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 7 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

Prediction Not checkable as stated
Sethi: Startups like Terra and FTX could reach hundreds of billions
“These companies will probably at some point, if they continue to grow at the pace they're growing, could be worth hundreds of billions of dollars.”
Arjun Sethi Mar 14, 2022 ▶ 1:09:57 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
Opinion
Baker: Private Markets Suffer Far More Bad Behavior Than Realized
“There is more bad behavior in private markets than I think people realize. FTX, it's very public, but these companies, they're not filing always audited financials. They don't have the controls. Particularly when something starts to go bad, there's a lot of ba…”
Gavin Baker Mar 2, 2026 ▶ 1:01:37 Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
What-if
Giannini: An ESG Filter Would Have Prevented Investors From Backing FTX
“It wasn't a fraud issue. It was a pure governance issue. If people had an ESG filter, they'd have never done that deal ever.”
Mario Giannini Apr 17, 2023 ▶ 1:01:56 Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
Opinion
Binance's CZ did not expect his FTT sale to completely collapse FTX
“And again, this is my personal opinion. I don't think CZ thought he was going to collapse FTX. I think he thought he was brushing Sam back. I think he was sending him a message that what you're doing is unsportsmanlike conduct, and the result of which I'm goin…”
Anthony Scaramucci Jan 16, 2023 ▶ 30:56 Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
Disclosure
Scaramucci is negotiating to buy back FTX's 30% stake in SkyBridge
“I'm in the process of negotiating with the bankruptcy people the repurchase of the 30% stake that Sam bought in the company”
Anthony Scaramucci Jan 16, 2023 ▶ 51:51 Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
Assertion Supported
Dixon: DeFi Protocols Handled 2022 Market Turmoil Without Breaking
“And I think the other important thing to note is that during the volatility and downturns, when you had the failure of FTX and BlockFi and Celsius, all of these blockchain services worked perfectly. I should say the good ones, like Compound, Aave, Uniswap, Mak…”
Chris Dixon Apr 15, 2024 ▶ 43:40 Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
Insight
Toomey: Core ESG principles align directly with economic benefit and risk management
“I actually think a lot of the principles of ESG, as Mario articulated in the FTX example, actually align quite well with economic benefit and managing risk.”
John Toomey Apr 17, 2023 ▶ 1:03:17 Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
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