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.

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why aren't all 14 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

Opinion
Medina: Grid fragmentation creates a massive moat for Tether's VPP software
“In the U S each grid has its own laws and its own regulations of how you operate and in Europe as well. So if you are a vehicle manufacturer, You would have to have software that knows where the vehicle is and changes the way you bid into the market and the wa…”
Louis Medina Mar 4, 2025 ▶ 10:37 #102 Tether: Bodyguard of the Grid
Insight
Hudson: Charge operators' demand for single software aggregators creates massive lock-in
“I don't believe these charge operators want five different software systems. They're gonna pick one. And if he can make it work, he has a chance to be an early winner and lock up a bunch of distribution that will be very difficult, if not impossible, for someo…”
Charles Hudson Mar 4, 2025 ▶ 21:06 #102 Tether: Bodyguard of the Grid
Prediction Not checkable as stated
Hudson predicts Tether will get strong state and local government support
“And so I also think you will end up getting a lot of support from governments. Yeah. At the state and local level to do this.”
Charles Hudson Mar 4, 2025 ▶ 14:39 #102 Tether: Bodyguard of the Grid
Opinion
Conwell: Dominating Europe's virtual power plant market creates a massive company
“If he can make it work in Sweden, even if he doesn't get to the US, if he can own the Europe. Still a big company.”
Mac Conwell Mar 4, 2025 ▶ 20:57 #102 Tether: Bodyguard of the Grid
Disclosure
Medina: Tether has a commercial deal in Sweden and is raising $1.5M
“We have a commercial agreement with a major EV charging company in Sweden, and so we're raising 1.5 million to get there.”
Louis Medina Mar 4, 2025 ▶ 4:21 #102 Tether: Bodyguard of the Grid
Disclosure
Manus commits $25,000 to Tether's pre-seed round
“I'm going to put 25 in.”
Jillian Manus Mar 4, 2025 ▶ 16:51 #102 Tether: Bodyguard of the Grid
Disclosure
Medina agrees to convert Tether into a US Delaware C-Corp
“We have decided that we are gonna go do the Delaware C Corp.”
Louis Medina Mar 4, 2025 ▶ 30:42 #102 Tether: Bodyguard of the Grid
Disclosure
Yin commits $50,000 to Tether, pending agreement on valuation terms
“So I think, assuming we can get to terms on valuation, I'm in for 50 k.”
Elizabeth Yin Mar 4, 2025 ▶ 14:18 #102 Tether: Bodyguard of the Grid
Disclosure
Conwell commits $50,000 to Tether, pending a Delaware C-Corp conversion
“Pending that Delaware C-Corp, because you're not a Delaware C-Corp, like, I'm not, like I do North America, South America, the UK, and even then that's time tough. So if you're a Delaware C-Corp, I'm in, dollar amount, I'll match her. I'll match Elizabeth. I'l…”
Mac Conwell Mar 4, 2025 ▶ 17:54 #102 Tether: Bodyguard of the Grid
Disclosure
Muccio: Tether marks the first official investment from The Pitch Fund
“Obviously, I'm excited for this to be the first investment out of the fund.”
Josh Muccio Mar 4, 2025 ▶ 33:54 #102 Tether: Bodyguard of the Grid
Disclosure
Hudson offers $25,000, conditional on Tether restructuring as a Delaware C-Corp
“I'd like to do 25 with one caveat, just around corporate structure, as Elizabeth knows, as a U.S. Investor, when you have non-Delaware C-Corp companies, the end of year, basically I spend 90% of my time on my audit on the three companies that are not based in …”
Charles Hudson Mar 4, 2025 ▶ 14:49 #102 Tether: Bodyguard of the Grid
Disclosure
Yin offers a $5,000 personal check if Hustle Fund cannot invest
“If in the case that we cannot do it out of Hustle Fund, I would be happy to write you a 5000 dollar personal check.”
Elizabeth Yin Mar 4, 2025 ▶ 24:49 #102 Tether: Bodyguard of the Grid
Disclosure
Medina: Tether built its foundation on just a $10,000 uncapped SAFE
“It's a safe, and it was like, 10 K, so it wasn't too much, but.”
Louis Medina Mar 4, 2025 ▶ 12:49 #102 Tether: Bodyguard of the Grid
Disclosure
Medina: Tether is currently pre-product and pre-revenue
“Yes, so we're pre-product, pre-revenue, we're developing the software.”
Louis Medina Mar 4, 2025 ▶ 7:52 #102 Tether: Bodyguard of the Grid
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