ARB Letter

ARB Letter

Crypto Boom Meets the 5% Problem

588: Bond market is flashing a serious warning

Arbitrage Andy's avatar
Arbitrage Andy
Sep 24, 2026
∙ Paid

Good afternoon.

As predicted, we have seen a slight pullback in markets on the heels of a rather impressive pump from risk assets the past 4 days or so (though it appears it will be short-lived).

It seems within the euphoria in certain pockets of the market, investors and institutions are now looking hard at the whole picture in the US and around the worl…

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