Trades and Trends by Altan Insights: February 5, 2022

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

After four straight weeks of negative average returns, performance bounced back in a big way this week on Rally. The platform closed with an average return of 4.72% while the median ROI settled at 0%. Ten different assets gained at least 44% this week while six offerings climbed 60% or more. Last week, three different assets fell more than 60% on Rally but this week, only one offering dropped more than -40%.

Leading all assets this week was the 2003 Topps Chrome Black Refractor LeBron James Rookie Card which added 118.75% to its market cap. The LeBron fell -60% last week and amazingly, is still down -12.5% since IPO. Closing in second this week was the book Adventures of Huckleberry Finn by Mark Twain. The classic novel gained 81.67% after falling -44.95% last week. Rounding out the top three was the Apollo 11 Crew-Signed New York Times which added 69.49%. NFTs were the best-performing asset this week on Rally as the sector gained 15.56% on average and was led by Bored Ape #9159 which climbed 69%. This is a complete reversal from the previous week as NFTs closed as the worst-performing asset class and fell more than -12% on average. There were 55 sports cards that traded this week on Rally, the most of any asset class, and the sector climbed 9.23% on average. The only two Tom Brady cards currently trading on Rally both gained more than 40% this week after the legendary quarterback's retirement news. Wine closed as the third-best performing sector with a 8.59% gain as three different offerings climbed 9% or more.

The 2000 Pokemon Neo Genesis Booster Box fell -58.82% this week to close as the worst-performing asset on Rally. Although the first edition box fell sharply, trading card games actually closed with a 4.25% average return overall. Two book stumbled this week as Roosevelt's African Game Trails dropped -38.75% and Grimms' Fairy Tales tumbled -32.96%. There were three books among the bottom five performing assets this week on Rally but the asset class still finished in the green with a 1.92% average ROI. Luxury was the only asset class to trade negatively as the sector fell -5.38%. The asset class is now down more than -10% over the last two weeks as two different Rolex watches, the Pepsi Jubilee and Domino's Pizza, dropped more than -24% this week.

Assets to watch for next week:

1768 George Washington Lottery Ticket

1990 NES Super Mario Bros. 3

Roosevelt: African Game Trails

Otis

Another week, another positive average return on Otis. There were 113 different assets that trading this week on Otis and they settled with an average ROI of 0.92% with a median return of 0%. Returns were stable across the board and unlikely last week, when the Air Jordan 1 sneakers climbed 111%, no asset gained or dropped more than 40%.

Comic books and video games were represented at the top of the performance ladder this week on Otis. The CGC 9.8 graded copy of Amazing Spider Man #129 climbed 39.06% and the comic is now up 167% since IPO. NES Metroid closed with a 38% gain while The Incredible Hulk #181 finished 34.74% higher. Rounding out the top four was the Super Mario Bros. 3 which climbed 30.26% this week. Sports cards were the most traded asset class and the sector fell -2.58% on average but was led by the 2000 SP Authentic Tom Brady card which climbed 23.02% in the week of his retirement announcement.

In total, nine different assets gained at least 19% while only one asset fell more than -19%. The Luka Doncic Rookie Mojo Prizm fell -33.07% this week after gaining 19.88% last week. The Yeezy Collection II dropped -18.47% and surrendered its previous gains of 18.94%. Comic books climbed 14.89% to lead all asset classes while NFTs and sports memorabilia closed 5.04% and 4.02% higher respectively. Luxury lagged with a -3.65% return and sneakers slipped -2.20%.

Assets to watch for next week:

Air Jordan 'Red Metallic' Sneakers

Collectable

Assets on Collectable delivered another week of positive performance as sports memorabilia soared to its highest average return this year. This week, the average total return on Collectable was 2.22% across 151 traded assets. Sports memorabilia finished with a 4.26% average while sports cards closed with a 1.62% gain.

While sports memorabilia outpaced cardboard this week, it was modern cards that led all individual assets on Collectable. The 2018 Flawless Trae Young RPA gained 80.49% while the Tom Brady basket of Playoff Contenders climbed 58.67%. Setting the pace for sports memorabilia was the Manning/Favre/Marino Jersey Basket which climbed 78.02%. Investors rejected a $55,000 buyout offer for the basket and those who held on were repaid with a significant uptick in valuation. The basket now sits less than $1,000 below the buyout offer price and is up 7.7% overall since IPO. In addition to the jersey basket, the Jimmie Foxx 1936-37 Game Used and Signed Bat climbed 51.6% and is. now up 42.5% since IPO. There were ten different assets that gained at least 27% this week on Collectable and only three that dropped more than -27%. Falling this week was the 2015 Gleyber Torres Bowman Chrome which slipped -37.78% and the 2017 Laundry Tag Patrick Mahomes which dropped -36.51%. For the second consecutive week, tennis was the best-performing sport on Collectable as the Serena Williams NetPro basket climbed 25.1%. The Serena basket is now up 49.8% in the last month and has gained 150% since IPO. Football-related assets closed 6.02% higher this week while hockey added 3.83% on average. Soccer stumbled 010.41% and wrestling slipped -7.57%

Assets to watch for next week:

Jasson Dominguez Bowman Orange Refractor

Lionel Messi Mega Cracks Rookie Card

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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.