As the clock struck midnight on January 1, 2026, the sentiment in the crypto market was one of "Extreme Fear." Bitcoin search volume was at multi-year lows, and many retail investors had checked out after a volatile 2025. But for Anthony Scaramucci, this is the "Golden Hour." In a series of recent interviews, the Skybridge Capital founder revealed a portfolio shift that prioritizes network utility over pure speculative hype.
While Bitcoin remains the "digital gold" anchor of his net worth (at approximately 70%), his "active bets" for 2026 are centered on a trio of Layer-1s: Solana, Avalanche, and the controversial Toncoin.
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| Anthony Scaramucci 2026 Altcoin Predictions |
Learning from the "TON" Slump
One of the most human moments of the 2026 market open was Scaramucci’s admission that he "got it wrong" on Toncoin’s 2025 timing. "This life is humbling," he noted, referencing TON’s collapse from $7.50 to $1.50. However, Scaramucci is applying a "Venture Capital" mindset rather than a "Day Trader" mindset. He views TON not as a coin, but as a "Network Access Pass" to Telegram's nearly one billion users. For Scaramucci, the decoupling of Institutional XRP Liquidity from retail panic is the proof that infrastructure always wins in the end.
The Solana "Flippening" Logic
Scaramucci isn't just a Solana bull; he’s an Ethereum skeptic—at least regarding its current valuation. He argues that Solana’s superior transaction speed and drastically lower costs make it the "obvious choice" for the next wave of consumer-facing DApps. His $300-$400 target for SOL in 2026 is based on the premise that the market will eventually value "TPS per Dollar" more than "Legacy Moats."
Macro Winds and the "Flood of Capital"
The final pillar of the 2026 thesis is the Federal Reserve. Scaramucci, along with Galaxy Digital’s Mike Novogratz, believes that a "dovish" Fed chair will be appointed early this year. This, combined with a weakening U.S. dollar, is expected to create a "perfect storm" for risk assets.
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