In this episode, Andy breaks down one of the most pivotal weeks in crypto and global markets this year. JPMorgan just settled tokenized treasuries on a public blockchain using Chainlink and Ondo, while Coinbase officially joins the S&P 500 — a major milestone for the industry. Andy unpacks what this means for tokenization, infrastructure plays, the coming bull market, and how institutional capital is changing the game.
Plus he covers:
• Why altcoins could outperform Bitcoin as real-world use cases gain traction
• How Andy is thinking about allocating capital in 2025 amid tariff risks, election volatility, and macro uncertainty
• Why this cycle is different — and why you need to be positioned before the crowd wakes up
The rails are being laid. The capital is flowing. It’s Risk On Season.
This episode brought to you by Arbitrage Andy and Gemini
Arbitrage Andy links
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