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 12 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
Weisenthal: Trading Solana meme coins is not comparable to building railroads
“The premise that like investing in crypto that like investing in meme coins, which is the primary use of Solana is somewhere along the land space travel in the same conversations. Like we built the railroads, we landed on the moon and we trade coins on Solana.…”
Joe Weisenthal: The anticipated Trump M&A green light has not materialized
“This expectation that the new administration was going to be sort of this, like, at least on the regulatory side, or at least on the deal side, the sort of like libertarian green light, everything is not really panned out.”
Weisenthal: FTC Chair Ferguson is keeping Lina Khan's merger guidelines
“And it's interesting because he's keeping Lena Khan's merger guidelines in place.”
Weisenthal: Investors mistaken to expect a Bush-era lenient FTC under Ferguson
“He's like, we're not, we take this idea of corporate power as a harm very seriously. And if you think this is going to be sort of like a Bush era FTC, you're mistaken, which I think is really interesting and probably relevant for investors, both in private and…”
Weisenthal: The idea that LLMs approach human intelligence is a joke
“I'm simultaneously every day blown away, and I'm also every day like, Oh, this is the dumbest thing I've ever seen. And the idea that this is approaching human intelligence is a joke.”
Weisenthal: There will be another SPAC boom in his lifetime
“SPACs have come and gone multiple times in their history, so I would never bet against the return of the SPAC. It might take a while. I think, you know, it's like, maybe even like every 15 or 20 years or whatever, but I am confident that in my lifetime, there …”
Joe Weisenthal: Bluesky users are sickos for bad economic news under Trump
“You know, when like the market's down, I post on blue sky because the crowd is like sickos for bad news under the Trump administration.”
Weisenthal: The US Treasury Market Is Literally a Prediction Market
“The U.S. Treasury market is literally a prediction market because U.S. Treasuries at any point in the curve are the ensemble prediction of what the Fed is expected to do over the course of any given time. So a five-year Treasury is what the next five years of …”
Weisenthal: Crypto market peaked on the day of Trump's inaugural ball
“You know, I think, like, the crypto high was literally the day he had that ball.”
Weisenthal: The jobs report is the gold standard for business climate
“The super bowl is always going to be jobs day because it's a really good high quality survey. If you want to understand, like our business is in a mood to invest and are they feeling good? I mean, there's no better measure than are they actually willing to lik…”