+0.0
net board stance
what this means
1.43
+2.7% · close 2026-09-08
+39% / +26% / -52%
1m / 3m / 12m
-64%
vs SPY since 2021-10-09
21%
of 52w range · -54.0% off high
—
hit rate as primary
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 48 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on cg:ripple
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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🪙 Picking individual tokens loses money — own managed/indexed crypto instead | ▼ SHORT | adjacent | HIT | +81.3% | +96.6 | 2022-10-09 |
The tape — what was actually said
every capture on any idea holding cg:ripple, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▼ on
🪙 Picking individual tokens loses money — own managed/indexed crypto instead
E85 · 2022-06-30
▶ 24:05
And here, some folks have just, you know, basically escaped with billions and billions and billions of dollars. And the bag holder is just, you know, a retail investor. ... Because the level of grip that's happened in this market is extreme.
Chamath
support ×3
▼ on
🪙 Picking individual tokens loses money — own managed/indexed crypto instead
E84 · 2022-06-24
▶ 58:52
the amount of grift by so many of these venture firms in running these sketchy deals where they would put in some amount of money. ... You put in a little bit of equity at some crazy price and then you get these tokens and apparently there's no, like you can just sell these tokens day one.
Chamath
support ×2
▼ on
🪙 Picking individual tokens loses money — own managed/indexed crypto instead
E77 · 2022-04-23
▶ 44:22
We average, I think, one hack a week in the crypto ecosystem, right? This Beanstalk hack happened, what, just a few days ago. That was almost $200 million. Last month, Axie Infinity, what was that? Almost $600 million. ... There's no version of this in a world where it is a little bit of the Wild West.
Friedberg
support ×2
▼ on
🪙 Picking individual tokens loses money — own managed/indexed crypto instead
E55 · 2021-11-13
▶ 24:13
I have spent no time understanding crypto markets, because it's so deep and it's so fluid. It's changing every day, it's changing every week. So if I can't get smart enough to feel confident about the opinions and decisions that I would be making as an investor, I decide not to invest and I stay out. And so I'm not an active crypto investor for that razor.
Sacks
support ×2
▼ on
🪙 Picking individual tokens loses money — own managed/indexed crypto instead
E50 · 2021-10-09
▶ 14:35
the idea that you as an individual investor are going to like, you know, pick off the one cryptocurrency here or there to invest in. I mean, that's going to be a lottery. I would I would find a manager basically who is really good, who has a track record, who understands this stuff.
Chamath
support ×3
▼ on
🪙 Picking individual tokens loses money — own managed/indexed crypto instead
E50 · 2021-10-09
▶ 15:36
Everything is moving so fast. ... What's successful today could be just a dog tomorrow and vice versa. That I think speculating in this market will not only will it be super volatile, but more than likely you're going to lose all your money. So I would encourage people to not speculate in crypto.