 | — |
| 80% | “80%” | Bitar: Venezuelan Per Capita Medicine Consumption Dropped 80% | Rodrigo Bitar | Aug 29, 2022 | Supported |
| 5× | “five times” | Bitar: Venezuelan Private Equity Deals Trade at 3.5x to 5x EBITDA | Rodrigo Bitar | Aug 29, 2022 | — |
| 40% | “40%” | Bitar: Venezuelan Operating Margins Have Historically Outpaced Latin America | Rodrigo Bitar | Aug 29, 2022 | Contradicted |
| 70B | “seventy billion” | Large-cap Japanese valuations still fail to reflect massive improvements in corporate governance | Howard Smith | Aug 18, 2022 | — |
| 3% | “three percent” | Large-cap Japanese valuations still fail to reflect massive improvements in corporate governance | Howard Smith | Aug 18, 2022 | — |
| 50% | “50%” | Large-cap Japanese valuations still fail to reflect massive improvements in corporate governance | Howard Smith | Aug 18, 2022 | — |
| 10× | “10 times” | Large-cap Japanese valuations still fail to reflect massive improvements in corporate governance | Howard Smith | Aug 18, 2022 | — |
| 5× | “five times” | Large-cap Japanese valuations still fail to reflect massive improvements in corporate governance | Howard Smith | Aug 18, 2022 | — |
| 5% | “five percent” | Enright: Less Than 5% of Companies Compound Above 20% Over Five Years | Paul Enright | Aug 15, 2022 | Supported |
| 20% | “20%” | Enright: Less Than 5% of Companies Compound Above 20% Over Five Years | Paul Enright | Aug 15, 2022 | Supported |
| 10% | “10%” | Enright: Never Short Stocks Over 10% Short Interest or One Day's Volume | Paul Enright | Aug 15, 2022 | — |
| 100% | “hundred percent” | Enright: Keep Gross Long Exposure Over 100% Due to Asymmetric Upside | Paul Enright | Aug 15, 2022 | — |
| 60% | “60%” | Enright: 2022 Drawdowns Driven by Longs Falling 50% Without Short Protection | Paul Enright | Aug 15, 2022 | — |
| 20% | “20%” | Enright: Investors Analyzing New Industries Mistakenly Believe They Found Undiscovered Gems | Paul Enright | Aug 15, 2022 | — |
| $1B | “a billion dollars” | Electric Capital found raising a $1B fund easier than $10M | Avichal Garg | Aug 4, 2022 | — |
| $10M | “ten million dollars” | Electric Capital found raising a $1B fund easier than $10M | Avichal Garg | Aug 4, 2022 | — |
| 80% | “80%” | Ethereum developer counts remained flat despite 80 percent price drops | Avichal Garg | Aug 4, 2022 | Supported |
| 95% | “95%” | Magic Eden captured 95 percent Solana market share in nine months | Avichal Garg | Aug 4, 2022 | Supported |
| 100M | “a hundred million” | Magic Eden had a $100M revenue run rate when Electric Capital invested | Avichal Garg | Aug 4, 2022 | — |
| 500B | “five hundred billion” | Garg: Y Combinator companies will create $500B to $1T in value | Avichal Garg | Aug 4, 2022 | Held up |
| $1T | “a trillion dollars” | Garg: Y Combinator companies will create $500B to $1T in value | Avichal Garg | Aug 4, 2022 | Held up |
| 80% | “80%” | Samuels: Investment Committees Fixate on Line-Item Risk Over Portfolio Hedges | Sarah Samuels | Aug 1, 2022 | — |
| 7% | “seven percent” | Samuels: MassPRIM and Wellesley shared 7% nominal return targets | Sarah Samuels | Aug 1, 2022 | Supported |
| 1.5T | “a half trillion” | Samuels: NEPC advises and manages over $1.5 trillion across 400 clients | Sarah Samuels | Aug 1, 2022 | Supported |
