@Scaramucci
자기 입이 있는 자리에 자기 돈을 걸어 둔 월가의 자산 배분가. 스카라무치는 순자산의 70% 이상이 비트코인에 있다고 말하며, 암호화폐 익스포저 때문에 투자자들에게 두 분기 연속 손실을 안긴 펀드를 운용한다. 그는 끊임없이, 공개적으로, 날짜를 붙여 말한다 — 그래서 유난히 채점하기 쉽다. 아래 성적표는 의도적으로 뒤섞여 있다.
간단히 말해. Anthony Scaramucci is the founder and managing partner of SkyBridge Capital, a Goldman Sachs alumnus, Harvard Law graduate and — for eleven days in 2017 — White House Communications Director. In crypto he is one of the most quotable institutional bulls alive: a four-year-cycle believer who reads sentiment extremes, buys drawdowns and carries a $1M Bitcoin target for 2032. His 2026 record splits cleanly in two. The bottom and target calls he put a date on — “close to the bottom” in March, “$70K by the end of July” in June — were wrong, and expensively so. The directional reads he made once the market had actually broken — “it's going to grind higher because the sentiment is terrible” in late July — have worked, as has his mid-September call that Bitcoin would go higher off the CLARITY Act's failure. He is also on record conceding he blew his 2025 $150k target outright.
스카라무치는 골드만삭스 프라이빗 웰스 매니지먼트에서 출발해 투자 파트너십 Oscar Capital Management를 공동 설립했고(2001년 Neuberger Berman에 매각), 2005년 SkyBridge를 창업해 지금도 매니징 파트너로 이끌고 있다. 그는 콘퍼런스·벤처 플랫폼 SALT의 창립자 겸 회장이자 미국외교협회 회원이며 다섯 권의 책을 썼다. 터프츠대에서 경제학 학사를, 하버드 로스쿨에서 JD를 받았다. 2017년에는 도널드 트럼프의 정권 인수위원회에 참여했고 — 유명하게도 아주 짧게 — 백악관 공보국장을 지냈다. 열하루짜리 임기는 그를 금융계 바깥까지 널리 알려지게 만들었다.
His crypto conviction is unusually literal. He has said repeatedly that more than 70% of his net worth is in Bitcoin, and SkyBridge's flagship $1.3bn Opportunity Fund carries roughly 64% of its holdings in crypto and digital assets — a bet that cost it −18% in Q4 2025 and −12.9% in Q1 2026, two consecutive losing quarters. That is the context for everything below: when he says buy the drawdown, he is not speculating about somebody else's money. It also cuts the other way, and the record here says so plainly — he held a $150,000 year-end target through 2025 and later conceded in a Benzinga interview that he had got it wrong, having missed the scale of the whale selling. Two of the eleven 2026 calls charted here also went against him.
Sources: skybridge.com · x.com/Scaramucci · dated third-party coverage (CNBC, TheStreet, Benzinga/Yahoo Finance, Coinage, The Block)
하향식 자산 배분가, 4년 주기 신봉자. 스카라무치는 비트코인을 공급 메커니즘(2,100만 개 상한, 반감기 일정), 국가 부채와 화폐 가치 하락, 그리고 기관 인프라(현물 ETF, 수탁, 규제)로 틀 지운 뒤, 진입 타이밍의 시계로 심리의 극단을 쓴다. 0에 가까운 공포·탐욕 지수, 과매도된 주봉 RSI, 펀더멘털 훼손이 아닌 강제 매도자. 그는 하락을 수년 단위로 매수하는 사람이지, 그것을 트레이딩하는 사람이 아니다. 되풀이되는 약점은 타이밍이다. 구조적 판단은 대체로 옳았지만, 거기에 덧붙인 날짜와 가격 — 3월의 바닥, 7월까지 7만 달러, 2025년 15만 달러 — 은 번번이 너무 이르고 너무 높았다.
Structurally very bullish — a $1M 2032 target and 70%+ of his own net worth in BTC — and more constructive near term since mid-September, when he called Bitcoin higher off the CLARITY Act's failure. His own cycle model still pencils in the full recovery for Q4 2026 into early 2027.
