Basket of companies operating in online gambling and prediction market platforms.
1 take · first discussed Jan 10, 2026
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Jason is the only host with a recorded view here, making this a single-voice thesis rather than a group debate. He is bullish with medium conviction on a self-constructed basket of gambling and prediction-market names — Robinhood, Polymarket, PrizePicks, and Coinbase — as his top asset pick for 2026. His core rationale is macro-driven: expected rate cuts should put more discretionary cash in consumers' hands, which he believes will flow into wagering and speculation. No other hosts offered a competing or corroborating view on this basket.
Jason picks a basket of gambling and prediction market stocks — naming Robinhood, Polymarket, PrizePicks, and Coinbase — as his best performing asset of 2026, betting rate cuts and consumer cash will fuel wagering activity.
my pick for best performing asset will be the Robinhood PolyMarket Prize Picks. Gambling, wagering,— space because people will be able to have a little cash around to make some bets. So you can buy Coinbase in there too, I guess.”1:06:43