SkyBridge bets on rising volatility, cautiously optimistic on bitcoin, Scaramucci says

Group 1: Company Strategy - SkyBridge Capital is shifting its focus towards macro strategies due to increased market volatility under the Trump administration, with founder Anthony Scaramucci noting that macro traders have performed better in this environment [1] - The SkyBridge Opportunity Fund has adjusted its asset allocation, increasing its macro weighting to 69% from 65% in cryptocurrency and digital assets as of March 2025 [3] Group 2: Cryptocurrency Insights - Despite a significant decline from its peak, Scaramucci maintains that the long-term outlook for bitcoin remains positive, viewing the current situation as a timing issue rather than a fundamental change [2] - Bitcoin experienced a dramatic year in 2025, reaching an all-time high of over $126,000 in October before a crash that resulted in over $19 billion in liquidations, marking the largest liquidation event in crypto history [4] - Scaramucci expressed a desire to see bitcoin return to the $125,000 to $150,000 range, acknowledging the unpredictable nature of the cryptocurrency [4] Group 3: Regulatory Environment - The stablecoin legislation was ratified in July of the previous year, while the Clarity Act, which aims to clarify the classification of crypto tokens, is currently under consideration in the U.S. Senate [6] - Scaramucci expressed cautious optimism regarding the regulatory landscape, indicating a belief that the upcoming year could be favorable for the cryptocurrency market [6]