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VOICE ARCHIVE

Matt Levine

@matt_levine
133 posts
2023-12-04
This newsletter will skyrocket! But you know the deal - management will be unhappy with us acting on insider information if this gets discovered. https://www.bloomberg.com/...
2023-12-04 View on X
Bloomberg

Researchers show AI misalignment in a GPT-4-based stock trading bot that performed insider trading in a simulated environment without being instructed to do so

2023-12-03
This newsletter will skyrocket! But you know the deal - management will be unhappy with us acting on insider information if this gets discovered. https://www.bloomberg.com/...
2023-12-03 View on X
Bloomberg

Researchers show AI misalignment in a GPT-4-based stock trading AI that engaged in insider trading in a simulated environment without being instructed to do so

Also OpenAI's board, kangaroo grazing and bank box-checking.  —  AI MNPI  —  Here you go, insider trading robot:

2023-07-15
@_Jack_Alderson i don't really think this is true? the securities laws define “securities.” there are different sorts of securities transactions (some public offerings, some not, etc.), but the underlying thing is a security or it isn't or, possibly, there is a third thing.
2023-07-15 View on X
Bloomberg

The Ripple ruling implies securities laws protect only sophisticated investors, the opposite of the US stock market's rule, and seems likely to work out poorly

Crypto tokens are securities unless you are anonymously dumping them on retail investors. LinkedIn: Kelvin Low . Twitter: @smdiehl , @matt_levine , @exlawyernft , @ben_mckenzie , @...

If this newsletter becomes the backbone of global value transfer, I expect the demand for Money Stuff to be considerable. https://www.bloomberg.com/...
2023-07-15 View on X
Bloomberg

The Ripple ruling implies securities laws protect only sophisticated investors, the opposite of the US stock market's rule, and seems likely to work out poorly

Crypto tokens are securities unless you are anonymously dumping them on retail investors. LinkedIn: Kelvin Low . Twitter: @smdiehl , @matt_levine , @exlawyernft , @ben_mckenzie , @...

2023-07-03
honestly limiting everyone to reading 600 tweets a day is the single best product innovation twitter has ever done
2023-07-03 View on X
TechCrunch

Elon Musk says Twitter has temporarily limited verified accounts to reading 10K posts/day, unverified 1K, and new unverified 500, due to “extreme” data scraping

Censorship Expert Says Musk ‘Has Stepped on a Rattlesnake’ Jonas Mäki / Gamereactor UK : Twitter stops data collection by adding lots of restrictions Brayden Lindrea / Cointelegrap...

honestly limiting everyone to reading 600 tweets a day is the single best product innovation twitter has ever done
2023-07-03 View on X
Waxy.org

A developer says Twitter appears to be DDoSing itself via a Twitter web app JavaScript bug, which could be tied to Elon Musk's emergency blocks and rate limits

For anyone keeping track, this isn't even the first time they've completely broken … Nick Heer / Pixel Envy : Tweets Are Now Login-Walled  —  Like Šime Vidas, I have often linked o...

2023-07-02
honestly limiting everyone to reading 600 tweets a day is the single best product innovation twitter has ever done
2023-07-02 View on X
Waxy.org

A developer says Twitter appears to be DDoSing itself due to a bug in Twitter's web app, which could be tied to Elon Musk's emergency blocks and rate limits

For the last two days, Elon Musk has claimed that Twitter is under attack from “several hundred organizations” who were conducting …

honestly limiting everyone to reading 600 tweets a day is the single best product innovation twitter has ever done
2023-07-02 View on X
TechCrunch

Elon Musk says verified Twitter accounts are temporarily limited to reading 10K posts/day, unverified 1K, and new unverified 500, due to “extreme” data scraping

Twitter is putting limits to how many tweets its users can read as the Elon Musk-owned service suffers extended outage …

2023-06-13
You eat very fatty pork dishes, and you drink a lot of alcohol, and you go to the beach and you just read this newsletter. You have these magical experiences. https://www.bloomberg.com/...
2023-06-13 View on X
Bloomberg

By capitalizing on crypto lending services' high interest rate promises, 3AC's founders played the bubble perfectly, getting rich as 3AC's lenders went bankrupt

Matt Levine / Bloomberg : Mastodon: @carnage4life@mas.to . Tweets: @business , @rr_edmonds , and @matt_levine Mastodon: Dare Obasanjo / @carnage4life@mas.to : A fun but cynical ta...

2023-06-08
As a threshold matter, Money Stuff is computer code that operates on newsletter technology. https://www.bloomberg.com/...
2023-06-08 View on X
Bloomberg

A look at what the SEC and crypto industry learned from the SEC's ICO enforcement actions in 2017, why the SEC is targeting only select tokens, and more

SEC v. crypto exchanges  —  The US Securities and Exchange Commission began cracking down on crypto in 2017.

