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.

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why aren't all 6 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

Disclosure
Lattice Capital rejects crypto founders seeking three-to-six-month token lockups
“One, like a really short lockup period or something where like the team is going to have tokens liquid in three or six months. We are not traders. We want to underwrite these investments for a multi-year period. And so it's just not something we do teams witho…”
Regan Bozman Jul 7, 2022 ▶ 21:40 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Disclosure
Bozman: Lattice Capital applies a venture lens and aims to never sell
“We look at these through a venture lens. We kind of never want to sell anything.”
Regan Bozman Jul 7, 2022 ▶ 36:40 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Insight
Bozman: Few crypto investors possess operational capacity to navigate Web3 growth
“And so it became more and more clear to me that all of the growth problems of web three are More and more important as like a lot of these kind of hard technical scalability problems got solved and very few investors really seem to have this capacity to help t…”
Regan Bozman Jul 7, 2022 ▶ 18:19 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Disclosure
Bozman: Lattice acquired its largest fund position through open-market token purchases
“Maple is different in that they'd already launched the token by the time we raised the fund. Maple was never a counterparty to our investment. We just looked at on-chain metrics using something like doing analytics and you could see AUM is slowly creeping up. …”
Regan Bozman Jul 7, 2022 ▶ 32:56 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Assertion Not checkable as stated
Bozman: Lattice Capital has advised on 40 different crypto token launches
“You want to launch a token, right? We've worked on 40 of these. We have more data points than most people.”
Regan Bozman Jul 7, 2022 ▶ 37:32 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Disclosure
Bozman: Liquid crypto assets comprise 10% to 20% of Lattice's investments
“And so for the, call it, 10 to 20% of investments we make when we're buying liquid assets, that looks a lot more analytical and research-driven.”
Regan Bozman Jul 7, 2022 ▶ 25:52 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
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