Well, what a fine mess.
Banks are dropping like flies, 50/50 chance of 25ps rate hikes, Bitcoin ripped last week, Funko Pops oversupply problem & More.
March 20, 2023
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Alts Cafe is a new weekly briefing sent every Monday.
Everything you need to know about alternative assets, delivered each Monday with your morning coffee.
It delivers interesting links, witty commentary, and important news briefings across the alternative investing landscape.
Banks are dropping like flies, 50/50 chance of 25ps rate hikes, Bitcoin ripped last week, Funko Pops oversupply problem & More.
The biggest bank collapse since 2008, our funds aren’t anywhere near Silicon Valley Bank, the US government bailing SVB depositors out and more.
Choppy week in the equities markets, rates climb and house rent continues to fall, tough week for Crypto, and the safest recession-proof industry to invest in Startups.
The market snapped a four-day losing streak, bad news for the Florida real estate market, Crypto followed equities down, and NFTs volume increased last week.
Another 75bps rates hike this year, Mortgage rates are ticking back up in the US, Bitcoin touched $25k, Punks and Apes are at or near their 2023 highs, and Creative destruction in startups.
Interest rates will keep going up, housing market *crisis correction to full-on panic stations, Crypto tumbled, and we’re launching Venture Letter.
The latest Fed rate hikes bring joy to all, mortgage rates taking a dip, Crypto continues to soar, and Startups market is on for a consolidation trend.
US rates announcement later this week, the sunk cost fallacy, 2023 is a good year for crypto so far, and some telling numbers about Startups.
Half the global population thinks the stock market is set to crash, total housing units under construction hit a record number, NFTs continue to accelerate, and it’s getting harder to borrow money soon for Startups.
2023 has had a good couple of weeks so far, Our Q4 report is out, BTC & ETH are back above pre-FTX levels, and shifts in the Startups market that are worth looking at.
Positive inflation surprise last week, Canada’s median home price is 11x more than household income, our NFT blue-chip index is up 18% this year, and it’s a good time to look for good deals in Startups.
No Santa Claus rally, crypto is still flatlining, quiet week on the real estate front, and NFTs finish 2022 slightly off the yearly low.
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Disclaimer: The authors of Alt Assets, Inc. are not finance or tax professionals. They are self-taught accredited investors, sharing information, research, and lessons learned. The published content is unique, based on certain assumptions and market conditions at the time of publishing and is intended to serve solely as research, not financial advice. Alts I LLC (the “Fund”) is an affiliate of Alt Assets, Inc. and the Fund has conducted a private placement offering under Rule 506(c) of Regulation D of the Securities Act of 1933, as amended. The Fund may invest in one, several or all of the alternative asset classes that Alt Assets, Inc. publishes content on its site. Any published articles on Alt Assets, Inc. that an alternative asset has a “buy”, “pass”, “overvalued” or “undervalued” designation does not factor into the asset classes that the Fund through its manager ultimately invests in, and thus, any of the Fund’s investments that have positive designations on the Alt Assets, Inc.’s site are purely coincidental as the Fund is actively managed and guided by its own investment parameters as summarized in the relevant private placement memorandum.
