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Feb 12, 2026
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LONG
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"Meme coins have fortified the case to use Solana for real world assets... look at the transaction speeds... Solana is an anti-fragile layer one." While meme coins themselves are "garbage," the massive volume they generated acted as a successful stress test for the network. This proves to institutions that Solana can handle high-throughput Real World Assets (RWA) and settlement faster than the traditional T+1 banking system (the "Uber" vs. "Taxi" argument). LONG Solana as the infrastructure play for future financial settlement. Network outages or regulatory crackdowns on the specific ecosystem. |
CoinDesk
Anthony Scaramucci Predicts $150K BTC by Year...
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Feb 12, 2026
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AVOID
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"The Trump coin sucked a lot of liquidity out of that space... meme coins are garbage." These assets are extractive rather than additive to the ecosystem's value. They cause volatility and drain liquidity from legitimate projects without offering fundamental utility, making them uninvestable for serious allocators. AVOID speculative meme tokens. A renewed retail mania could drive short-term irrational gains (FOMO risk). |
CoinDesk
Anthony Scaramucci Predicts $150K BTC by Year...
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Feb 12, 2026
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LONG
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"I'm going to stick to the 150... once that legislation does pass, it's going to open a floodgate of activity in the money center banks." Currently, sovereign wealth and pension funds (managed by older demographics) buy Gold/Silver due to compliance mandates. When legislation passes (expected by Memorial Day), these "money center banks" will be legally cleared to solicit and custody Bitcoin, driving trillions in capital rotation from Gold to BTC. LONG Bitcoin ahead of the legislative catalyst. Legislation fails to pass or is delayed beyond the midterms; banks continue to lobby effectively against crypto competition. |
CoinDesk
Anthony Scaramucci Predicts $150K BTC by Year...
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Feb 12, 2026
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LONG
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"The bear market really started last January... we're more than two-thirds of the way through... RSI is below 30. The greed index... is at a five." Scaramucci applies a time-based cycle analysis (bear markets last 12-18 months) combined with technicals (oversold RSI). Since the market is mathematically deep into the cycle and sentiment is at peak fear, the risk/reward for broad altcoin exposure is asymmetric to the upside. LONG the broader altcoin market (excluding memes) as a contrarian bottom-fishing play. Extended bear market duration due to macro liquidity issues or continued dominance of Bitcoin over alts. |
CoinDesk
Anthony Scaramucci Predicts $150K BTC by Year...
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Feb 11, 2026
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LONG
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Scaramucci calls Solana "anti-fragile" and notes it handled massive throughput during the "Trump coin" mania. Evan Cheng notes Sui is the first non-EVM chain to get a full Coinbase integration and emphasizes "T+0" settlement for TradFi. In the race for "Internet Capital Markets," institutions require speed and low cost. Solana and Sui are winning the technical narrative for high-frequency TradFi integration over legacy chains, positioning them as the rails for RWA (Real World Assets). LONG. These L1s are capturing the "execution layer" value of the new financial stack. Network outages (Solana) or lack of developer traction compared to EVM (Sui). |
CoinDesk
Inside the Future of Digital Assets at Consen...
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Feb 11, 2026
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LONG
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Scaramucci believes the bear market is 2/3 over and sticks to a $150k price target. Thielen notes a liquidity gap at $87k but expects a bottom around $50k before a rebound driven by Fed cuts/election cycles. The macro cycle (currency debasement + eventual rate cuts) favors hard assets. Institutional holders (ETFs) are sticky, creating a higher floor. LONG (Accumulate on dips to $50k). "Quantum threat" (mentioned by Hoskinson/Lubin) requiring a hard fork; prolonged high rates. |
CoinDesk
Inside the Future of Digital Assets at Consen...
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Feb 06, 2026
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LONG
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Scaramucci explicitly states, "I frankly bought more Bitcoin yesterday. I intend on buying more Bitcoin next week." He views the recent 25% drop and subsequent bounce as a standard correction within a bull market. He argues that Bitcoin is still an "early adopting technical asset" rather than a mature inflation hedge. The current price decline was driven by leverage washouts (margin calls), not a change in value. He believes the bottom is likely in because the asset held its 200-day moving average and institutional ETF flows are providing a floor that didn't exist in previous cycles. The "Fear and Greed Index" is currently at 5 (out of 100), which is historically one of the lowest readings and typically signals a contrarian buying opportunity. Additionally, he notes that while Bitcoin dropped, it avoided the deeper historical retest level of $38,000. The "Clarity Act" (regulatory approval) is described as a "coin toss." If the US government does not provide clear regulation, large commercial banks and older, wealthy demographics will continue to prefer Gold and Silver over Bitcoin. |
CNBC
This is typical volatility for bitcoin, says ...
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