Alternative Investing Report - November 14, 2025

November 14, 2025

Happy Friday. Markets fell with the odds of a Fed rate cut dropping, an XRP ETF debuted, Skims saw its valuation increase, and Polymarket landed another big partnership. Let’s dive in!

🎫 Register: Kalshi and Polymarket are two of the hottest names in the pre-IPO space - learn more at our next investor briefing on prediction markets. 11/18 at 11 AM.

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📈 DAILY MARKETS

*as of 11/13; Sources: S&P, BTC, FTSE, DJRE, 30YM

📉 MARKET SLUMP


The end of the government shutdown brought an broad decline across the public and crypto markets yesterday, with the S&P 500 falling 1.7%, the Nasdaq dropping by 2.3% and the crypto market falling by around 4%. Bitcoin dropped below $100,000 and touched its lowest level in six months, and is down more than 25% from its all-time high set last month. Recent remarks from Federal Reserve Presidents as well as the White House’s acknowledgment that October jobs and economic data may never be released, have caused many investors to believe a Fed rate cut in December is no longer coming.

➨ TAKEAWAY: Yesterday’s correction is a prime example of the danger of markets pricing in news before it ends up actually happening. On the other hand, if a Fed rate cut starts to look more likely, the markets could quickly regain these losses. CME Group’s FedWatch tool, which had once put the odds of a December rate cut in the high-90s, now has it as a 50-50 proposition.

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📺 UPCOMING EVENT

Prediction markets have exploded in popularity over the past year, and the most popular ones — Kalshi and Polymarket — have become two of the hottest names in the Pre-IPO market. Join Slava Rubin and Sacra’s Jan-Erik Asplund as they look at the industry as a whole and take a close look at the two unicorns in the space.

11/18 at 11 AM ET.

📰 NOTABLE NEWS


🪙 XRP ETF debuts: Canary Capital’s spot ETF for the Ripple-affiliated token XRP debuted yesterday with the ticker XRPC on the Nasdaq, a milestone for the 4th largest crypto token by market cap. XRP was trading down on the day, along with most of the crypto market, but is one of the few major coins to post a positive gain over the past week.

🚀 Skims fundraise: The Kim Kardashian-led clothing brand raised $225 million at a $5 billion valuation, up from its $4 billion valuation in 2023, as it makes a bet on brick-and-mortar stores and international expansion.

🎰 Polymarket partnership: The prediction market startup is entering into an exclusive partnership with Yahoo Finance, less than a week after Google said it would include Polymarket and Kalshi data in its Finance platform.

🏢 Apartment deal volume: Multifamily investment activity hit $43.8 billion in Q3, a 21% gain quarterly and 13% gain year-over-year, though the number of deals declined slightly on a quarterly basis, indicating that more high value properties changed hands.

🤖 Anthropic data center plan: The AI startup is committing $50 billion for custom-built data centers in Texas and New York, a step that will reduce their dependence on cloud providers such as Amazon and Google.

🚀 Carbon tech funding: Deal value for carbon & emissions tech startups hit $3.5 billion in Q3, a gain of 40% year-over-year, as many companies in the emerging sector have started to embrace AI.

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📝 IN CASE YOU MISSED IT

Have a great weekend!

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