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Anthony Scaramucci
SkyBridge Capital
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
BTC total value vs today. no timeframe; he concedes his crypto fund is down this year
“It could easily be a $10 trillion market capitalization”
Bitcoin since this was said: ▲ +19.6% · 64,318 → 76,930 · as of 2026-09-11
where the attention went
“The crypto bros can do whatever the hell they want. The girls have moved on to AI”
what stalled retail adoption. STANCE corrected bear->neutral: past-tense diagnosis, not a price call
“Trump came in and he karate chopped that with the meme coin”
his own book, disclosed. holdings disclosure, not a forecast; he puts only 20-40% odds on the Clarity Act in the same tape
“I'm long Bitcoin, Avalanche, Solana”
endorsing the Fink thesis. attribution on tape: Larry Fink is right immediately precedes
“Everything's going to get tokenized”
Market shakeout thesis: "the market is ruthless and the market is opportunistic" (@3:09); AI companies "remind me of Amazon" - long-term bright, shakeout first
Nasdaq since this was said: ▲ +1.0% · 25,833 → 26,082 · as of 2026-09-10
“Intel is owned probably right now 9.9% by the federal government… I guess what I'm worried about is the cronyism” - worried state stakes breed cronyism
Personal book: “I would always own a slug of the S&P… some real estate in my portfolio and some gold”; “I'm long Bitcoin and I'm committed to at least two or three four-year cycles… it's the best performing asset in the history of the world”
“I think that the market is ruthless and the market is opportunistic and the market sees in a case like Anthropic and OpenAI it sees the heavy spend and it sees the near-term losses but it sees the long-term very bright very rosy outlook. The AI companies remind me of Amazon”
Nasdaq since this was said: ▲ +1.0% · 25,833 → 26,082 · as of 2026-09-10
“I mean, I don't know the answer. We probably are in a bubble”
Nasdaq since this was said: ▲ +1.0% · 25,833 → 26,082 · as of 2026-09-10
If you believe bitcoin is a digital store of value, he argues:
“then you got to sit in Bitcoin and you got to hold it”
Bitcoin since this was said: ▲ +25.1% · 61,490 → 76,930 · as of 2026-09-11
Asked how he'd build a portfolio today:
“I would have probably 30 percent in Bitcoin. I would probably have a basket of some of these AI companies”
Bitcoin since this was said: ▲ +25.1% · 61,490 → 76,930 · as of 2026-09-11
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