ARB Letter

ARB Letter

The Files, the Fallout, and the Lie of Stability

524: Regime Shifts, Metal Wars, and a Market That Refuses to Die

Arbitrage Andy's avatar
Arbitrage Andy
Feb 03, 2026
∙ Paid

Morning guys.

If you missed it over the weekend, I dropped an emergency crypto post related to the aggressive selloff we endured in the last 72 hours or so.

Read it if you own crypto. Everyone is DMing me variants of the following questions:

  • Is the bear market here?

  • Are my alt bags cooked?

  • Is it time to buy more?

  • How long will this downtrend last?

The post w…

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