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 12 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
MicroStrategy holds nearly 400,000 Bitcoin and has outperformed the entire S&P 500.
“They've basically acquired almost 400,000 Bitcoin. they've outperformed every company in the S&P 500. And last week alone, it saw one hundred and thirty six billion dollars of trading volume.”
Shaan Puri Dec 5, 2024 ▶ 37:54 3 Stories of Crazy Geniuses: Fenn’s Treasure, Michael Saylor’s Infinite Money Glitch + more
Assertion Supported
Saylor: MicroStrategy Issued $1B Convertible Offering at 0% Interest
“And then we did a billion dollar debt offering. And we did that billion dollar convert offering at zero percent interest.”
Michael Saylor Mar 17, 2021 ▶ 23:39 MFM #161: Why Michael Saylor Believes Bitcoin is Hope
Assertion Supported
Shaan Puri: MicroStrategy holds $5B in Bitcoin against a $7B market cap
“They own five billion dollars of Bitcoin. The company's worth seven billion dollars”
Shaan Puri Mar 17, 2021 ▶ 1:20:13 MFM #161: Why Michael Saylor Believes Bitcoin is Hope
Assertion Supported
MicroStrategy trades at a massive 2.5x multiple of its underlying Bitcoin NAV.
“MicroStrategy stock, which today trades at like a two and a half times Multiple of NAV. You know, NAV is the net asset values, like the underlying asset that it holds, right? It owns thirty-three billion dollars of Bitcoin. So the question is, why is it an eig…”
Shaan Puri Dec 5, 2024 ▶ 41:35 3 Stories of Crazy Geniuses: Fenn’s Treasure, Michael Saylor’s Infinite Money Glitch + more
Assertion Supported
MicroStrategy stock surged 2,600% over five years, vastly outperforming Nvidia.
“And it is, so it's up in the last five years by 2600%. Okay, so it's shot up. It's if you compare it to even Nvidia stock this year, it's outperformed Nvidia, which is pretty insane.”
Shaan Puri Dec 5, 2024 ▶ 27:05 3 Stories of Crazy Geniuses: Fenn’s Treasure, Michael Saylor’s Infinite Money Glitch + more
Assertion Supported
Puri: MicroStrategy holds $15B in Bitcoin, up 97% on $7.3B invested
“So he currently has 14.96 billion Dollars of Bitcoin in MicroStrategy, and it's up 97% all time. So he's put in 7.3 billion, and now it's sitting on fifteen billion of assets.”
Shaan Puri Mar 27, 2024 ▶ 10:42 The Man Who Owns 1% Of ALL Bitcoin
Assertion Supported
Pompliano: MicroStrategy owns over 210,000 Bitcoin, exceeding 1% of total supply
“And he went from owning zero Bitcoin in July of 2020 to today he has more than 210,000 Bitcoin, which is more than one percent of the Bitcoin network.”
Anthony Pompliano Mar 27, 2024 ▶ 8:49 The Man Who Owns 1% Of ALL Bitcoin
Assertion Supported
Saylor: MicroStrategy's 2,000-person core software business generates $75M annually
“Well, all 2000 people doing a 100,000 things right perfectly for the entire year competing against Microsoft that has more money than God, they can generate seventy five million a year.”
Michael Saylor Mar 17, 2021 ▶ 47:05 MFM #161: Why Michael Saylor Believes Bitcoin is Hope
Assertion Supported
Saylor: MicroStrategy Raised $650M in Convertible Debt at 75 bps
“Then we did a convertible debt offering for six hundred fifty million dollars of debt at 75 basis points.”
Michael Saylor Mar 17, 2021 ▶ 23:24 MFM #161: Why Michael Saylor Believes Bitcoin is Hope
Assertion Supported
MicroStrategy currently owns approximately 1% of the entire global Bitcoin float.
“He owns about one percent of the Bitcoin float today, and he's trying to get, you know, two percent, basically.”
Shaan Puri Dec 5, 2024 ▶ 43:08 3 Stories of Crazy Geniuses: Fenn’s Treasure, Michael Saylor’s Infinite Money Glitch + more
Assertion Supported
Puri: MicroStrategy's stock remained flat from 2007 to 2020
“The stock was basically flat from 2007 to 20 20 before he started making his bet. And that's a long time, right? That's 2007 to 20 20. That's a 13 year period.”
Shaan Puri Mar 27, 2024 ▶ 11:30 The Man Who Owns 1% Of ALL Bitcoin
Assertion Supported
Pompliano: MicroStrategy was first non-crypto public company converting balance sheet to Bitcoin
“And so he was the first public company that wasn't like a crypto miner or something like that to go and say, I'm going to put like 85% of my balance sheet into Bitcoin.”
Anthony Pompliano Mar 27, 2024 ▶ 8:07 The Man Who Owns 1% Of ALL Bitcoin
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.