Christie’s ​sales sunk 6%

Hello and welcome to Alts Cafe

This is everything you need to stay up to date in alternatives.

Highlights from the full issue:

  • Macro: The US added ​256,000 jobs​ in December
  • Real Estate: San Francisco home prices ​fell 10.87%
  • Startups: Anthropic ​raised $2 billion​ at a $60 billion valuation
  • Private Credit: US PE ​fundraising fell​ to $282.6 billion in 2024
  • Crypto: Crypto hackers stole more than $3.01 billion​ in 2024
  • NFTs: Trump’s Bitcoin Ordinals NFTs debuted on ​Magic Eden
  • Art: Christie’s ​sales fell 6%​ to $5.7 billion
  • Vintage Autos: A Porsche 917K is set to fetch $25 million
  • Coins: Archaeologists discovered a 321-coin silver hoard
  • Farmland: USDA slashed corn yields by 3.8 bushels per acre
  • Luxury: US Customs seized $30,000 in counterfeit jewels
  • Wine, Tequila, and Spirits: SuperWine launched an ​NFT
  • Film & Music: Avicii’s streams rose 64% following Netflix doc
  • Precious Metals: Zambia set a 15% export duty on gems
  • Collectibles: Thieves stole 150 vintage Barbies worth $15K
  • Websites: The domain 3D.ai sold for $100,000

Let’s go.

Wyatt

Macro View

Bullish News

Bearish News

  • Japan’s public debt ​hit ¥1,100 trillion​ ($6.96 trillion), with ¥30 trillion in potential annual interest payments.
  • German factory orders ​dropped 5.4%​ in November, the steepest decline since August 2024.
  • China’s central bank ​suspended​ treasury bond purchases, citing asset scarcity and policy constraints.
  • The IMF warned that ​Trump’s tariffs​ are raising long-term borrowing costs and increasing global economic uncertainty.

What are the odds?

It will be interesting to see if Argentina can keep its current momentum.

Get $25 to play around with using this link.

Real Estate

Bullish News

Bearish News

How to invest in real estate right now:

Between January 7 and 9, nine fires across Los Angeles County have burned 29,000 acres—twice the size of Manhattan.

Startups

Bullish News

Bearish News

How to invest in startups right now:

That’s a lot of cash moving around for Whatnot.

Private Equity and Private Credit

Bullish News

Bearish News

How to invest in PE and Private Credit right now:

PE in healthcare is officially in the hot seat.

Crypto

Bullish News

Bearish News

How to invest in Crypto right now:

Keep a close eye on your crypto wallet.

NFTs

Bullish News

Bearish News

How to invest in NFTs right now:

Keeping up with Pudgy Penguins can be a rollercoaster.

Artwork

Bullish News

Bearish News

How to invest in Artwork right now:

I would have never guessed the first jobs taken out by AI would be software engineers and art authenticators.

Vintage Autos

Bullish News

  • Jerry Seinfeld’s Steve McQueen-owned Porsche 917K is expected to ​fetch $25 million​ at Mecum Kissimmee.
  • The Ferrari 250 GT Berlinetta SWB earned ​56% votes​ as the public’s favorite classic at InterClassics Maastricht.
  • The Porsche 996 GT3 RS and BMW M3 CSL are positioned to ​gain value​ ahead of US import eligibility.

Bearish News

How to invest in Vintage Autos right now:

Would love to see the security footage of 7 thieves stealing 9 cars.

Rare Coins

Bullish News

Bearish News

How to invest in Rare Coins right now:

Hold off on the gumballs, folks; you might be sitting on $19 million.

Farmland

Bullish News

Bearish News

How to invest in Farmland right now:

AI Farming is on the up & up.

Luxury Goods

Bullish News

Bearish News

How to invest in Luxury Goods right now:

What will it take for a Gucci comeback in Asia?

Wine, Tequila, and other Spirits

Bullish News

Bearish News

  • Constellation Brands ​cut its annual sales​ forecast and reported Q3 net sales of $2.46 billion, missing estimates of $2.53 billion.
  • Investment firm Fundsmith ​dumped Diageo stock​ over concerns about weight loss drugs’ negative impact on alcohol consumption.
  • A Fine Wine & Good Spirits store in York County ​announced closure​ for several months of renovations.

How to invest in Wine and Spirits right now:

SuperWine is a hero I feel I could connect with.

Music and Film

Bullish News

Bearish News

  • Universal Music Group doubled down on its ​motion to dismiss​ Limp Bizkit’s $200 million royalties lawsuit.
  • Regal Hollywood 24 Cinemas ​closed its doors​ despite a recent $250 million capital raise.
  • MGM’s stock ​declined​ over 25% in six months as its Las Vegas revenue dropped 13%.
  • Disney was charged with a new ​copyright lawsuit​ over Moana and its sequel.
  • Massachusetts lawmakers passed legislation strengthening Live Nation-Ticketmaster’s ​monopoly​ in the ticket resale market.

How to invest in Music and Film right now:

Am I completely out of the loop, or is Sonic’s success surprising?

Metals and Gems

Bullish News

Bearish News

How to invest in Metals and Gems right now:

What’s the consensus on synthetic diamonds? Do they express love or can only the organic ones do that?

Collectibles

Bullish News

Bearish News

How to invest in Collectibles right now:

How exactly do you steal 150 Barbies?

Websites and Domains

Bullish News

Bearish News

  • Over 4,000 abandoned web backdoors remained ​active and vulnerable​ in government and university systems.
  • Cybercriminals exploited ​neglected domains​ to bypass email security protections and distribute malicious QR code attachments.
  • Over 90 Indian government website links ​redirect​ users to scam sites.
  • Florida’s new age verification law faced legal challenges as adult websites ​blocked access​ to avoid $50,000 per violation penalties.

How to invest in Websites and Domains right now:

What’s the next AI domain to sell big? Has 4D been taken yet?

That’s all for this week

Cheers,

Wyatt

Disclosures

  • We hold BTC and ETH in our ​ALTS 1 Fund​.
  • This issue was brought to you by our friends at ​Kutt​.
  • 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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