Opening Bid Unfiltered

Are collectibles the next big investment boom?

Feb 12, 2026
Josh Luber, serial entrepreneur who co-founded StockX and now runs GhostWrite, talks collectibles and trading mechanics. He explores why nostalgia and scarcity drive demand. He dives into blind-box trends, trading-card scarcity vs mass-produced toys, gamified unboxing experiences, and how licensing and market cycles shape values.
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INSIGHT

Why The Market Reset Happened

  • Collectibles boomed because our generation now has money to buy what we wanted as kids.
  • Scarcity and demand, not nostalgia alone, drive long-term value in collectibles.
ANECDOTE

Banjos In A Sneaker Talk

  • At a Nike talk a man in the back yelled he collects banjos and wanted Josh's help when StockX adds banjos.
  • That moment illustrated the extreme niche diversity in collectibles.
INSIGHT

Blind Boxes Amplify Scarcity

  • Blind box mechanics compress the thrill of rarity into mass consumer products.
  • One-of-one rarity (true scarcity) multiplies value far beyond common variants.
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