Good morning.
At the time of typing this — Bitcoin is trading at $111,500/USD.
Pretty wild.
Over the years — many of us have encountered the short term emotional influencers who post technical charts and claim to know exactly what comes next, only to have their predictions utterly obliterated. You’d think people would catch on to the grift, but a lot of individuals go right back for more. It was and is the same type of normie energy we see constantly — people talking completely out of their ass about things they have no experience in, or worse, things they are emotionally or politically biased about.
We see this incessantly in politics, the media, the corporate world, and society at large these days.
Given my irreverent anti institutional flair that has come to characterize my writing and brand in Arbitrage Andy, the politically correct and societal arbiters that be (big tech) have silenced and suppressed me for years. Themes I’ve covered, content I’ve made, and commentary I have shared has very often been reach throttled — but I never really cared.
There was always a contingent of you guys who knew it was the truth and followed along, despite weapons grade psy ops telling you the exact opposite 24/7.
Arb Letter was right about Covid & the pandemic
Right about elections, big tech, and corruption
Right about the attempts on Trump’s life
Right about inflation not being transitory
Right about PLTR 0.00%↑ NVDA 0.00%↑ OLN 0.00%↑ and others
Right about the recent tech and market dip
Right about the Ethereum bottom
Right about Bitcoin
I’m not trying to flex — I’m trying to illustrate for you that this publication does not exist to fluff things up or tell people what they want to hear.
It exists to predict, explain, and illuminate what is going on and what is going to happen.
In this case — what the future of finance, stores of value, and markets look like.
I’ve tried my best for years to convert the willing. Buy Bitcoin. It’s the ultimate macroeconomic hedge, an immutable asset, the new form of digital property, digital sovereignty, a safehaven in a world of endless synthetic crap, money printing, and fake shit….
Some of you listened and absolutely printed (on Bitcoin and other assets), probably changed your life to some extent. Congratulations.
You bought when I was still making memes about Juuls and working in NYC as a 20 something year old (2017).
Others did not. They stayed skeptical. They thought it was a ponzi, they thought it was too risky, they thought it was another fad, they thought it was only for degenerates living in Dubai or Miami or for silk road freakazoids.
I remember dweebs talking shit because I was one of the few people talking about crypto. Many others preferred traditional assets and strategies and called the whole thing a ponzi or fad.
“You’re into that crypto nonsense?”
”Why do you tell your followers to buy that crap?”
“I thought you were smart man”
They are now, eating their hat, bragging about S&P 500 returns when over nearly a decade, Bitcoin has averaged ~44% annually, despite brutal drawdowns (e.g., 2018 crash, COVID panic, 2022 bear).
No other major asset has matched this performance over the same stretch — not stocks, real estate, gold, or bonds.
And now it sits at about $112,000 dollars lmao.
I will say it again for those of you who still don’t get it.
Bitcoin is here to stay.
Crypto is here to stay.
Defi is here to stay.
Blockchain is here to stay.
Smart Contracts are here to stay.
Tokenization is the future.
Listen to me:
You are losing money and future purchasing power by not understanding the opportunity unfolding in front of you.
I’m not sure what it is about human nature that makes people averse to the people trying to help or tell them what’s going to happen/help them out. Maybe it’s the same phenomenon as the politics side of things, people hate the truth, hate having their existing worldview shattered and certainly hate the messenger bringing them said news. Or maybe they don’t like things THEY didn’t come across themselves.
But my track record in crypto at this point is rock solid.
I was bullish 8 years ago and I was bullish on the most recent shake out and now we are much much higher. This is only the start.
If someone is not convinced of the value of the calls I make here at this point, I’m not sure anything would open up their eyes. Tough, but it is what it is. Some are going to continue to win and pull ahead and some are going to find themselves priced out of even basic financial security in the future.
You can bet on it. And thousands of us already have.
It’s not too late yet — but we’re getting damn close. Lots to talk about today let’s get started.