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 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
Forman: Brokerages capture all securities lending yield from retail investors
“If you own stocks on your Fidelity or Schwab account, you are earning Zero percent on them if you're a retail investor. And on the back end, to the extent people are shorting an asset that you own, Fidelity, Schwab, whoever your brokerage is, is making that sp…”
Forman: 70% of All Bitcoin Has Not Moved On-Chain in a Year
“And 70% of all Bitcoin Has not moved on chain in the past year.”
Forman: Stablecoin Supply and Wallets Grew 40% to 60% Annually Over Five Years
“The number of wallets sending and receiving these and the number of stable coins outstanding have both been compounding at 40 to 60% per year for the past five years.”
Forman: Polymarket Drives $500M to $1B Monthly Volume Across 75K Wallets
“So one is Polymarket is doing about, call it, five hundred million to a billion dollars a month of volume across its markets. And this is across roughly 50 to 75,000 active wallets.”
Forman: Nexus Mutual holds $400M capital pool with $20M annual premiums
“Within Nexus Mutual, there's this capital pool that pays out claims. There's roughly four hundred million dollars in the capital pool. There's roughly twenty million a year of annualized premiums being paid in”
Forman: MakerDAO pays roughly $40M annually across 50 core units
“So a network like MakerDAO has something on the order of 50 different core units that are each responsible for the finance and accounting of the DAO,
The growth marketing strategy of the Dow, the core engineering services, and they all have to apply to the Dow…”