Scaramucci reveals three major altcoin strategies, optimistic about the interest rate cut cycle and crypto opportunities

SkyBridge Capital founder Anthony Scaramucci recently stated that under the background of Federal Reserve rate cuts, easing financial conditions, and the gradual improvement of cryptocurrency regulatory frameworks, 2026 is expected to become a window of opportunity for high-quality altcoins. In comparison, he described 2025 as an unexpectedly difficult year for the crypto market.

2025 Market Review: Whale Sell-offs and Liquidity Crisis

Scaramucci pointed out that this year, over $4.6 billion in large-scale funds flowed from crypto assets into ETF products, coupled with the leveraged liquidation event in mid-October, which triggered a large-scale risk release. “The large-scale deleveraging process affected multiple market makers and ultimately evolved into a liquidity crisis,” he explained. Although Bitcoin declined by nearly 30%, he believes this volatility remains unexpected for trend traders.

However, Scaramucci’s “bull market index” currently hovers only around 13-14 out of 100, indicating that market sentiment remains subdued. He believes that this extreme pessimism has created conditions for a subsequent rebound.

Policy Clarity as a Key Catalyst

In Scaramucci’s view, the probability of the US cryptocurrency bill (such as the “Clear Law”) passing is “over 50%”, and the timeline is crucial. The lack of a clear legal framework would constrain tokenized financial innovation: capital providers find it difficult to determine expected returns and naturally would not invest the huge sums needed to transform the financial system.

From a macro perspective, global transaction verification costs amount to $3.5-4 trillion annually. If this cost is halved through crypto technology, the released $2 trillion could be invested in other economic sectors or used to increase employment and wages.

Additionally, Scaramucci expects the government facing midterm elections to adopt proactive economic stimulus policies—including “two to four rate cuts” to create an illusion of growth—which would be a long-term positive for the stock market, altcoin market, and the entire crypto asset ecosystem.

Anthony Scaramucci’s Top Three Altcoins

When asked about his most favored altcoins, Scaramucci’s top choice is Solana, followed by Avalanche and TON, which is related to the Telegram ecosystem.

Regarding Solana, he summarized his reasons as “low cost, fast processing speed, user-friendly experience, and low development barriers.” He also emphasized that he is not opposed to Ethereum but is looking forward to “an era where multiple blockchains coexist.”

As for TON, Scaramucci admitted that his timing for investment was not ideal—initially buying at $7.50, with an average cost close to $4.00, and the current trading price around $1.50. However, he still believes that as Telegram’s user base expands, TON has the potential to become a universal settlement token within the network.

Long-term Bitcoin Outlook and Market Prospects

Regarding Bitcoin, Scaramucci maintains a target price of $150,000, admitting that “it might be a year late.” Recently, he “purchased more Bitcoin for his family,” betting that ETF inflows and easing policies could absorb the aftereffects of whale-driven sell-offs in 2025.

Overall, from the policy-driven rate cut expectations to the gradual clarification of regulatory frameworks and increased ETF inflows, these factors combined could bring new growth momentum to the market by 2026. As of the report, the total market capitalization of cryptocurrencies is $2.94 trillion.