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.
why aren't all 8 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
Drogen: Ethereum remains an experiment that might not prove scalable
“Even Ethereum is still an experiment. It may not be scalable.”
Drogen: Starkiller steps back into crypto markets over one to two weeks
“And so what we try and do is we try and look at all of these in conjunction and we do try and step back in, but our timeframes are not stepping back in over the course of two months. It's stepping back in over the course of A week or two.”
Drogen: Starkiller's quantitative models exit after market tops, not before
“Now, our models are not designed to get out before the top. They're inherently designed to get out on the other side of the top because of the momentum characteristics of the market, these bull markets, these adoption cycles can go on way longer than we'll exp…”
Drogen: Starkiller runs continuous yield farming across all portfolio assets
“We also, on top of the beta portfolio, we run yield farming strategies on all of our assets at all times.”
Drogen: Starkiller is building a systematic, high-velocity 'shitcoin' trading strategy
“Interestingly, we're actually working on a completely separate shitcoin trading strategy that is fully systematic, that is much more high velocity than the core strategy that we run. It's exactly what you think it is. It's tied directly to just volume spikes o…”
Drogen: Starkiller models its investment approach on AQR and Tiger Global
“We try and pattern ourselves off of some mix of AQR and Tiger Global, and I think he's done it right, and he's taken his lumps along the way sometimes, but Times like this, he gets to come back and say, Hey, look, you know, the process works.”