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 5 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
Bozman: Alameda Research borrowed capital through Maple Finance's institutional lending pools
“And then those money managers lend money out to institutional clients. So large crypto exchanges and trading firms like Alameda Research all borrowed there.”
Regan Bozman Jul 7, 2022 ▶ 29:47 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Assertion Supported
Bozman: OpenSea commanded an 80% market share of the NFT sector
“And it's, I think now they have something like 80% market share.”
Regan Bozman Jul 7, 2022 ▶ 34:51 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Assertion Supported
Bozman: DeFi seed valuations surged from $5M in 2019 to $50M+
“There were DeFi seed rounds that got done at like five million dollar network valuations in 2019. Today, that would be 50 and maybe higher.”
Regan Bozman Jul 7, 2022 ▶ 40:08 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Assertion Supported
Bozman: MetaMask controls the user interface for 80% of Ethereum users
“MetaMask is probably, they control the user interface for 80% of people interacting with Ethereum.”
Regan Bozman Jul 7, 2022 ▶ 47:31 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Assertion Supported
Bozman: Filecoin's 2017 token sale had 2,000 to 3,000 public investors
“Filecoin, which was the biggest token sale of that era and was like the first one Coinless did, had, I want to say two to 3000 investors and everything was public, right? From like the technology to the token economics to like the valuation.”
Regan Bozman Jul 7, 2022 ▶ 13:38 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
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