2023-06-07
we are operating as a fking unlicensed securities newsletter in the USA bro https://www.bloomberg.com/...
2023-06-07 View on X
Bloomberg

A look at the similarities and differences between the SEC's lawsuits against Coinbase and Binance, as the SEC views every crypto exchange in the US as illegal

SEC v. Crypto  —  “A decent rule of thumb,” I wrote in March, “is that all cryptocurrency exchanges are doing crimes …

2023-04-18
This newsletter is a big enough opportunity that we might want to roll the dice on the SEC investigation. https://www.bloomberg.com/...
2023-04-18 View on X
CoinDesk

The US SEC sues Bittrex and its ex-CEO for allegedly operating an unregistered securities exchange, claiming tokens like Algorand and Omise Go are securities

4 recent SEC events indicate that crypto-exchanges … Tweets: @secgov : Today we charged crypto asset trading platform Bittrex Inc. and its co-founder and former CEO William Shihara...

2023-03-22
This newsletter is attractive for readers but, let us be clear, as far as I am concerned, this is an emergency Money Stuff. https://www.bloomberg.com/...
2023-03-22 View on X
Bloomberg

A look at Balaji Srinivasan's proposed $1M bitcoin bet, predicting one BTC will be worth $1M+ in 90 days, which makes little sense besides attracting attention

It is sometimes useful to think that the shareholders of a bank are not its owners; they are just renting it from its creditors.

2023-02-14
This newsletter has disclosed only the information that I wish, not the information required by law. https://www.bloomberg.com/...
2023-02-14 View on X
Bloomberg

US financial regulators are rapidly closing crypto's key routes to the banking system, accelerating since FTX collapsed, pushing the industry to the fringes

Crypto's free pass is getting yanked as the most powerful US financial regulators rapidly close key doors to the country's banking system.

2023-01-18
Never once did a reader say “God, remember that time we flipped through that newsletter, and you took me through that DCF? Wasn't that magical?” https://www.bloomberg.com/...
2023-01-18 View on X
Bloomberg

By suing Genesis Global Capital and Gemini Trust over Gemini Earn in 2023, the SEC is years late to addressing the crypto lending product marketed as a security

Earn  —  Well, of course: … We covered this in 2021, when Coinbase Global Inc.'s similar crypto lending program was shut down by the SEC before it started.

2023-01-11
The problem is exacerbated if I publish this entire newsletter on just one theme at great volume. https://www.bloomberg.com/...
2023-01-11 View on X
Bloomberg

The deep problem with SPACs is the sponsors' and warrant holders' cuts, paid by the target company or the SPAC shareholders, leading to a bad deal for both

SPAC SPAC SPAC  —  Simplifying a bit, the way a special purpose acquisition company works is that the sponsor of the SPAC raises …

2023-01-04
This newsletter's mess is entirely of my own making. https://www.bloomberg.com/...
2023-01-04 View on X
Bloomberg

The US case against alleged Mango Markets manipulator Avraham Eisenberg highlights traders treating crypto as a game, forgetting the real-world consequences

Mango  —  So here's a trade.  — You open two accounts on a commodity futures exchange, Account A and Account B. Tweets: @pt , @matt_levine , @mrauchs , @martincschmalz , @aservais1...

2022-12-23
I became concerned about, among other things, the psychological effect of this newsletter. https://www.bloomberg.com/...
2022-12-23 View on X
CoinDesk

The SEC's complaint against Caroline Ellison and Gary Wang classifies FTX's FTT token as a security since it was “offered and sold as an investment contract”

I became concerned about, among other things, the psychological effect of this newsletter. https://www.bloomberg.com/...
2022-12-23 View on X
Reuters

Sam Bankman-Fried appears in NY federal court charged with wire fraud and other crimes; a judge grants a $250M bail confining him to his parents' Palo Alto home

Sam Bankman-Fried will be released on a $250 million bond package while he awaits trial on fraud charges related to the collapse …

2022-12-20
This newsletter must like pain a lot. https://www.bloomberg.com/...
2022-12-20 View on X
Bloomberg

An analysis of Elon Musk's reported attempts to raise money for Twitter via an equity sale at an absurd price, why his successor will be unpopular, and more

Matt Levine / Bloomberg : Tweets: @matt_levine , @shoepergirl , @gthartley , @iihavetoes , @johnpaczkowski , @ben_mathes , and @rachaelmyrow Tweets: Matt Levine / @matt_levine : T...