Kevin O’Leary on the Asset Class the Beat Everything Else in his Portfolio

Kevin O'Leary joins the mainstage at Consensus wearing a $5.2 million Michael Jordan card around his neck and explains why collectibles have become his best-performing asset class, including a 3am bidding war that cost him nearly $13 million. He then breaks down why 97% of institutional crypto interest is concentrated in just BTC and ETH, why altcoins got slaughtered, and what it will actually take for blockchain to get adopted by the S&P 500. Plus, why he thinks power infrastructure and data centers are a better bet than picking crypto winners.

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Timecodes:

00:00 - Kevin O'Leary at Consensus Miami 2026

01:16 - Sports Cards as an Asset Class

03:25 - Tokenization, the Clarity Act, and Why Altcoins Got Slaughtered

05:21 - The S&P 500 Blockchain Thesis: One Chain Will Win

07:53 - Why Power Is More Valuable Than Bitcoin

09:34 - The US vs China AI Race