Stephen McKeon

Managing Partner, Collab+Currency · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investoracademicfounder@sbmckeon ↗LinkedIn ↗collabcurrency.com ↗

Stephen McKeon is the managing partner at Collab+Currency, an early-stage venture capital firm investing in Web3, NFTs, and crypto applications. A former finance professor at the University of Oregon, he researched crypto markets and co-founded Skyward.

53statements → 25claims → 6claims resolved → 83%fully supported → 3.58/5average certainty → 2.25/5average debate potential → ≈4.5/5argument clarity, estimated →

5 supported 0 partly supported 1 contradicted 1 not yet assessed 18 not checkable as stated how the 25 claims stand · each chip opens the sources

16 predictions · 9 assertions · 5 opinions · 20 insights · 3 disclosures · every statement was checked. The predictions and assertions are the 25 claims: statements the public record can support or contradict. 6 are resolved, 1 is not yet assessed, and 18 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Stephen argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

McKeon: Over 90% of OpenSea Collections Have Never Traded

“Something like 90% or maybe more than 90% of collections on OpenSea have never had a single trade.”

Stephen McKeon Jun 16, 2022 ▶ 19:15 Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)

Their most notable contradicted claim

Assertion Contradicted

McKeon: Later 2017 ICOs priced better, reducing day-one trading pops

“One of the things we saw is that as we moved through 2017, the projects got better at capturing more of that value. So we weren't seeing as large of sort of the pop On day one of trading.”

Stephen McKeon Sep 17, 2018 ▶ 29:27 Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

100% certainty 3

80% certainty 4

none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Stephen McKeon on measured tape to publish a rate. This says nothing about how they speak.

What they said53 Episodes2

Everything Stephen McKeon said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Supported

McKeon: Axie Infinity hit 1M to 2M users after migrating to Ronin

“So they ported it over to Ronin. Users went to 50,400 thousand, and a 1,000,002 million, and so the thing just took off.”

Stephen McKeon Jun 16, 2022 ▶ 41:07 Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)

Assertion Not checkable as stated

McKeon: 30% of Crypto Students Held Web3 Wallets Before Class in 2022

“This was like, 2018, 2019. 20 20, a few. And this last year, 30% of the class on day one before we'd started any of the content already had A digital wallet.”

Stephen McKeon Jun 16, 2022 ▶ 48:54 Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)

Assertion Supported

McKeon: Only 1.5M people globally have ever transacted on OpenSea

“1.5 million people total ever in the world have ever executed a transaction for an NFT on OpenSea.”

Stephen McKeon Jun 16, 2022 ▶ 51:01 Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)

Insight

McKeon: Academic finance defines liquidity as costliness to trade, not tradeability

“When we think about, like, illiquidity or liquidity as academics, we don't think about it as, like, ability to trade or inability to trade. We think of it as costliness to trade, right? So, like, price impact or bid-ask spread, like, these are the measures we …”

Stephen McKeon Sep 17, 2018 ▶ 45:02 Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)

Assertion Supported

McKeon: 300 million people have crypto exchange accounts globally

“There's three hundred million users that have a crypto exchange account at this point. There's five billion internet connected humans on the planet.”

Stephen McKeon Jun 16, 2022 ▶ 16:11 Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)

Appearances (2)

Episode	Date	Speaking time
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)	Jun 16, 2022	48m
Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)	Sep 17, 2018	58m

Stephen McKeon

The record, in short

Their most notable supported claim

Their most notable contradicted claim

Expressed certainty vs assessment result

How they sound: not measured why? →

Appearances (2)

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