Alternative Investing Report - June 5, 2026

*as of 6/3; Sources: S&P, BTC, FTSE, DJRE, 30YM

Zcash
Current price: $484.35 ($8.07 billion market cap)

• Zcash is a super interesting crypto token

• It has the original goal of Bitcoin, which was to create an anonymous way to be able to move your money, but Bitcoin is too transparent

• Zcash is basically like a Bitcoin fork with a privacy layer on top

• I think it has an opportunity to take a nice chunk of Bitcoin’s market share, which could cause Zcash to rise in price quite a bit

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

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.

In the newest episode of Smart Humans, guest host Eric Cantor talks with Slava Rubin about his outlook for the market, investment strategies, and picks for the next three years.

🏡 Listing prices are falling: As U.S. housing inventory rises and buying demand has fallen, sellers are finally adjusting to the market by dropping asking prices. The median list price in the U.S. housing market dropped 2.4% year-over-year, which has led to increases in pending sales and contract activity.

🪙 Bitcoin bear market: The cryptocurrency is now worth almost exactly half of what it was at its all-time high last August, and it has underperformed the stock market by the biggest margin since 2019. Risk-seeking investors are increasingly pivoting to AI-related plays and volatile derivatives such as 0-day options and perpetual futures.

🤖 Deepseek funding round: The Chinese AI startup is reportedly close to raising $7.4 billion at a valuation as high as $59 billion in its first fundraising round. The round will be led by the Chinese tech company TenCent and will make DeepSeek one of China’s most valuable private companies.

🚀 New climate tech fund: Gigascale Capital, a venture fund founded by former Meta CTO Mike Schroepfer, raised a new $250 million climate tech fund to target early stage startups focusing on clean energy generation. The sector has seen a downswing the past few years, but with the need for cheap power to run AI infrastructure, it could see a resurgence.

🎵 Suno fundraise: The AI music generator startup raised $400 million at a $5.4 billion valuation, more than double its $2.4 billion valuation just seven months ago. This new round of funding comes even as the company faces multiple copyright infringement lawsuits from major record labels, showing that its backers are not concerned.

🎮 Video game collecting: Vintage video games have evolved from simply a collector’s item to a niche asset class where high-end items routinely sell for six or seven figures at auction. Aspiring collectors should know that Nintendo remains the most sought-after brand, sealed games in great condition can be extremely rare and coveted, and there are often a lot of variants of old games, so knowing exactly what you’re buying is key.

Monday: 🚀 Defense tech soaring, 🪙 Bitcoin price slump
Tuesday: 🤖 Anthropic IPO, 🚀 Biotech exit activity
Wednesday: 🪙 Bitcoin below $70K, 🏢 Industrial sector strengthening
Thursday: 📉 Ex-unicorns, 🚀 SpaceX IPO details

Have a great weekend!