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
Veremis: Ethereum outperformed most crypto venture and hedge funds net of fees
“And in fact, Ted, if you look at how Ethereum performed over the past few years, it's beat most funds, net of fees.”
Marcos Veremis Jun 13, 2022 ▶ 25:51 Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
Assertion Contradicted
Veremis: Most institutions treat crypto as a venture capital sub-allocation
“I think at this point, It is considered a sub-allocation to venture capital by the vast majority of institutions, and it's just a much more volatile subset of venture capital because there, there's early liquidity, you know, portfolios start having marks, they…”
Marcos Veremis Jun 13, 2022 ▶ 13:26 Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
Assertion Supported
Veremis: Crypto venture funds raised $10B in Q1 2022 after $25B in 2021
“Last year, the industry raised about twenty five billion or so in capital on the venture side. In the year before, 2020, the number was three billion. This first quarter alone, the industry raised ten billion.”
Marcos Veremis Jun 13, 2022 ▶ 31:59 Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
Assertion Supported
Veremis: Traditional 2016–2017 VC vintages held crypto and Bitcoin exposure
“In the 2016, 17 traditional venture capital vintages, you saw some managers having exposure to blockchain, either blockchain companies or even Bitcoin on some occasions.”
Marcos Veremis Jun 13, 2022 ▶ 6:05 Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
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