Kevin O’Leary on the asset class that beat everything else in his portfolio
summary
Collectibles outperform every other holding here: a Skybox Jordan PSA 6.5 is called a best‑performing asset class, one dual‑logo Kobe‑Jordan card triggers a 3am bidding war and is paid $12.93 million then bid $20 million; tokenization waits on a federal bill before institutions will index it, so adoption stays muted while 97% institutional interest concentrates in BTC and ETH; power and data centers (sub‑6¢/kWh, hydro/nuclear contracts, dark fiber) become the pragmatic infrastructure bet.
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chapters (6)
- 0:00Kevin O'Leary at Consensus Miami 2026
- 1:16Sports Cards as an Asset Class
- 3:25Tokenization, the Clarity Act, and Why Altcoins Got Slaughtered
- 5:21The S&P 500 Blockchain Thesis: One Chain Will Win
- 7:53Why Power Is More Valuable Than Bitcoin
- 9:34The US vs China AI Race
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