Biden Drop Out Coming?
297: Here's What You Can Expect Moving Forward
As the nation grapples with the attempt on Donald Trump’s life — there’s a lot of information to keep up on — with new updates basically every hour. On top of that we have some seismic changes in markets particularly as it relates to crypto and semiconductors. The outcome of the election is likely going to be altered in the next week (more on that shortly).
If you missed my initial piece on the Trump attempt you can read it below:
Today we have a lot to cover including:
Updates on the Trump assassination attempt
The suspicious shorting of the DJT token days before the attempt by a firm Austin with a majority hold Vanguard and BlackRock.
Trump’s choice of JD Vance for VP and what it means
The hottest debate on the internet right now re: Doxxing & Targeting
The mind bending crypto surge - how to print on the coming pumps
Sell offs in semiconductor stocks
Presidential race expectations for the next few months
Here’s the deal — when I set out to start to start Arb Letter I knew we were coming up on some divisive and tumultuous times in American and global history. That was evident when the shadowbanning and reach throttling of different opinions and views started to happen. I wanted to have a place to share my commentary and thoughts but also push to unveil the truth about everything from politics to markets to society to world events.
I value critical thinking — and I think in the noisy world of modern media and propaganda this becomes much more difficult.
We’ve had a handful of folks asking if I can make all posts free. The short answer is no. While I try to get consistent free content out — being in the “know” isn’t free. I’ve always kept the monthly ticket for Arb Letter towards the minimum on Substack because I want as many people to have a chance to subscribe as possible but the reality is A.) it’s not fair to paid subs to make everything free B.) A large amount of my week is spent writing and synthesizing the info in these posts and C.) we provide value you don’t find elsewhere in the modern media marketplace. The track record of commentary in Arb Letter proves this.
In the past few months we accurately predicted:
Crypto prices
Bitcoin ETF Approval
The NVDA 0.00%↑ bull run, PLTR 0.00%↑ bounce, SWBI 0.00%↑ pump
An assassination attempt on Trump’s life
The direction that this election is beginning to trend towards
Good information isn’t free. Those of you who read Arb Letter closely and ingested the info we cover are all crushing it. If you opt out of upgrading to paid that’s your decision and it’s all good — that’s why I put out occasional free posts — but two tiers will remain into the foreseeable future. It’s still less than a venti coffee at starbucks per month.
Now that I have that out of the way let’s begin by looking at the most recent noteworthy updates in crypto and equities.
Crypto Opportunities & Semiconductor Dump
Let’s talk crypto first before diving into politics. The latest surge in the market is promising and is likely fueled by anticipation for the ETH ETF launches next week but also the pro crypto sentiment that is being tied to Trump and JD Vance who owns Bitcoin himself.
For a broader view on the cycle I encourage you to check out
recent post, as there’s some great content to chew on when weighing how long the cycle might last and what could pump it or stall it.In the short term however we are cooking and I expect many of you to get very rich in the coming months.
APU, PEPE, ZYN, and other meme coins are ripping higher. Even Ripple (XRP) which has suffered a similar stalled out fate as Cardano (ADA) as of late, is starting to pump again (maybe we get a settlement or big news soon).
The no brainer play would be to front load ETH before the ETFs go live — but that could be risky if it ends up being a flop (I personally don’t think it will be but it could). I am strong in my long term BTC/ETH bags and I have concentrated bets in ZYN, PEPE, FIL, and GRT. FIL has been disappointing but it did hit $100+ last cycle so maybe we get a miracle at some point in the fall.
Donald Trump is now considering JPMorgan CEO Jamie Dimon as Treasury Secretary and said this week he has "changed his tune" on Bitcoin and crypto. It’s safe to say if Trump wins crypto is going to pump — if he gets Dimon in his administration you might see big leaps in regulatory clarity and advancement for crypto — which will spur institutional adoption and buying. Trump is also set to announce a USA Bitcoin strategic reserve in Nashville tonight.
The crypto market is primed to absolutely rocket higher very soon. I’d consider smaller bags of the following alts if you want outsized returns when we do pump: