Women are driving art investment

Hello and welcome to Alts Cafe 👋

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

Highlights from the full issue:

  • Macro: Argentina ​eliminated its fiscal deficit
  • Real Estate: Office CMBS ​delinquency rates hit 11%
  • Startups: Nvidia acquired Run:ai for $700 million
  • Private Equity: US PE deal value reached $838.5 billion
  • Crypto: The IRS gave ​temporary relief​ on crypto tax reporting
  • NFTs: Telegram launched ​collectible NFT gifts
  • Art: Young women are driving art investment
  • Vintage Autos: RM Sotheby’s sold 126 cars over $1 million
  • Coins: An 1870-CC Double Eagle​ sold for $312,000
  • Farmland: 76% of French farm soils contain microplastics
  • Luxury: Saint Laurent opened a Miami flagship store
  • Wine, Tequila, and Spirits: Champagne shipments fell 9.4%
  • Film & Music: Warner Bros. faced a class action lawsuit
  • Precious Metals: Silver prices climbed to $29.60
  • Collectibles: R.B. Ginsburg’s library auction raised $2.35M
  • Websites: The top 100 domains averaged $457K in 2024

Let’s go.

Wyatt

Macro View

Bullish News

  • Argentina ​eliminated its fiscal deficit​ for the first time in 123 years, while inflation dropped from 300% to 100%.
  • Indonesia’s ​budget deficit​ came in below 2.7% of GDP in 2024, nearly matching the original 2.29% target.
  • HSBC predicted a ​US stock rally​ in H1 2025, with homebuilders and banks positioned for strong performance.
  • Sub-Saharan Africa’s GDP growth is set to reach ​4.2% in 2025​, up from 3.6% in 2023.
  • Singapore’s economy ​grew 4%​ in 2024, exceeding official forecasts of 3.5%.
  • The US unemployment rate remained stable at ​4.2%​.

Bearish News

What are the odds?

Get $25 to play around with using this link.

Real Estate

Bullish News

  • In December, Blackstone purchased UK warehouses ​worth £200 million​, bringing its total of 2024 industrial acquisitions to £1 billion.
  • Citadel signed a ​500,000-square-foot lease​ at 660 Fifth Avenue, making it Manhattan’s largest new office lease in Q4 2024.
  • Norges Bank Investment Management acquired a ​45% stake​ in a $1.1 billion US logistics portfolio.
  • Charlotte’s largest home sold for ​$5.6 million​, setting a record for the metro area.
  • Austin’s housing market entered 2025 with ​30% higher inventory​ than pre-pandemic levels.
  • Saint Lucia advanced a ​Real Estate Bill​ to regulate its property sector, which contributes 22% to the country’s GDP.

Bearish News

How to invest in real estate right now:

Citadel bucking the office-exodus trend.

Startups

Bullish News

Bearish News

How to invest in startups right now:

I could use a battery swap myself.

Private Equity and Private Credit

Bullish News

Bearish News

How to invest in PE and Private Credit right now:

How do you know if your hospital is PE-owned?

Crypto

Bullish News

Bearish News

How to invest in Crypto right now:

So North Korea doesn’t have the internet but can somehow swipe 1.3B in crypto?

NFTs

Bullish News

Bearish News

How to invest in NFTs right now:

CryptoPunks has become a household name.

Artwork

Bullish News

Bearish News

  • Art investments lost 16% through November 2024, while fine wine dropped 11%, according to the ​All Art index​.
  • VIP art fair attendance ​dropped by half​ from 8 to 4 events per year between 2019 and 2023.

How to invest in Artwork right now:

Zorionak! (congratulations in Basque).

Vintage Autos

Bullish News

  • RM Sotheby’s achieved ​$887 million​ in record 2024 sales, with 126 cars sold for over $1 million.
  • A Bugatti Centodieci with 272 miles, valued at up to ​$15.6 million​, heads to RM Sotheby’s Paris auction.
  • Queen Maria of Yugoslavia’s ​1931 Duesenberg Model J​ Convertible Sedan will appear at Gooding Christie’s Amelia Island auction.
  • Ken Block’s custom 1977 Ford F-150 “​Hoonitruck​,” with 914 horsepower, will sell at Barrett-Jackson with no reserve.
  • A restored 1986 Porsche 911 Carrera Coupe received bids up to ​$133,000 on Bring A Trailer​.

Bearish News

How to invest in Vintage Autos right now:

I like that the Queen of Yugoslavia drove a convertible sedan.

Rare Coins

Bullish News

  • An 1870-CC Double Eagle graded ​XF45 NGC​ sold for $312,000 at Heritage Auctions, leading a $5.6 million sale.
  • University of Haifa researchers ​unearthed 160 coins​ from King Alexander Jannaeus’s reign, one of the largest Hasmonean hoards ever found.

Bearish News

How to invest in Rare Coins right now:

I was just looking for my $3,900 PGA gold coin.

Farmland

Bullish News

Bearish News

How to invest in Farmland right now:

[WOL]

Luxury Goods

Bullish News

Bearish News

  • Burberry ​shares fell​ 1.64% to £9.62, closing £4.58 below their 52-week high.
  • Thieves ​stole $40,000​ worth of luxury goods from an unlocked car, including Chanel, YSL, Gucci, Louis Vuitton, and Prada.

How to invest in Luxury Goods right now:

That’s the last time I leave my car unlocked.

Wine, Tequila, and other Spirits

Bullish News

Bearish News

How to invest in Wine and Spirits right now:

Now these are the type of partnerships we need more of.

Music and Film

Bullish News

  • Pershing Square retained ​140 million UMG shares​ worth €3.395 billion after distributing 47 million to investors.
  • The UK recorded music market ​grew 9.7%​ in 2024, with physical sales rising for the first time since 1994.
  • Chula Vista approved an ​$85 million​ film studio complex with 89,000 square feet of virtual production space.
  • The ​music production software​ market is expected to grow $432.8 million from 2025-2029 at 7.7% annually.

Bearish News

How to invest in Music and Film right now:

What will it take to get you back in theaters?

Metals and Gems

Bullish News

Bearish News

How to invest in Metals and Gems right now:

Now’s the time to jump on Germanium!

Collectibles

Bullish News

Bearish News

How to invest in Collectibles right now:

I love books, but do I love them $100,000 worth?

Websites and Domains

Bullish News

Bearish News

  • A “DoubleClickjacking” exploit ​bypassed​ security controls, enabling account takeovers on major websites.
  • Adult websites left South Carolina due to the new ​age verification law​, driving traffic to unmoderated sites.
  • CoinsDo reported ​impersonation scams​ targeting users through fake websites and phishing emails.
  • The FTC fined accessiBe $1 million for ​false claims​ about its AI accessibility tool.
  • Domain registrations ​stagnated​ at 362.3 million in Q4 2024, showing no growth from Q3.

How to invest in Websites and Domains right now:

$1 million for BestOdds.com is quite the gamble.

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 ​Arta​.
  • 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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