Anthony Scaramucci says a friendlier US policy mix: rate cuts, looser financial conditions, and a renewed push for crypto legislation could set up 2026 as a better tape for \u201cquality\u201d altcoins, even after what he described as an unexpectedly bruising 2025 for the sector.<\/p>\n
In a Dec. 31 interview<\/a> with Altcoin Daily, the SkyBridge Capital founder framed 2025 as a year where positioning and sentiment broke down under selling pressure he said he didn\u2019t anticipate. \u201cThere\u2019s probably $4.6 billion of whale selling this year into the ETF demand,\u201d Scaramucci said, arguing that the deleveraging event around Oct. 10 amplified the move.<\/p>\n \u201cThere was a massive amount of deleveraging. It impacted some of the market makers. It forced a liquidity crisis,\u201d he added, describing a 30% drop as \u201cgarden variety\u201d for bitcoin, but still a surprise for traders leaning bullish.<\/p>\n Scaramucci said he now sees the setup improving precisely because sentiment turned so negative. \u201cWe were tilted to the bulls, we\u2019re now decidedly very bearish,\u201d he said, claiming his internal \u201cbull meter\u201d sits around 13 or 14 out of 100. The flip side, he argued, is that incremental good news, less large-holder selling, steadier ETF inflows<\/a>, or regulatory progress, could matter more than usual.<\/p>\n A central part of Scaramucci\u2019s thesis was that the market still expects US market-structure legislation to pass, and that the timeline matters. \u201cI do think it is detrimental because I do think there is still a market expectation that it\u2019s going to pass. I do think you need that clarity,\u201d he said of the Clarity Act.<\/p>\n Without it, he argued, serious tokenization efforts remain constrained by legal uncertainty: \u201cWho\u2019s going to spend the kind of money that you need to switch over the financial system if you\u2019re not guaranteed that you\u2019re going to be able to use it.\u201d<\/p>\n He also tied the policy fight to a broader economic claim: \u201cThere\u2019s between, depending on how you measure it, there\u2019s three and a half to $4 trillion dollars worth of transaction verification expenses in the global economy per year\u2026 If you could get that down, let\u2019s say you cut it in half, you could unleash a $2 trillion capital spend in other areas of the economy or just better wages for people.\u201d<\/p>\n Pressed on odds of passage before the midterms, Scaramucci said it should be \u201cnorth of 50%,\u201d arguing Democrats have learned there is \u201cno anti-crypto voter,\u201d while crypto-aligned spending can be decisive in tight races.<\/p>\n Asked for his current top-three altcoins, Scaramucci named Solana first<\/a>, followed by Avalanche and Telegram-linked TON<\/a>. \u201cMy three top coins then would be Solana, it would be Avalanche and believe it or not\u2026 it would be the Telegram token known as Ton,\u201d he said, while acknowledging he has been early or wrong on timing.<\/p>\n He said he first bought TON at $7.50, averaging near $4.00, while saying it was trading around $1.50 at the time of the interview, but still sees it as a token that could be used across Telegram\u2019s network as it grows.<\/p>\n On why Solana sits at No. 1, Scaramucci kept it simple and comparative: \u201cCheap, low cost, very fast, easy to use, easy to develop on,\u201d he said, adding he\u2019s \u201cnot an Ethereum negative person\u201d and expects \u201ca multicoin world.\u201d<\/p>\n Macro is the other pillar. Scaramucci expects \u201ctwo to four interest rate cuts\u201d next year and argued a president facing midterms will want growth optics. \u201cHe\u2019s going to flood the zone with capital. He\u2019s going to drop interest rates. He\u2019s going to try to perk up the economy,\u201d Scaramucci said. \u201cThat bodes well for the stock market\u2026 for the altcoin market\u2026 and\u2026 for crypto.\u201d<\/p>\n For bitcoin, he stuck with his $150,000 call\u2014\u201cI\u2019m off by a year, I think\u201d\u2014and said he recently \u201cbought more Bitcoin\u201d for his family, betting that ETF flows and easier policy can overpower the hangover from 2025\u2019s whale-driven selling.<\/p>\n At press time, the total crypto market cap stood at $2.94 trillion.<\/p>","protected":false},"excerpt":{"rendered":" Anthony Scaramucci says a friendlier US policy mix: rate cuts, looser financial conditions, and a renewed push for crypto legislation could set up 2026 as a better tape for \u201cquality\u201d altcoins, even after what he described as an unexpectedly bruising 2025 for the sector. In a Dec. 31 interview with Altcoin Daily, the SkyBridge Capital […]<\/p>\n","protected":false},"author":0,"featured_media":124050,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-124049","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-discovery"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/124049"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=124049"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/124049\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/media\/124050"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=124049"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=124049"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=124049"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Scaramucci\u2019s Top-3 Altcoins And Bitcoin Prediction<\/h2>\n