Looking ahead to 2024

Hello and welcome to Alts Cafe

Highlights from the full issue:

  • Macro: Yellen is Bullish
  • Real Estate: CRE is still struggling
  • Startups: ElevenLabs hits unicorn status
  • Private Credit: Oil and gas returns are hurting
  • Crypto: MetaMask launches staking
  • NFTs: BAYC wins a legal battle
  • Art: MoMA is being sued
  • Vintage Autos: Some cherry rides up for auction
  • Coins: A Queen Elizabeth II Jubilee Sells For $600k
  • Farmland: It could be a record year for corn
  • Luxury: Retail rents in Manhattan still lag behind
  • Wine and Spirits: Saudia Arabia opens its first liquor store
  • Film & Music: Netflix had a record-breaking Q4
  • Precious Metals: A major US Aluminum operation shuts down
  • Collectibles: Several million dollar comic sales
  • Websites: .ru domain sales increase

Let’s go.

Macro View

Bullish News

Bearish News

What are the odds?

Get $25 to play around with using this link.

What are we doing?

​ALTS 1​ Fund news:

Q4 report is out this week

Real Estate

Bullish News

Bearish News

How to invest in real estate right now:

No way prices are rising 5% this year.

Startups

Bullish News

Bearish News

How to invest in startups right now:

Short the UK startups ecosystem.

Private Equity and Private Credit

Bullish News

Bearish News

How to invest in PE and Private Credit right now:

Move to Asia.

Crypto

Here’s what you need to know:

Bullish News

Bearish News

  • Technical Analysts are bearish on ​Litecoin​.
  • A ​FINRA report​ found 70% of crypto firm communications could violate investor protection rules.
  • A crypto investor ​lost $2.34 million​ to a phishing scam involving $SUPER tokens.
  • Yet another major Twitter account hack…
    • This time, the Algorand Foundation’s CEO had her account ​hacked​, causing a 7% fall in trading volumes.
  • OKX’s ​token suffered​ a 50% flash crash.

How to invest in Crypto right now:

Change your Twitter password.

NFTs

Bullish News

Bearish News

How to invest in NFTs right now:

Make some degen Cardano NFT trades.

Artwork

Bullish News

Bearish News

How to invest in Artwork right now:

Don’t display fake art.

Vintage Autos

Bullish News

  • Mecum Kissimmee’s 2024 auto auction hit a ​record sale​ of $275 million, continuing a trend of surpassing $200 million for three years.
  • A gorgeous 1966 ​Aston Martin DB6 Vantage​ is coming to auction.
  • Meanwhile, a ​1993 Jaguar XJ220​, a former speed record-holder, hit the auction block with an estimated value of up to $600,000.
  • A pair of neglected sportscars, including a ​rare AC Aceca​, garnered over £100,000 at auction.

Bearish News

  • A Florida classic car dealer ​filed for bankruptcy​ amid a fraud probe, with over $4 million in debts and nearly 100 creditors, including many unpaid customers.
  • The ​collector car market​ has retracted to December 2019 values, with the Hagerty Market Rating falling for nine months.
  • California’s classic car scene may ​shrink​ due to proposed zero-emission zones limiting classic car use.

How to invest in Vintage Autos right now:

Move your collection out of California.

Rare Coins

Bullish News

Bearish News

  • Kosovo enforced a ​currency change​, giving ethnic Serbs two weeks to drop the dinar.
  • Scythian gold and other historical items were ​seized​ at the Estonian-Russian border.
  • The $4 Stella coin, once aimed at international trade, ​never caught on​ and is now infamous for its link to congressmen’s scandalous activities.

How to invest in Rare Coins right now:

See if you have any Queen Elizabeth II’s lying around.

Farmland

Bullish News

Bearish News

How to invest in Farmland right now:

Make sure your Florida farms will still be here in 30 years.

Luxury Goods

Bullish News

Bearish News

How to invest in Luxury Goods right now:

Men, it might be time to start wearing purses.

Wine and Spirits

Bullish News

Bearish News

How to invest in Wine and Spirits right now:

Start studying up on Japanese Whiskey.

There are three 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:

Start uploading Spatial Audio tracks.

Metals and Gems

Bullish News

Bearish News

How to invest in Metals and Gems right now:

Might be time to take a break from EV-specific metals.

Collectibles

Bullish News

Bearish News

How to invest in Collectibles right now:

Use AI to solve your Rubik’s cube.

Websites and Domains

Bullish News

Bearish News

How to invest in Websites and Domains right now:

Assume the NSA is watching… always.

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

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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