| $5B | “five billion dollars” | NEPC deploys $5B in private strategies and $26B in public searches | Sarah Samuels | Aug 1, 2022 | — |
| 5B | “five billion” | NEPC deploys $5B in private strategies and $26B in public searches | Sarah Samuels | Aug 1, 2022 | — |
| 26B | “twenty six billion” | NEPC deploys $5B in private strategies and $26B in public searches | Sarah Samuels | Aug 1, 2022 | — |
| 8B | “eight billion” | NEPC expects to expand private markets deployment to $8B in two years | Sarah Samuels | Aug 1, 2022 | — |
| 3× | “three times” | Samuels: Asking 'why' three times bypasses GP marketing scripts | Sarah Samuels | Aug 1, 2022 | — |
| $10T | “10 trillion dollars” | Samuels: Private markets AUM approaches $10 trillion, with $2 trillion in VC | Sarah Samuels | Aug 1, 2022 | Supported |
| 2T | “two trillion” | Samuels: Private markets AUM approaches $10 trillion, with $2 trillion in VC | Sarah Samuels | Aug 1, 2022 | Supported |
| 20% | “20%” | Samuels: Private market allocations can only increase 1.5% to 2% annually | Sarah Samuels | Aug 1, 2022 | — |
| 10% | “10%” | Samuels: Private market allocations can only increase 1.5% to 2% annually | Sarah Samuels | Aug 1, 2022 | — |
| 2% | “two percent” | Samuels: Private market allocations can only increase 1.5% to 2% annually | Sarah Samuels | Aug 1, 2022 | — |
| 30% | “30%” | Girls Who Invest targets 30% of world's capital managed by women by 2030 | Sarah Samuels | Aug 1, 2022 | Open |
| 10% | “10%” | Josh Friedman: Global energy depletion is roughly 10% per year without new supply | Josh Friedman | Jul 25, 2022 | — |
| 3.6% | “3.6%” | Friedman: The US will avoid a deep recession despite persistent inflation | Josh Friedman | Jul 25, 2022 | — |
| 40% | “40%” | Giannini: The 2008 financial crisis was private equity's best event | Mario Giannini | Jul 18, 2022 | — |
| 160B | “hundred sixty billion” | Giannini: Hamilton Lane touches nearly $1T across AUM and advisement | Mario Giannini | Jul 18, 2022 | Partly supported |
| 800B | “eight hundred billion” | Giannini: Hamilton Lane touches nearly $1T across AUM and advisement | Mario Giannini | Jul 18, 2022 | Partly supported |
| $1T | “a trillion dollars” | Giannini: Hamilton Lane touches nearly $1T across AUM and advisement | Mario Giannini | Jul 18, 2022 | Partly supported |
| 50% | “50%” | Giannini: Portfolio construction drives at least 50% of private market returns | Mario Giannini | Jul 18, 2022 | — |
| 1T | “a trillion” | Giannini: Hamilton Lane tracks roughly half of all historical private equity capital | Mario Giannini | Jul 18, 2022 | — |
| 30% | “30%” | Giannini: 30% of private equity deals historically are sponsor-to-sponsor exits | Mario Giannini | Jul 18, 2022 | Supported |
| 50% | “50%” | Giannini: LP Overallocation and GP Fund Expansion Will Cause an Inevitable Shakeout | Mario Giannini | Jul 18, 2022 | — |
| 50% | “50%” | Giannini: Portfolios will be 50% private and 50% public within 15 years | Mario Giannini | Jul 18, 2022 | Open |
| 25% | “25%” | Citrone: 1990s Restructured Latin American Debt Yielded 25% in Dollars | Rob Citrone | Jul 11, 2022 | Supported |
| 3T | “three trillion” | Citrone: $3 Trillion Liquidity Drain Will Hit Asset Prices Significantly | Rob Citrone | Jul 11, 2022 | — |
