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alexis ohanian

T2 · manager / operator

Reddit co-founder, founder of venture firm 776; early investor in women's sports (Angel City FC), track league (AFL), collectibles (Alt, college card company); articulates 'anti-AI barbell' thesis.

2 calls·2 names·100% bull·last heard 29 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$ALTAltposition

Alt trading card marketplace hits $1.4M record sale, signaling collectibles as new cultural asset class

Alt's marketplace for comic-book-styled sports cards (e.g., Wendy's card) is setting record auctions, reflecting a generational shift where trading cards become contemporary art for those who grew up collecting.

TBPN2026-07→
2ndmedium conviction
$ALEXIS-TRADING-CARD-COMPANYAlexis Ohanian's College Sports Trading Card Companyposition

Ohanian acquires college sports card company betting on NIL-driven long-tail athlete monetization

College sports cards capture the long tail of athletes (including women's sports) unlocked by NIL; Nebraska women's volleyball outsells men's football, proving untapped demand for non-revenue athlete IP.

TBPN2026-07→

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recurring themes

2 total
$ALT
Alt
MEDalexis ohanian·TBPN·29 days ago· position
Alt trading card marketplace hits $1.4M record sale, signaling collectibles as new cultural asset class
Alt's marketplace for comic-book-styled sports cards (e.g., Wendy's card) is setting record auctions, reflecting a generational shift where trading cards become contemporary art for those who grew up collecting.
"I was the lead investor in alt so marketplace which just had they just set a record for an all-time kaboom. It was like a $1.4 million for a one of one Wendy."
59:00
$ALEXIS-TRADING-CARD-COMPANY
Alexis Ohanian's College Sports Trading Card Company
MEDalexis ohanian·TBPN·29 days ago· position
Ohanian acquires college sports card company betting on NIL-driven long-tail athlete monetization
College sports cards capture the long tail of athletes (including women's sports) unlocked by NIL; Nebraska women's volleyball outsells men's football, proving untapped demand for non-revenue athlete IP.
"When you're the biggest LP in the VC firm you get to kind of do what you want to do... With trading cards, this was a a modest size company that was specializing in college sports…"
60:00