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 20 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Sam Lessin: Solana is the most important crypto alternative; short Ethereum
“And I think is probably the most important cryptocurrency outside of Bitcoin. I'm a short on ETH long on Solana”
Yakovenko: Crypto wins if Bitcoin becomes a portfolio hedge like gold
“It's weird if it actually ends up being like a, you know, part of somebody's like hedge strategy, like gold. I think that is, if that happens, then this whole crypto experiment is effectively won, whatever, whatever you want to call it.”
Sam Lessin: Crypto risks strict regulation without consumer utility beyond Bitcoin
“I think crypto is in a moment where like it's searching for a meaningful use case beyond Bitcoin. I think those exist, but like the timeline is ticking to have those in a way that people care about, or the government gets a lot more free lane to be like, well,…”
Sam Lessin: The SEC no longer considers Bitcoin or Ethereum securities
“I don't think even the SEC is claiming things like Bitcoin or Ethereum are actually securities anymore, right? You know, that we've kind of moved beyond that.”
Sam Lessin: Crypto risks harsh regulation without non-Bitcoin consumer use cases
“I think crypto is in a moment where like it's searching for a meaningful use case beyond Bitcoin. I think those exist, but like the timeline is ticking to have those in a way that people care about, or the government gets a lot more free lane to be like, well,…”
Lessin: JPMorgan will inevitably allow customers to hold Bitcoin
“It seems inevitable that JP Morgan will let you hold Bitcoin inside.”
Sam Lessin: Jack Dorsey Lacks Technical Chops to Have Created Bitcoin
“Jack Dorsey does not have even close To the actual technical chops to have come up with Bitcoin. Just like, there's no chance.”
Sam Lessin: Bitcoin's correlation with risk assets endangers its narrative value
“Bitcoin, I'd argue Bitcoin is way out the curve on memes in terms of being, because it's so disconnected from the underlying, from the, from anything, right? Like there are a few, it's not fully disconnected. Like there are a few things that connect it. And as…”
Sam Lessin: More global governments will hold Bitcoin by late 2025
“And I'd say Bitcoin will be owned by more governments globally, which I also think is net good.”
Levie: A digital gold asset cannot support dozens of competing cryptocurrencies
“But like, but I am sort of a, probably a toxic maxi in the sense of like, I don't think you can have 10 of those. I think you kind of have to have everybody decide this is the one and you can't sort of fragment off into 50 others.”
Sam Lessin: Bitcoin will never die because network nodes will never all shut down
“The only way to kill Bitcoin is for all the nodes to turn off, right? Like, and that's never going to happen, right? Bitcoin will never die, right?”
Sam Lessin: Market reaction to SEC crypto lawsuits is a 'nothing burger'
“Bitcoin's down. I'm looking right now in the last week, two percent. ETH is down a percent. Like, this is kind of a big nothing burger from how the crypto markets are digesting it, right?”
Sam Lessin says there is a deep buyer market for $100K Bitcoin
“I don't know. I think there's a lot of buyers at Bitcoin, a hundred K. There's a pretty deep market there.”
Yakovenko: Discounted cash flow models cannot be applied to Bitcoin or gold
“You know, if you leave, if you read the Intelligent Investor, or you actually try to think things from first principles, there's no way to put a discount cash flow model on Bitcoin, or gold for that matter.”
Sam Lessin: MicroStrategy is a hack for fund managers to buy Bitcoin
“The reason that MicroStrategy stock exists, right, is because there's a lot of fund managers Right. Who would love to invest in Bitcoin, but it's just too fucking painful that for them to deal with it with their funds. And so micro strategy is just this hack f…”
Lessin: Bitcoin will face strong sell pressure around $100K
“Look, I think there will be a lot of cell pressure into like just around a hundred K just because a lot of people have been up and down and say that's a good number and I'm out.”