Anthony Scaramucci says that a combination of friendly US policy: rate reductions, loose financial conditions, and the renewal of crypto legislation may set 2026 as a better tape for “quality” altcoins, even after what he describes as unexpected damage in 2025 in this sector.
In a December 31 interview with Altcoin Daily, the founder of SkyBridge Capital established 2025 as the year when sentiment and sentiment decline under selling pressure he said he did not expect. “There’s probably $4.6 billion in whale trading this year in ETF demand,” Scaramucci said, arguing that the Oct. 10 event fueled the move.
“There was a huge amount of reduction. It affected some market makers. It forced a liquidity problem,” he added, describing the 30% drop as “garden variety” for bitcoin, but still a surprise to bullish-leaning traders.
Scaramucci said he now sees the setup getting better because the emotions took a turn for the worse. “We were bullish, now we’re very limited,” he said, noting that his internal “bull meter” sits around 13 or 14 out of 100. The flip side, he argued, is that incremental good news, small shareholder sales, strong ETF inflows, or continued regulation, may be more important than usual.
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A central part of Scaramucci’s view was that the market is still waiting for US market structure legislation to be passed, and that the timeline is important. “I think it’s dangerous because I think there is still an expectation in the market that it will pass. I think you need that clarity,” he said about the Clarity Act.
Without it, he argued, serious tokenization efforts remain mired in legal uncertainty: “Who’s going to use the currency you need to change the financial system if you’re not guaranteed to be able to use it.”
He also tied the policy battle to a broader economic claim: “There is, depending on how you measure it, the cost of justifying the spending of three and a half to $4 trillion in the world economy annually…
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Pressed on the ability to pass the midterms, Scaramucci said it should be “north of 50%,” arguing that Democrats have learned that “there is no voter against crypto,” while spending on crypto can be decisive in tight races.
Scaramucci’s Top-3 Altcoins And Bitcoin Predictions
Asked for his current top-three altcoins, Scaramucci named Solana first, followed by Avalanche and Telegram-linked TON. “My top three coins would be Solana, it would be Avalanche and believe it or not … it would be the Telegram token known as Ton,” he said, while admitting that he was either early or wrong on the timing.
He said he started buying TON at $7.50, an average close to $4.00, while he said it was trading around $1.50 at the time of the interview, but he still sees it as a token that can be used throughout the Telegram network as it grows.
As for why Solana stays at No. 1, Scaramucci kept it simple and comparative: “Cheap, low cost, very fast, easy to use, easy to develop,” he said, adding that he is “not a bad person for Ethereum” and expects “a multicoin world.”
Macro is another pillar. Scaramucci expects “two to four interest rate cuts” next year and said a president facing medium-term pressure will seek growth optics. “He’s going to flood everywhere with big money. He’s going to lower interest rates. He’s going to try to fix the economy,” Scaramucci said. “That bodes well for the stock market … for the altcoin market … and … for crypto.”
On bitcoin, he stuck to his $150,000 call—”I’m going a year, I think”—and said he recently “bought more Bitcoin” for his family, betting that ETF flows and easy policy can overcome the hangover from the whale-driven selloff of 2025.
At the time of publication, the total crypto market stood at $2.94 trillion.
The featured image was created with DALL.E, a chart from TradingView.com
