Liftoff is commencing soon for crypto.
Things are looking solid at the moment — and it’s worth noting that there isn’t some overhyped sense of euphoria from normies on Twitter and the internet YET. The ones who have capitalized on this recent pump are for the most part crypto OGs who have been around the block awhile.
If you’ve read Arb Letter
and through the bear market — then you are likely considerably wealthier than you were at the bottom of the bear market. Part of what makes these resources/newsletters so good is that they advocate for a structured and simple crypto strategy without relying on ponzis, shitcoins, or day trade larping to produce returns. Side note — any tweets or screenshots today are from trusted and experienced sources in the crypto space — in fact I recommend you follow all of them ASAP.There’s likely 25+ years of crypto experience throughout the 3 primary aforementioned newsletters, so I highly advise you use them throughout the next cycle (always do your own research and invest responsibly in accordance with your own personal risk tolerances).
Half of the battle in crypto is finding reliable indicators and influencers to take notes from.
It’s an exciting time for those of us who have put in the work and remained patient in crypto. At this point critics and naysayers are sweating a bit more and if they’re not sweating they at least feel a small tinge of jealousy or angst at the golden holy green candles erupting in this new industry. Relative to traditional investments — crypto is looking phenomenal.
$520 million of net inflows hit ETFs yesterday (Feb 26th). At this point in time since ETF approval over $6B of BTC has been bought. I think the narrative that the institutions will never come is completely shattered at this point and the crazy part is — these are just the frontrunners.
Today will be a point in time crypto report covering:
A summary of this latest pump and the drivers (institutional stats)
What is next short term (alts to look at, larger trends for blue chips)
New Arbitrage Andy updates (My current portfolio/new merch/etc.)
While I have 10+ crypto guides in the Arb Letter library that all paid subs get to access — today’s will be the first since we’ve seen the market really rip. It’s time to shift your attention to alt coins, new projects, yield farming, NFTs, and other ways to continue making money while we wait for even higher levels.
This will be a defining bull cycle for many — and the craziest part is it’s all happening during some of the most volatile social, political, and geopolitical times we have seen in years.
"We see the higher cryptocurrency prices not only sustaining but improving."
—JPMorgan
Thursday I will put out a larger market and geopolitical news update for all subs — but today we’re focusing on crypto for obvious reasons. The #1 focus at this moment is helping as many as possible get positioned to take advantage of this once in a life opportunity (that’s not cap). As I’ve said before don’t let your preconceived notions or stubbornness be the reason you don’t get a piece of this next bull run — we are going much much higher eventually.
The good part is — and the part I want to emphasize today is that you are still relatively early — reddit searches, web searches, and online activity related to retail researching and entering crypto is still very low. What we are seeing is insitutions slurping up all supply they can. You can see how outsized this ratio is below. Add the halvening to this mix and it’s going to get psychotic in terms of price action.
Many DM me asking how to get positioned or started in crypto — today will be one of the many posts I have put out that outlines a general strategy for getting off zero immediately so you do not get left behind.
Let’s get into it.
If you’re not a premium Arb sub yet consider the $5/month it takes to access guides and commentary that have paid some people back 1,000 to 10,000x already.
Simple fren, don’t overthink it.