+0.0
net board stance
what this means
1.15
-2.1% · close 2026-11-07
-16% / +11% / -50%
1m / 3m / 12m
-81%
vs SPY since 2025-08-01
11%
of 52w range · -54.3% off high
—
hit rate as primary
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E186 · silent for 109 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on XRP-USD
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses | ▲ LONG | adjacent | RIGHT | +107.0% | +80.6 | 2024-07-14 |
The tape — what was actually said
every capture on any idea holding XRP-USD, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×3
▲ on
🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses
E186 · 2024-07-04
▶ 53:19
the administrative state has become incredibly powerful as a result of Chevron doctrine. And now I think by reversing it, you actually give a chance for the restoration of democracy.
Jason
support ×2
▲ on
🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses
E186 · 2024-07-04
▶ 53:04
So to recap, it could get a little messy, but it's a better, healthier system because this system has become super bloated over 40 years. That was my take on it as well.
Friedberg
support ×3
▲ on
🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses
E186 · 2024-07-04
▶ 50:36
I'm optimistic that this ruling will limit the agency's authorities and limit their ability to create more bureaucratic overhead, more headcount, more individuals that need to now go and administer the rules and regulations that they themselves create. And so I'm actually very optimistic and hopeful about this change.
Chamath
support ×2
▲ on
🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses
E186 · 2024-07-04
▶ 48:42
what the courts have done now will allow companies who believe that regulations are either overwrought or misguided for today's market landscape and bring it to an independent judiciary and have them decide. And I think that that's a very reasonable check and balance.
Chamath
support ×2
▲ on
🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses
E144 · 2023-09-01
▶ 15:50
Alex Spiro is going to have a job for the rest of his life. That's his lawyer from Quinn Emmanuel. And Alex is going to beat these things back. And generally Alex will win most lawsuits.
Jason
support ×2
▲ on
🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses
E137 · 2023-07-14
▶ 1:01:17
now are we going to see like 10 counter lawsuits, and everybody is just going to sue the SEC and stand up for themselves? I think that's what's going to happen now.
Sacks
support ×2
▲ on
🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses
E137 · 2023-07-14
▶ 44:31
And my critique of what the SEC was doing is they were basically seizing power that they did not have.
Chamath
brush_off ×1
▲ on
🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses
E137 · 2023-07-14
▶ 35:35
Has this trend changed? I thought America always did that.
Friedberg
support ×3
▲ on
🏛️ Courts reverse agency overreach - the regulatory premium on tech and crypto compresses
E137 · 2023-07-14
▶ 34:37
but I'm really encouraged at the fact that the court system in the United States doesn't just kowtow to whatever administration is in power at that moment, that they do adjudicate by the law and ultimately provide greater clarity for business