2025 Predictions & Mega Guide
364: Crypto, Social Classes, and Cultural Shifts
Well ladies and gents — last Arb Letter of 2025.
It’s been an honor conquering 2024 with you.
I appreciate all of the support and readership from all of you — we’ve grown to 28,000+ subs in a short time frame, and while other newsletters might have higher total subscribers numbers we boast a highly engaged and active community (not to mention most of you are not normies and actually have good reads on what’s going on in the world).
Our open rate remains close to 50% and based on the amount of DMs, messages, and emails many subscribers are really enjoying the content and alternative view that I take in Arb Letter.
2024 was an insane year — we accurately predicted both attempts on President Trump’s life, much of the geopolitical strife in the US and around the world, the insane runs of stocks like $PLTR, and the spawning of the new crypto bull market powered by workhorses like $BTC $ETH LINK AVAX and more. People made considerable amounts of money which will serve them well in the coming years.
The track record is locked in.
You can access all 2024 posts and archived guides HERE.
We were also ahead of the ball on the predictable outcomes of the pandemic, covid vaccines, election fuckery, mainstream media lies, and other “conspiracies” that are now accepted as facts by the majority of people. At the time even some of our most loyal subscribers had doubts about our theories — but time always let’s the truth creep out.
As I say you’re going to get tired of the winning if you are getting the right information, clues, hints, and pointers on what’s coming next. Information is going to continue to be the deciding factor between those who crush it and those who end up barely getting by.
The playing field has never looked better despite all the noise.
An awakening has happened with the Trump win and the shifting financial landscape that’s being impacted by lingering inflation, AI, labor market changes, cultural shifts, and the growth of crypto and blockchain.
It’s cliche — but this is not the world that you grew up in.
As Gandalf said in Lord of the Rings, things are now in motion that cannot be undone.
Urgency is the theme for 2025. We have so many tools at our disposal to change our lives for the better. Still, the noise is abundant.
Politically people are realizing that their best interests are almost never prioritized by politicians or government — worse there are individuals and groups that despise us and are actively working against our best interests. Financially, many are realizing that the ways to “make it” are dwindling, there’s a small elite class and everyone else — the middle class does not exist anymore. 8% a year in the stock market is not going to save you.
Starter homes are sitting at ridiculous prices. Rates are fucked. Crypto and business offer extreme upside to those willing to learn, apply, and have some conviction.
Hell, social security and other programs likely won’t be around in the future — the national debt # is laughably absurd and cannot be reversed or addressed at any point. It’s entirely out of control. Socially, fertility rates are plummeting, young people lack social skills, dating is fractured and dysfunctional, and tribalism is at an all time high (as the H-1B debate this past week proved).
But — even with the macro and social backdrop full of ominous signs, there has never been more opportunity.
Today I want to cover several major areas in our informal forecasting and looks ahead for 2025.
Crypto: we’ll talk through 2025 price expectations, bull market duration (when it makes sense to sell), my final picks for alts, and more
Equities: we’ll talk through the sectors I am most bullish on, specific names I am looking to add ASAP, and more
Business: my recommendations on the entrepreneurship, business front, and side hustle arena. Tweaks I am making to make more money that could translate well to your own business/venture
Society/Culture: where attention will be spent, how behavior will change, and what we can expect to see more of in 2025 and beyond. How to benefit financially from these trends an emerging themes
Politics: Trump is not the magic bullet for the West — the country is not automatically saved, rather some time has been bought to stave off a descent into larger fractures and socio-economic issues in the country. We will forecast major events and the public’s reactions to said events for 2025
Now is a good time to ask yourself how you did in 2024. If you were grading yourself as a coach or a teacher how would you end up faring on paper?
Did you accomplish what you wanted financially? Whether it was getting a new job, a promotion, or hitting desired returns on an investment, how did that all shake out?
Personally, did you develop? Or are you stuck in the same procrastination patterns, time wasting activities, and negative social groups you leaned on in past years?
Politically have you felt the vibe shift? Have your views changed at all? Do you recognize the psy ops when they come? Most of us here have focused more intensely on what WE can control and learned to stop getting caught up in the noise and misdirection that lives in mainstream culture, media, and commentary.
2025 is the year of opportunity but you have to bring a sense of urgency to the table early on to take full advantage of what we know is likely going to happen.
Let’s start with crypto since this will be a major piece of the puzzle for so many of our readers.
Be at war with your vices, at peace with your neighbors, and let every new year find you a better man.
—Benjamin Franklin, OG Trap lord and womanizer