Luxe Ventures, Crypto Twists, and Artistic Triumphs

Hello and welcome to Alts Cafe

If you missed it, make sure to check out Stefan’s breathless telling of our ​investor trip to Jalisco, Mexico​ a couple weeks ago.

And if you want to be a part of our next journey, make sure to apply to ​Altea​.

Highlights from the full issue:

  • Macro: A “Vanishingly Low” Recession Risk
  • Real Estate: A Record Bar Sale In Nashville
  • Startups: Blackstone Bought Rover
  • Private Credit: Harvard Raises $1.65 Billion In Debt
  • Crypto: JPMorgan Thinks The Pump Won’t Last
  • NFTs: Dubai’s Police Launch NFTs (again)
  • Art: A $1.9 Million Banksy Sale
  • Vintage Autos: Classic Cars Are Big In New Zealand
  • Coins: A Civil War Coin Eyes A $100,000 Sale
  • Farmland: Soybean Prices Are Down
  • Luxury: Short Interest in LVMH Has Declined
  • Wine, Tequila, and Spirits: €337,000 Bordeaux
  • Film & Music: Massive Growth For Paramount+
  • Precious Metals: A Platinum Crisis In South Africa
  • Collectibles: Elton John’s Boots Sell For $90,000
  • Websites: GoDaddy Launched Airo

Let’s go.

Wyatt

Macro View

Bullish News

Bearish News

What are the odds?

The big mover over the last week has been a sharp decline in forecast GDP for Q1. It’s still 20bps higher than the ​Fed’s estimates​, though.

Get $25 to play around with using this link.

What are we doing?

​ALTS 1​ Fund news:

We’ve had a small win — currently in the process of shifting two works of art for nearly 3x after less than three months.

Real Estate

Bullish News

Bearish News

How to invest in real estate right now:

Time to learn more about the Philippines 🇵🇭

Startups

Bullish News

Bearish News

How to invest in startups right now:

Don’t mislead investors.

Private Equity and Private Credit

Bullish News

Bearish News

How to invest in PE and Private Credit right now:

I think Schwarzman will survive the paycut.

Crypto

Here’s what you need to know:

Bullish News

Bearish News

How to invest in Crypto right now:

Replace TVL with a better valuation metric.

NFTs

Bullish News

Bearish News

How to invest in NFTs right now:

Tons of new projects to explore. Pick one and get your hands dirty.

Artwork

Bullish News

Bearish News

How to invest in Artwork right now:

Sell your work to famous Pianists.

Vintage Autos

Bullish News

Bearish News

How to invest in Vintage Autos right now:

Get a loan from Woodside Credit.

Rare Coins

Bullish News

Bearish News

How to invest in Rare Coins right now:

Next time, save the collectible announcements for after the water crisis fades.

Farmland

Bullish News

Bearish News

How to invest in Farmland right now:

Do your projections account for major flooding?

Luxury Goods

Bullish News

Bearish News

How to invest in Luxury Goods right now:

Seriously, take a look at the new Burberry ​’rain’ boots​

Wine, Tequila, and other Spirits

Bullish News

Bearish News

How to invest in Wine and Spirits right now:

Plan a wine trip to Ireland 🇮🇪

Music and Film

Bullish News

Bearish News

How to invest in Music and Film right now:

The BSEG opportunity is an interesting option for Accredited Investors.

Precious Metals and Gems

Bullish News

Bearish News

How to invest in Metals and Gems right now:

Don’t keep your gems in Russia.

Collectibles

Bullish News

Bearish News

How to invest in Collectibles right now:

Check the toys aisle at Goodwill

Websites and Domains

Bullish News

Bearish News

How to invest in Websites and Domains right now:

Lots of fun to be had with “.food” TLDs

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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