| $25M | “twenty-five million dollars” | Tiger Management Was Down $225M on Thai Baht Short Before Devaluation | Rob Citrone | Jul 11, 2022 | — |
| 3% | “three percent” | Investors Should Hold Winning Shorts Because the Best Drop 90% | Rob Citrone | Jul 11, 2022 | — |
| 0.5% | “half percent” | Investors Should Hold Winning Shorts Because the Best Drop 90% | Rob Citrone | Jul 11, 2022 | — |
| 90% | “90%” | Investors Should Hold Winning Shorts Because the Best Drop 90% | Rob Citrone | Jul 11, 2022 | — |
| 50% | “50%” | Investors Should Hold Winning Shorts Because the Best Drop 90% | Rob Citrone | Jul 11, 2022 | — |
| 80% | “80%” | Discovery Capital Generates 80% of Ideas From Top-Down Macro Analysis | Rob Citrone | Jul 11, 2022 | — |
| 1K | “a thousand” | Turkey Is the World's Best Short; CDS Will Top 1,000 Bps | Rob Citrone | Jul 11, 2022 | Partly held up |
| 50× | “50 times” | Distressed Russian Assets Will Return 50x Rapidly Upon Any Regime Change | Rob Citrone | Jul 11, 2022 | — |
| 25% | “25%” | Discovery Will Hit 25% Net Short When Expressing Severe Macro Concern | Rob Citrone | Jul 11, 2022 | — |
| $5M | “five million dollars” | Discovery Capital Launched With $5M, Including $4M of Citrone's Own Capital | Rob Citrone | Jul 11, 2022 | — |
| 1M | “one million” | Discovery Capital Launched With $5M, Including $4M of Citrone's Own Capital | Rob Citrone | Jul 11, 2022 | — |
| 20% | “20%” | Bozman: Liquid crypto assets comprise 10% to 20% of Lattice's investments | Regan Bozman | Jul 7, 2022 | — |
| 80% | “80%” | Bozman: OpenSea commanded an 80% market share of the NFT sector | Regan Bozman | Jul 7, 2022 | Supported |
| 1K | “a thousand” | Bozman: Stablecoin yield markets will be 1,000x larger than degen DeFi | Regan Bozman | Jul 7, 2022 | — |
| 20% | “20%” | Bozman: Stablecoin yield markets will be 1,000x larger than degen DeFi | Regan Bozman | Jul 7, 2022 | — |
| 5M | “five million” | Bozman: Crypto venture fund returns will drop 5x to 20x this cycle | Regan Bozman | Jul 7, 2022 | Open |
| 20× | “20 X” | Bozman: Crypto venture fund returns will drop 5x to 20x this cycle | Regan Bozman | Jul 7, 2022 | Open |
| 5M | “five million” | Bozman: DeFi seed valuations surged from $5M in 2019 to $50M+ | Regan Bozman | Jul 7, 2022 | Supported |
| 1.5B | “1.5 billion” | Bozman: Compound's long-term market capitalization will significantly exceed $1.5 billion | Regan Bozman | Jul 7, 2022 | Open |
| 80% | “80%” | Bozman: MetaMask controls the user interface for 80% of Ethereum users | Regan Bozman | Jul 7, 2022 | Supported |
| 95% | “95%” | Chhabra: Substantial wealth comes from concentrated business ownership, not diversification | Ashvin Chhabra | Jul 4, 2022 | — |
| 50% | “50%” | Chhabra: Non-elite universities cannot safely copy David Swensen's endowment model | Ashvin Chhabra | Jul 4, 2022 | — |
| 25% | “25%” | Chhabra: Non-elite universities cannot safely copy David Swensen's endowment model | Ashvin Chhabra | Jul 4, 2022 | — |
| 2.5M | “a 1.5 million” | Fund offered Mónica a 20% bounty to recover $1.5M Bitcoin passphrase | Diogo Monica | Jun 30, 2022 | — |
| 20% | “20%” | Fund offered Mónica a 20% bounty to recover $1.5M Bitcoin passphrase | Diogo Monica | Jun 30, 2022 | — |
| 90% | “90%” | Founders must optimize interview processes for the 90% of candidates they reject | Diogo Monica | Jun 30, 2022 | — |
