Morning all,
Hope everyone had a solid Monday and a good weekend.
Today we’re morphing one of the all time most popular Arb Letter posts The simple blueprint for getting rich into a refreshed update for the duration of 2025 and beyond (with particular attention paid to changing social/political dynamics).
On the financial blueprint side of things not much has changed since the drop of this post, inspired heavily by our friends over
. It’s no surprise we have a large overlap in readership comprised of people who “get it” and understand what it takes going forward to ensure your freedom — financially, socially, and mentally!(Hold a W2 job + start a business)
On the social/political side of things however, I would argue the game is transforming more quickly than I anticipated.
I’m convinced I have seen enough this year to have a pretty good idea of what awaits us through year end and into 2026.
Many of our predictions have come true over the last two years and I expect many of these trends to continue gaining speed. We’ve kind of reached terminal velocity on multiple fronts. We nailed the first crypto bull leg when sentiment was in the gutter. We flagged NVDA 0.00%↑ AMD 0.00%↑ and AVGO 0.00%↑. Aped Palantir and other defense-tech names long before the mainstream caught on to how much government money would flood into AI, surveillance, and national security.
I warned about political violence escalating and then watched it happen in real time with assassination attempts, riots, and radical street movements spreading across the U.S. and Europe.
Who thought it would be hard to remove millions of illegal immigrants from a country once you already let them in? Go figure.
Towards the beginning of 2025 I also touched on the rearmament and energy trade that would come to dominate the next cycle as nations moved from ESG woke theater to hard power and resource security.
That’s exactly what’s unfolding now.
If your head has been spinning between working a day job and trying to keep up with the pertinent news headlines that actually matter, it’s not just you. Shit is moving lightning fast. It’s nearly impossible to perfectly predict the next hot narrative or move to where the ball is going.
So today, we’re going to zoom out and recalibrate the blueprint, discussing:
What I am watching in equities and global markets, the trends I think will define the next decade
Expectations for crypto moving forward, the big winners I am continuing to stock up on and what will separate normies and the elite in 2026 and beyond
Some candid thoughts on the direction of society and politics (why it’s more important than ever to have laser focus on YOUR mission)
Ensuring you have exposure to these themes isn’t just a nice to have now in 2025.
It’s quite literally what is going to decide the haves and have nots in the coming years. Nobody is coming to save us or magically even the playing field.
We’re living through the end of cheap money, cheap virtue, and cheap narratives. The people still sleepwalking think the cavalry is coming. That some election, policy, or billionaire savior is going to restore normalcy.
They’re wrong.
Markets, Money, and The Golden Assets
I think it’s safe to say many people are wondering what the f*ck is actually going on.
Markets head into the next Fed meeting caught between some weird mix of relief and denial. Inflation has technically cooled on paper, liquidity is creeping back into certain risk assets, and everyone’s trying to convince themselves this time the soft landing could be real.
Indices chug higher, crypto’s regaining some momentum, and headlines are moving markets on a whim.
Under the surface, positioning feels a bit stretched, liquidity is still uneven, and the market’s confidence in the Fed’s “control” might ultimately be misplaced. We’re at that strange point in every cycle where the data looks fine (if you trust it), sentiment feels a bit numb, and yet everyone can sense something big coming.