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Matt Levine
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Date
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#
17-Jun-2025
It's Not Gambling, It's Predicting
Ohio Gambling Recovery, negative greeniums, pizza delivery manipulation and Edgar modernization.
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16-Jun-2025
There’s a Tron Treasury Company
Also golden shares, equity analyst RTO, Bally’s Chicago and Pentagon pizza data.
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12-Jun-2025
High-Speed Traders Slow Down
Tower, 4 p.m. bond trades, staked Ether ETFs and on-cycle recruiting.
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11-Jun-2025
The Appraisal Trade Is Back
Endeavor, Scale AI, private equity recruiting, TikTok and home equity securitization.
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10-Jun-2025
People Are Worried About Private Market Liquidity
Also SREIT, crypto treasury companies, tariff trades, FCPA and Nikola.
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9-Jun-2025
The Banks Are Re-Tranching
Also private equity recruiting, a Ferretti buyback, a different Goldman and is Musk v. Trump securities fraud?
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5-Jun-2025
Bankruptcy Was Good for 23andMe
Also Builder.ai, the Strategy trade, Polymarket eschatology and Manifold manipulation.
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4-Jun-2025
Whose Money Should You Manage?
Also more Fannie and Freddie, antitrust shareholder lawsuits and an NFT ETF.
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3-Jun-2025
The Fannie and Freddie Stakes Are High
Also stacking Bitcoin using home equity, private credit continuation funds and Cobol vibecoding.
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2-Jun-2025
Brokers Have Some Good Ideas
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29-May-2025
The Tariffs Are Illegal
Also an ESG matrix, endowment tax trades, disqualified lender lists and brain popping realizations.
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28-May-2025
Fannie and Freddie Get a Guarantee
Also endowment taxes, DJT and Gamestop Bitcoin treasuries and Bitcoin theft.
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27-May-2025
Sell Your Crypto on the Stock Exchange
SharpLink, Mango Markets, DJ D-Sol and the Trumpcoin dinner.
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22-May-2025
Index Funds Are a Bit More Illegal
Also tariffs are securities fraud, Chinese Trumpcoin treasury companies and startup exits as a service.
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21-May-2025
Asset-Backed Crypto Token Wasn’t
Also retail private rooms and pope house eminent domain.
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20-May-2025
Get Your Research From an AI Video
Also Hong Kong pension funds’ Treasury holdings, private credit in the pitchbook and the Trumpcoin dinner record date.
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19-May-2025
US Debt Rates Itself
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15-May-2025
Coinbase Got Hacked a Little
Also billionaire league tables, money laundering bid/ask spreads, Pete Rose and an Elon Musk compensation trade.
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14-May-2025
Elon Musk Needs More Options
Also floating warehouses, tariffs in court, Credit Suisse bonuses and 401(k) leverage.
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13-May-2025
Mortgage Your 401(k)
Also more Bitcoin treasury companies, carbon credit disputes and college finance clubs.
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12-May-2025
Is Murder Securities Fraud?
Also retail private equity and secondaries, Trump Media accounting, chatbot insurance, pope bets and tax snails
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8-May-2025
Meta Will Make Friends
Also liability management exercises, crypto convertibles and not enough desks.
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