Trades and Trends by Altan Insights: July 3, 2021

Join Altan Insights as we highlight trading activity across the various alternative marketplaces with a combination of charts and penned analysis to help investors track trends and price movements that impact their portfolio.

Rally

Performance on Rally was flat during the month of June with an average return of 0.49%. The best performing individual asset was the 1997 N64 GoldenEye 007 game which gained 60% during its session. Frank Herbet’s ‘Dune’ jumped 57.5% and was followed by two cars, the 1975 Reneault Alpine A1 10 and the 2002 BMW Z8, which climbed 39.72% and 31.58% respectively. Pokémon struggled during the month as the 1st Edition Complete Set plummeted -68.79%. Sports cards slipped as well, with four of the five worst-performing individual assets coming from the sector. 

European cars starred in June as each of the four countries represented traded positively. France was led by the Alpine A1 while German was propelled by the BMW Z8. Japanese cars also performed well, returning 21.85% on average. 

Non-sports assets owned the month of June on Rally. Video games were the best performing asset class returning 22.88% on average while wine finished second after adding 15.34% overall. Cars, books, luxury, and memorabilia all closed the month with positive returns on average. 

Card games were the worst-performing sector, falling -38.03% on average while sports cards dropped -11.55%. Comic books and sports memorabilia also finished in the red during the month. 

Otis

Note: Only assets that traded for the entire month are included in data calculations and graphs.

Otis returned a positive month, propelled by a few big winners. The average platform return was 2.45% but multiple assets neared triple digits. Felipe Pantone’s ‘CHROMADYNAMICA MSS’ gained an impressive 136.27% to lead on the platform which outpaced the next best-performing asset by over 55%. Michael Jordan’s AJ1 Player Exclusives jumped 80.59% followed by the Dior x Air Jordan Lows which added 76.47%. Ten different assets gained at least 30% on Otis during the month with four of those representing art. 

June was not a strong month for G.O.A.T’s or ‘Kings’ on Otis. The Air Jordan 1 Modern Classics were the worst performing asset, falling 46.67% while Tom Brady’s SP Authentic rookie card deflated -23.81% and Messi’s Mega Cracks rookie dipped -27.26%. Two LeBron James assets also slipped as the Topps Chrome and Finest Refractor cards fell -31.03% and -27.8% respectively. 

Sports memorabilia was the best-performing asset class on Otis, returning 22.04% on average. Art jumped 21.38% while video games and sneakers both closed the month with gains. 

Luxury was the worst performing asset class on Otis as the “So Black” Birkin dropped 15%. Sports cards, card games, and comic books also all fell on average. 

Collectable

Note: Only assets that traded for the entire month are included in data calculations and graphs.

Sports cards and memorabilia struggled on Collectable in June, resulting in an average return of -12.21%. The 1952 Bowman Mickey Mantle card was the best-performing asset, adding 25.77% to its market cap. Five of the top ten performing assets were cards while five were pieces of memorabilia. RPA’s featuring young NBA stars found success as Trae Young’s Flawless rookie and Zion’s Nation Treasure card both returned positive months. 

Basketball players eliminated from the NBA playoffs were the worst-performing assets on the sports investing platform. The 2007 Kevin Durant Chrome card dropped -52.73% while the LeBron SP Authentic dove -42.11%. Lebron’s other card, the Black Refractor, dipped -29.79%. 

Sports cards fell -13.21% on Collectable performing slightly worse than sports memorabilia which dropped -9.30%. The losses were propelled by poor returns for major sports cards at auction houses although certain asset classes including soccer and hockey have started to see their performance improve. Collectable also added a significant number of assets to their trading floor in June as only forty-seven assets traded the whole month but there are seventy-four different assets trading on Collectable as of July 2nd. 


Want to get more great insights and access to powerful tools to help guide your investment strategy? Signup for Altan Insights now.

Disclaimer: You understand that by reading Altan Insights, you are not receiving financial advice. No content published here constitutes a recommendation that any particular security, transaction, or investment strategy is suitable for any specific person. You further understand that the author(s) are not advising you personally concerning the nature, potential, value or suitability of any particular security, transaction, or investment strategy. You alone are solely responsible for determining whether an investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your investment objectives and personal financial situation. Please speak with a financial advisor to understand if the risks inherent in trading are appropriate for you. Trade at your own risk.