
@Scaramucci
Alokator z Wall Street, który postawił własne pieniądze tam, gdzie ma usta: Scaramucci mówi, że ponad 70% jego majątku tkwi w bitcoinie, i prowadzi fundusz, którego ekspozycja na krypto kosztowała inwestorów dwa stratne kwartały z rzędu. Mówi bez przerwy, publicznie i z datami — co czyni go wyjątkowo łatwym do oceny. Ocena poniżej jest celowo mieszana.
W skrócie. 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.
Scaramucci zaczynał w Private Wealth Management w Goldman Sachs, współzałożył spółkę inwestycyjną Oscar Capital Management (sprzedaną Neuberger Berman w 2001 roku), a w 2005 założył SkyBridge — zarządzającego inwestycjami alternatywnymi, którym wciąż kieruje jako partner zarządzający. Jest też założycielem i przewodniczącym SALT, platformy konferencyjno-venture, członkiem Council on Foreign Relations i autorem pięciu książek. Ma dyplom z ekonomii z Tufts University i JD z Harvard Law School. W 2017 roku zasiadał w komitecie przejściowym Donalda Trumpa i był — słynnie krótko — dyrektorem ds. komunikacji Białego Domu: kadencja trwała jedenaście dni i uczyniła go rozpoznawalnym daleko poza finansami.
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)
Alokator top-down, wyznawca czteroletniego cyklu. Scaramucci ujmuje bitcoina przez mechanikę podaży (limit 21 mln, harmonogram halvingów), dług publiczny i deprecjację walut oraz instytucjonalną infrastrukturę (ETF-y spot, custody, regulacje) — a potem używa skrajności nastrojów jako zegara wejścia: odczyt Fear & Greed blisko zera, wyprzedany tygodniowy RSI, przymusowi sprzedający zamiast zepsutych fundamentów. Jest kupującym przeceny z wieloletnim horyzontem, a nie traderem na nich. Powracającą słabością jest timing: jego odczyt strukturalny bywał w zasadzie trafny, podczas gdy daty i poziomy, które do niego dokleja — dno w marcu, 70 tys. USD do lipca, 150 tys. USD w 2025 — raz po raz okazywały się zbyt wczesne i zbyt wysokie.
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.comWyniki to nasze odczytanie jego deklarowanego nastawienia wobec realnej ceny z CoinGecko, a nie jego własna punktacja. Każda karta jest datowana datą publikacji samego źródła (a dla wpisów na X — znacznikiem czasu tweeta), a nie datą, w której materiał znów wypłynął. Wszystko, czego horyzont wykracza poza to okno wykresu (IV kw. 2026, 2032), zapisujemy jako wciąż otwarte, nigdy jako trafienie. Krótkoterminowe oceny mogą się odwrócić.
Scaramucci nie jest postacią medialną, która przy okazji ma krypto — to zarządzający aktywami, którego fundusz jest długi w tym, o czym mówi w telewizji niemal co tydzień. Ta zbieżność jest uczciwa i ujawniona, ale wciąż pozostaje interesem.
Jest założycielem i partnerem zarządzającym SkyBridge, zarejestrowanego w SEC zarządzającego aktywami alternatywnymi. Flagowy Opportunity Fund o wartości 1,3 mld USD trzyma około 64% w krypto i aktywach cyfrowych — więc bycze komentarze są komentarzami o jego własnej książce i o książce jego klientów.
Ta książka zabolała: fundusz stracił 18% w IV kw. 2025 i 12,9% w I kw. 2026, dwa stratne kwartały z rzędu, a w ostatniej ofercie odkupu zrealizował tylko około 8% zgłoszonych przez inwestorów jednostek. Zważ jego optymizm na tle presji, którą to tworzy.
Założył i przewodniczy SALT, platformie konferencyjno-venture, której sponsorzy i prelegenci to w dużej mierze ta sama branża, którą komentuje. Mówi też, że ponad 70% jego osobistego majątku jest w bitcoinie — pełna zbieżność z detalicznym posiadaczem i pełna ekspozycja na to samo obciążenie poznawcze.
“It's going to grind higher because the sentiment is terrible”
24 Jul 2026 · wezwanie, które wypaliło“Bitcoin can reclaim $70K by the end of July.”
15 Jun 2026 · i to, które nie“I've been humbled by markets. I could be wrong about Bitcoin.”
11 Jul 2026 · zastrzeżenie, które wypowiada na głosCytaty pochodzą z własnych publicznych źródeł; to wyrażone opinie, nie rekomendacje.
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.
Założyciel i partner zarządzający SkyBridge Capital, absolwent Goldman Sachs i Harvard Law, który założył też konferencję SALT i jej przewodniczy. Poza finansami najbardziej znany z jedenastodniowej kadencji jako dyrektor ds. komunikacji Białego Domu w 2017 roku. To jeden z najbardziej widocznych instytucjonalnych byków bitcoina na rynku.
Wyznaczył cel 1 mln USD na 2032 rok, a w 2026 wielokrotnie mówił, że bitcoin „move back up over $100,000”, nie podając daty. Argumentował też, że bitcoin mógłby w ciągu pięciu lat osiągnąć mniej więcej połowę kapitalizacji złota — około 12 bln USD, czyli blisko 500 tys. USD za monetę. Wszystkie te horyzonty wykraczają poza okno wykresu powyżej, więc żaden nie jest tu liczony jako trafienie.
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.
Publicznie mówił, że ponad 70% jego majątku jest w bitcoinie. Flagowy fundusz SkyBridge o wartości 1,3 mld USD trzyma osobno około 64% portfela w krypto i aktywach cyfrowych. Nie ma audytowanej liczby dla jego osobistych zasobów — ignoruj wszelkie konkretne kwoty.
Scaramucci kupuje strach z pięcioletnim horyzontem i godzi się z tym, że bywa wcześnie. Jak blisko jest twój instynkt — zmierz to naprawdę z Trader Passport.
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