Morning guys,
Hope you had a great weekend and a good Monday. Today is going to be an interesting post with a combination of topics.
Huge influx of subscribers over the last 72 hours, with a record number reading our latest crypto guide to the bull market below. Congratulations you’re halfway there.
Like clockwork new folks come in when crypto is hot again. If you are new here, welcome, you have found a group of 35,000 readers in every state and country that more or less value the same things.
My name is Arbitrage Andy — I started a big financial meme page in my twenties while working in NYC (in trading/sales/etc.) and then pivoted into e commerce and writing this newsletter. Both ventures took off during Covid. I was censored and shadow banned for telling the truth about Ukraine, Covid, and more.
I now work for myself, gone from the corporate world forever.
I primarily focus on crypto, geopolitics, society, financial markets, and more.
It won’t take long for you to pick up on my style. I very much value being real and straightforward over giving you fluffy reassurances or falling victim to the corporate soy flavor too many big accounts/outlets etc. catered to over the last 5-7 years.
That’s part of the reason why the world is so f*cked right now!
Today we’re going to go over the following as our main topic:
A look into the 3 future scenarios/outcomes I have of society in the West - how they play out when it comes to markets, government, finances, etc. what you will need to do to remain competitive, survive, etc.
I think this is particularly interesting now as we watch the following all converge:
Soaring interest rates
The new AI economy
Crypto’s resurgence
The expansion of the surveillance state
We will also briefly touch on:
Crypto’s performance over the last 48 hours and new runners emerging. We will do a follow up on last week’s guides including new outperforming assets, what I am buying etc. TLDR is I remain very bullish
The odds of Bitcoin ripping past $90,000 remain very high with the odds on Polymarket sitting at 73% right now. Ethereum is coiled and alt coinsare showing impressive resilience.
There are three broad outcomes I see for society and the world if things continue on the current path.
We will walk through all three today.
Now of course I cannot predict the future perfectly but I feel fairly confident in laying out three main outcome possibilities when it comes to social class, wealth, and the condition of the Western world. Each takes it up a notch in terms of intensity and presents new challenges for all of us to address.
Today we will discuss all three, components of them, what to expect, and how you can navigate each if it comes to pass.
What Will The Future Look Like? How Can You Prepare for it?
I hinted at it on Substack in then notes section recently, but I think one of the more valuable thought exercises we can do right now is trying to pinpoint what the short to medium term future looks like in the West and around the world.
Thankfully, we aren’t throwing darts blindly, we have many data points to draw from to come up with likely scenarios.
Today we will discuss the three I think are most likely to occur.
You will notice that most of them (at least two) share many characteristics including:
Asset owners being safe from the biggest changes
Tech, AI, crypto, defense, and energy demand soaring
Inflation remaining stubborn
Government, surveillance, and “big brother” expanding
Social unrest and political extremism spreading
Home ownership becoming less attainable
The job markets dramatically changing
Let’s start with Scenario I.