Eleven dated statements from a rolling 2026 sample, each one re-fetched from its source and confirmed verbatim on that page before it was charted. Three are his own X posts; eight are dated third-party coverage. Scaramucci makes two very different kinds of call, and we have deliberately kept both: timed, falsifiable ones (“close to the bottom”, “$70K by the end of July”) and open-ended structural ones (“it cannot be devalued”, “$100,000 eventually”). The timed ones are where he has been hurt — both of the calls marked went against below carried a date. The reads he made after the market had already broken have aged much better.
“Bitcoin going higher off the Clarity Act failure.”
A one-line call, posted at 16:24 UTC, that the CLARITY Act stalling was good for Bitcoin, not bad — he repeated the point on CNBC on 22 September (“I think Bitcoin is a standalone as a digital store”). BTC was at $75,590 on that day's chart point and has never closed lower since (+0.0%): it reached $86,597 (+14.6%) six days later and holds $85,466 (+13.1%). One caveat on the anchor: that point is from 00:00 UTC, about 16 hours before the post, but the next day's point, $76,147, was barely higher — the call worked from either.
𝕏 Post“Bitcoin going higher off the Clarity Act failure.” — @Scaramucci on X↗ x.com“And by October I think you'll see the prices rallying again.”
Speaking at the SALT Wyoming Blockchain Symposium with BTC at $77,297, he put a month on the turn — October — while calling the CLARITY Act politically dead. The rally came, slightly ahead of schedule: after a worst dip of −2.2%, BTC ran to $86,597 (+12.0%) on 22 September and stands at $85,466 (+10.6%) in early October. Prices were rallying by October, as he said, so we grade it played out — noting that the move began in late September rather than in the month he named.
SourceWhy Bitcoin Could Reach a $12 Trillion Market Cap, According to Anthony Scaramucci (Coinage / Yahoo Finance)↗ finance.yahoo.com“As the halving cycle comes in again, and we cut the supply of coins again, it will tighten price, and I think you'll see the thing move back up over 100,000.”
He called it “a clear bear market” and put the next real catalyst — the halving — roughly 20 months away. The timing luck was remarkable: $64,491 that day is the lowest close since, so BTC has never traded lower (+0.0%), ran to $86,597 (+34.3%) and sits +32.5% higher at $85,466. But the number he named was $100,000, BTC is still 14.5% below it, and he attached no deadline — so we log it open, not a win.
SourceBitcoin's Price Crosses $65K, But Anthony Scaramucci Says $100K Catalyst Could Be 20 Months Away (CNBC via Stocktwits / Yahoo Finance)↗ finance.yahoo.com“It's going to grind higher because the sentiment is terrible”
His cleanest call of the year, and the one with no number attached: with the Fear & Greed Index at 28 and BTC at $65,052, he argued exhausted sellers meant a slow climb rather than a fresh leg down. That is exactly what happened — only a −3.5% dip, a run to $86,597 (+33.1%) and $85,466 (+31.4%) now. A grind, not a surge, just as described.
SourceEx-Trump advisor believes Bitcoin will grind higher after crashing (TheStreet / Yahoo Finance)↗ sg.finance.yahoo.com“If you believe Bitcoin is the operating layer for the future of money and a digital store of value, you stay invested.”
He put a weight on the conviction — roughly 30% of a fresh portfolio in Bitcoin — days after the cycle low, with BTC at $64,111. Staying invested paid: the worst subsequent dip was −2.9%, the high $86,597 (+35.1%), and BTC is +33.3% at $85,466. Worth noting he hedged himself in the same interview: “I've been humbled by markets. I could be wrong about Bitcoin.”
SourceAnthony Scaramucci's Model Portfolio: 30% to Bitcoin, Some Gold, 'Bet the Long Term of the US' (Benzinga / Yahoo Finance)↗ finance.yahoo.com“5 reasons I'm still long Bitcoin: 1.The only asset no government can debase. 21M cap, enforced by code — not promises.”
A public thread restating the long at $63,490, arguing the selloff was forced sellers — miners covering costs, leverage unwinding — rather than broken fundamentals. It held: BTC dipped only −7.8% to the July low, reached $86,597 (+36.4%) and is +34.6% now. His read on why the market was falling was the right one.
