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 5 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
Sonnenshein: Institutional allocators are rotating out of gold funds into Bitcoin
“Some investors are carving out some of their gold allocation and moving it into digital assets like Bitcoin. We don't find it the least bit coincidental that we saw some of the largest outflows on record from gold funds in Q four of last year when Bitcoin star…”
Michael Sonnenshein Mar 11, 2021 ▶ 39:46 Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
Assertion Supported
Forman: Strategic Bitcoin Reserves Are Actively Discussed in 31 US States
“We're now discussing a Bitcoin strategic reserve at the federal level in the U.S. And in 31 states.”
Ben Forman Apr 21, 2025 ▶ 46:17 Ben Forman – Unlocking Blockchain's Potential (EP.441)
Assertion Supported
Peters: One River's First Public Statements Moved Bitcoin 15-25%
“The first three times, you know, Though we've said anything, Bitcoin has moved by 15 to 25% within a couple days, which is kind of wild.”
Eric Peters Mar 8, 2021 ▶ 44:38 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Assertion Supported
Ari Paul: CME Bitcoin futures often trade at 20% annualized premium to spot
“Basis, you can capture CME futures, often trade at a 20% annualized premium to spot Bitcoin.”
Ari Paul Mar 18, 2021 ▶ 53:07 Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Assertion Supported
Veremis: Traditional 2016–2017 VC vintages held crypto and Bitcoin exposure
“In the 2016, 17 traditional venture capital vintages, you saw some managers having exposure to blockchain, either blockchain companies or even Bitcoin on some occasions.”
Marcos Veremis Jun 13, 2022 ▶ 6:05 Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
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