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 8 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

Prediction Not checkable as stated
Cuban: AI Agents Using Crypto Wallet Payments Will Cause Widespread Scams
“You know, to make it so that, you know, just give me your wallet and that's, you know, it's going to end up being a scam and a lot of people are going to get ripped off there.”
Mark Cuban Mar 19, 2026 ▶ 3:48 FULL INTERVIEW: Mark Cuban on Robots, AI, Self-Driving, and Advice to Students
Assertion Not checkable as stated
Armstrong voted against USDC, which now makes Coinbase ~$1B in revenue
“USDC, I will tell you, I actually voted no on USDC to like, which was a terrible, now it's like almost a billion dollars of revenue or something for us.”
Brian Armstrong Jun 4, 2025 ▶ 9:33 Coinbase CEO Explains the Future of Crypto
Assertion Supported
Tether Launches USAT Stablecoin With Cantor Fitzgerald Managing Reserves
“They also launched their US focused stable coin this week to compete with USDC. The new token is known by its ticker USAT. Cantor Fitzgerald, which already manages the reserves of Tether's mainstay, a hundred and eighty six billion USDT stable coin will do the…”
Geordie (Jordi) Jan 29, 2026 ▶ 19:54 Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN
Disclosure
Armstrong: I Voted Against Coinbase Launching USDC
“USDC, I will tell you, I actually voted no on USDC to like, which was a terrible, now it's like almost a billion dollars of revenue or something for us.”
Brian Armstrong May 31, 2025 ▶ 1:17:50 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
Prediction Not checkable as stated
Balaji: Markets Will Split Between US-Regulated and Global Products
“And the space is partitioned in an interesting way, and I think many other things will partition this way into like a US and a global, right? Like the USDC coin or the USDC asset is like US regulated, and then USDT is like intentionally non-US regulated, right…”
Balaji Srinivasan May 31, 2025 ▶ 27:59 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
Opinion
Hays: Circle is the regulated stablecoin winner with 80x competitor supply
“And so to me, I'm looking at circle and it's like, here's like the power law winner, the dominant, you know, they're 80, they have 80 times the circulating supply as their next like regulated, you know, Western institution.”
Jordi Hays Apr 10, 2025 ▶ 13:32 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
Disclosure
Armstrong: Coinbase developing AI agent checkout solutions with USDC on Base
“We're working on a couple of checkout type solutions with other players that we'll announce soon where the AI agent can actually get through the checkout flow in many of these e-commerce sites and pay with USDC on base.”
Brian Armstrong Jun 4, 2025 ▶ 12:22 Coinbase CEO Explains the Future of Crypto
Assertion Supported
Hays: Circle generates roughly 5% interest yield on $34B in USDC reserves
“Circle is, Has taken on thirty four billion dollars and is earning interest yield on that, which right now is somewhere around five percent.”
Jordi Hays Oct 24, 2024 ▶ 31:32 Crypto is Back Baby (ep5)
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