| 50% | “50%” | Dixon: Non-crypto VCs see over 50% of founders pitching Web3 | Chris Dixon | Jun 27, 2022 | — |
| 98% | “98%” | Dixon: a16z recently invested in social networks offering creators 98% payouts | Chris Dixon | Jun 27, 2022 | — |
| 1.5B | “a half billion” | Dixon: a16z Crypto just raised a $4.5 billion fund | Chris Dixon | Jun 27, 2022 | — |
| 5% | “five percent” | Dixon: a16z owns less than 5% of most Web3 networks | Chris Dixon | Jun 27, 2022 | — |
| $5B | “five billion dollars” | Dixon: OpenSea paid out around $5B to creators last year | Chris Dixon | Jun 27, 2022 | Contradicted |
| 99% | “99%” | Dixon: 99% of daily software interacted with is open source | Chris Dixon | Jun 27, 2022 | — |
| $1T | “a trillion dollars” | Dixon: Uniswap surpassed $1 trillion in trading volume | Chris Dixon | Jun 27, 2022 | Supported |
| 10× | “10 X” | Coupling offline collateral with DeFi will unlock a 100x market expansion | Olaf Carlson-Wee | Jun 23, 2022 | — |
| 100× | “hundred X” | Coupling offline collateral with DeFi will unlock a 100x market expansion | Olaf Carlson-Wee | Jun 23, 2022 | — |
| 10B | “ten billion” | Forman: Total crypto market cap was around $10 billion in 2016 | Ben Forman | Jun 20, 2022 | Supported |
| 12% | “12%” | Forman: Finance captures 12% of GDP without producing anything inherently valuable | Ben Forman | Jun 20, 2022 | — |
| $1T | “one trillion dollars” | Forman: Uniswap has surpassed one trillion dollars in lifetime trading volume | Ben Forman | Jun 20, 2022 | Supported |
| 1T | “a trillion” | Forman: Crypto Represents Roughly 20 Basis Points of Global Assets | Ben Forman | Jun 20, 2022 | Supported |
| 200B | “two hundred billion” | Forman: Fiat-Backed Stablecoins Account for About 75% of Stablecoin Market | Ben Forman | Jun 20, 2022 | Supported |
| 50B | “fifty billion” | Forman: Fiat-Backed Stablecoins Account for About 75% of Stablecoin Market | Ben Forman | Jun 20, 2022 | Supported |
| 5M | “five million” | Forman: Self-custody and seed phrases cannot scale DeFi past 5M users | Ben Forman | Jun 20, 2022 | — |
| 100× | “hundred X” | Forman: Crypto index demand is low because investors seek 100x upside | Ben Forman | Jun 20, 2022 | — |
| $400M | “four hundred million dollars” | Forman: Nexus Mutual holds $400M capital pool with $20M annual premiums | Ben Forman | Jun 20, 2022 | Partly supported |
| 20M | “twenty million” | Forman: Nexus Mutual holds $400M capital pool with $20M annual premiums | Ben Forman | Jun 20, 2022 | Partly supported |
| $40M | “forty million dollars” | Forman: MakerDAO pays roughly $40M annually across 50 core units | Ben Forman | Jun 20, 2022 | Partly supported |
| 99% | “99%” | Forman: Over 98% to 99% of current DAOs will not survive | Ben Forman | Jun 20, 2022 | — |
| 75B | “seventy-five billion” | Forman: Roughly 2,000 crypto funds manage $50B to $75B globally | Ben Forman | Jun 20, 2022 | Supported |
| $100M | “a hundred million dollars” | McKeon: In 2018, Only One or Two Crypto Funds Exceeded $100M | Stephen McKeon | Jun 16, 2022 | Supported |
| 99% | “99%” | McKeon: 99% of all crypto assets could be NFTs long-term | Stephen McKeon | Jun 16, 2022 | — |
| 300M | “three hundred million” | McKeon: 300 million people have crypto exchange accounts globally | Stephen McKeon | Jun 16, 2022 | Supported |
