| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| LONG |
Anthony Scaramucci
Founder and Managing Partner, SkyBridge Capital |
"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. | — | |
| AVOID |
Anthony Scaramucci
Founder and Managing Partner, SkyBridge Capital |
"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). | 5:31 | |
| LONG |
Anthony Scaramucci
Founder and Managing Partner, SkyBridge Capital |
"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. | 0:11 | |
| LONG |
Anthony Scaramucci
Founder and Managing Partner, SkyBridge Capital |
"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. | 5:06 |