Everything We're Leaving in 2025... (and bringing to 2026)

Watch on YouTube ↗  |  January 06, 2026 at 14:00  |  17:51  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy presents his 2025/2026 ins and outs list, blending lifestyle and cultural predictions with occasional market and sector calls. He is bearish on streetwear, cannabis, dating apps, food delivery, online casinos, and luxury cars like Ferrari, while bullish on alcohol, tobacco, red meat, and a cultural return to partying and in-person socializing. The overall tone is optimistic for 2026, favoring a barbell of full online engagement or fully offline real-world experiences.

  • Thread Guy lists cultural and lifestyle trends he expects to end in 2025 and rise in 2026.
  • Bearish calls include streetwear, weed, dating apps, food delivery/DoorDash, online casinos, and luxury cars/Ferrari.
  • Bullish calls include alcohol, tobacco/cigarettes, red meat, partying, and in-person socializing.
  • He expects a shift away from performative online behavior toward real-world experiences and 'full port' trading.
  • Market implications are mostly thematic: short cannabis, streetwear, dating apps, DoorDash, online casinos; long alcohol, tobacco, red meat.
  • He emphasizes a decade-bottom in alcohol/partying and a multi-year bear market in weed and streetwear.
  • He rejects 'brain rot' streamers and day trading in favor of serious finance and real trading.
  • The video ends with his anticipation of turning 24 and morphing into a dog.
Ideas
Thread Guy Crypto influencer, independent 0:27
Alcohol bottoming; partying and drinking return.
The speaker calls a generational decade bottom on alcohol and partying, arguing that after a period of performative wellness and antisocial behavior, 2026 will see a resurgence in alcohol consumption, hard liquor, beer, and social partying.
Alcohol HIGH
Thread Guy Crypto influencer, independent 2:17
Cigarettes back, vaping dead.
Cigarettes are back and vaping is dead; the speaker expects a cultural return to traditional cigarettes over vapes, favoring tobacco demand and hurting vaping.
Tobacco MED
Thread Guy Crypto influencer, independent 2:17
Cigarettes back, vaping dead.
Cigarettes are back and vaping is dead; the speaker expects a cultural return to traditional cigarettes over vapes, favoring tobacco demand and hurting vaping.
Vaping MED
Thread Guy Crypto influencer, independent 3:56
Ferrari dead; luxury cars out.
Luxury cars are dead, and Ferrari is completely dead as tastes shift toward beater SUVs like 4Runners and Suburbans, making luxury car brands unattractive.
RACE MED
Thread Guy Crypto influencer, independent 6:22
Red meat demand returns strongly.
Red meat is in for 2026, with vegan, gluten-free, and keto diets out; the speaker expects strong cultural preference for meat consumption including lamb and steak.
Red meat MED
Thread Guy Crypto influencer, independent 11:36
Dating apps topped; in-person dating returns.
Dating apps have completely topped, including Tinder, Hinge, and Raya, as the culture shifts toward in-person relationships and 'wife maxing,' making the sector unattractive.
Dating apps HIGH
Thread Guy Crypto influencer, independent 16:53
Food delivery apps and DoorDash out.
Food delivery apps are gone and DoorDash is out as the culture shifts away from delivery toward cooking at home and dining at dive bars or cheap diners.
Food delivery apps DASH HIGH
Thread Guy Crypto influencer, independent 17:04
Online casinos done; gambling speculation fades.
Online casinos and gambling platforms like Rainbet and Minds are done as speculation and gambling culture fades, replaced by a return to serious trading.
BETZ MED
Up Next
22:47
Inside Alts: Vista Equity Partners CEO outlines the next phase of the AI boom
CNBC · Jan 06
5:56
The aperture is opening for oil companies investing in Venezuela, says Evercore's Steve Richardson
CNBC · Jan 06
10:12
LA Gov. Landry: Pres. Trump supports an independent Greenland with economic ties to the U.S.
CNBC · Jan 06
7:41
Nvidia CEO Jensen Huang: We've been thinking about robotics for a long time
CNBC · Jan 06
8:25
Coinbase's John D'Agostino on bitcoin: Retail sentiment is catching up to institutional momentum
CNBC · Jan 06

This Thread Guy video, published January 06, 2026, features Thread Guy discussing Alcohol, Tobacco, Vaping, RACE, Red meat, Dating apps, Food delivery apps, DASH, BETZ. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: Alcohol, Tobacco, Vaping, RACE, Red meat, Dating apps, Food delivery apps, DASH, BETZ