Alternative Investing Report - April 10, 2026

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*as of 4/9; Sources: S&P, BTC, GOLD, DJRE, 30YM

Bitcoin
Current Price:

• I still own a lot of Bitcoin

• We are heading towards the second half of the halving cycle, and usually when you get to October, you start to see a rise in price

• This is a cyclical downturn that is very consistent with what has happened in every other four year cycle, and I think we hit our intracycle low of $60,000

• I think that this is an asymmetric trade, because it will either be flat or it will shoot up past $100,000 to $150,000 by the end of the year

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

Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.

Scaramucci served on President Donald J. Trump’s Presidential Transition Team Executive Committee in 2016 before serving briefly as White House Communications Director.

In the newest episode of Smart Humans, Slava Rubin talks with Skybridge’s Anthony Scaramucci about the current macroeconomic environment, investment strategies, and specific stock and crypto picks.

📊 PCE inflation reports: The personal consumption expenditures index, the Fed’s preferred measure of inflation, rose 0.4% in February and 2.8% annually, in line with expectations. The core reading, which excludes food and energy, was also up 0.4% monthly and 3% annually. Importantly, this data preceded the war in Iran, so today’s release of the consumer price index (CPI) reports will give a more updated look at inflation.

🤖 Anthropic’s new model: The AI startup’s new powerful Claude Mythos model is only being released to major technology firms such as Microsoft and Apple, as it is currently too dangerous to be released to the public. That warning is a bit concerning, and a number of cybersecurity companies saw their stock prices plummet in response.

🏢 CRE prices rising: The Green Street Commercial Property Price Index (CPPI) rose 0.4% in March and is up 2.6% annually. The top sector last month was mobile home parks, which saw a 2% increase, and self-storage was the worst performing sector with a 1.7% decline.

🪙 Strategy driving crypto inflows: Total crypto inflows were just $11 billion in Q1, roughly one third of what they were in the same period last year, with the Bitcoin treasury company Strategy making up more than half, contributing $6.3 billion in purchases.

🏡 Price cuts at record rate: A record-high 34.2% of home sellers reduced their listing price in February, up from 31.5% a year ago. Overall, the average home that sold did so at 2.4% below the original listing price.

🗼 Eiffel Tower auction: A 9-foot high original piece of a staircase that was once part of French monument before being replaced by an elevator is being auctioned off next month, and should fetch well into the six figures. A 2016 sale of a similar section of staircase had a hammer price of $611,000.

Tuesday: 💵 Private credit struggles, 🏢 Apartment construction decline
Wednesday: 🤖 Anthropic’s epic run, ❗ Iran ceasefire
Thursday: 🚀 Big IPOs on tap, 🏢 Manhattan office comeback

Have a great weekend!