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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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: I am personally short Ethereum and long Solana
“You know, I'm very sure the Ethereum world. I'm very long. Dave Morin: Solana. Sam Lessin: It's a personal book.”
Lessin: Ethereum's high costs dictated NFTs, while Solana enables high-velocity trading
“The medium is the message and Ethereum is slow and expensive. Right. And so if you think about like the NFT thing was primarily ETH and ETH derivative based, right? It's slow and expensive. So like you had a different set of behaviors. Solana is fast and effic…”
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.”
Yakovenko: Most meme coins launch on Solana, peaking over 100k daily
“At this point, most, but I think Ethereum has probably the most valuable ones, but by sheer number of launches per day, I think it's like, was peak over a 100,000 per day. I think it may be like 20 to 50,000 right now.”
Sam Lessin: Personally very long Ethereum, Solana is now technically viable
“I'll talk my own book on this for a second as a seed investor is like, it actually works, right? Like Solana as an ecosystem can actually do this now, which even two years ago, it couldn't like no one really could, you know, I'm very sure the Ethereum world. I…”