Alts Cafe – Is Goldin getting dumped?

Hello and welcome to Alts Cafe đź‘‹

Highlights from the full issue:

  • Macro: US added 303,000 jobs in March
  • Real Estate: Detroit’s housing market beat Miami’s
  • Startups: Nvidia chips are up for rent
  • Private Credit: Barclays jumps into Private Credit
  • Crypto: Optimism is high for Ethereum
  • NFTs: Binance is out of the Bitcoin NFT game
  • Art: EU regulations are hurting traders
  • Vintage Autos: Burt Reynold’s Firebird is up for auction
  • Coins: A yard sale shopper got lucky
  • Farmland: Organic farmland is hot
  • Luxury: Resale market reaches $50 billion in value
  • Wine, Tequila, and Spirits: Celeb-whiskey on the rise
  • Film & Music: KISS cleans house
  • Precious Metals: Gold and Silver had great weeks
  • Collectibles: 90’s Apple sneakers hit auctions
  • Websites: Google domains move to Squarespace

Let’s go.

Wyatt

Macro View

Bullish News

Bearish News

What are the odds?

Kashi is showing a 41% chance of a ​June rate cut​, down from nearly 93% a couple of months ago.

Get $25 to play around with using ​this link​.

What are we doing?

​Altea​ Highlights

Check out the ​full roundup​.

Live Deals

​​Altea Tequila SPV​​

  • Investment size: $10k minimum
  • Hold period: 3 – 5 years
  • Potential IRR: 35% to 40%
  • Fees: 2% management | 20% carry | nominal one-time subscription TBC

What’s the deal

Altea will acquire 50+ barrels of 100% agave tequila through this SPV to buy and hold for at least 3 years as the spirits age.

The barrels will be acquired, stored, and disposed of through our network of tequila brokers, private collectors, and exclusive brands in Jalisco, Mexico, over the course of 3 to 5 years.

Funding Status: $350k firm commits | $200k soft commits

What’s changed since last week

If you’re still on the soft commits list, this is your last chance to get in on this deal.

​​Frank Auerbach Charcoal​

One Frank Auerbach Charcoal

  • Investment size: up to $560k
  • Duration: 3 – 10 years
  • Potential IRR: 15% to 20%
  • Fees: 1.5% management | 20% carry

Through the same London art connection that brought us Art Bundle I, which was oversubscribed by 25% and has returned 19% in three months, we have the opportunity to acquire a unique piece by legendary German/British artist Frank Auerbach.

What’s changed since last week:

I’m meeting with our new platform’s compliance team to push this ahead.

Upcoming Deals

South Island, New Zealand NRL Expansion

What’s the deal

We’re working with an organization looking to expand NRL rugby to New Zealand. They’re raising a small working capital round of $200k to $300k to finalize the bid (which already has wide support).

What’s changed since last week:

Stefan met with the crew in New Zealand this week. Check out his ​deep dive​.

Investor Field Trips

We’ve locked in Nashville 🎸 for a music-themed investing adventure to Music City, USA.

Get your boots spit-shined and your guitar tuned.

Est. dates: October 21 – 25

We’ll discount the first few members who make a deposit. Let me know if you’d like to join.

Apply to Altea

​ALTS 1​ Fund news

K1s w

Real Estate

Bullish News

Bearish News

How to invest in real estate right now:

Detroit, the Miami of the Midwest.

Startups

Bullish News

Bearish News

How to invest in startups right now:

HelloFresh and Peloton struggle following the advent of biking to the store.

Private Equity and Private Credit

Bullish News

Bearish News

How to invest in PE and Private Credit right now:

All eyes on Bravo

Crypto

Bullish News

Bearish News

How to invest in Crypto right now:

Bad day to be a meme coin millionaire.

NFTs

Bullish News

Bearish News

How to invest in NFTs right now:

Who said penguins can’t fly?

Artwork

Bullish News

Bearish News

How to invest in Artwork right now:

Double-check your DalĂ­s

Vintage Autos

Bullish News

Bearish News

How to invest in Vintage Autos right now:

Check out the listings on SBXCars.com

Rare Coins

Bullish News

Bearish News

How to invest in Rare Coins right now:

Time to hit a yard sale.

Farmland

Bullish News

Bearish News

How to invest in Farmland right now:

Organic farm value continues to rise.

After our trip to Mexico, there was significant interest in acquiring cash-flowing agave farmland. We may have found the right opportunity. There are ten hectares of prime roadside land available for around $1.1 million, which is a good price. There’s also room to build a distillery and accommodation for STRs. More to come on this.

Altea members get first dibs, but you can get on the ​waitlist​ in case there’s extra space.

Luxury Goods

Bullish News

Bearish News

How to invest in Luxury Goods right now:

It’s about time Rolex told me to stand up, breathe, and go on a run.

Wine, Tequila, and other Spirits

Bullish News

Bearish News

How to invest in Wine and Spirits right now:

US spirits are high and getting higher.

Last chance to get in on our ​tequila SPV​. ​Let me know​ if you’re interested.

Music and Film

Bullish News

Bearish News

How to invest in Music and Film right now:

Suno’s models are not classically trained.

Metals and Gems

Bullish News

Bearish News

How to invest in Metals and Gems right now:

If gold breaks $2,300, what “psychological number” will come next?

Collectibles

Bullish News

Bearish News

How to invest in Collectibles right now:

If an old beer can got $51,500, I’d be upset by ÂŁ30 too.

Websites and Domains

Bullish News

Bearish News

How to invest in Websites and Domains right now:

Welcome to the web, .pog

That’s all for this week

Cheers,

Wyatt

Disclosures

  • We hold BTC and ETH in our ​ALTS 1 Fund​.
  • There are a couple of affiliate links above. If you click them, we may get a couple of bucks.

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Author

Picture of Wyatt Cavalier

Wyatt Cavalier

With a background in finance & intelligence analysis, Wyatt has an unhealthy obsession with finding the best blue chip investment opportunities. His previous newsletter, Fractional, resonated deeply with subscribers, bringing actionable insights and unconventional trading strategies. His rare book collection specializes in banned editions. He currently lives in Spain with his beautiful wife, three young boys, and dog Monty.

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