@Scaramucci
Уолл-стритовский аллокатор, который вложил в свои слова собственные деньги: Скарамуччи говорит, что более 70% его состояния находится в биткойне, и управляет фондом, чья криптоэкспозиция принесла инвесторам два убыточных квартала подряд. Он говорит постоянно, публично и с датами — что делает его на редкость удобным для оценки. Оценка ниже намеренно неоднозначна.
Вкратце. 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.
Скарамуччи начинал в Private Wealth Management в Goldman Sachs, стал сооснователем инвестиционного партнёрства Oscar Capital Management (продано Neuberger Berman в 2001 году), а в 2005 основал SkyBridge — управляющую компанию альтернативных инвестиций, которой он до сих пор руководит как управляющий партнёр. Он также основатель и председатель SALT, конференции и венчурной платформы, член Council on Foreign Relations и автор пяти книг. У него степень по экономике Университета Тафтса и JD Гарвардской школы права. В 2017 году он входил в переходный комитет Дональда Трампа и — знаменито недолго — был директором по коммуникациям Белого дома: этот срок продлился одиннадцать дней и сделал его известным далеко за пределами финансов.
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)
Аллокатор «сверху вниз», сторонник четырёхлетнего цикла. Скарамуччи описывает биткойн через механику предложения (лимит 21M, график халвингов), суверенный долг и обесценивание валют, а также институциональную инфраструктуру (спотовые ETF, кастоди, регулирование) — и использует крайности настроений как таймер входа: значение Fear & Greed около нуля, перепроданный недельный RSI, вынужденные продавцы вместо сломанных фундаменталов. Он покупатель просадок с многолетним горизонтом, а не трейдер по ним. Повторяющаяся слабость — тайминг: его структурный взгляд в целом верен, тогда как даты и уровни, которые он к нему прикрепляет — дно в марте, $70k к июлю, $150k в 2025-м — раз за разом оказываются слишком ранними и слишком высокими.
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.comИтоги — это наше прочтение его заявленной позиции относительно реальной цены CoinGecko, а не его собственная оценка. Каждая карточка датирована по дате публикации самого источника (для постов в X — по времени твита), а не по дате, когда материал всплыл снова. Всё, чей горизонт выходит за пределы этого окна графика (IV квартал 2026, 2032), помечается как ещё открыто, но никогда как победа. Ближние оценки могут измениться.
Скарамуччи — не медийная фигура, которая по случаю владеет криптой: он управляющий активами, чей фонд держит длинную позицию в том, о чём он говорит по телевизору почти каждую неделю. Это честное и раскрытое совпадение интересов — но это всё равно интерес.
Он основатель и управляющий партнёр SkyBridge, зарегистрированного в SEC управляющего альтернативными активами. Флагманский Opportunity Fund на $1.3bn держит примерно 64% в крипте и цифровых активах — так что бычьи комментарии это комментарии о его собственной книге и о книге его клиентов.
Эта книга уже ударила: фонд потерял 18% в IV квартале 2025 и 12.9% в I квартале 2026, два убыточных квартала подряд, и удовлетворил лишь около 8% заявок инвесторов на выкуп в последнем раунде. Взвешивайте его оптимизм с учётом этого давления.
Он основал и возглавляет SALT, конференцию и венчурную платформу, чьи спонсоры и спикеры — по большей части та самая индустрия, которую он комментирует. Он также говорит, что более 70% его личного состояния в биткойне — полное совпадение с розничным держателем и полная подверженность тому же смещению.
“It's going to grind higher because the sentiment is terrible”
24 Jul 2026 · заявление, которое сработало“Bitcoin can reclaim $70K by the end of July.”
15 Jun 2026 · и то, которое нет“I've been humbled by markets. I could be wrong about Bitcoin.”
11 Jul 2026 · оговорка, которую он произносит вслухЦитаты взяты из собственных публичных источников; это высказанные мнения, а не рекомендации.
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.
Основатель и управляющий партнёр SkyBridge Capital, выпускник Goldman Sachs и Гарвардской школы права, который также основал и возглавляет конференцию SALT. Вне финансов он более всего известен одиннадцатидневным сроком на посту директора по коммуникациям Белого дома в 2017 году. Он один из самых заметных институциональных биткойн-быков на рынке.
Он поставил цель $1 миллион к 2032 году, а в 2026-м неоднократно говорил, что биткойн «move back up over $100,000», не называя даты. Он также утверждал, что биткойн может достичь примерно половины капитализации золота — около $12 триллионов, или почти $500,000 за монету, — за пять лет. Все эти горизонты выходят за пределы графика выше, поэтому ни один из них здесь не засчитан как победа.
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.
Он публично говорил, что более 70% его состояния в биткойне. Флагманский фонд SkyBridge на $1.3bn отдельно держит около 64% портфеля в крипте и цифровых активах. Аудированных данных по его личным активам нет — игнорируйте любые конкретные цифры.
Скарамуччи покупает страх с пятилетним горизонтом и мирится с тем, что заходит рано. Насколько близок ваш инстинкт — измерьте это по-настоящему с Trader Passport.
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Информационно-образовательный анализ, основанный строго на общедоступных материалах (датированные публикации третьих сторон и его собственные публичные посты в X, ссылки — на каждом прогнозе). Не является финансовой или инвестиционной рекомендацией. Цифры приблизительны и постоянно меняются. Spotted an error, or are you Anthony? Отправить исправление →
Проверенные аккаунты · Источники указаны выше · Методология оценки · Обновлено 6 October 2026
