Are we in the middle of a soft landing?

Hello and welcome to Alts Cafe

New for 2024, this is your customized look at the alt-investing landscape.

From now on, you’ll only see topics you’ve told us you want to know more about.

Highlights from the full issue:

  • Macro: Construction spending continues to grow
  • Real Estate: All cash sales on the rise in Manhattan
  • Startups: Airbnb makes a major acquisition
  • Private Credit: Blackstone completed a $2 billion investment
  • Crypto: Solana’s stablecoin volume exceeds Ethereum’s
  • NFTs: Mickey Mouse takes center stage
  • Art: Insurance programs expand their limits
  • Vintage Autos: Michael Jordan’s old cars are up for grabs
  • Coins: A $10,000, $10 eagle
  • Farmland: Precision farming keeps on keeping on
  • Luxury: Luxury furniture is having a moment
  • Wine and Spirits: Dwayne Wade flexed on everybody
  • Film & Music: Everyone suddenly wants to own Oppenheimer
  • Precious Metals: Lab-grown diamonds become even more popular
  • Collectibles: Rare books are back in the spotlight
  • Websites: Vitalik inadvertently pumps ENS

Let’s go.

Wyatt

Macro View

Because you haven’t added any specialist topics, you’ll only see this macro view today.

If you want a concise view of last week’s real estate, startups, crypto, PE, VC, luxury items, music and film investing, collectibles, art, wine and spirits, and/or vintage autos news, click this button. 👇

[TODO replace data wrapper coverage of major indexes]

Bullish News

Bearish News

What are the odds?

There’s a wide variance between the Kalshi markets and the ​CME prediction tool​. If you think the pros have it right, you can get $25 to play around with on ​Kalshi​.

Get $25 to play around with using this link.

What are we doing?

​ALTS 1​ Fund news:

We wrapped up a pretty good 2023 and will have our Q4 report out soon.

Real Estate

Bullish News

Bearish News

How to invest in real estate right now:

Don’t rent to WeWork.

Startups

Bullish News

Bearish News

How to invest in startups right now:

I’m still super bullish on early-stage companies in 2024. I think it’s going to be a great vintage.

Private Equity and Private Credit

Bullish News

Bearish News

How to invest in PE and Private Credit right now:

Short private credit.

Crypto

Here’s what you need to know:

Bitcoin rebounded a bit after last week’s profit-taking. An ETF remains imminent.

Bullish News

Bearish News

How to invest in Crypto right now:

Triple-check your wallet security before things get too crazy again.

NFTs

Bullish News

Bearish News

How to invest in NFTs right now:

Poke around on Polygon and Solana 🛒

Artwork

Bullish News

  • British Pop artist ​Pauline Boty​ is finally gaining recognition, breaking her auction record with “With Love to Jean-Paul Belmondo” selling for £1.2 million at Sotheby’s.
  • The art world anticipates more work for ​art lawyers​ in 2024, especially around new technology and copyright issues.
  • ​Distinguished Programs​ expanded its Fine Art and Collectibles insurance program to a $100 million limit.
  • The ​McWhorter Foundation​ announced a landmark $25 million contribution to the conservation and preservation of extraordinary art and collectibles.

Bearish News

How to invest in Artwork right now:

I love the story on Boty. ​I’m super bullish on female artists in 2024​.

Vintage Autos

Bullish News

Bearish News

  • Collectors say you should avoid the ​Maserati Biturbo​ due to its notorious build quality issues and expensive maintenance, making it a classic car to avoid.

How to invest in Vintage Autos right now:

Cars from the 1980s, while ugly, are becoming more popular.

Rare Coins

Bullish News

Bearish News

How to invest in Rare Coins right now:

Theft is the bane of coin collecting. There must be a profitable solution for this.

Farmland

Bullish News

Bearish News

How to invest in Farmland right now:

Budget for a few natural disasters in your plan.

Luxury Goods

Bullish News

Bearish News

How to invest in Luxury Goods right now:

Front-run the luxury digital avatar boom if you’re bullish on that. The luxury market feels very weird to me in general right now.

Wine and Spirits

Bullish News

Bearish News

How to invest in Wine and Spirits right now:

​Join us in Mexico next month​

There are [TODO – how many?] spots left on our investor trip to Tequila in February. ​Join us, won’t you?​

Music and Film

Bullish News

Bearish News

How to invest in Music and Film right now:

Are Blu-Rays hot?

Metals and Gems

Bullish News

Bearish News

How to invest in Metals and Gems right now:

Take a trip to Kazakhstan

Collectibles

Bullish News

Bearish News

How to invest in Collectibles right now:

Put your comics and other valuables somewhere safe from fires and floods.

Websites and Domains

Bullish News

Bearish News

  • Google Domains and Squarespace experienced a notable drop in new registrations, reporting a ​25% decrease​.
  • ICANN is considering extending its Expected Standards of Behavior to individuals’ speech outside of ICANN activities, sparking discussions on ​free speech​.
  • Airbnb and eBay will now share more user transaction details with HMRC, ​tightening the tax net on online sellers​ in the UK.

How to invest in Websites and Domains right now:

Find a way to get a gold check on Twitter.

That’s all for this week

If you want to add topics like real estate, startups, crypto, PE, VC, luxury items, music and film investing, collectibles, art, wine and spirits, and/or vintage autos news, click this button. 👇

Cheers,

Wyatt

Disclosures

  • This issue of Alts Cafe was brought to you by our friends at ​RAD AI​
  • 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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