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
Peters: Coinbase operates as a pure agency desk without principal risk
“They have an agency desk, meaning I was able to interact with their institutional trading desk. They don't have a proprietary trading desk. They don't take principal risk”
Eric Peters Mar 8, 2021 ▶ 40:55 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Assertion Supported
Peters: One River's First Public Statements Moved Bitcoin 15-25%
“The first three times, you know, Though we've said anything, Bitcoin has moved by 15 to 25% within a couple days, which is kind of wild.”
Eric Peters Mar 8, 2021 ▶ 44:38 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Assertion Supported
Peters: Coinbase Private Market Valuation Reached $70B in Early 2021
“If you are the kind of person to do that, you're the type of person that builds Coinbase, which is, as an example, which is most recently, the values I've seen in the private markets are seventy billion dollars, right?”
Eric Peters Mar 8, 2021 ▶ 16:12 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Assertion Supported
Peters: Peloton won Hedge Fund of the Year a month before failing
“I think it won hedge fund of the year award in January of 2008 and then failed in February.”
Eric Peters Apr 6, 2020 ▶ 16:50 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.