𝕏 Post“5 reasons I'm still long Bitcoin” — @Scaramucci on X↗ x.com“Bitcoin can reclaim $70K by the end of July. I just think because it's burnt out and the sentiment is so negative that any incremental buying will lift it through $70K”
The most falsifiable call he made all year, and it failed. From $65,709 BTC never got near $70k before the deadline — the best it managed by 31 July was $66,521 (+1.2%), still 5% short — and it first fell −10.9% to $58,566. TheStreet itself wrote the epitaph nine days before the deadline: “July is nearly over. The $70,000 target has not been hit.” It is +30.1% today, but the call had a date on it and the date passed.
SourceAnthony Scaramucci unveils Bitcoin target for July (TheStreet / Yahoo Finance)↗ finance.yahoo.com“So, if the four-year cycle theory holds, Bitcoin doesn't recover until the early part of the fourth quarter of 2026, possibly into the first quarter of 2027,”
Said in conversation with Mike Novogratz at $61,670, with weekly RSI under 30. The bottom half of the read was nearly exact — BTC fell just −5.0% further, to $58,566 on 1 July, and turned. The timing half is the open question: he said no recovery before Q4, yet BTC had already run +40.4% off that day to $86,597 by 22 September and holds +38.6% at $85,466 — still roughly a third below the old high, so “recovered” is genuinely arguable. Q4 has now begun; logged open until it resolves the call.
SourceAnthony Scaramucci Remains A 'Long-Term Believer' In Bitcoin, Sees BTC Recovering By Q4 2026 Or Q1 2027 (Benzinga / Yahoo Finance)↗ finance.yahoo.com“This is a computer program that cannot be devalued.”
The pure S-curve thesis — Bitcoin adopted like Amazon or Microsoft, with the volatility that late adopters bring — argued at $78,133, near a local high. It is a decade-long claim, not a level: BTC fell −25.0% to $58,566 afterwards and has only lately climbed back above where he said it, to $86,597 (+10.8%) at best and $85,466 (+9.4%) now. Nothing here is disproven — but four months cannot prove a decade-long claim either. Open.
SourceAnthony Scaramucci Says Bitcoin Poised To Follow The S-Curve Of Adoption Like Amazon, Microsoft: 'Cannot Be Devalued' (Benzinga / Yahoo Finance)↗ finance.yahoo.com“I owned one Bitcoin before the rally. I owned one Bitcoin during the bear market. Same Bitcoin. Different feelings. The asset didn't change. The price did.”
Not a target — a hold instruction, posted at $72,920 with BTC down from $126k. Taking it meant sitting through another −19.7% to $58,566 before the recovery; you are now up +17.2% at $85,466 six months later, against a best of +18.8%. The advice has started to pay, but it carries no level or date to grade against — open.
𝕏 Post“The asset didn't change. The price did.” — @Scaramucci on X↗ x.com“Could it trade lower? Sure. Anything can happen. It's Bitcoin, but we're getting close to the bottom.”
On Scott Melker's podcast, with Fear & Greed at 5 and BTC at $70,987, he said buy it here and set the $1M by 2032 target. He gave himself the out — “could it trade lower? Sure” — and it did: BTC fell another −17.5% to $58,566 over the following three months. It has since recovered to $85,466 (+20.4%), so the purchase is well in the green; the bottom call was not, and that is what is being graded.
SourceAnthony Scaramucci Sets $1 Million Bitcoin Target By 2032, Explains Why He's Buying Now (Benzinga / Yahoo Finance)↗ finance.yahoo.com결과는 실제 CoinGecko 가격에 비춘 그의 공개 입장에 대한 우리의 판독이며, 그 자신의 채점이 아니다. 각 카드의 날짜는 출처 자체의 게시일(X 게시물은 트윗 타임스탬프) 기준이며, 어떤 기사가 다시 떠오른 날짜가 아니다. 이 차트 구간(2026년 4분기, 2032년)을 넘어서는 시야를 가진 것은 모두 아직 진행 중으로 기록하며, 결코 적중으로 치지 않는다. 단기 판정은 뒤집힐 수 있다.
스카라무치는 우연히 암호화폐를 보유한 미디어 인물이 아니다. 그는 거의 매주 방송에서 이야기하는 바로 그 자산에 롱을 잡고 있는 펀드의 자산운용자다. 그 이해 일치는 정직하고 공개돼 있지만, 그럼에도 이해관계다.
