In this episode of Risk On, Arbitrage Andy is joined once again by Will Tanner, co-founder of the American Tribune, for a wide-ranging and blunt conversation on America’s internal unraveling and rising global threats. They kick off with Zohran Mamdani's shocking rise in New York City politics—a socialist mayoral candidate backed by unexpected coalitions—and unpack what it signals about cultural fragmentation, ideological capture, and a brewing national identity crisis.
From there, the discussion widens into America’s vulnerability to foreign infiltration, including alarming examples of Chinese biological sabotage, Iranian sleeper cells, farmland acquisitions near U.S. bases, and the strategic threat posed by CCP-linked actors already operating inside the country. Andy and Will also touch on the illusion of peace in the Iran-Israel conflict, why escalation is still on the table, and the thin line between deterrence and disaster.
The episode closes with a look at crypto’s rising role in sovereignty, inflation protection, and now—mortgage underwriting. As Bitcoin breaks into mainstream finance, the duo breaks down the bullish implications of new federal policies, global debt realities, and why Bitcoin and Ethereum remain critical hedges in a world spiraling into organized chaos.
Will Tanner links
Twitter/X | American Tribune | Yuri Bezemenov | Unrestricted Warfare Book
Arbitrage Andy links
Get free crypto with Gemini | Gemini Credit Card | Substack Instagram | Twitter
10% Off ALP Pouches | Trezor Cold Storage
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