Anthony Scaramucci: Don’t Bet Against Elon — And Don’t Ignore The Next Oil Shock
Спикеры
Anthony Scaramucci
— Основатель и управляющий партнер, SkyBridge Capital
Anthony Scaramucci details his bullish stances on SpaceX, Elon Musk, Bitcoin, and late-stage pre-IPO funds, while also addressing risks from oil, geopolitics, and inflation. He explains SpaceX's transformative potential, his crypto and gold plays as hedges against fiat debasement, and why he believes large-cap tech incumbents will dominate AI. The conversation also covers oil price scenarios, Fed policy under a new chair, and the value of long-term optimism.
- SpaceX is a long-term compounder thanks to Elon Musk, Starlink, satellite tech, and defense needs.
- Skybridge unicorn funds provide discounted access to late-stage private companies like SpaceX, OpenAI, and Anthropic.
- Bitcoin's four-year cycle and extreme bearishness signal a buying opportunity; long-term driven by fiat debasement.
- Gold, like Bitcoin, should rise amid debt monetization and inflation.
- Mag 7 and AI leaders Nvidia and Dell have structural moats to win the AI buildout.
- Oil prices remain contained barring a Strait of Hormuz closure, which is not the base case.
- New technologies are deflationary, which could influence the next Fed chair's stance.
- Biotechnology and immunotherapy represent the next innovation wave worth watching.
Идеи
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.
Mag7 and AI incumbents will win
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.
Access pre-IPO unicorns at discounts
Skybridge's unicorn return funds provide access to late-stage, near-public companies at lower valuations than eventual IPOs, with reduced early-stage risk due to screening and discounted secondary purchases. The strategy leverages Skybridge's network and due diligence to capture proven innovators like OpenAI, SpaceX, Anthropic, and Epic Games, offering a lower-volatility way to invest in secular technology growth with potential for outsized returns.
Big Solana position for tokenization
Skybridge maintains a very big position in Solana as part of a broader crypto allocation. The thesis is tied to the long-term tokenization of real-world assets, stocks, and bonds, which Solana's high-performance blockchain could facilitate. He expects crypto to benefit from regulatory clarity and the eventual tokenization trend.
Buy Bitcoin dip, cycle intact
Bitcoin's thesis is unbroken; the current pullback is part of the typical four-year halving cycle with historical 25-60% corrections. Extreme bearish sentiment and apathy are contrarian buy signals. Long-term, Bitcoin is supported by excessive fiat debasement, deficit spending, and debt monetization, and incremental demand in a thin market will drive prices much higher. He is personally buying and favors long-term accumulation.
Biotech immunotherapy is next big wave
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.
Gold benefits from fiat debasement
Gold, like Bitcoin, will rise over the next decade due to excessive fiat currency spending, deficit cycles, and the monetization of debt, which acts as a regressive inflation tax. Demand for hard assets should support gold as a store of value in a sustained debasement environment.
Далее
This Wealthion video, published June 12, 2026, features Anthony Scaramucci discussing SPCX, MAGS, DELL, NVDA, Skybridge Unicorn Return Funds, SOL, BTC, XBI, GLD. 7 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Anthony Scaramucci · Tickers: SPCX, MAGS, DELL, NVDA, Skybridge Unicorn Return Funds, SOL, BTC, XBI, GLD