Latest news from Matt Levine

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Date Headline Description #
22-Sep-2025 Bitcoin Treasury Company M&A Strive/Semler, FNZ, shady deals, Meta power trading, Theranos 2.0 and Anderson 2.0. Request summary
18-Sep-2025 Stocks for the Long Run Myopia, xAI projections, memecoins, memecoin ETFs, meme stocks and Enron. Request summary
17-Sep-2025 Don’t Take the Auditor to the Strip Club Principal-agent problems, newspaper acquisitions and IPO heartbeat trades. Request summary
16-Sep-2025 Insider Trading Is Not About Fairness Archegos, funding agreements, private asset alliances and Musk monetization. Request summary
15-Sep-2025 Elon Musk Bought Some Stock Also ChatGPT stock picks, six-month reporting, structured notes, Capital/Strategy, AI Ph.D. pay and AlphaQuest. Request summary
10-Sep-2025 Everyone Wants a Wounded Lion Hedge-fund hiring, stablecoin competition, Robinhood Social and OnlyFans taxes. Request summary
11-Sep-2025 Memes Can Be Good for Business Opendoor, AI pay, algos in August, Fed independence, Ponzi checks and Charizard. Request summary
9-Sep-2025 Stablecoin Treasury Company Also a blockchain rollup, retail ECM and semiannual financials. Request summary
8-Sep-2025 Bill Ackman Has a Trade for Eric Adams Mayors, Musk pay, a SpaceX tracking stock and an ATM Ponzi. Request summary
2-Sep-2025 The Tariffs Are Still Illegal Also reinsurance, deal-contingent hedges and a commercial paper revival. Request summary
3-Sep-2025 Sports Team Owners Like to Win Aspiration, Strategy, hybrids and anti-ESG. Request summary
4-Sep-2025 Private Assets Need Public Buyers Also tariff refunds, debt-for-policy swaps, Walmart opioid sales, Opendoor ex-CEO pay and CEO body language. Request summary
28-Aug-2025 Pod Shops Are the New Banks Merger arb, Strategy mNAV, IPO pops, ANZ firings and asking Drake to buy Opendoor. Request summary
27-Aug-2025 The Taylor Swift Wedding Trade Insider predicting, Cronos treasury and Numerai. Request summary
26-Aug-2025 Biotech Dividend Arrived Early Also sports futures contracts, airport timing and AI on the earnings call. Request summary
25-Aug-2025 There Are a Lot of ETFs Also Intel, Virgin Orbit, Bollinger Innovations, continuation fund loans and a light snack. Request summary