Alternative Investing Report - July 11, 2025

July 11, 2025

Happy Friday. Gold continues to attract investors, construction costs are surging, Bitcoin keeps pumping, and the original Birkin bag sold at auction. Let’s dive in!

🎫 Register: For our Pre-IPO briefing covering the $90 billion payments company Stripe - July 16 at 12 PM ET.

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📈 DAILY MARKETS

*as of 7/10; Sources: S&P, BTC, FTSE, DJRE, 30YM

💰 GOLD ETFS


Gold has had a strong 2025, hitting numerous all-time highs and rising more than 26% in value already, and the precious metal has nearly doubled in value over the past two years. So it should come as no surprise that in the first half of 2025, physically-backed gold ETFs have recorded their highest inflows in the last five years. Meanwhile, silver ETFs have seen higher inflows in 2025 so far than in all of 2024, while matching gold’s price gains.

➨ TAKEAWAY: Precious metals appeal to investors in times of uncertainty, and 2025 has brought a lot of that in the form of a trade war and multiple actual wars. ETFs have made it easier for both retail and institutional investors to gain access to gold and silver and diversify their portfolios. Even the crypto stablecoin company Tether is holding more than 5% of its reserves in gold - around $8 billion worth - highlighting the common ground between two distinct asset classes. Check our Bitcoin v Gold debate for a refresher.

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📺 UPCOMING EVENT

On Wednesday July 16 at 12 ET, join Slava Rubin of Vincent and Marcelo Ballve of Sacra, for a deep dive into Stripe, the global payments company last valued at $90 billion. They’ll explore Stripe’s revenue growth, product evolution, and position in an increasingly crowded and competitive payments market. Brought to you by HEALEY PRE-IPO.

🏢 CONSTRUCTION COSTS


New York and San Francisco are the two most expensive markets in the world to build new construction, and three other U.S. cities make the top ten. Construction costs rose 4.7% in the U.S. in 2024 and they are projected to rise 5% this year. New tariffs are projected to add anywhere between $4,000 and $11,000 to the materials cost of constructing a new home, while labor costs are also rising.

➨ TAKEAWAY: Construction costs affect every sector of real estate, with smaller projects like single-family homes - which have lower margin for overhead - particularly affected. In the U.S., in addition to the uncertainty around tariffs, immigration policy also has a significant effect on labor costs. For larger projects with long timelines, it is more difficult for developers to accurately project costs and many are choosing to delay or cancel new construction, which only further restricts supply.

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📰 NOTABLE NEWS


🪙 Another Bitcoin high: The cryptocurrency rose 6% yesterday and hit a new all-time high of nearly $118,000 as the crypto market on the whole jumped by more than 5%.

👜 New handbag record: The original Hermès Birkin bag used by actress Jane Birkin for a decade sold for $10 million at Sotheby’s, easily setting a new record for the most expensive handbag ever.

🚀 SpaceX tender offer: The pre-IPO darling is planning to sell new shares at a valuation of $400 billion, a 14% rise over its previous valuation from last December.

🏡 Buying interest inches up: Mortgage purchase applications were up 9% on the week and home touring activity has risen 25% since the start of 2025, but pending sales are still down 3.5% year-over-year.

🏀 Caitlin Clark record card: An auction for a 1 of 1 2024 Panini Flawless Caitlin Clark Logowoman card is opening this Friday and could break the existing record for any card for a female athlete.

💵 PE exits decline: Private equity exit activity declined by 25% in Q2 as uncertainty over tariffs continues to hang over the industry.

📝 IN CASE YOU MISSED IT

Have a great weekend!

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