| 5B | “five billion” | McKeon: 300 million people have crypto exchange accounts globally | Stephen McKeon | Jun 16, 2022 | Supported |
| 90% | “90%” | McKeon: Over 90% of OpenSea Collections Have Never Traded | Stephen McKeon | Jun 16, 2022 | Supported |
| 30% | “30%” | McKeon: 30% of Crypto Students Held Web3 Wallets Before Class in 2022 | Stephen McKeon | Jun 16, 2022 | — |
| 1.5M | “1.5 million” | McKeon: Only 1.5M people globally have ever transacted on OpenSea | Stephen McKeon | Jun 16, 2022 | Supported |
| 300M | “three hundred million” | McKeon: Web3 mainstream adoption will be driven by utility over trading | Stephen McKeon | Jun 16, 2022 | — |
| 5B | “five billion” | McKeon: Web3 mainstream adoption will be driven by utility over trading | Stephen McKeon | Jun 16, 2022 | — |
| 5× | “five X” | Veremis: Institutional crypto adoption is up 5x in clients, 20x in capital | Marcos Veremis | Jun 13, 2022 | — |
| 10× | “10 X” | Veremis: Institutional crypto adoption is up 5x in clients, 20x in capital | Marcos Veremis | Jun 13, 2022 | — |
| 20× | “20 X” | Veremis: Institutional crypto adoption is up 5x in clients, 20x in capital | Marcos Veremis | Jun 13, 2022 | — |
| 100M | “a hundred million” | Veremis: Scaling past $1B fundamentally changes crypto venture fund dynamics | Marcos Veremis | Jun 13, 2022 | — |
| 1B | “a billion” | Veremis: Scaling past $1B fundamentally changes crypto venture fund dynamics | Marcos Veremis | Jun 13, 2022 | — |
| 2× | “two X” | Veremis: Crypto VCs up 20x should distribute at least 5x to LPs | Marcos Veremis | Jun 13, 2022 | — |
| 5× | “five X” | Veremis: Crypto VCs up 20x should distribute at least 5x to LPs | Marcos Veremis | Jun 13, 2022 | — |
| 6× | “six X” | Veremis: Crypto VCs up 20x should distribute at least 5x to LPs | Marcos Veremis | Jun 13, 2022 | — |
| 25B | “twenty five billion” | Veremis: Crypto venture funds raised $10B in Q1 2022 after $25B in 2021 | Marcos Veremis | Jun 13, 2022 | Supported |
| 3B | “three billion” | Veremis: Crypto venture funds raised $10B in Q1 2022 after $25B in 2021 | Marcos Veremis | Jun 13, 2022 | Supported |
| 10B | “ten billion” | Veremis: Crypto venture funds raised $10B in Q1 2022 after $25B in 2021 | Marcos Veremis | Jun 13, 2022 | Supported |
| 40M | “forty million” | Veremis: Crypto Regulatory Risk Is No Longer Systemic | Marcos Veremis | Jun 13, 2022 | — |
| $1B | “a billion dollars” | Zell: Worth $1B in Forbes, struggling to make payroll two days later | Sam Zell | Jun 6, 2022 | — |
| 50M | “fifty million” | Zell's most successful deal was one where he lost $50 million | Sam Zell | Jun 6, 2022 | — |
| $50M | “fifty million dollars” | Zell's most successful deal was one where he lost $50 million | Sam Zell | Jun 6, 2022 | — |
| 30% | “30%” | Zell's grave dancing: Buy assets at 30% of replacement cost | Sam Zell | Jun 6, 2022 | — |
| 5× | “five times” | Zell's office door closed fewer than five times in 30 years | Sam Zell | Jun 6, 2022 | — |
| 7B | “seven billion” | Zell sold 142 of 146 Commonwealth REIT properties in five years | Sam Zell | Jun 6, 2022 | Supported |
| 3% | “three percent” | Buying real estate at 3% yield is like shorting a $1 stock | Sam Zell | Jun 6, 2022 | — |
CAPITAL ALLOCATORSLEDGER All shows Try the podcast clipper →