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
Paul: Endowments and Pensions Were Net Sellers in 2008 Crisis
“The reality was in the financial crisis, endowments and pensions were net sellers, not net buyers.”
Ari Paul Mar 18, 2021 ▶ 13:01 Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Assertion Supported
Paul: Two Sigma, Citadel, and Rentech Stayed Out of Crypto in 2017
“I saw that guys like Two Sigma and Citadel and Rentech and the discretionary trading houses, none of them were in crypto for good reasons.”
Ari Paul Mar 18, 2021 ▶ 23:12 Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Assertion Supported
Ari Paul: Uniswap generates 30 bps fees on over $1B daily volume
“Uniswap, you can actually value in a very equity-like way based on cash flows, because Uniswap actually collects a 30 basis point fee on all transactions, and it's currently doing more than a billion dollars a day in transactions.”
Ari Paul Mar 18, 2021 ▶ 34:03 Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
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)
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