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 4 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
Rosenthal: Andreessen Horowitz made $11 billion on its Coinbase investment
“Well, it turns out they invested in Coinbase and made eleven billion dollars on it.”
David Rosenthal Jan 3, 2022 ▶ 49:13 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
Assertion Supported
Craib: Numerai's native cryptocurrency is more liquid than some stocks
“In fact, our cryptocurrency is more liquid than some stocks, and so people will earn some of it, maybe they'll earn 10,000 dollars by staking on Numurai, and then they'll go to Coinbase and sell it into dollars, or they'll keep staking it on their model.”
Richard Craib May 11, 2023 ▶ 20:15 Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
Assertion Supported
Peters: Coinbase operates as a pure agency desk without principal risk
“They have an agency desk, meaning I was able to interact with their institutional trading desk. They don't have a proprietary trading desk. They don't take principal risk”
Eric Peters Mar 8, 2021 ▶ 40:55 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Assertion Supported
Peters: Coinbase Private Market Valuation Reached $70B in Early 2021
“If you are the kind of person to do that, you're the type of person that builds Coinbase, which is, as an example, which is most recently, the values I've seen in the private markets are seventy billion dollars, right?”
Eric Peters Mar 8, 2021 ▶ 16:12 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
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