ARB Letter

ARB Letter

Legendary Iran Rescue Operation Summary

540: Iran Rescue, Hormuz Strait, JPMorgan on Tokenization

Arbitrage Andy's avatar
Arbitrage Andy
Apr 06, 2026
∙ Paid

Afternoon guys.

Crazy 72 hours. Hope everyone had a good Easter weekend.

Some quick headlines this afternoon.

  • Jamie Dimon is saying that Private Credit losses will be larger than previously feared

  • Sam Altman of OpenAI says AI superintelligence is so close, and so disruptive, that the U.S. may need a “new social contract” (Axios/Coindesk)

  • US M2 money supply …

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