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Long Degeneracy: Why Robinhood, Coinbase, and Platforms Will Keep Winning
It’s the last show of 2025, and Howard’s not sugarcoating anything. He’s turning 60, grateful for health, and reminding everyone that real wealth isn’t just the market—it’s family, relationships, and your health.
From there, the conversation jumps straight into the degenerate index: a strong year, but also a reality check—fresh ideas are harder, the degenerate economy is getting crowded, and we’re in a digestion phase after big runs from “edge companies” like Google, Nvidia, Apple, and Robinhood.
Then it gets messy—in a useful way:
Why Philip Morris / Zyn sits in the degenerate economy even if you hate everything about it (except profits)
Why Affirm might be the “poster child” of buy-now-pay-later degeneracy, including the logic behind revisiting it now
Why Bitcoin can be “not a problem” at these levels unless you bought the top—and why it has an attention problem when everyone already owns it
Why MicroStrategy feels structurally different (and why the market is “hammering” its weakness)
Why the late-year silver surge doesn’t do much for Howard—but signals something bigger: deglobalization, commodity hoarding, and countries putting up walls
Why the real story isn’t “Instacart groceries,” it’s the commodities that keep countries running
And the core theme that ties it all together: the essay that everyone sent Howard—because it lands on the same conclusion he’s been repeating for years: the platforms win. Amazon, Robinhood, Coinbase, ICE, CME, CBOE… the casinos of every era take rake, and today’s “hope sellers” are becoming the survival layer for people who don’t believe the system works for them anymore.
Key idea: what older investors call speculation, younger people experience as survival—and in that world, a hedge can become a growth strategy.
#DegenerateEconomy #Investing #Markets #Bitcoin #Crypto #Silver #Affirm #Robinhood #Coinbase #MicroStrategy #Commodities #Inflation #Affordability
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.
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By StocktwitsIt’s the last show of 2025, and Howard’s not sugarcoating anything. He’s turning 60, grateful for health, and reminding everyone that real wealth isn’t just the market—it’s family, relationships, and your health.
From there, the conversation jumps straight into the degenerate index: a strong year, but also a reality check—fresh ideas are harder, the degenerate economy is getting crowded, and we’re in a digestion phase after big runs from “edge companies” like Google, Nvidia, Apple, and Robinhood.
Then it gets messy—in a useful way:
Why Philip Morris / Zyn sits in the degenerate economy even if you hate everything about it (except profits)
Why Affirm might be the “poster child” of buy-now-pay-later degeneracy, including the logic behind revisiting it now
Why Bitcoin can be “not a problem” at these levels unless you bought the top—and why it has an attention problem when everyone already owns it
Why MicroStrategy feels structurally different (and why the market is “hammering” its weakness)
Why the late-year silver surge doesn’t do much for Howard—but signals something bigger: deglobalization, commodity hoarding, and countries putting up walls
Why the real story isn’t “Instacart groceries,” it’s the commodities that keep countries running
And the core theme that ties it all together: the essay that everyone sent Howard—because it lands on the same conclusion he’s been repeating for years: the platforms win. Amazon, Robinhood, Coinbase, ICE, CME, CBOE… the casinos of every era take rake, and today’s “hope sellers” are becoming the survival layer for people who don’t believe the system works for them anymore.
Key idea: what older investors call speculation, younger people experience as survival—and in that world, a hedge can become a growth strategy.
#DegenerateEconomy #Investing #Markets #Bitcoin #Crypto #Silver #Affirm #Robinhood #Coinbase #MicroStrategy #Commodities #Inflation #Affordability
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.