그는 SEC 등록 대체자산 운용사인 SkyBridge의 설립자 겸 매니징 파트너다. 대표 펀드인 13억 달러 규모 Opportunity Fund는 약 64%를 암호화폐·디지털 자산에 담고 있다 — 따라서 강세 발언은 자기 장부, 그리고 고객 장부에 대한 발언이다.
그 장부는 아팠다. 펀드는 2025년 4분기 18%, 2026년 1분기 12.9% 하락해 두 분기 연속 손실을 냈고, 최근 환매 공개매수에서는 투자자들이 제출한 지분의 약 8%만 받아들였다. 그의 낙관을 이 압박과 함께 저울에 올려 보라.
그는 SALT를 창립하고 이끈다. 후원사와 연사가 대체로 그가 논평하는 바로 그 업계인 콘퍼런스·벤처 플랫폼이다. 그는 또한 개인 순자산의 70% 이상이 비트코인에 있다고 말한다 — 개인 투자자와 완전히 같은 편이며, 같은 편향에 완전히 노출돼 있다는 뜻이다.
“It's going to grind higher because the sentiment is terrible”
24 Jul 2026 · 맞았던 발언“Bitcoin can reclaim $70K by the end of July.”
15 Jun 2026 · 틀렸던 발언“I've been humbled by markets. I could be wrong about Bitcoin.”
11 Jul 2026 · 그가 소리 내어 말하는 단서인용문은 본인의 공개 출처에서 가져왔습니다. 밝힌 견해이지 권유가 아닙니다.
There is no video library to link — Scaramucci hosts no channel of his own, and the SALT channel has been dormant for years. His output is other people's programmes plus his X account, which is exactly why every call above links to a dated page carrying the quoted words. The appearances charted here are The Wolf Of All Streets Podcast with Scott Melker (22 Mar, published 24 Mar), RiskReversal Media (17 May), a conversation with Mike Novogratz (10 Jun), All Things Markets (15 Jun), an interview with Phil Rose (11 Jul), CNBC (24 Jul and 18 Aug) and Coinage at the SALT Wyoming Blockchain Symposium (3 Sep), alongside his own X posts of 11 Apr, 20 Jun and 16 Sep.
SkyBridge Capital의 설립자 겸 매니징 파트너로, 골드만삭스 출신에 하버드 로스쿨을 나왔고 SALT 콘퍼런스를 창립해 이끌고 있다. 금융계 바깥에서는 2017년 열하루 동안의 백악관 공보국장 재임으로 가장 잘 알려져 있다. 그는 시장에서 가장 눈에 띄는 기관 비트코인 강세론자 중 한 명이다.
그는 2032년 100만 달러 목표를 세웠고, 2026년에는 날짜를 특정하지 않은 채 비트코인이 “move back up over $100,000”할 것이라고 거듭 말했다. 또한 비트코인이 5년 안에 금 시가총액의 약 절반 — 대략 12조 달러, 개당 50만 달러에 가까운 수준 — 에 이를 수 있다고 주장했다. 이들 모두 위 차트 구간 밖의 시야여서 여기서는 어느 것도 적중으로 계산하지 않는다.
Mixed, and the record above says so: five of eleven dated 2026 calls played out, four are still open, and two went against him — a “close to the bottom” call in March that preceded another 17.5% drop, and a “$70K by the end of July” target that missed. He has also publicly conceded that his $150,000 target for 2025 was wrong.
그는 순자산의 70% 이상이 비트코인에 있다고 공개적으로 말했다. 별개로 SkyBridge의 13억 달러 규모 대표 펀드는 포트폴리오의 약 64%를 암호화폐·디지털 자산에 담고 있다. 그의 개인 보유량에 대한 감사받은 수치는 공개돼 있지 않다 — 구체적인 숫자는 무시하라.
스카라무치는 5년 시야로 공포를 사들이고, 이르다는 사실을 감수한다. 당신의 감각은 얼마나 가까울까 — Trader Passport로 실제로 재 보라.
이제 당신의 접근법을 실전에 써보자. 실제 시장 데이터 위에서, 자본 위험 없이, 진짜 상품이 걸린 무료 BuyCrypt 토너먼트로 당신의 엣지를 검증해 보라.
