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 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

Assertion Contradicted
Ginns: PayPal's Spinoff Filing Was the First SEC Filing Mentioning Bitcoin
“I remember the first SEC filing that mentioned Bitcoin and kind of feeling a level of validation, a level of Excitement around this coming into the, just the first fold of mainstream. And it was the S one where PayPal spun out of eBay.”
Seth Ginns Mar 15, 2021 ▶ 15:31 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Assertion Supported
Ginns: Total Collateral Locked in DeFi Grew from Under $700M to ~$40B
“Immense amount of activity in DeFi going from under seven hundred million of collateral locked in the system at the beginning of 2020 To around forty billion today.”
Seth Ginns Mar 15, 2021 ▶ 20:24 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Assertion Supported
Ginns: DEX trading volume jumped from $4.5B to $60B in six months
“July of last year, four and a half billion or so of trading volumes. That was more than all of 2019 combined. Fast forward to January of this year, sixty billion of trading volume.”
Seth Ginns Mar 15, 2021 ▶ 22:36 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Assertion Supported
Ginns: NBA Top Shot generated $100M revenue in first 4-5 months
“Now it had generated a hundred million of revenue in the first Four months, five months of the marketplace.”
Seth Ginns Mar 15, 2021 ▶ 25:18 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Assertion Supported
Ginns: OCC guidance enabled BNY Mellon's crypto custody plans
“We had some very positive pronouncements out of the Office of the Controller of Currency around federally chartered banks being able to custody crypto. Federally chartered banks being able to run crypto network nodes. And what that did was lead to announcement…”
Seth Ginns Mar 15, 2021 ▶ 53:38 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Assertion Partly supported
Ginns: 50% of PayPal Crypto Users Are Daily Active Users
“People that use the crypto functionality in the PayPal app, 50% of them are daily active users.”
Seth Ginns Mar 15, 2021 ▶ 57:58 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
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