Alternative Investing Report - February 6, 2026

February 06, 2026

Happy Friday. We get an investing pick from Slava Rubin, crypto’s fall continues, Strategy is in trouble, and Cerebras nearly tripled its valuation. Let’s dive in!

🎫 Register: For next week’s investor briefing on crypto, gold, and prediction markets, with Vincent’s Slava Rubin, Milk Road’s John Gillen, and Sacra’s Jan-Erik Asplund.

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📈 DAILY MARKETS

*as of 2/5; Sources: S&P, BTC, FTSE, DJRE, 30YM

✅ PICK OF THE WEEK


Bitcoin
Current price: $64,227

  • Massive run down in last few months presents a buying opportunity now

  • Solid resistance around $60k

  • Good opportunity to dollar cost-average even if it goes down further

  • Still bullish on $1m per bitcoin in 2037 so this can be a great entry point for long-term holders

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👨‍🏫 TODAY'S EXPERT

Slava Rubin was co-founder and CEO at indiegogo in addition to being co-founder at Vincent, co-founder at Nillion and co-founder and Managing Partner of Humbition, an early stage venture fund. He is also currently a member of the board of NYSE traded (WSO) Watsco Inc.

📺 UPCOMING EVENT

Join Vincent co-founder Slava Rubin, Milk Road’s John Gillen and Sacra co-founder Jan-Erik Asplund for an in-depth look at where speculative activity is shifting as crypto enters what may be a bear market. We’ll examine why Bitcoin is down despite a favorable political backdrop, how trading energy is rotating into gold, silver, and prediction markets, and what this environment means for crypto-native businesses like potential IPO candidate Kraken—and for investors deciding whether now is an entry point or a time to wait.

2/12 at 11 AM ET.

📰 NOTABLE NEWS


🪙 Another bad day for crypto: It only took one day from Bitcoin to fall from $70,000 to below $65,000, and it has now lost nearly 50% of its value from its all-time high. Many other major coins suffered double digit losses, with Ethereum down 10% and Solana down 16% on the day and both down more than 30% in the past week and 40% in the past month. Prediction markets now indicate there is close to an even chance Bitcoin will slip below $55,000 before the month is up.

🪙 Strategy woes: Michael Saylor’s Bitcoin treasury company saw its stock price plummet 17% yesterday, and it is now down an incredible 72% in the past six months. The business posted a $12.4 billion loss in Q4, one of the largest quarterly losses in history, and that was before today’s bloodbath. Strategy’s average Bitcoin buying price is around $76,000, meaning that at current prices they are sitting on roughly $8 billion in unrealized losses. Further decline could have massive ramifications for the crypto market if Strategy ends up liquidating any holdings, as it could lead to panic among investors.

🤖 Cerebras funding round: The AI chipmaker raised a $1 billion round at a $23.1 billion, nearly triple its $8.1 billion valuation from last September.

🏡 Sales pace slowing: The average U.S. home is on the market for 64 days before selling, the longest span in six years and a week longer than where it sat at this time last year. Homebuyer demand has fallen 5% in the last month and 15% year-over-year.

🚀 Venture funding soaring: VC firms invested $55 billion into startups globally in January, a 50% boost from December and more than double the $25 billion sum from January 2025. Keep in mind that a big part of that was xAI’s $20 billion funding round.

💵 PE exits rise: Private equity exits rose 5.4% last year globally, but total deal value declined 21.2% year over year, as firms took smaller deals in search of liquidity.

📝 IN CASE YOU MISSED IT

Have a great weekend!

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