Anthony Scaramucci

Scaramucci says people are "searching for something outside of the matrix" due to the debt crisis. He explicitly mentions being a "big believer long-term in Bitcoin" and using "Solana and possibly Ethereum to tokenize assets." As trust in centralized institutions (Fed, Treasury) erodes, capital flees to decentralized, non-sovereign assets. Furthermore, the utility of blockchains (SOL/ETH) for 24-hour markets and tokenization provides fundamental value beyond just a store of value. Long major crypto assets (BTC, SOL, ETH) as both a debasement hedge and a technology play. Regulatory crackdowns or a "crypto winter" cycle (Scaramucci notes Bitcoin is down in the last 6 months of the discussion context).

Buy SOL as Scaramucci argues Solana is positioned to capture value from eliminating ~$4T in annual global transaction friction, framing it as a structural shift in financial infrastructure.

"Anthony Scaramucci warning that any disruption to the straight of Hormuz, a route that carries roughly a fifth of the world's oil, could send energy prices sharply higher and ripple across global markets." A major geopolitical disruption in a critical oil chokepoint would directly reduce global oil supply. This supply shock would drive the price of crude oil higher. The United States Oil Fund (USO) tracks the price of West Texas Intermediate (WTI) crude oil and is the primary liquid ETF for this exposure. LONG on USO as a direct play on a potential supply-driven spike in oil prices due to escalated Middle East tensions. The conflict does not escalate to disrupt shipping; diplomatic resolution is reached; increased production from other regions (e.g., U.S., OPEC+) offsets lost supply.

Scaramucci states the US has "overpromised" on services and "undertaxed," resulting in deficits that will be paid via inflation. He notes the US dollar is down ~28% in real value over 5 years. When a government chooses inflation over default or austerity to manage debt, fiat currency debases relative to hard assets. Gold acts as the inverse of trust in the sovereign's fiscal discipline. Long Gold (GLD) and Gold Miners (GDX) as a hedge against the "systemic crisis" and fiscal dominance. A sudden return to fiscal austerity or a deflationary crash that strengthens the dollar.

Scaramucci admits there is likely an AI bubble and the market is expensive (40x multiple), but explicitly states, "I do own some Nvidia." He references the 2000 tech bubble, noting that those who left tech completely missed the greatest growth engine of history. Even if a sector is overvalued, "innovation" is the only driver of equity returns. The strategy is to behave like a private equity holder: endure the volatility (even a 50% drop) to capture the long-term compounding of the category winner. Long Nvidia (NVDA) but with a stomach for high volatility. A dot-com style crash where valuations compress by 50-80% before recovering.

Unlike the dot-com infrastructure buildout that served B2B needs, today's AI assistants like Google Gemini and Microsoft Copilot have a direct consumer market of up to 8 billion people, and rapid internet expansion will turn billions into subscribers, making this a huge B2C opportunity.

Unlike the dot-com infrastructure buildout that served B2B needs, today's AI assistants like Google Gemini and Microsoft Copilot have a direct consumer market of up to 8 billion people, and rapid internet expansion will turn billions into subscribers, making this a huge B2C opportunity.

The 'Mag 7' and large-cap tech companies like Nvidia and Dell Technologies have structural advantages: they can clear regulatory battles, exert lobbying influence, and have the scale to win in AI infrastructure and compute buildout. Despite massive capex, these incumbents are likely to endure and thrive over the next decade, similar to how dominant tech platforms survived previous technology waves.

The 'Mag 7' and large-cap tech companies like Nvidia and Dell Technologies have structural advantages: they can clear regulatory battles, exert lobbying influence, and have the scale to win in AI infrastructure and compute buildout. Despite massive capex, these incumbents are likely to endure and thrive over the next decade, similar to how dominant tech platforms survived previous technology waves.

SpaceX has a long-term growth story driven by Elon Musk's leadership, Starlink satellite technology, commercialization of space, and defense/national security needs. Despite a high current valuation and potential short-term choppiness, the company could become one of the most important of the next decade, with billions of Starlink users and significant revenue growth. Historical analogies like Amazon show that long-term holders can build significant wealth.

Investments in biotechnology, particularly immunotherapy, represent a coming big wave of innovation. Skybridge is beginning to allocate to this space, viewing it as a future-facing sector with potential to transform healthcare and reduce costs.

Buy STRC as Scaramucci endorses Saylor's thesis that the company represents an iPhone-scale global adoption catalyst, implying a major re-rating ahead.

Scaramucci references the tension between Jamie Dimon (JPM) and Brian Armstrong (COIN), stating that banks are like "horse and carriage owners" who have "no bid" for the future. He explicitly states, "He [the crypto native] is going to win." The friction between TradFi and Crypto is not a sign of failure but of disruption. The "horseless carriage" analogy implies that despite current resistance, the superior technology (crypto rails) will eventually displace or force the evolution of legacy systems. Coinbase is positioned as the winner in this transition until banks capitulate. Long the disruptors (Bitcoin and Coinbase) as they capture market share from legacy institutions. Continued regulatory hostility ("Chokepoint 2.0") delaying institutional entry.

Go long non-U.S. global equities as a tariff-authority reversal would weaken the dollar and remove the competitive disadvantage facing international markets relative to the U.S.

Short the dollar on the thesis that a Supreme Court ruling against tariff authority would remove a key inflationary/protectionist pillar; Novogratz frames this as a clean macro trade with dollar-yen potentially reaching 130.