Alternative Investing Report - February 27, 2026

*as of 2/26; Sources: S&P, BTC, FTSE, DJRE, 30YM

PsiQuantum
Last public valuation: $7 billion ($41.13 share price)
Current price: $6.2 billion ($36.50 share price on Augment Collective)

• Quantum is one of the few sectors that has the potential to be the “next AI” as a long-term play

• If quantum computing takes off, the market leaders will be trillion-dollar companies, and PsiQuantum is well-positioned to be a market leader

• The company is projecting a launch of a full-scale quantum computer in late 2027, which would be a huge coup that would bring a lot of attention to the sector and the company

• It has received investment from major players such as Nvidia and BlackRock

• This is a high-risk, high-reward investment that will likely take a long time to pay off

Do you hold any? Yes.
Is it a short-term, medium-term, or long-term play? Long-term, plan to hold for 10+ years.

Here’s a list of our past expert investment picks.

Adam Katz is co-founder and Head of Research and Content at Vincent. He is a seasoned real estate investor and syndicator and a longtime investor in alternative assets. He is a graduate of Columbia Law School and has an undergraduate finance degree from Washington University in St. Louis.

🚀 Healthtech’s strong 2025: Startups in the sector raised $15.3 billion in 2025, a 26% increase over the prio year, with the pace accelerating in Q4. Exit activity also reached record-high levels with 141 total exits, including IPOs from Omada Health and Hinge Health. Join our investor briefing on the sector on Tuesday at 11 AM ET.

🤖 Block AI layoffs: The company founded by Twitter founder Jack Dorsey — and known for Square, Cash App and Afterpay — is laying off more than 4,000 people, representing 40% of its workforce. Dorsey credited AI with the ability to cut his headcount and expects more tech companies to follow his lead, which could present a nightmare scenario for the labor market.

🎨 Venice Biennale artists: The most prestigious art exhibition in the world named the 111 artists participating in this year’s edition, many of whom undoubtedly will see their profiles rise as a result.

🏡 Out-of-market demand: 61.9% of all online views of homes in the 100 largest markets in the U.S. come from out-of-market users, who make up a majority of the views in 87 of those 100 metro areas.

🪙 Binance and Iran: The world’s largest cryptocurrency exchange reportedly allowed $1.7 billion worth of crypto to be funneled to Iranian accounts, which may have violated sanctions laws. The more crypto becomes associated with militant groups and rogue states such as North Korea, the worse it is for a sector trying to solidify its place in mainstream investing.

🚀 Wayve fundraise: The UK self-driving startup raised a $1.2 billion round at a $8.6 billion valuation as it attempts to bring its robotaxis to London.

Monday: 🏢 Rental market update,🧑‍⚖️ Tariffs overturned
Tuesday: 📉 AI concerns, 🪙 Bitcoin falls 5%
Wednesday: 🏡 U.S. housing prices, 🚀 Cerebras IPO
Thursday: 🚀 Stripe valuation, 🪙 Crypto bounceback

Have a great weekend!