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 5 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
Carter: Speculative crypto altcoins might be dead for a generation
“The coins might be dead for a generation here.”
Carter: B2B stablecoin payment service providers will face thin margins
“The BAB stable coin payments, like the PSP stable coin based PSP thing, immensely commoditized. There's a hundred new bridges, right? Everybody wants to be the next bridge. Very, very competitive, very hard. Gonna be thin margin.”
Nic Carter: Crypto games have failed 100% of the time
“In general, crypto rule of thumb. If you ask me, did that crypto game go somewhere? The answer is no. And that's true. A hundred percent of the time it's never not been true. So there's the answer.”
Carter: CoreWeave built AI-specific synchronous HPC clusters before any hyperscaler
“It really is you know, they built with the idea of HPC big performant synchronous HPC clusters in mind when absolutely no one was doing that. None of the hyperscalers were doing that. And then now, of course, everybody's realized AI specific data centers make …”