Winter Storms & Market Chop

518: Snowfall, Selloffs, and Sovereignty

Morning Arb lords.

Looks like we have quite the storm headed for parts of the US this week. I love a good storm. Something about the uncertainty and chaos (I swear I’m not a sick pup).

Got a good one for you today on the heels of our Tokenization part II post we dropped on Tuesday as a follow up to the successful Part I from mid 2025. TLDR: the tokenizat…